Title: Legal Assistant - Estate Planning - Part-Time Job Responsibilities: The... Legal Assistant will provide essential support to a small law office by handling various clerical, administrative, and reception tasks. The responsibilities include: - Offering clerical and secretarial support to the attorney and...
Partner Job Responsibilities: - Develop comprehensive estate plans tailored for individuals... across various income levels, with a particular focus on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the establishment of irrevocable trusts, Irrevocable Life Insurance Trusts (ILITs),...
Director, Real Estate Acquisitions Job Responsibilities - Deal Execution:... Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax...
Title: Legal Assistant/Receptionist Job Responsibilities: - Greet clients and visitors warmly, ensuring a professional and welcoming atmosphere. - Manage incoming calls, directing them to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain...
of duties focused on estate planning, probate, trust administration,... law. Key responsibilities include: - Meeting with clients to understand their family dynamics, financial situation, and personal wishes in order to collect necessary information for their estate plans. - Drafting essential Estate... Plan...
Title: Legal Assistant/Receptionist Job Responsibilities: - Greet clients and visitors warmly, ensuring a professional and welcoming atmosphere. - Manage incoming calls, directing them to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain...
departments within the firm. They will engage in tasks that span across the firm's diverse practices, which include advertising, blockchain technology, charitable organizations, corporate & finance, entertainment, estate planning, intellectual property, litigation,... professional responsibility, and technology. The position involves collabora...
Title: Legal Assistant/Receptionist Job Responsibilities: - Greet clients and visitors warmly, ensuring a professional and welcoming atmosphere. - Manage incoming calls, directing them to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain...
with Strategic Partners and their clients, positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Strategic Partner... Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into acti...
their clients, establishing the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Convert qualified leads... generated by the Lead Generation Department into active Strategic Partners through consultative selling and expertise demonstration. 3. Maintain and grow assign...
positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Convert qualified leads... generated by the Lead Generation Department into active Strategic Partners through consultative selling and demonstration of expertise. - Maintain and grow assigned client...
relationships with Strategic Partners and their clients, positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Strategic Partner Conversion:... Meet with qualified leads generated by the Lead Generation Department and convert prospects into act...
their clients, positioning law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Meet with qualified... leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expert...
Legal Assistant or Paralegal, Estate Planning Job Responsibilities: - Creating estate... planning documents using firm... signing meetings - Assembling binders for delivery to clients - Collaborating with the attorney to finalize comprehensive estate plans Education and Experience Information: -... Minimum of 2 years of experience in...
business law, employment law, estate planning and administration, family... personal injury, and real estate law. The role requires: -... Providing legal advice and guidance within the specified practice areas. - Engaging in legal research and writing to support case preparation and court...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will engage in a wide range of legal practice areas, providing comprehensive legal solutions and supporting the firm's mission of exceptional legal services. Key responsibilities include: - Conducting thorough legal research...
Title: Staff Attorney - Consumer Job Responsibilities: The Staff Attorney for the Consumer Team is responsible for a range of duties aimed at protecting consumer rights, particularly for clients at risk of losing their homes. The primary responsibilities include: - Interviewing clients to...
Tax Senior Associate, Real Estate Deals & Transactions Job... corporate, partnership, and real estate tax services, including planning,... research, and mergers and... acquisitions activities. - Collaborate as part of a multi-disciplinary team to deliver due diligence and tax structuring services,...
Tax Senior Associate, Real Estate Deals & Transactions Job... corporate, partnership, and real estate tax services, including planning,... research, and other mergers... and acquisitions activities. - Collaborate as part of a multi-disciplinary team that focuses on delivering due diligence and...
Job Title: Attorney - Estate & Trust, Landlord -... Bay Area superior courts, requiring familiarity with each court's local rules, examiner notes, and tentative rulings process. - Advise clients on estate planning matters and draft... California-compliant wills, trusts, powers of a...
Title: Elder Law Staff Attorney Job Responsibilities: - Work closely with and report to the Elder Law Practice Group Director, Deputy Directors of Litigation, and Executive Director. - Organize and participate in community outreach events, training, and community education events. - Be familiar with...
