Legal Secretary Job Responsibilities: - Draft estate planning documents, including wills,... trusts, powers of attorney, advance healthcare directives, and related amendments. - Collect and organize financial, personal, and asset information from clients. - Manage and maintain client files, both up-to-date knowledge of relevant estate...
correspond with clients and referral partners. - Organize and mail legal documents. - Assist with various tasks for real estate and estate planning matters. -... Ensure efficient and accurate data entry. - Run documents to and from real estate closings. Education and Experience Information: -... Exp...
Senior Tax Associate, Real Estate Job Responsibilities: As a Senior Tax... role in delivering exceptional tax services to clients within... the construction and real estate industries. Your responsibilities will... include: - Identifying and implementing tax planning and consulting opportunities... base. - Participating in the tax planning and consultation process......
Title: Tax Manager, Real Estate Job Responsibilities: As a Tax Manager... be entrusted with providing tax consulting and compliance services... the construction and real estate sectors. Your responsibilities will... include: - Performing tax research and working directly... with clients on tax-related matters. - Implementing special projects... tax...
Senior Tax Manager, Real Estate Job Responsibilities: As a Senior Tax... company, you will offer tax consulting and compliance services... the construction and real estate sectors. Your responsibilities will... include: - Performing tax research and collaborating with... clients on tax matters. - Implementing special projects... tax...
Title: Administrative Legal Assistant Job Responsibilities: - Draft, edit, and organize legal documents including wills, trusts, powers of attorney, and correspondence. - Maintain both digital and physical client files ensuring confidentiality and organization. - Manage attorney calendars, meetings, and appointments related to court or...
years of experience in estate planning and estate and... administration matters, including all planning techniques and contested probate... experience and/or . in tax is preferred. Should preferably... have a Bar license. The firm offers benefits that include 401(k), 401(k) matching,...