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, trus...
return preparation. Your duties will include: - Engaging in tax research, tax planning, and preparing supporting digital... work papers for various tax returns and related projects. - Working with different types of entities such as corporations, partnerships, estates, trusts, and non-profits. - Ex...
aids private companies in business advisory needs, focusing on improving operational efficiency and strategic business planning. You will have the... opportunity to experience the full business life cycle of a private company, aiding clients in achieving personal wealth goals and...
Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience - Generate business...
Title: US Private Bank- Market Team Lead Job Responsibilities: - Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets...
Title: US Private Bank- Market Team Lead Job Responsibilities: - Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets,...
Title: US Private Bank- Market Team Lead Job Responsibilities: - Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets...
Title . Private Bank - Private Banker - Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...
Assistant Job Title: Legal Assistant Job Responsibilities: - Update clients through various means, including email and websites, to keep them informed about case progress and relevant information. - Assist with the drafting and reviewing of legal documents to ensure accuracy and compliance with legal standards. -...
Develop foundational and comprehensive estate plans for clients, including... and preparing documents. - Review estate plans and determine the... best course of action for clients. - Collaborate with the legal team to compile accurate and effective business plans for clients. - Assist with...
tasks integral to the estate planning process. The primary... responsibility is to ensure that all client assets are transferred successfully to a client’s trust. This requires meticulous attention to detail and an ability to manage multiple tasks efficiently. Key responsibilities...
include: - Handling transactional work related to estate planning, trust administration, probate,... and business succession planning. - Demonstrating a strong working... knowledge of legal documents such as wills, trusts, and powers of attorney. - Managing fiduciary responsibilities and ensuring compliance with relevant leg...
Title: Paralegal Job Responsibilities: - Provide support to attorneys by drafting legal documents and organizing and maintaining files. - Assist in court proceedings by preparing legal correspondence and performing administrative duties. - Maintain client confidentiality at all times. - Work closely with clients, attorneys, and...
a broad range of business advisory needs, including audit, tax compliance, and planning, aimed at enhancing operational... efficiency and allowing more time to focus on business strategy. The role involves experiencing the entire business life cycle of a private company...
a range of business advisory needs to private companies. This role involves helping clients with audit, tax compliance, and planning to enhance operational efficiency... and focus on strategic business objectives. The responsibilities include: - Assisting high net worth individuals and privat...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Estate Planning and Probate Attorney The... candidate will manage client reporting, billing, budgeting, and case management requirements. Draft motions, responses, declar...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Part-time Estate Planning Legal Assistant/Paralegal The... candidate should preferably have high school or equivalent degree. Should preferably have 1+ years of Microsoft...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
practice in Oklahoma City, OK. The ideal candidate will have a background in estate planning, trust administration, probate,... and business succession and review wills, trusts, and powers of clients on fiduciary responsibilities and estate planning trust administratio......