Job Title: Estate Planning - Probate Associate... case file. - Serve as the primary attorney specializing in estate planning and probate matters,... directly engaging with clients to achieve their objectives. - Demonstrate proficiency in estate planning, guardianship, and techniques... for probate avoidance,...
Job Title: Estate Planning Attorney Salesperson Job Responsibilities: -... Conduct estate planning strategy consultations with... needs and present tailored estate planning solutions. - Confidently ask... potential clients to commit to their decision and onboard them without firm intervention. - Overcome client objections with professionalism...
and coordinating the real estate transaction and closing process. -... The position is 100% in-office and requires effective communication with corporate staff, outside counsel, title agencies, and on-site sales staff to meet the company's legal needs promptly and in alignment with...
Title: Paralegal Job Responsibilities: The paralegal in this role will be integral to the legal team, tasked with a variety of responsibilities that support the overall function and success of the department. Key responsibilities include: - Drafting legal documents such as affidavits, subpoenas,...
Title: Sales Development Representative Job Responsibilities: - Update customer database regularly to ensure the sales team has the most up-to-date client information. - Qualify incoming leads to arrange appointments as quickly as possible, providing an excellent customer service experience. - Record monthly and quarterly...
inbound leads into premium estate planning clients. The role... requires conducting powerful consultative sales calls with executives, professionals, and affluent families, guiding prospects through premium service offerings with clarity and confidence. The representative must maintain an aggressive, disciplined follow-up ca...
Title: Operations Manager Job Responsibilities: - Ensure clients and matters move through the workflow pipeline efficiently and on schedule. - Monitor deadlines, quality of work, and overall operational performance. - Manage and improve firmwide systems, processes, and workflows. - Supervise and lead non-attorney staff and...
Title: Director of Accounting Job Responsibilities: The Director of Accounting at the law firm is responsible for maintaining and implementing accounting practices to ensure that the financial and operating data accurately reflects the condition of the firm and provides reliable information necessary...
Title: Experienced Chapter 13 Bankruptcy Paralegal Job Responsibilities: - Assist attorneys in preparing bankruptcy petitions, schedules, and other legal documents. - Conduct thorough legal research to support case strategies and provide relevant information. - Manage case files using Best Case, ensuring all documents are...
Title: Chief Financial Officer (CFO) Job Responsibilities: 1. KPI-Driven Financial Leadership - Develop and execute a data-driven financial strategy focused on profitability, cash flow, and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and...
Title: Chief Financial Officer (CFO) Job Responsibilities: 1. KPI-Driven Financial Leadership - Develop and execute a data-driven financial strategy that enhances profitability, cash flow, and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and...
Job Title: Estate Planning Paralegal Job Responsibilities: - Assist... in drafting and preparing estate planning documents, including wills,... support the development of estate plans. - Communicate with clients... to gather necessary information and provide updates on case progress. - Review and document clients' financia...
Job Responsibilities - Draft estate planning documents, including wills,... and court clerks to ensure smooth operations. - Organize and track tasks related to trust and estate administration. - Provide support... to attorneys, ensuring nothing is overlooked in the legal pr...
understand and guide their estate planning goals. - Draft and... review estate plans, including wills, trusts,... powers of attorney, and health care documents. - Assist with probate and trust administration from start to finish. - Manage cases independently with a "no surprises" approach. -...
Title: Senior Paralegal Job Responsibilities: - Conduct legal research using Westlaw and other legal research tools to support case preparation and strategy. - Assist with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Manage case files through...
Job Title: Estate Planning Paralegal (Hybrid –... Responsibilities: - Supporting Attorneys in Estate Planning: Draft and review... Cases: Prepare probate pleadings, guardianship petitions, and court filings to ensure a smooth process from start to finish. - Assisting with Real Estate Transactions: H...
domestic trusts and estates planning. The role involves working... clients to develop comprehensive estate plans that meet their... also engage in drafting and reviewing legal documents related to estate planning, such as wills,... trusts,... and powers of attorney. Additionally, the...
