completing client intakes, scheduling appointments, responding to website inquiries, and assisting with calendar management, particularly for deadlines and due dates. - Collaborate with the attorney, staff, and clients to prepare and finalize Estate Planning documents. - Manage Probate/Trust... Administration files and mai...
the law firm, one of Wisconsin's leading law firms. The primary responsibilities include: - Drafting sophisticated estate plans for both taxable... and non-taxable estates. - Administering estates and trusts post-death. - Providing exceptional client service in partnership with a team of professionals. - Collab...
will be responsible for drafting sophisticated estate plans for both taxable... and non-taxable estates. Additionally, the attorney will handle the administration of estates and trusts post-death. The role requires collaboration with a team dedicated to providing exceptional client service,...
Job Title: Trust & Estates Legal Administrative... Assistant Job Responsibilities: The Trust & Estates Legal Administrative... of client assets and estate planning. Key responsibilities include: -... Typing documents from rough drafts, handwritten materials, and dictation into the appropriate format. - Composing basic or routine...
Assistant Job Category: Staff Requisition Number: LEGAL001211 Posting Details Posted: December 17, 2025 Full-Time On-site Job Details Description The law firm is a full-service business law firm comprised of 260 attorneys and is headquartered in Chicago. As one of the fastest-growing law firms in the Midwest, the firm understands...
Job Title: Tax & Trust Administration Paralegal Job Responsibilities: - Draft... estate planning and probate documents -... Support and assist with estate and trust administration processes -... Attend client... meetings and maintain frequent client contact Fiduciary (Form 1041) - Estate (Form 706) - Gift......
Title: Paralegal Job Responsibilities: - Support attorneys in various areas of law including municipal law, family law, and trusts & estates. - Provide general administrative support to ensure smooth operations within the law firm. - Schedule appointments and maintain accurate records. - Ensure effective communication...
firm. These services include: - Estate planning from simple to... complex scenarios - Probate and trust administration - Preparation of individual... tax, fiduciary income tax, estate, and gift tax - Guardianships... and special needs planning - Transactional and entity formation services for family/closely held busine...
Litigation Attorney Job Title: Civil Litigation Attorney Job Responsibilities: The Civil Litigation Attorney will be responsible for supporting litigation matters through various tasks that include: - Conducting legal research to support case strategies and arguments - Preparing pleadings, memoranda, and other written legal documents - Attending hearings,...
of corporate matters, real estate, and estate planning. - Support... the development and management of legal documents and conduct legal research. - Engage in corporate transactional work, including closings of acquisitions, financing, and reorganization transactions. - Draft, edit, and finalize corporate resolution documents,...
Firm, LTD Job Title: Estate Planning Attorney Experience: At... seeking a highly qualified Estate Planning Attorney to join... our reputable real estate and estate planning practice... clients on standard real estate transactions and basic estate... planning matters. This is... a...
Senior Associate Attorney – Jefferson/Fort Atkinson ## About **Members Only** At **Members Only**, we are committed to providing exceptional legal services while prioritizing the well-being of our team members. We believe that a healthy work/life balance is essential for professional growth...
the Financial Services and Capital Markets (FSCM) business unit. The role involves a comprehensive range of estate administration tasks. Key responsibilities... include assisting the law firm's attorneys with estate administration, funding post-death irrevocable... trusts, preparing documents, filing estate-related tax re...
a comprehensive range of estate administration duties. The role... firm's attorneys in the administration of estates and funding post-death irrevocable trusts. Key responsibilities include the preparation of necessary documents, probate pleadings, and estate-related tax returns. The paralegal... is also...
Job Title: Attorney – Estate Planning Job Responsibilities: - Develop and... implement advanced estate planning strategies, including but... not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family...
– Real Estate, Probate & Trust Administration... and clients with real estate transactions, title issues, probate... and trust administration. This is a... great opportunity to work in a family-owned firm that offers a good work/life balance. We offer a competitive...
(Paralegal) Job Category: Paralegals Requisition Number: ACCOU002698 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 diverse,...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Locations: Multiple locations across the United States Job Details Description The law firm is a full-service litigation and business law firm with numerous locations across the United States,...
