Title: Senior Wealth Strategist Job Responsibilities: The Senior Wealth Strategist serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. These typically include multi-generational trusts, closely held business entities,...
of wills, trusts, and estate plans. - Advise clients on... strategies for estate and gift tax planning,... wealth preservation, and asset protection. - Oversee the administration of estates, including probate proceedings, and ensure compliance with state and federal laws. - Represent clients in...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
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, committed to helping clients succeed. The attorneys and staff at the law firm drive solutions that create value and results to achieve client goals and help them accomplish more. Through...
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... 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 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...
Responsibilities: - Advise clients on estate planning strategies, including the... creation and management of wills, trusts, powers of attorney, and tax planning. - Represent fiduciaries, beneficiaries, and heirs matters. - Draft and review estate planning documents, trust agreements,... with relevant laws. - Manage estate...
business unit. This role involves a variety of estate administration duties, which include... assisting attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, and filing estate-related tax returns. Key responsibilities... include: - Preparing various tax returns such as Estate T...
a comprehensive range of estate administration tasks. This includes... assisting attorneys with estate administration, funding post-death irrevocable... documents, and managing the filing of estate-related tax returns. The role... involves preparing various tax returns, such as Estate Tax Returns and F......
and Capital Markets (FSCM) business unit. The primary responsibilities include providing assistance to the law firm's attorneys in estate administration matters. This involves... administering estates, funding post-death irrevocable trusts, preparing documents, preparing, and filing estate-related tax returns, and managing... clien...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international...
and Capital Markets (FSCM) business unit. The role encompasses a comprehensive range of estate administration tasks which include... providing assistance to the firm's attorneys in aspects such as administering estates, funding post-death irrevocable trusts, preparing relevant documents, and filing...
Services and Capital Markets (FSCM) business unit. This role is designed for individuals with an accounting background and involves handling a comprehensive range of estate administration matters. Key responsibilities... include: - Preparing various tax returns, including Estate Tax Returns and Fiduciar......
and senior paralegals at the law firm. Key duties include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and auditing accounts. -... Managi...
in a range of estate planning matters. Key responsibilities... assisting with the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and auditing accounts. -... Maintaining general ledger accounts,...
a comprehensive range of estate administration matters. This includes... the firm’s attorneys in the administration of estates, managing the funding of post-death irrevocable trusts, preparing necessary documents, and filing estate-related tax returns. Key duties... involve: - Preparing various tax returns, specifica...
Job Title: Experienced Estate Planning Attorney Salary... average salary for an Estate Planning Attorney in the... - As an experienced Estate Planning Attorney, you will... be responsible for creating and implementing estate plans for clients. -... This includes drafting...
Title: Right of Way Agent Job Responsibilities: - Perform the basic principles involved in reading, writing, retracing, and interpreting legal descriptions, which include parent parcels, metes and bounds, and subdivisions. - Review and identify title defects and curative requirements, and bring these matters...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, such as parent parcel; metes and bounds; and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention...
Title: Associate Attorney - Estate Planning & Administration Job Responsibilities: As... key member of the Estate Planning and Administration team... decisions by crafting sophisticated estate plans, including wills, trusts,... powers of attorney, and tax-efficient strategies. - Representing clients in probate proceedings, ranging from...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) department... the preparation of complex trust and estate fiduciary accountings, managing client... relationships to retain goodwill, and participating in business development initiatives....
the reading, interpreting, and managing of legal descriptions and documents related to real estate. Specific responsibilities include: - Performing... basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcels, metes and bounds, and subdivision plots. - Reviewing and ide...
Title: Right of Way Title and Closing Agent - (185999) Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these...
Title: Right of Way Title and Closing Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, and bring these matters...
Title: Legal Assistant (Practice Support Team Specialist) Job Responsibilities: The Legal Assistant, serving as a Practice Support Team Specialist, is tasked with providing administrative support to attorneys within the Private Wealth Practice Group. This role involves managing multiple projects and priorities, as...
Services Tax - Real Estate Director Job Responsibilities: As a Financial... Services Tax - Real Estate Director, you will join... the Financial Services Tax practice within Corporate Tax services. You will play a crucial role in helping clients manage their tax obligations...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... expected to: - Review individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Conduct research and draft memoranda involving...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At law firm, we believe that...
friendly job title: Experienced Corporate Paralegal at **Members Only** Law Firm in Nashville, TN H1: Experienced Corporate Paralegal Opportunity at **Members Only** Law Firm in Nashville, TN H2: Join Our Team as a Corporate Paralegal at **Members Only** Law Firm in Nashville, TN **Members Only**, a trusted...
Title: Senior Associate, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships during the proposal process. - Participate in networking activities to expand business opportunities...
Title: Manager, Tax - Private Client Job Responsibilities: The role of a Private Client Tax Manager at the company involves a comprehensive range of responsibilities centered around providing tax-related services to a diverse clientele, including individuals, partnerships, trusts, estates, and private foundations....
helping them articulate and achieve their wealth goals. The primary responsibilities include: - Developing streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. - Ensuring the delivery... and execution of the Private Bank exper...
Provide tax, gift, and estate planning and compliance services... individual, gift, trust, and estate tax planning and consulting,... alongside overall professional development. - Develop and sustain excellent client relationships to become a trusted advisor. - Identify issues and recommend creative solutions to...
Provide tax, gift, and estate planning and compliance services... individual, gift, trust, and estate tax planning and consulting,... as well as overall professional development. - Develop and sustain excellent client relationships to become a trusted advisor. - Identify issues and recommend creative...
Title Tax Senior Associate - Personal Financial Services Job Responsibilities - Work as part of a team of problem solvers, assisting in solving complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal strengths,...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Preparation of project reports and review of title document packages - Review complex encumbrances and provide clearance recommendations according to client standards - Review Right-Of-Way centerline surveys prepared on properties, if...
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...
Conducting high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
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 tax implications of...
Title: Intake Specialist Job Responsibilities: The Intake Specialist at the law firm plays a critical role in the initial client engagement process. The primary responsibilities of this position include: - Fielding phone calls from potential new clients that are triaged directly from the...
financial services and real estate industry for over 25... years, committed to helping clients succeed. The attorneys and staff drive solutions that create value and results to achieve client goals and help them accomplish more. With multiple offices across the...
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...