Title: Attorney - General Practice Job Responsibilities: The Attorney in this role is expected to provide legal advice and representation through legal service plans. The primary mode of service delivery is by phone and limited-scope service, with the possibility of full representation....
Job Title: Estate Planning and Tax Associate... Attorney Job Responsibilities: The Estate Planning and Tax Associate... for preparing and reviewing estate planning documents such as... and powers of attorney, and managing all probate and estate matters. Additionally, the role... involves providing co...
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...
following legal areas: Business, Estate Planning, Taxation, Personal Injury,... Criminal, or Domestic law. The role allows for the setting of one's own schedule and choosing a work approach that could be remote, hybrid, or on-site. The position is designed to...
the firm's operations and client satisfaction. The primary duties include drafting comprehensive legal documents from start to finish, supporting attorney(s) in managing estate planning, Medicaid applications, and... probate matters, and upholding the firm's culture of excellence in client experience. Spe...
a Family, Wealth, and Estate Planning Legal Assistant at... the law firm involves a variety of tasks requiring strong organizational skills, a positive attitude, and the ability to work both independently and as part of a team. Key responsibilities include: -...
Title: Legal Intake Specialist Job Responsibilities: - Engage with prospective clients to understand their needs and effectively match them with the legal services offered by the law firm. - Schedule qualified leads for individual consultations or group sales presentations, ensuring potential clients are...
Title: Technical Director, Advanced Consulting Group Job Responsibilities: As the Technical Director of the Advanced Consulting Group (ACG) Annuity Team, the primary responsibility is to assist Americans in preparing for and living in retirement. This role requires expertise in the tax rules...
focusing on the private equity and investment management practice area as well as other transactional areas such as real estate, corporate and M&A, and... finance. - Work collaboratively with a multi-disciplined team including content developers, product planners, external consultants, IT specialist...
Title: Content Manager, Private Equity & Transactional Floater Job Responsibilities: As a Content Manager for Company, your primary role will be to leverage your expertise in the private equity and investment management practice area to develop and manage legal content, products, tools,...
be responsible for interacting independently with clients and managing multiple tasks related to estate planning and estate and... trust administration. While the role involves handling various legal tasks, experience with tax-exempt organizations, although preferred, is not a mandatory requirement. The...
Drafting complex legal documents related to trusts and estates. - Conducting comprehensive legal research and tax analysis. - Managing multiple projects efficiently in a fast-paced environment. - Preparing gift and estate tax returns. - Providing... counsel regarding the choice o...
in general practice areas, primarily focusing on Real Estate, Probate, Domestic, Bankruptcy, and... Criminal Defense work. The Associate will benefit from a mentorship environment, gaining exposure to a variety of legal cases and practical experience in these fields. The of...
probate case management, including estate administration and related proceedings. -... court filings. - Manage case files and assist attorneys in the factual discovery process in estates. - Prepare inventories and accounts for court filings. - Assist estate fiduciaries with accounting matters. -... Prepare legal docu...
documents, Medicaid applications, and estate planning materials. - Manage case... files, ensuring all documents are accurately filed and maintained in compliance with legal standards. - Contact clients to gather necessary information for case management. - Maintain communication with clients regarding case status and...
Title: Intake Specialist Job Responsibilities: - Evaluate prospective client inquiries and phone calls, analyzing their case fit and ensuring they feel seen and heard. - Set appointments for potential clients that meet the law firm's criteria to keep lawyers’ schedules organized and grow...
firm practice areas, which include family law, bankruptcy, taxation, estate planning, and probate. The... responsibilities also involve providing service to clients, court personnel, counsel, and staff. The candidate must adhere to office and billing procedures, ensuring accurate documentation and record-keeping. Educ...
Title Key Family Wealth Strategist Job Responsibilities - Serve as a senior advisor exclusively for ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family...
Title: Key Family Wealth Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family Wealth (FW)...
four attorneys and one to two other Paralegals/Legal Assistants. The primary focus areas include family law, juvenile law, estate planning, and estate administrations.... Key responsibilities encompass: - Handling a variety of sensitive legal issues such as divorce, child abuse, child custod...
Title: Business Law Attorney Job Responsibilities: - Serve as trusted counsel to construction-related businesses on entity formation, ownership structuring, and corporate governance. - Draft, review, and negotiate construction contracts, including AIA documents, development agreements, and vendor/subcontractor terms. - Advise clients on business transactions including...
