Job Title: Estate Planning and Probate Attorney Job... Possess comprehensive knowledge of estate planning and probate law... probate administration and prepare accountings for probate and trust administration. - Prepare essential estate planning documents, including wills,... trusts, and ancillary documents. - Manage deadlines ass...
while supporting a partner with a busy litigation practice focused on estate and business litigation. The... responsibilities include: - Independently managing a caseload - Supporting the firm's existing litigation matters - Engaging in estate litigation, business litigation, probate... and trust administration, and/or...
Job Title: Estate Planning, Trust Administration &... federal and state taxable estate planning and administration. - Deliver... confidence and are walked through every aspect of estate planning. - Utilize experience with... irrevocable estate and tax planning strategies,... including GRATs, IDGTs, SLATs, F...
Job Title: Estate and Trust Practice (ETP)... Attorney Job Responsibilities: The Estate and Trust Practice (ETP)... the law firm’s renowned estate and trust practice, which... legal services related to estate planning and trust matters,... with a particular focus on tax support for...
Job Title: Senior Supervising Trust Officer Job Responsibilities: The Senior Supervising... Trust Officer is tasked with... and oversight for the trust department. The primary responsibilities... include managing complex client trust accounts, overseeing administration, compliance,... and client relationships to ensure adherence to legal...
attorneys, and CPAs to drive referrals and collaborative planning solutions. - Identify and pursue new trust opportunities from existing clients... and referral networks. - Collaborate with internal leadership on marketing, client engagement, and growth strategies. - Represent the law firm at industry event...
high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. The role involves preparing and leading client meetings on compliance and consulting projects concerning tax planning opportunities and the t...
Title: Legal Secretary/Assistant/Estate Planning Job Responsibilities: The Legal Secretary/Assistant will be responsible for supporting a mid-sized law firm with its growing practice, particularly focusing on estate planning. The individual will... assist two lawyers in their general civil practice. Key duties include: - Transcribing...
all legal documentation. - Draft legal documents and correspondence with precision, adhering to legal standards and requirements. - Interact with clients professionally, providing updates and managing inquiries related to estate planning and other legal... matters. - Calendar court dates and appointments, maintaining...
with a focus on Estate Planning. The candidate will... be responsible for: - Transcribing dictation and editing legal documents. - Drafting legal documents and correspondence. - Interacting with clients to facilitate communication between clients and attorneys. - Calendaring court dates and appointments to...
Job Title: Estate Planning Attorney Job Responsibilities: - Advise... on all aspects of estate planning, including wills, revocable... healthcare directives. - Draft comprehensive estate planning documents tailored to... strategy for tax minimization, asset protection, and business succession. - Handle trust and estate administration, includi...
areas including civil litigation, estate planning, and probate and... trust administration. They will support... litigation practice focused on estate and business litigation. Key... responsibilities include independently managing litigation matters, contributing to the firm's existing cases, and potentially expanding their individual...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate within the Personal Financial Services practice, you will be part of a team dedicated to addressing business advisory needs for private companies. Your responsibilities will include: - Assisting High...
Families with Probate and Trust Disputes H1: Experienced... a Lead Litigation Attorney **Members Only**® is currently seeking experienced litigators to join our team and support our high net-worth clients and families with probate and trust related disputes. A...
with supporting a fixed-fee estate planning practice. Key responsibilities... and correspondence, coordinating client trust funding, and serving as... a notary. Additionally, the paralegal is expected to mentor team members and effectively communicate with clients. There is a significant opportunity to...
Must have excellent interpersonal and communication skills and be able to work well with others. · Must be able to work independently and as a team. · Must have a strong work ethic and a positive attitude....
service in a professional manner. Key responsibilities include scheduling appointments and maintaining the calendar for attorneys, opening and organizing files, creating indexes, closing files, and working with the records department. The role involves creating estate planning portfolios and coordinating... th...
Title: Paralegal – Civil & Probate Litigation Job Responsibilities: The Paralegal in the Civil & Probate Litigation department at the law firm is responsible for supporting an attorney with a focus on civil and probate litigation. The role demands a broad range...
Attorney - Join a Top Workplace in Oregon and a 100 Best Companies to Work for in Oregon at **Members Only**! H1: Business Attorney Position at **Members Only** in Oregon H2: Join a Top Workplace and 100 Best Company in Oregon...
Tax Manager - Real Estate Job Responsibilities: Tax... consulting services to Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... Investment Management – Real Estate Tax group, you will... be responsible for:...
Job Title: WM Trust Officer Job Responsibilities: The WM Trust... Officer at the company... knowledge and expertise in various product areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. The Trust Officer will likely work... as part of a team of exper...
over 50 years of combined legal experience - Located in Northwest Portland's Slabtown neighborhood - Specializes in family law, estate planning, and business law... - Founded on trust, respect, teamwork, and results... H2: The Opportunity - Seeking...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with a comprehensive range of business advisory needs. These include audit, tax compliance, and...