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...
supporting the Financial Services and Capital Markets (FSCM) business unit. The primary responsibilities include managing estate administration matters, which involves... assisting the firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing necessary documents, filing estate-related tax returns, and managi......
a comprehensive range of estate planning activities. This role... involves providing support to the firm's attorneys and senior paralegals in various capacities such as administering estates, funding revocable and irrevocable trusts, preparing legal documents, and managing client cases. Key responsibilities...
a comprehensive range of estate planning matters in collaboration... senior paralegals. Key responsibilities include: - 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 auditi...
a comprehensive range of estate administration matters. Key responsibilities... assisting the firm's attorneys in administering estates, funding post-death irrevocable trusts, and preparing relevant documents. The role involves preparing probate and filing estate-related tax returns, maintaining financial... records of trusts, perform...
serve our clients and the community. We are currently a firm of five attorneys working in estate planning, business planning, personal... injury, family law, real estate, and criminal law. With... upcoming retirements, **Members Only** is looking to hire an experienced transactio...
transactions, employment, tax, and estate planning. - Deliver high-quality legal... services to clients. - Work collaboratively with other attorneys and support staff to ensure exceptional legal service. - Potentially work out of the Milwaukee office on a semi-regular basis or when convenient. Education and...
Job Title: Estate Planning Attorney Job Responsibilities: - Assist... in identifying their personal estate planning goals. - Prepare the... necessary documents related to estate planning. - Provide probate services... years of experience in estate planning is required. Salary Information: -... The text does not provide specific...
Services Tax - Real Estate Director Job Responsibilities: - Set strategic... direction for the Financial Services Tax team. - Lead business development initiatives to drive growth. - Oversee multiple projects to ensure top-quality delivery. - Maintain executive-level client relationships. - Provide technical proficiency and industry insights. -...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: 1. Tax Planning and Compliance: - Provide tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, and Partnerships, as well as individual returns for business owners, which may include estates,...
one of the leading accounting and advisory firms, is seeking a highly experienced and skilled Tax Senior Manager for their Private Client Services practice in various locations across the United States. This boutique practice offers a high touch approach to...
Associate - Winter 2026 Milwaukee, WI, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
Associate - Winter 2026 Appleton, WI, United States Be the First to Apply Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, you will engage in a variety of tax-related tasks. Your primary responsibilities will include: - Tax consulting and preparation of tax returns, which encompasses tax research, tax planning,...
S. Wacker Drive, Chicago, IL, 60606, US 701 E. 22nd Street, Lombard, IL, 60148, US 150 N. Michigan Ave, Chicago, IL, 60601, US 130 E. Randolph Street, Chicago, IL, 60601, US 11601 Alterra Parkway, Austin, TX, 78758, US 100 Park...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with leveraging their educational background and professional experience in the provision of tax compliance and consulting services to high net-worth clients....
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Participating in tax and consulting engagements,...
supporting the Financial Services and Capital Markets (FSCM) business unit. Key responsibilities include: - Preparing various tax returns, such as Estate Tax Returns and Fiduciary... Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and auditing accounts. -... Managing G...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance,...
clients by earning their trust, thoroughly understanding their 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...
with clients by earning trust and thoroughly understanding client... needs. - Provide targeted advice, develop thoughtful solutions, and deliver an exceptional client experience. - Generate business results and acquire new assets from both existing and new clients. - Advise clients on their overall...
Title: Paralegal/Legal Assistant - Estate Planning and Transactional Law Job... Responsibilities: The Paralegal/Legal Assistant role at the law firm involves supporting attorneys primarily in the areas of Estate Planning, Probate Law, and... Trusts. The candidate will play a crucial role in various...
Job Title: Estate Settlement & Estate Planning... Paralegal Job Responsibilities: - Support the estate planning and estate settlement... primarily on probate and trust administration. - Collaborate closely with... and clients to manage estate matters efficiently from initial... deadlines effectively, ensuring all estate matters progress smoothly and......
responsible for customizing sophisticated estate plans for clients, with... a strong emphasis on planning for high-net-worth individuals. The role involves working on fiduciary income tax returns, and having a tax background or an interest in taxable estates is considered advantageous....
Trusts and Estates Attorney to join its Milwaukee or Brookfield, WI office. The ideal candidate must hold a valid Wisconsin license and possess a minimum of seven years of experience in customizing sophisticated estate plans, particularly for high-net-worth... individuals. E...
will support the Real Estate, Business Law, Estate Planning,... a variety of tasks including, but not limited to: - Drafting estate planning and probate documents -... Scheduling appointments, meetings, and court appearances - Preparing documents such as letters and client invoices - Proofreading documents...
is seeking a Real Estate and Estate Planning Associate... clients in standard real estate transactions and basic estate... planning matters. The firm... offers competitive compensation and benefits, including a flexible work schedule, productivity bonuses, mentoring, and access to modern technology...