Title: Bilingual in Spanish Certificated Paralegal Legal Assistant Job Responsibilities: - Handle sensitive information with discretion and confidentiality - Answer phones, schedule appointments, check incoming text messages, and process daily mail - Prepare and maintain paper and electronic case files...
returns during the financial planning process to identify incremental... opportunities. - Collect and analyze data, providing recommendations on short and long-term tax strategies such as investments, retirement plan savings, business structure, and deductions. - Ensure all tax-related research and data gathering is...
civil litigation, trust litigation, estate planning, probate, and bankruptcy.... Key duties include: - Meeting with clients to discuss their cases and legal needs. - Reviewing case files and relevant documents to understand the details and prepare for legal proceedings. - Conducting legal research...
or Senior Manager, Real Estate Deals & Transactions Job Responsibilities: -... global private equity real estate investments, including strategic mergers,... acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs). - Draft tax opinions, memos, structure decks, and Excel models illustrating tax benefits of...
or Senior Manager, Real Estate Deals & Transactions Job... Senior Manager in Real Estate Deals & Transactions will... global private equity real estate investments, which encompasses strategic... mergers, acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs). This includes drafting...
operations within a boutique estate planning law firm. Key... duties include: - Scanning, printing, and copying documents. - Managing mailing tasks. - Assisting with various administrative tasks as needed to ensure smooth office operations. Education and Experience Information: The text does not specify any particular...
Title: Litigation Paralegal Job Responsibilities: - Support attorneys in complex litigation matters, ensuring all necessary documentation and information are prepared and organized. - Assist in case management and maintenance, including filing documents with the court and managing deadlines in accordance with Court Rules. -...
leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This role emphasizes managing tax and consulting engagements, demonstrating skills in identifying and addressing client needs, tax planning, and exploring consulting opportuniti......
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
addressing client needs, tax planning, and consulting opportunities. - Works... directly with clients and their advisors to gather information necessary for preparing tax returns. - Develops an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns across both...
market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure... relationship profitability and portfolio risk management, focusing on profitable portfolio growth. - Serve as a segment or industry specialist, acting as a...
specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage... overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - May act as a segment or industry specialist, se...
Title: Personal Injury Paralegal (Fully Remote) Job Responsibilities: - Manage personal injury files from intake through settlement, ensuring each case progresses smoothly and efficiently. - Order, track, and organize medical records and bills, maintaining meticulous records to support case development. - Prepare and assemble...
areas of law, including estate planning, environmental law, landlord-tenant... law, family law, securities law, workers' compensation law, personal injury law, and tribal law & regulations. - Conduct thorough legal research using tools such as LexisNexis and Westlaw to support case preparation...
and compliance quality control. - Work directly with clients on international matters, providing them with expertise and guidance. - Perform international tax research and planning for clients, ensuring compliance... with relevant laws and regulations. - Gain exposure to various international tax specialties, in...
clients on international matters. - Perform international tax research and planning for clients of the... company. - Gain exposure to various international specialties in the industry, such as: - Foreign businesses expanding to the . - . bu...
with clients on international matters. - Perform international tax research and planning for clients of the... company. - Gain exposure to various international specialties within the industry, such as: - Foreign businesses expanding to the . - U....
and compliance quality control. - Work directly with clients on international matters. - Perform international tax research and planning for clients. - Exposure to... various international specialties, including: - Foreign businesses expanding to the . - . businesses expanding internationally - Inbound...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mul...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading multipl...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mult...
affluent families, family offices, and their private businesses and/or investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including... federal estate,...
providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers. Key responsibilities include: - Managing tax and consulting engagements to identify client needs, tax planning, and consulting opportunities. - Working... directly wit...
responsibilities that leverage their educational background and professional expertise to deliver tax compliance and consulting services to high net-worth clients. The key duties include: - Participation in tax and consulting engagements, enhancing skills in identifying and addressing client needs, tax planning...
team in Los Angeles, CA. The ideal candidate will have extensive experience in estate planning, catering to both... middle-income and high-net-worth comprehensive estate plans for diverse ... expert guidance on tax-efficient irrevocable trusts, ILITs, SLATs, and client...