of practice areas, including estate planning, estate administration, guardianship,... corporate law, elder law, Medicaid, asset protection, contract drafting and review, municipal law, and civil litigation. Specific responsibilities include: - Assisting attorneys and clients in developing and implementing estate plans and Medicaid/...
Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. This typically includes multi-generational trusts, closely held business entities, corporate executives, and...
TITLE: Legal Assistant STATUS: Non-Exempt SUMMARY: Under general supervision and according to established policies and procedures of the Strategic Business Unit Manager or their designee and the Human Resources Team, the Legal Assistant will perform a variety of duties specific...
- Will Contest & Estate Litigation Job Responsibilities: - Manage a... docket focused on will contests, inheritance disputes, fiduciary litigation, and related probate/trust matters. - Draft and argue motions, responses, and supporting memoranda. - Handle discovery, including written discovery, depositions, subpoenas, and case strategy. -...
Attorney Job Responsibilities: - Drafting Real Estate and Business Purchase Agreements,... documents related to real estate and business transactions. - Assisting... notices, subpoenas, and discovery: This involves supporting the litigation process by preparing necessary legal documents. - Drafting comprehensive Estate Planning Documents for si......
personal injury, probate, and estate planning. - Screen potential new... cases and conduct client intakes. - Maintain communication with clients to ensure they are informed about their case status. - Learn and utilize the law firm's practice management software to monitor case progress. -...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... on exceptional client service and technical excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax... engagements. - M...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Title: Tax Manager - Estate, Gift & Trust Job... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
on various aspects of estate planning, estate and trust... planning, and trust and estate litigation. This role requires... complex rules of gift, estate, and generation-skipping transfer tax.... The attorney will receive training on these topics but must have the desire...
related legal documents. - Support probate and trust administration processes, including the... preparation of necessary filings and maintaining client communication. - Assist clients with asset protection strategies and ensure Medicaid eligibility and compliance. - Participate in guardianship proceedings, providing necessary legal support and...
probate, elder law, and estate planning and administration practices.... The primary duties involve assisting attorneys with client and case management by performing necessary tasks for case administration. Specific responsibilities include: - Case File and Client Portal Management: - Creating and organizing...
Services Tax - Real Estate Director Job Responsibilities: - Lead the... services related to real estate. - Set the strategic direction... for tax services, ensuring alignment with the overall goals and objectives of the company. - Oversee multiple projects to ensure top-quality delivery of...
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... clients within the real estate and construction industries. This... role involves conducting tax research, collaborating with clients on various tax matters, and implementing special projects. The Tax Manager will work directly...
Senior Tax Associate, Real Estate Job Responsibilities: As a Senior Tax... the construction and real estate industries. Key responsibilities include: -... Participating in the tax planning and consultation process for clients to deliver an outstanding client experience. - Researching client issues and regularly communicating...
Title: Tax Manager, Real Estate Job Responsibilities: As a... the construction and real estate industries. Your role will... include: - Performing tax research and working directly with clients on various tax matters. - Implementing special projects and identifying tax planning...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Tax Senior Manager is tasked with delivering tax and consulting services to business clients with pass-through entities, as well as to their business owners. This role involves: - Performing tax planning, preparation, and...
Title: Tax Director - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Support the team in disrupting, improving, and evolving ways of working when necessary. - Arrange...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will be part of a team that provides a range of business advisory needs to private companies. Your...
Assist clients in developing, implementing, and overseeing comprehensive wealth management strategies. This includes: - Financial Planning - Retirement Planning - Investment Management - Education Planning - Estate & Legacy Planning -... Trust Administration - Survivor Assistance -... Develop and maintain...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
financial services and real estate industry for over 25... years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will be responsible for a wide array of tasks that leverage your expertise in taxation. Your main duties include: - Conducting...
financial services and real estate industry for over 25... years, with a commitment to helping clients succeed. The attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. Through multiple offices...
firm involves a variety of secretarial and administrative tasks that support the operations of the firm, which specializes in probate, elder law, and estate planning and administration. The... following outlines the key responsibilities and duties associated with this position: Job Responsibi...
McKinney Ave, Dallas, TX, 75201, US 7900 Tysons One Place, McLean, VA, 22102, US 100 Park Ave, New York, NY, 10017, US 999 Peachtree St NE, Atlanta, GA, 30309, US 1801 California St, Denver, CO, 80202, US 191 North Wacker...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role involves utilizing educational and professional experience along with communication,...
Job Title: Transactional and Estate Planning Associate Job Responsibilities: - The... associate will focus on estate planning, trusts, and related... services, as well as corporate and transactional work. - Assist clients in planning their estates and in the formation and growth of their...
and settlement documents - Collect, analyze, and organize decedent’s financial records, including tax returns, trust agreements, deeds, stock powers,... and financial statements - Track estate assets, coordinate asset transfers,... and assist with trust funding - Compile, prepare,... and file fed...
scheduling and managing calendars - Facilitate client communication - Handle general office administration tasks Education and Experience Information: - Prior experience in estate planning or trust administration... is preferred but not required - Proficiency in Microsoft Office is essential - Strong organizational skills are necessary Salary Information:...
Title: Legal Assistant Job Responsibilities: - Utilize excellent computer skills, including proficiency in MS Office programs such as Word, Excel, and Outlook. - Maintain high levels of attention to detail while managing multiple tasks and adapting to a variety of priorities and changing...
Title: Legal Assistant Job Responsibilities: - Utilize excellent computer skills, particularly with MS Office programs such as Word, Excel, and Outlook. - Exhibit high levels of attention to detail and the ability to handle multiple tasks, priorities, and changing deadlines efficiently. - Adapt quickly...
a strong background in business, real estate, civil litigation, estate planning,... and probate law, with a commitment to providing exceptional client real estate and business purchase agreements,... leases, and in preparing pleadings, notices, subpoenas, and comprehensive esta...