Estate Planning Partner The candidate... excellent client service. Significant estate planning experience with high-net-worth... individuals, their families and their businesses required. Strength in income, gift, estate, and generation-skipping tax planning... and working familiarity with... busi...
Job Title: Corporate Real Estate Attorney Job Responsibilities: The Corporate Real... Estate Attorney will be responsible... for assisting with all aspects of real estate transactions. This includes, but... is not limited to, drafting zoning and land use planning efforts and will be......
Title: Tax Partner or Partner & Associate Job Responsibilities: - Lead and advise clients on a variety of business tax matters, including opportunity zone deals, tax credit deals, M&A transactions, real estate development transactions, and general... corporate and partnership tax advice. - Structure...
focusing on asset protection and Medicaid cases. Key responsibilities include: - Advising clients on various elder law matters, including asset protection planning and Medicaid crisis planning... from start to finish.... - Handling estate planning, guardianship, powers of... attorney,... and post-dea...
Senior Tax Associate, Real Estate and Construction Job Responsibilities: As a... the construction and real estate industries, your primary responsibilities... identifying and implementing tax planning and consulting opportunities for... participating in the tax planning and consultation process to... deliver an outstanding client...
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... Tax Manager at Company, you will be responsible for providing tax consulting and the construction and real estate industries. Your role will... You will manage tax planning, prepare tax calculations, and......
Tax 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...
Senior Manager - Real Estate Tax Credits Job Responsibilities: The... Senior Manager for Real Estate Tax Credits will be... a pivotal member of the Housing and Community Development practice at the company. The primary responsibilities include: - Leading and managing the closing...
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 that all financial and legal requirements are met. - Review financial models to ensure...
Title: Legal Records Coordinator Job Responsibilities: - Responsible for the new client intake process, which involves reviewing request forms, performing conflict searches, producing conflict reports, facilitating approval routing, and finalizing setup processes. - Monitor and update the conflicts database to ensure accuracy and...
Part-Time Paralegal/Legal Assistant Location: Cincinnati, Ohio Salary: Based on experience and education, competitive with industry standards Job Summary: **Members Only** is seeking a Part-Time Paralegal/Legal Assistant with at least 2-3 years of experience or education in the field. This...
W. Madison, Suite 3600, Chicago, IL, 60606, US 60 East State Street, Suite 900, Columbus, OH, 43215, US Additional Locations St. Louis, MO, US BDO is currently seeking a Tax Senior Manager, Private Client Services to join our...
Tax Senior Manager, Private Client Services position is a full-time role that offers a competitive salary and comprehensive benefits package. This position requires a bachelor's degree in Accounting and a CPA or Licensed Attorney certification, with a preference for a...
Title: Tax Senior, Private Client Services Job Responsibilities: The Tax Senior in Private Client Services at the company plays a crucial role in providing tax compliance and consulting services to high net-worth clients. This position involves a variety of responsibilities, including: - Participating...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager within the Private Client Services (PCS) is tasked with leveraging their educational background and professional experience, combined with their communication, time management, leadership, technical, business development, and...
tax experience, and a strong understanding of business entity structuring, real estate investment vehicles, and succession... planning for closely held businesses.... We offer a competitive salary and benefits package in a welcoming and collaborative work environment. Responsibilities:...
an . in Taxation or Estate Planning, or CPA preferred.... The ideal candidate will have experience in structuring business entities and real estate investment vehicles, as well... as succession planning for closely held businesses.... This position offers a competitive s...
Information: The salary for this Tax Attorney position is competitive and will be determined based on experience and qualifications. Benefits include medical, dental, vision, life, disability, 401(k), and profit sharing plans. Job Title: Tax Attorney Experience: 5+ years...
three years of experience in corporate, business, and estate planning. The ideal... candidate should have a flexible work schedule and the potential to integrate with existing firm clients. The position offers a competitive salary, commensurate with experience and qualifica...
Job Title: Legal Assistant at Law Firm in Cincinnati, Ohio Experience Information: Minimum 2 years of experience as a Legal Assistant Preferred experience in business formation and transactions, estate planning, probate administration, family... law, litigation, r...
consulting and tax return preparation duties, including tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates,...
return preparation duties, including tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits...
preparation duties, which encompass tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to diver...
OverviewA law firm seeks a Business Law Attorney with a Construction Focus to support the legal needs of construction industry clients in Grandview, OH. The ideal candidate will possess strong business transactional experience and a working knowledge of legal issues...