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...
not only have the best **Members Only** positions, but we also have the most. Attorney The candidate will be involving in all aspects of estate, tax and wealth planning,... including preparation of Wills, Trusts, Powers of Attorney and other estate...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Administration CPA/Paralegal The candidate will be reviewing client estate planning documents for post-death... administration of estates and trusts. Preparing tru...
Job Title: Estate Planning Attorney Job Responsibilities: - Meet... goals and develop comprehensive estate plans. - Draft, review, and... directives. - Advise clients on estate, gift, and generation-skipping tax... implications. - Assist with probate... and trust administration matters as needed. - Maintain accurate and confidential client...
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...
must have 3+ years of experience in one or more of the following areas: Estate Planning; The successful candidate... should be hardworking, entrepreneurial, and looking to contribute to the growth of the firm. A portable book of business is preferred....
Job Title: Tax Senior Manager - Real... Estate Tax Credits Job Responsibilities: The role... of... Tax Senior Manager in the... closing process for Historic Tax Credits (HTC) and New... Markets Tax Credits (NMTC) transactions. - Reviewing... financial models to ensure accuracy and strategic...
positive financial outcomes. Leverage tax expertise to provide full... service tax return preparation, tax advice,... filings, navigate life events (marriage, children, elder care), or handle more complex tax scenarios like business income,... amendments, or investments. Give hands-on tax advice...
Services Tax - Real Estate Manager The candidate will... help clients meet their tax obligations while managing the... impact tax has on their business.... their local and overseas tax affairs, while acting as... a strategic consultant related to business analysis,...
Job Title: Estate and Tax Planning and... Compliance Associate Job Responsibilities: The Estate and Tax Planning and... of tasks within the Estate and Tax Planning and... tax returns. - Engaging in estate planning activities, with an... emphasis on compliance and accounting. - Conducting...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is responsible for providing comprehensive administrative support to lawyers within the Trusts and Estates practice group. Key responsibilities include: - Organizing and maintaining both physical and electronic files related...
Job Title: Estate and Trust Administration Attorney Job... Responsibilities: Trust & Estate Administration - Guide trustees and... phases of trust and estate administration. - Review and interpret... instruments, wills, and related estate planning documents. - Prepare required... notices, inventories, accountings, and distribution schedules. - Coordinate asset...
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,...