Job Title: Estate Planning Attorney (Hybrid) Job Responsibilities: -... by guiding them through estate planning, which includes creating... documents. - Managing probate and estate administration to help families... settle estates efficiently, ensuring a smooth transfer of assets and addressing any legal complexities that...
Focus on pre-immigration tax planning for clients - Draft domestic... and foreign trust instruments for international clients, with a priority on the latter - Handle cross-border investments, including the formation, oversight, and reorganization of complex international structures - Ensure compliance with international information...
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...
an . degree in Tax or Estate Planning and the ability... to structure sophisticated estate plans and document same.... Must possess a transferable book of business. Should have 5+ years of experience in wills, trusts, estate planning and probate matters.......
Information: Salary is competitive and commensurate with experience. Experience Information: Mid-level associate with 4+ years of experience in Private Wealth Services Practice preferred. Job Title:Mid-Level Private Wealth Services Associate H1:**Members Only** Seeks Mid-Level Private Wealth...
include but are not limited to: - Providing legal advice and representation to clients in matters concerning estate planning and tax planning. -... Drafting and reviewing legal documents such as wills, trusts, and estate plans. - Advising clients on... tax implications and...
in the areas of estate planning, estate and gift... taxation, estate and trust administration, and... related services. The responsibilities include: - Collaborating closely with a Partner who is Florida Bar Board Certified in Wills, Trusts, and Estates. - Offering legal counsel to...
Job Title: Estate Attorney Job Responsibilities: The Estate Attorney... responsible for providing comprehensive estate planning services to clients,... of attorney, and healthcare planning. The attorney will guide... various legal processes, including: - Estate Planning: Assist clients in... wills, trusts, and other estate planning tools to ens......
to advise clients on planning and compliance matters involving... estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held...
Real Estate Tax Manager Opportunity ID... 8009 Department(s) Tax Location(s) Miami Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams...
managing all aspects of estate and trust administration within... Handling all phases of estate and trust administration, including... probate processes, with a particular emphasis on knowledge of probate procedures in New Jersey, New York, and Florida. - Engaging in extensive communication...
Services Tax - Real Estate Manager The candidate will... get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as...
Services Tax - Real Estate and Infrastructure Transactions Senior... clients in the real estate and infrastructure sectors. -... present insights on tax regulations, enhancing research efficiency through technology. - Engage with cross-border structures and treaty planning strategies. - Confirm complian......
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be a key member of the General Liability Practice Group at the law firm, focusing on defending against various general liability claims, including medical malpractice, premises liability, HOA, and assisted living/long-term care cases....
Title: Director of Real Estate & Facilities Job Responsibilities: Strategic Planning... and execute a real estate strategy for the LAC... region that aligns with the company's global and regional business priorities. - Apply strategic thinking to assess portfolio performance, identify opportunities, and recommend...
Manager of Tax Services - International Tax Opportunity H2: Join Our Growing Team at BPB Bold Headline: Exciting Opportunity for Experienced Tax Manager Position: - Manager of Tax Services - International Tax Locations: - Fort Lauderdale - New...
Friendly Job Title: Senior Tax Services Associate at Leading Accounting Firm in Miami H1 Heading: Join Our Team as a Senior Associate of Tax Services in Miami H2 Heading: Responsibilities and Qualifications for Senior Tax Services Associate...
Job Title: Manager of Tax Services Experience Information: 5+ years of experience in trust and estate taxation, preferably in a... public accounting or law firm setting. H1: Manager of Tax Services Job Opening at Berk...
Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance: Prepare and review complex individual (1040), fiduciary (1041), estate (706), and gift (709)... tax state, and local regulations. - Estate & Gift Tax Planning:... design and implementation of estate planning strategies, including trusts,......
Manage and review trust, estate, and gift tax returns... (Forms 1041, 706, 709, etc.) to ensure compliance with regulations. - Provide strategic tax planning and advisory services to... offices, and fiduciaries. - Conduct estate and gift tax planning,... wealth transfer strategies, and......
with a background in estate planning and probate. The... ideal candidate will be a Florida-licensed attorney with at least 3 years of relevant experience, capable of managing cases independently while collaborating with a close-knit, professional legal team. This opportunity offers...