Job Title: Estate Planning Attorney Job Responsibilities:... As an Estate Planning Attorney with the... law firm, you will be responsible for providing legal services related to estate planning and estate administration.... creation and management of estate plans, ensuring compliance with......
matters such as real estate, probate and estate planning,... business law, domestic relations,... zoning, and municipal law, including litigation and appellate work, is seeking a part-time Law Clerk. The ideal candidate should have aspirations of practicing law, a commitment to...
and workflow support within the law firm's tax preparation, estate planning, estate administration, bookkeeping,... and corporate formation departments. The role focuses on ensuring that attorneys and preparers can concentrate on technical work by maintaining precise and timely administrative processes, particula...
and the law firm’s cloud drive. - Name and categorize documents according to law firm standards. - Prepare client folders for tax season, estate planning, and corporate packages. -... Assemble finalized tax return packets by printing, binding, uploading, and mailing/emailing. - Maintain physical fi...
Responsibilities: - Draft complex, strategic estate planning documents tailored to... on asset-protection strategies, business-succession planning, and methods to minimize... income, gift, and estate tax exposure. - Apply analytical... rigor, practical judgment, and empathetic client service to help families and businesses retain, grow,...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will provide comprehensive support to multiple attorneys within the Trusts and Estates Department at a law firm. The role entails a variety of legal secretarial and administrative...
Job Title: Estate Administrator Job Responsibilities: -... and interpret legal and estate planning documents, including wills,... trusts, trustee appointments, acceptances, and resignations. - Administer estates, including those with high net worth and complex assets. - Prepare and file probate court...
Title: Intake Coordinator Job Responsibilities: - Client Intake and Engagement: Conduct intake and consultation calls, assess client needs, refer out when appropriate, schedule attorney meetings, send invoices, draft consultation notes in Clio, and coordinate thank-you notes for referring Centers of Influence (COIs). -...
Title: Intake Attorney (Part-time) Job Responsibilities: The Intake Attorney at the organization’s Health Law Institute (HLI) is tasked with managing the intake process for new legal referrals. This role involves: - Responding to new inquiries for legal services and conducting client interviews. - Collecting...
of responsibilities focused on tax compliance and client interaction. Key duties include: - Managing all aspects of annual tax compliance for business and individual clients. This encompasses planning, scheduling, projections, extensions, responding... to tax notices, conducting research, drafting client memoranda, calculating...
coverage litigation. Experience in Estate Planning, Probate Administration, and... Injury is considered a plus. - Conduct analysis of estate and trust documents, engage... in motion practice, manage written discovery, and conduct depositions. - Demonstrate solid familiarity with the rules of civil procedure...
our Estates Practice Group. The ideal candidate will have prior legal experience working with estates and Medicaid matters and will excel in a client-facing environment. This role supports attorneys in all aspects of Medicaid planning and applications/matters. The position... r...
Title: Medicaid Case Manager - Mass Health Specialist Employer: Law Firm Job Type: Full-Time Job Responsibilities: - Client Assessment: Conduct comprehensive assessments of clients' healthcare needs, financial situations, and eligibility for Mass Health programs. - Legal Expertise: Utilize legal knowledge to guide clients through the...
Job Title: Estate Planning/Probate Paralegal Job Responsibilities: - Input... software and generate draft estate planning documents. - Make edits... specific client’s needs. - Maintain and update a list of current estate planning projects. - Follow up... with clients as needed to ensure completion and...
of Family Law and Estate Planning. Key responsibilities include:... - Drafting pleadings and making discovery requests. - Appearing in court to represent clients. - Collaborating one-on-one with clients and other attorneys to develop legal strategies for case resolution or trial....
fiduciary relationships, and closely held business matters. This includes drafting legal documents related to estate planning and litigation, such... as Vaughan affidavits and prenuptial agreements. The attorney will work on a variety of cases including will and trust contests, bre...
responsible for driving initiatives that expand client relationships, enhance market visibility, and increase firm revenue. This role involves strategic planning, team leadership, and execution... of business development and marketing strategies in alignment with the law firm’s objectives. Key responsibilities include: -...
Title: Sr. Manager, Strategic Account Program Job Responsibilities: - Partner with the Strategic Relationship Lead and client team leaders to drive strategic account plan development and execution. This includes leading business development initiatives, client engagement strategies, events, and relationship management efforts. - Enable...
H1: Join The Parents Estate Planning Law Firm as... an Estate Planning Attorney H2: Make... Meaningful Impact as an Estate Planning Attorney Law... Firm Seeks Experienced Estate Planning Attorney Are... you passionate about estate planning and want to... Estate...
Job Title: Tax/Estate Planning Attorney Job Responsibilities: The Tax/Estate Planning... Attorney will be responsible... on business-related tax issues. - Tax litigation: Representing clients in disputes with tax authorities, including litigation and negotiation. - Estate planning: Assisting clients in... planning... their estates, including drafting... w...
Estate Planning Attorney Job Title: Estate... Planning Attorney Job Responsibilities: - Develop... comprehensive estate plans and trust documents... tailored to the needs of families with young children. - Assist parents in creating detailed guardianship plans Draft, review, and finalize estate planning documents. - Conduct educational......