Title: Tax Director - Personal Financial Services Job Responsibilities: - Support team efforts to disrupt, improve, and evolve ways of working when necessary. - Arrange and sponsor appropriate assignments and experiences to help people realize their potential and support their long-term aspirations....
Title: Specialized Tax Services - Research & Development Tax - Manager Job Responsibilities: - Lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. - Oversee project success and maintain elevated standards, ensuring quality delivery. - Motivate,...
General Business, Real Property, Estate Planning, Probate, and Trust... experience in practicing law in one or more of the following areas: general business, real property, estate planning, probate, and trust... administration. If you are... a hardworking and dedicated attorney w...
Title: Specialized Tax Services - Energy Incentives & Credits Manager Job Responsibilities: - Manage client accounts with a strategic planning approach, ensuring high-quality service delivery and client satisfaction. - Coach and mentor junior team members to foster skill development and professional growth. - Uphold...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will work full-time in the litigation department at a boutique law firm in Central Oregon. The primary responsibilities include: - Engaging in litigation tasks such as drafting pleadings, conducting discovery, and handling motion practice. - Supporting...
including data entry and estate planning document preparation. - Prepare... estate planning documents for signing... appointments, and act as witness or notary during these appointments. - Follow up with client scheduling and document requests, handling correspondence and communicating effectively with clients and...
Estate Planning Paralegal Job Title: Estate... Planning Paralegal Job Responsibilities: An Estate... Planning Paralegal provides legal... trust administration, irrevocable trusts, estate tax returns, and gift... tax returns. Key responsibilities include: - Drafting documents including correspondence, status reports, pleadings, court forms, summaries, memoranda, tax returns,...
Act as trusted advisors to clients by understanding their unique goals, operations, and vision for the future. - Offer a wide range of services in business transitions, succession planning, corporate matters, real estate, executive compensation, tax, and... estate planning. - Deliver b...
Job Title: Estate Planning/Probate Paralegal Job Responsibilities: - Draft... care directives, and related estate planning documents. - Assist with... probate and trust administration from opening to... closing. - Prepare probate pleadings, notices, inventories, and court filings. - Gather and organize financial and asset information from...
Title: Paralegal - Probate Job Responsibilities: - Draft, review, and proofread legal documents including pleadings, inventories, probate accountings, and correspondence. - Manage case files and maintain organized document management systems for easy retrieval. - Interview clients and gather pertinent information for cases. - Maintain accurate...
Title: Paralegal - Probate Job Responsibilities: - Draft, review, and proofread legal documents, including pleadings, inventories, probate accountings, and correspondence. - Manage case files and maintain organized document management systems for easy retrieval. - Interview clients and gather pertinent information for cases. - Maintain accurate...
Title: Managing Attorney Job Responsibilities: As the Managing Attorney for the Portland, Oregon office, the candidate will assume a central leadership role within the law firm, supported by a highly skilled legal team and a robust infrastructure. The key responsibilities include: - Handling...
in Oregon (Washington a plus) and 5 years of litigation experience, including business, real estate, and trust/estates. Excellent client... relations skills. Strong writing and analytical skills. Strong ability to work independently and within a team environment. A sense of humor....
Title: Accounting Staff (Tax and Audit) - 2026 Job Responsibilities: The Accounting Staff at the company will be involved in either the Assurance/Audit or Tax practices. For those interested in Assurance/Audit: - Participate in audit, review, or other types of assurance...
Title: Accounting Staff (Tax and Audit) - 2026 Job Responsibilities: For individuals interested in Assurance/Audit, the responsibilities include participating in various audit, review, or other types of assurance engagements. Specific tasks may involve reviewing client accounting and operating procedures, performing...
Title: Accounting Staff (Tax and Audit) - 2026 Job Responsibilities: Assurance/Audit Responsibilities: - Participate in audit, review, or other types of assurance engagements. - Review client accounting and operating procedures. - Perform internal control test work and data analytics. - Conduct technical research and tests sufficient...
Experienced Legal Assistant for Estate Planning Group H1:... Legal Assistant in Our Estate Planning Group H2:... assistant to join our Estate Planning group. This is... gain experience in the specialized field of estate planning. We offer a... compet...
Firm Seeking Civil Litigation Associate with 3-5 Years of Experience Are you a skilled litigation attorney with experience in civil litigation? **Members Only** is currently looking for a motivated and dedicated individual to join our team as a Civil Litigation...
individual, and trust and estate tax services. - Oversee the... calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that...
individual, and trust and estate tax services. - Oversee the... calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that...
individual, and trust and estate tax services. - Oversee the... calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that...
Associate Attorney - Estate Planning and Real Estate... & Land Use Salary:... Associate Attorneys for their Estate Planning and Real Estate... & Land Use practice... groups. These positions are available at their Salem location and they are also open to...
law firm seeks an Estate and Trust Practice Attorney... one of the largest estate and trust practices in... the Pacific Northwest. The ideal candidate will have experience in providing tax support for business transition and succession tax support for...