and family offices on estate, gift, and generation-skipping transfer... Draft and review sophisticated estate planning documents, including Grantor... Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs), and char...
Title: Private Banker - US Private Bank ReEntry Program 2026 Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title: Associate Attorney Job Responsibilities: - Draft legal documents, including contracts, pleadings, motions, and briefs. - Conduct thorough legal research and analysis to support case preparation and client advisement. - Provide legal counsel to clients, advising them on a variety of legal matters. - Represent...
cases in family law, estate planning, and real estate... matters. This role involves... taking on meaningful responsibility and maintaining a steady workflow within a firm culture that values both professional excellence and personal stability. The attorney will benefit from many...
Title: Intake Specialist/Legal Assistant Job Responsibilities: Client Intake & Lead Conversion - Engage with prospective clients via phone, email, and online inquiries. Scheduling & Coordination - Schedule and coordinate initial consultations, ensuring prospective clients are matched with the appropriate attorney...
clients in front of planning commissions, zoning boards of... appeal, and city councils for development approvals, rezonings, variances, and site plan reviews. - Provide strategic legal counsel on zoning, land use, and municipal law, focusing on ordinance interpretation and compliance issues. -...
Title: Part-Time Firm Administrator – **Members Only** Job Responsibilities: - Oversee daily operations of the law firm - Manage human resources functions including onboarding, PTO tracking, and employee coordination - Assist with billing, invoicing, and timekeeping review - Coordinate marketing tasks, scheduling, and office workflows - Maintain...
Title: Business Development & Marketing Specialist (Corporate) Job Responsibilities: The Business Development & Marketing Specialist at the law firm is tasked with supporting the Business Law Department, particularly focusing on the Corporate Transactions, Tax, and Fund Formation and Investment Management (FFIM) practice...
Job Title: Estate Planning Attorney About Us: Law firm... is an organization that helps clients solve complex business issues on time and on budget. With a commitment to excellence and a dynamic, innovative approach to delivering legal services reimagined for the 21st...
Title: Probate, Trust, and Estate Planning Paralegal Job Responsibilities: The Probate,... Trust, and Estate Planning Paralegal is responsible... and trust processes, which involves drafting petitions, orders, inventories, accountings, creditor notices, beneficiary notices, and other related tasks. - Drafting standard estate planning documents...
Title: Associate Attorney - Estate Planning Job Responsibilities: -... documents and offer comprehensive feedback and analysis to ensure the effectiveness of their estate plans. - Supervise administration... of decedent's estates and/or trust administration, providing guidance and direction on all aspec...
firm's presence in real estate, labor and employment, and... regulatory practice areas. Key responsibilities include: - Acting as a trusted advisor and primary contact for Practice Group Leaders (PGLs) and teams, providing business development and marketing support, strategic guidance, and proa...
clients in front of planning commissions, zoning boards, and... city councils to obtain necessary approvals, variances, and entitlements. - Provide strategic legal counsel on matters related to zoning, land use, development, and municipal law. This includes handling rezonings, special use permits,...
to a busy probate/estate planning law office. - Utilize strong... computer skills to manage office tasks and maintain client records. - Organize and prioritize workload to ensure efficient office operations. - Demonstrate a commitment to client service by assisting clients with inquiries and...
Title: Probate and Trust Administration Paralegal Job Responsibilities: The Probate and Trust Administration Paralegal position at the law firm is a multifaceted role designed for someone who thrives in a team-oriented environment within a growing legal practice. This position encompasses a wide...
Title: Attorney (Licensed in Michigan) Job Responsibilities: The law firm is seeking two seasoned attorneys for its Traverse City, Michigan office. The responsibilities for the positions are divided into two areas of focus: 1. Family Law Attorney: - Manage cases related to family...
Funding Coordinator Job Responsibilities: - Review estate planning documents to identify... assets requiring funding. - Prepare, organize, and process deeds, letters, and other funding documents. - Communicate directly with clients to gather information and provide updates. - Coordinate with banks, financial advisors, and other institutions...
clients in front of planning commissions, zoning boards, and... city councils to obtain approvals, variances, and entitlements. - Provide strategic legal counsel on zoning, land use, development, and municipal law matters, including rezonings, special use permits, and site plan reviews. - Conduct...
clients in front of planning commissions, zoning boards, and... city councils to obtain necessary approvals, variances, and entitlements. - Provide strategic legal counsel on matters related to zoning, land use, development, and municipal law, which includes handling rezonings, special use permits,...
