paralegals in managing a comprehensive range of estate planning matters. Key responsibilities... include: - Preparation and assistance with Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns. - Maintenance of financial records for trusts, performance of trust accounting, and auditing...
and estates, focusing on planning, administration, and litigation. The... partners with various aspects of cases, including: - Conducting legal research - Drafting pleadings, motions, discovery, and correspondence - Engaging in trust and estate controversies, such as financial... exploitation of vulnerable adults, undue infl...
Job Title: Estate Planning Attorney Job Responsibilities: -... Conduct estate planning consultations with prospective... every stage of the estate planning process. - Draft... and review comprehensive estate plans that are tailored... to meet each client's goals and values. - Maintain timely...
Job Title: Estate Planning Attorney Job Responsibilities: - Conduct... estate planning consultations with both... every stage of the planning process. - Draft and review... comprehensive estate plans tailored to each... client's goals and values. - Maintain timely, professional communication with clients by phone and...
Title: Professional Liability Attorney Job Responsibilities: - Defend professional liability claims involving Directors & Officers, Legal Malpractice, Errors & Omissions, and Architects & Engineers. - Perform strong research and writing tasks related to professional liability cases. - Represent various professionals, either directly or through...
Manager - Tax & Estate Planning - Remote Eligible... centered around tax and estate planning, including: - Advising... and consulting on estate planning to create tax-efficient... income distribution, business succession, estate preservation, and estate plan... flow. - Interpreting and reviewing...
Title: Attorney Job Responsibilities: Client Service and Legal Work: - Meet with clients to understand their needs, goals, and family dynamics. - Conduct legal research and develop thoughtful legal strategies. - Draft and finalize estate planning documents, pleadings, and... related materials. - Manage probate and trust...
Title: Business Development Manager – Tax & Corporate Job Responsibilities: The Business Development Manager plays a critical role within the law firm's Marketing & Client Development (MCD) team, acting as an account representative and subject matter expert for the Tax and Corporate...
dealing with elder care, estate planning, and probate matters.... The role requires close collaboration with attorneys and paralegals to support client cases from the initial intake phase through to resolution. Key responsibilities include: - Drafting and preparing legal documents essential for...
scheduling and appointments. - Organize and update case files to ensure efficient workflow and easy access to information. - Support the team in delivering extraordinary client experiences, especially in the areas of elder care, estate planning, and probate. - Assist... families navigating significa...
Title: Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities: - Review ultra-high net worth 1041s and provide answers to technical firmwide 1041 questions, including multi-state filings and complex analysis of pass-through entities, hedge funds, partnerships, and S...
Title Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Senior Manager involves: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings,...
Job Title: Estate Planning Attorney Job Responsibilities:... The Estate Planning Attorney acts as... helping clients achieve their estate planning goals through various... clients, drafting and reviewing estate planning documents, and managing... estate administration and probate matters.... The attorney also directs...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel will be a part of the Data Center and Networking legal team at the company, which is tasked with providing legal support for complex data...
responsible for crafting precise estate plans, building robust trusts,... high-stakes details pertaining to estate planning, probate, trust administration,... and guardianship/conservatorship. The role requires working closely with one attorney to provide support and solve problems, ensuring meaningful outcomes for clients. The...
Title: Associate Attorney Job Responsibilities - Provide high-quality, ethical, and compassionate legal representation to clients in various practice areas, including civil litigation, domestic relations, probate, estate planning, criminal, and general... practice matters. - Conduct in-depth research and apply findings strategically to support client...
particularly in probate and estate planning matters. Your primary... responsibilities will include drafting legal documents, communicating effectively with clients and court personnel, and conducting legal research to aid attorneys. You will manage and organize case files, prepare for court hearings,...
Title: Professional Liability Attorney Job Responsibilities: - Defend professional liability claims involving Directors & Officers, Legal Malpractice, Errors & Omissions, and Architects & Engineers. - Represent various professionals either through direct engagement or retention via their insurance carrier. - Engage in substantive litigation work...
including health insurance, 401(k), PTO/PST, paid parking, tuition reimbursement, and paid charity work. Job Title: Legal Secretary for Estate Planning and Transactional Law... Group Experience Information: At least three years of experience as a legal se...
design and implement comprehensive estate plans. - Advise high-net-worth individuals... on complex estate tax planning needs. - Draft... and review estate planning documents, including revocable... Assist with probate and trust administration matters. - Prepare Form 706 estate tax returns. - International estate... planning experie...
Development Manager – Real Estate, Construction, Finance, and Bankruptcy Job... focusing on specific practice areas such as Real Estate, Construction, Finance, and Bankruptcy.... This role involves serving as a project manager and implementer of various marketing and business development projects. Th...
Services Senior Manager - Estate & GST Reviewer Job Responsibilities: -... Review United States Estate (and Generation-Skipping Transfer) Tax... (Form 706) and state-level estate tax returns. - Collaborate with... staff to ensure estate and GST tax returns... other instruments related to estate and business suc...
least four years’ experience to join its established practice in Phoenix. The ideal candidate will have experience in trust administration, probate and estate tax return preparation. Must... have a strong academic record and excellent professional background or Accounting degree stro...
to work with high-asset individuals and families in a variety of areas including estate planning, wealth preservation, and... family business succession. The ideal candidate will have a strong background in sophisticated tax structuring, general tax matters, and probate. Admissi...
Scottsdale with focus on estate planning and trust administration... of attorney, and other estate planning documents - Work... with attorneys to create new plans or update existing ones - Handle funding of assets into established trusts - Draft, review, and...
Attorney Supervisor - Unclassified (Criminal Division - Specialty Court Supervisor) ## Salary $92, Annually ## Location Tucson, AZ ## Job Type Full Time ## Department County Attorney ## Job Number...
Attorney II - Unclassified (County Attorney) ## **Members Only** **Members Only** is seeking an Attorney II - Unclassified for their County Attorney's Office. This position is appointed, unclassified, and exempt from the **Members Only** Merit System Rules. The salary grade for this...
500 words: **Members Only**, a well-respected law firm located in Prescott, Arizona, is currently seeking a highly motivated and experienced Associate Attorney to join our team. With a diverse practice that includes personal injury, real estate, business, estate planning, probate,......
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Service practice, the candidate will work as part of a team of problem solvers, assisting in resolving complex business issues from strategy to...
high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings focused on compliance and consulting projects related to tax planning opportunities and the tax... implic...
are crucial for providing state and local property tax planning, consulting, and compliance services... to a diverse client base across various industry sectors. Your primary responsibilities will include: - Conducting research on state and local property tax legislation and assisting wi...
Title: Private Banker – Vice President Job Responsibilities: - Manage and maintain relationships 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...
law firm seeks an Estate Planning Attorney in Tempe,... communication abilities, and a desire for long-term professional growth within a supportive team estate planning consultations with clients... both virtually and in strategic legal recommendations throughout the planning pr...