Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
track. - Engage in sophisticated estate planning and estate and... trust administration matters. - Work with... high net worth individuals and families to design and draft estate plans, including wills, revocable... and irrevocable of attorney, and other estate planning documents. - Participate in......
conferences to understand their estate planning needs - Design and... draft estate planning documents, including wills,... other Attorneys, and clients in probate and trust administration - Prepare and review... gift tax returns, estate tax returns, and fiduciary... income tax returns - Conduct...
large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and...
as part of the Private Client Department. The associate will be responsible for handling sophisticated private client matters involving trusts and estates planning and administration. Their duties will include, but are not limited to, estate planning, estate and trust... administration,...
Time Mid / Senior-Level Trust & Estates Associate The... family businesses on tax, trust and estate and business... succession matters.... Should have strong academic credentials (JD required; LLM is a plus). Must have 5+ years of experience practicing in a...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Junior Associate Attorney The candidate will manage real estate transactions and estate planning... matters from incoming call to completion. Additional duties include: r...
on tax, trust, and estate and business succession matters.... a law firm's relevant/Private Client group; strong academic credentials (JD required; LLM is a plus); Bar membership preferred; strong drafting, writing, research, and communication skills; experience drafting complex wills and trust...
Title: Fiduciary Tax Accountant Job Responsibilities: The Fiduciary Tax Accountant will be responsible for a variety of tasks essential to the Trusts & Estates practice within the law firm. Key responsibilities include: - Identifying, collecting, analyzing, abstracting, organizing, and maintaining facts and documents...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on...
Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and through new client acquisition. - Advise...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise...
their families. Should have 1-3 years of experience in elder law, trusts and estates, contested guardianship, and estate litigation practices. Experience in... trusts and estates, elder law, guardianships, Medicaid, and/or special needs planning is preferred. Should have extensive client contac...
Job Title: Real Estate Attorney Job Responsibilities: - Draft, review,... and negotiate real estate contracts, leases, purchase agreements,... relevant property laws, environmental regulations, and zoning ordinances. - Advise clients on estate planning related to real... estate assets, including wills, trusts,... and probate pr...
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...
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...
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...
not only have the best **Members Only** positions, but we also have the most. Estate Planning Paralegal The candidate should have 3-5+ years of experience for active Elder Law, Trusts and Estate and Guardianship practice. Must... be experienced in...
not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will be handling all aspects of trust and estate administration. Preparing of Advance... Directives (Health Care Proxy / Power...
We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate' must have 2-4 years of Elder Law and Trusts & Estates experience, particularly with drafting Estate Planning documents, Pro...
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...
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...
Title: Tax Senior - Trusts & Estates Job Responsibilities: As a Tax Senior in the Trusts & Estates (T&E) Tax Department, the candidate will be responsible for a variety of tasks that support the preparation and management of tax-related documents and interactions....
Tax Manager - Private Client Services (Hybrid) ID 2025-6703 Job Locations US-CT-Greenwich The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
legal tasks related to estate planning and administration. Key... responsibilities include: - Preparing trust agreements and wills - Handling... probate proceedings - Administering revocable and irrevocable trusts for high net worth individuals and business owners Education and Experience Information: Candidates must have five to seven...
large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and...
matters, including residential real estate, foreclosure defense, landlord/tenant issues,... estate planning, and/or probate. The... opportunity to work in the practice areas in which they are most interested. Key responsibilities include: - Handling cases related to probate, landlord/tenant, real estate, family/divorce, litigation,...
Job Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in... the Estate Administration role is responsible... aspects of trust and estate administration. Key duties include: -... Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions and accompanying documents with...
assist multiple attorneys with estate administration matters for both... taxable and non-taxable estates. The core responsibilities include: - Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting, editing, and reviewing probate and...
# International Estate Planning Senior Associate/Counsel/Junior Partner... looking for an International Estate Planning Attorney with at... least 5 years of experience. ## Desired Qualifications: - . degree from an ABA-approved law school and an active member in good...
We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Paralegal The candidate should be an experienced Trusts & Estates paralegal. Should have experience with all aspects of estate and trust administratio...
Job Title: Fiduciary/Trust and Estate Tax Accountant Job Responsibilities: The Fiduciary/Trust... and Estate Tax Accountant is responsible... related to trust and estate administration. Key responsibilities include: -... aspects of trust and estate administration, ensuring that both... formal and informal estate and trust accountings are... estate...
Services Tax - Real Estate Director Job Responsibilities: As a Director... in the Financial Services Tax practice within the Corporate Tax services, the role involves a blend of strategic leadership, client relationship management, and technical expertise. Key responsibilities include: - Setting the strategic...
this dynamic, large Connecticut firm that specializes in representing high tech and Internet companies in the areas of corporate law, litigation, and IP. The firm also has a strong trusts and estates practice that represents many high net worth individuals....
this dynamic, large Connecticut firm that specializes in representing high tech and Internet companies in the areas of corporate law, litigation, and IP. The firm also has a strong trusts and estates practice that represents many high net worth individuals....
this dynamic, large Connecticut firm that specializes in representing high tech and Internet companies in the areas of corporate law, litigation, and IP. The firm also has a strong trusts and estates practice that represents many high net worth individuals....
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will manage trust accounts and assist with... the preparation of fiduciary accountings and income tax returns. Should preferabl...
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...
offers a partnership track within a collaborative team, focusing on sophisticated estate planning and trust administration... for high net worth in client conferences and draft estate planning with paralegals,... fiduciary accountants, and attorneys in probate and trust ...