Job Title: Estate Planning and Business Transactional... Provide legal services in estate planning, business transactions, and... real estate transactions. - Service the law... firm's existing clients with high-quality legal advice and representation. - Develop and grow a personal client base while leveraging...
## Business Transactional & Estate Planning Associate Attorney –... experienced Business Transactional & Estate Planning Associate Attorney to... advising, as well as experience and interest in estate planning and providing strategic... solutions. ### Responsibilities * Prepare and neg...
Estate Planning And Business Transactional... The candidate should have 3+ years of private practice experience in estate planning for taxable and... non-taxable estates as well as business and real estate transactions. . in taxation... or a CPA license is preferred....
you are a motivated individual with a desire to work in an environment that promotes teamwork and values the contributions of all its members, then Warner is the place for you. H1: Trusts + Estates Attorney/Partner at Warner Norcross...
Responsibilities: - Develop comprehensive estate plans tailored to clients'... the tax implications of estate planning and minimize tax... strategies like gift and estate tax planning - Handle... the probate process, including court proceedings, asset valuation, debt settlement, and distribution of...
and analyze financial information and prepare various tax returns. Key responsibilities include: - Preparing and filing Federal and state estate and gift tax returns -... Preparing and filing Federal and state fiduciary income tax returns - Preparing estate and trust accountings - Preparing... info...
in representing clients in estate planning and probate matters. -... Facilitate the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and... asset schedules based on client information. - Develop financial accounts for estates and trusts, and annual accounts for ongoing...
in representing clients in estate planning and probate matters. -... Assist in the collection, distribution, reporting, and transfer of estate assets. - Prepare inventories and... asset schedules from client information. - Prepare financial accounts for estates and trusts, as well as annual accounts...
and team members in estate planning, wealth transfers, and... estate and trust administration. - Manage... aspects of trust and estate administration, including preparing and... documents. - Prepare and file deeds and property transfer affidavits. - Draft routine estate planning documents such as... f...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions, ensuring accuracy and strategic alignment in financial models. - Supervise and mentor junior staff to...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor junior staff,...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment with the company’s goals. - Supervise...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor junior staff,...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor junior staff,...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor junior staff,...
Opportunities for professional development and growth within the firm. Flexible work arrangements available. SEO Friendly Job Title: Experienced CPA - Estate and Gift Tax Specialist... at Law Firm H1: Join Our Team as an Experienced CPA Speciali...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services at the company is tasked with utilizing their educational background and professional experience, along with strong communication, time management, leadership, technical, business development, and people skills, to...
consulting services to high net-worth clients. This role includes managing tax and consulting engagements, identifying and addressing client needs, and exploring tax planning and consulting opportunities. The... manager acts as the primary client contact, preparing and presenting issues and re...
with utilizing their educational background, professional experience, and various skills to deliver tax compliance and consulting services to high net-worth clients. The primary responsibilities include: - Managing tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities. -...
tax compliance and consulting services to high net-worth clients. The role involves managing tax and consulting engagements, identifying and addressing client needs, and exploring tax planning and consulting opportunities. The... responsibilities include: - Acting as the primary client contact, demonstrating execu...
Business • Public Finance and Real Estate • Health and Life... Sciences • Intellectual Property • Labor and Employment • Environmental • Financial Services • Tax and Estate Planning • Government Contracts... • White-Collar Criminal Defense SEO friendly jo...
Title:** Associate Attorney **Law Firm:** **Members Only** **Department:** Legal Services **Experience:** Current law student/new attorney or those with an established practice **Salary:** TBD **Benefits:** - Serve a growing client base - Connections to the local...
of legal documents for estate planning and business planning,... including wills, trusts, partnership... agreements, and corporate documents. - Conduct legal research and analysis to support attorneys in case preparation. - Maintain and organize client files, ensuring accuracy and confidentiality. -...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior, Private Client Services at the company is tasked with providing specialized tax compliance and consulting services to high net-worth clients. This role involves leveraging educational background and professional experience along with...
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. The role is centered around utilizing educational background and professional...
firm seeks a seasoned Estate Planning Attorney with at... comprehensive legal background in estate planning, exemplary research capabilities,... provide strategic legal counsel and representation in all areas of estate law, contributing to the... success of clients by delivering high-quality leg...