Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts... & Estates Tax Paralegal is responsible for... a comprehensive range of estate administration matters. This involves... and managing probate and estate-related tax returns. Key responsibilities... various tax returns, including Estate Tax Return...
- Review and approve estate planning documents, including but... not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents, and probate proceeding documents. 2. Client Consultations: - Build and maintain strong relationships with key clients and assess opportunities...
of tasks centered around estate planning and client consultation.... Management: Overseeing caseload by maintaining accurate records and client communication within internal systems. This includes reviewing and approving estate planning documents such as... Wills, Revocable Living Trusts, Irrevocable Trusts, trust admini...
Tax Professional (Paralegal) Job Category: Paralegals... Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the...
and Capital Markets business unit by handling a comprehensive range of estate administration tasks. This includes... assisting attorneys in administering estates, funding post-death irrevocable trusts, preparing necessary documents, and managing client cases. Key duties include: - Preparing estate-related tax returns, incl...
for the administration of estate planning matters. This role... to the firm’s attorneys and senior paralegals in various capacities, including: - Preparing and assisting with the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary... Income Tax Returns. - Maintaining finan...
business unit, focusing on estate administration matters. Key responsibilities... include: - Preparing various tax returns, such as Estate Tax Returns and Fiduciary... Income Tax Returns. - Maintaining financial records... of trusts, performing trust accounting, and auditing accounts. - Managing General Ledger accounts, reco...
We not only have the best **Members Only** positions, but we also have the most. Trust and Estates Paralegal The candidate will assist in drafting of estate planning and trust administration... documents. Will prepare asset lists, analyze bank and bus...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will be assisting attorneys with the preparation of fiduciary, gift and estate tax returns, and fiduciary... accountings. Assisting attorneys with...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal The candidate will include maintaining corporate records, preparing, and filing reports required by government agencies, coordinating federal and state tax f...
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...
Title: Consultant, Personal Property Tax Job Responsibilities: The Property Tax Consultant... requirements for personal property tax. This role involves various... tasks such as researching issues, reconciling financials and databases, collaborating with taxing authorities to verify calculations and filing methodologies, and performing detailed...
General Counsel Reports to: President FLSA Status: Exempt Salary Range: $134,970 - $155,631 Location: Remote Tentative Start Date: As soon as possible Position Summary The General Counsel is responsible for ensuring compliance with regulations, identifying and documenting regulatory risks, and assisting the organization in developing controls. This...
Title: Paralegal, Land Use & Conservation Section Job Responsibilities: The Paralegal in the Land Use & Conservation Section is tasked with assisting attorneys in various legal proceedings concerning state-owned or regulated lands. The primary responsibilities include: - Preparing subpoenas and interviewing witnesses. - Drafting...
Title: Deputy General Counsel, Corporate & Securities Job Responsibilities: Securities Law Compliance: - Assist in drafting and reviewing periodic filings with the SEC, including Forms 10-K, 10-Q, 8-K, Proxy Statements, and Section 16 filings (Forms 3, 4, 5). - Ensure compliance with the Securities...
Title: Associate Attorney – Litigation Focus (0+ Years Experience) Job Responsibilities: - Providing general and legal advice to the law firm's diverse Union or employee benefit plan clients. - Representing Unions at grievance arbitration hearings and before administrative agencies, such as the National...
Title: Associate Attorney (0+ Years Experience) Job Responsibilities: - Providing general and legal advice to the law firm’s diverse Union or employee benefit plan clients. - Representing Unions at grievance arbitration hearings and before administrative agencies such as the National Labor Relations Board...
Title: Emeryville Associate Attorney – Employee Benefits Focus (0+ Years Experience) Job Responsibilities: - Provide general and legal advice to the law firm’s diverse Union or employee benefit plan clients. - Represent Unions at grievance arbitration hearings and before administrative agencies such as...
expansion. - Responsibilities include handling estate planning and estate and... be required to draft complex estate plans and prepare estate... tax returns. - The role... necessitates staying informed about relevant state and federal income and estate tax laws. - Providing high-quality... client se...
at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust administration and sophisticated estate planning for high net... worth individuals and families. - Drafting complex estate planning documents, including both... revocable and irrevocable trusts. - Collab...
is responsible for designing estate plans for high-net-worth clients,... including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable life insurance trusts, charitable split-interest trusts, and grantor retained annuity trusts. The...
law firm specializing in estate planning, taxation, and business... The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing probate and trust administrations. - Counseling clients on the most suitable estate plans or gifting strategies... tailored to their individu...
Title: Trusts & Estates Associate Job Responsibilities: The the Private Client and Tax Division. The role includes... advising clients on complex tax matters, which encompasses comprehensive... succession and estate planning strategies, family office... formation, governance, long-term structuring, tax-free reorganizations, mergers and acquisitions,......
Estates Associate Job Responsibilities: - Draft estate plan documents, including wills,... advance directives. - Assist with estate, gift, and generation-skipping transfer... tax matters. - Conduct legal research... and prepare memoranda on estate, tax, and trust issues. -... Collaborate... with senior attorneys on complex planning strategies. -...
wealth transitions by providing estate planning that is clear,... enduring. The key responsibilities include: - Planning foundational (revocable) estate planning for clients from... start to finish, which involves the initial interview, plan design and drafting, review and discussion with the client...
Corporate Tax Associate Job Title: Corporate Tax... Associate Job Responsibilities: The Corporate Tax... Associate will be part... firm, specifically supporting the Tax Team. The role involves... working closely with the general corporate law team international transactions, and Real Estate Investment Trusts (REITs). The......
**Job Title: Trust and Estate Tax Manager** **Job Responsibilities:** - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... draft memoranda involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Job Title: Manager, Real Estate Tax Job Responsibilities: - Manage a... diverse portfolio of real estate clients, varying in size... relationships by providing high-quality tax service and advice. - Work... that may include audit, tax, and advisory services. - Manage... and empower teams of tax professionals and as...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Legal Secretary (Private Client and Tax) The Candidate will be... responsible for drafts letters and documents; collects and analyzes information; prepares charts, graphs...
from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Legal Secretary, Tax The candidate provides confidential... administrative support to assignments, performing secretarial tasks of a confidential nature, composing or pre...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Legal Secretary (Private Client & Tax) The candidate drafts letters... and documents; collects and analyzes information; prepares charts, graphs, and other visuals. Suppo...
Job Title: Tax Director - Trust &... Estate (Consulting Focused) Job Responsibilities: The... Tax Director in the Trust... & Estate group is responsible for... delivering comprehensive tax compliance and consulting services... to Estate, Gift, and Trust clients.... legal advisors to minimize tax obligations and ensure asset......
The primary responsibility is to provide objective insights that align financial and estate strategies with the clients'... goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate...
Secretary (Private Client & Tax) at **Members Only** Bergman LLP... Secretary (Private Client & Tax) at **Members Only** Bergman LLP... Opportunity for Legal Secretary at Prestigious Law Firm in San Francisco - Support Attorneys and Clients in Private Client and Tax Di...
Secretary (Private Client & Tax) - Temp to Perm... Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional at a law firm, previous experience supporting at least one partner/high level manager in a legal or...
for its specialization in estate planning, taxation, and business... transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal services. This...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
join its business, real estate, and tax practice in... have significant experience in tax related to general commercial... transactions and estate planning. Hybrid work arrangements... legal counsel on tax matters related to commercial... on tax issues in estate ......