Title: Legal Administrative Assistant – Trusts & Estates Job Responsibilities: The Legal Administrative Assistant in the Trusts & Estates department is responsible for providing comprehensive administrative support to attorneys within the Trusts & Estates practice group. Key responsibilities include: - Assisting in all...
Title: Legal Assistant - Tax, Trusts and Estates Job Responsibilities: - Provide legal administrative support to attorneys, acting as a liaison for clients. - Initiate client/matter openings, including conducting conflicts checks and preparing engagement letters. - Proactively manage attorneys’ calendars, anticipating next steps and...
on estate administration. This position is part of the Paralegal Team supporting the Financial Services and Capital Markets business unit. Key responsibilities include: - Preparing various tax returns such as Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining... financial recor...
Professional (Paralegal) Job Category: Paralegals Job Responsibilities The Tax Professional (Paralegal) at the law firm is responsible for a comprehensive range of estate administration tasks. The primary duties involve assisting attorneys in the administration of estates, managing post-death irrevocable trusts, preparing necessary documents,...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is tasked with a comprehensive range of estate administration duties. This role involves assisting attorneys with estate administration, funding post-death irrevocable trusts,...
Markets business unit. The primary responsibilities include: - Preparing various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining... financial records for trusts, performing trust accounting, and auditing accounts. - Managing general ledger accounts, reconciling broker statements, and pr...
tax research of individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
Title: Estate Planning Legal Assistant Job Responsibilities: - Interacting with clients and other parties to build relationships via phone, email, and in person. - Maintaining and updating case management systems, relationship management systems, document management systems, and other mission-critical systems. - Retrieving and delivering...
to join its trusts and estates practice. This role offers the opportunity to advise clients on estate planning, fiduciary representation, business succession strategies,... and contested estate matters. The ideal candidate will bring a high level of client service, legal pre...