Assistant at a law firm, to be part of their Estate Planning Department. The ideal... candidate must have experience with Microsoft programs, document formatting, Outlook, Excel spreadsheets, document management software, and time and billing software. ## Responsibilities The...
Responsibilities: - Focus on sophisticated estate planning and gift and... estate tax analysis. - Assist some... navigating financial affairs through estate and gift tax planning. -... with ultra-high net worth clients on various sophisticated wealth planning issues, including: - Developing... long-term estate p...
7+ years Location: Springfield, MA Salary: Competitive and commensurate with experience Department: Trusts and Estates Bulkley Richardson, a prestigious and well-respected law firm based in Springfield, MA, is currently seeking a highly experienced Trusts and Estate...
Job Title: - Estate Administration Paralegal Salary... trusts, tax matters, real estate, and/or probate - Knowledgeable... in Microsoft Word, Outlook, and Excel Job Type: - Full-time Benefits: - 401(k) - Dental insurance - Health insurance - Life...
Paralegal Assistant - Real Estate (Hybrid) Job Responsibilities: The Paralegal Assistant... role involves providing support to lawyers and/or paralegals across a range of transaction types. The responsibilities include: - Assisting in gathering and tracking documents and information from diverse sources, including electronic data...
staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving... tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engagements...
Job Title: Senior Real Estate Paralegal Job Responsibilities: - Prepare essential... attorneys, lenders, and real estate agents to ensure coordinated... with attorneys to schedule and organize real estate closings efficiently. - Maintain accurate... and comprehensive records of all real estate transactions. - Draft, review...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking with a focus on Power and Energy is responsible for providing legal support for complex data center power and energy...
divisional leadership and Wealth Planning & Advice (WP&A) leadership. -... US Wealth Management (USWM) field by providing insights into both simple and sophisticated tax and trust & estate planning strategies. This includes... expertise... in concentrated position management, corporate executive services, and...
a comprehensive range of estate planning responsibilities. The role... involves assisting attorneys and senior paralegals with the administration of estates, funding of revocable and irrevocable trusts, preparation of necessary documents, and management of client cases. Essential duties include: - Preparing and...
experience in trust and estate administration • Excellent communication,... organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software Salary: Competitive # Trust & Estates Paralegal Position...
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...
with Your Expertise in Estate Planning and Tax Laws... **Members Only** practice. In this role, you will have the opportunity to work with a team of attorneys and assist clients in creating and revising their estate plans to ensure compliance... w...
Manager/Tax Senior Manager, Real Estate Boston, MA; Hartford,... CT 119983 At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your...
for an experienced Staff Attorney to join its Trust & Estates Practice. This position can be part-time or full-time with a hybrid or fully remote work schedule. ## Core Responsibilities The Staff Attorney will be responsible for preparing estate planning docume...
is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: The... Fiduciary/Trust & Estate Administration Services Manager at... of the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)... responsibilities include: - Technical preparation and review of complex trust and estate accountings. - Performing complex calculati......
overtime. The ideal candidate must be proficient in MS Office and possess excellent communication and organizational skills. Responsibilities: Collecting data regarding client’s assets such as bank accounts, investments and real estate holdings. Evaluating client’s... assets, fina...
and Estates Paralegal at Premier Law Firm in Springfield, MA - Full-time, Non-Exempt Position with Competitive Salary and Benefits H1: Join Our Team as a Trusts and Estates Paralegal in Springfield, MA H2: **Members Only** Seeking Highly Organized and Compassionate...
Title: Director of Real Estate, Design & Construction Job Responsibilities: The... Director of Real Estate, Design & Construction at... of the firm's real estate portfolio. Key responsibilities include: -... Leading and executing space selection and lease negotiations with brokers and tenant representatives to...
Title: Paralegal Assistant - Private Wealth Services (Hybrid) Job Responsibilities: The Paralegal Assistant at the law firm is responsible for providing clerical support to paralegals and practice assistant teams. The role involves a wide range of tasks that do not require advanced...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving... tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engagements...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... company, you will be entrusted with a variety of responsibilities that are crucial to ensuring the success of tax engagements. Your duties will include: -...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving... tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engage...
Financial Markets & Real Estate - Valuations, Manager Job... Financial Markets & Real Estate - Valuations team at... the company, you will be responsible for a range of duties that require a comprehensive understanding of financial management and strategy. The...
Financial Markets & Real Estate - Valuations, Manager Job Responsibilities: -... and manage client accounts with a focus on valuations. - Mentor and develop junior staff members. - Ensure project success and maintain rigorous standards. - Implement strategic planning for client engagements. - Inspire... and motivate...
Job Title: Manager, Real Estate Job Responsibilities: The Manager of Real... Estate at the law firm... Managing Director of Real Estate to manage all real... estate-related activities. The responsibilities include... stakeholders such as real estate brokers, architects, and landlords.... The Manager...
Legal Administrative Assistant – Estate, Financial & Tax Planning Job... correspondence, and reports with accuracy and attention to detail. - Assist with the preparation of trust and estate plan signings. - Assist in... maintaining electronic and physical filing systems, ensuring documents are organize...
in Boston, Massachusetts. The firm offers a collaborative work environment where employees can grow professionally and estate planning documents and administer... in estate planning, trust and estate... administration, and related tax... directly with clients to understand t...