Title: Trust Administrator Job Responsibilities: - Engage in heavy contact with clients, trustees, and managing attorneys regarding all aspects of trust work. - Conduct routine and complex financial transactions. This includes: - Assisting with the opening of trust accounts. - Corresponding with clients...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures. - Participate in client consultations alongside the attorney, assess client...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal will be responsible for managing all aspects of estate and trust administration. Key duties include: - Handling probate processes, with a preference for familiarity with New Jersey, New York,...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate at the law firm will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging...
Firm is seeking a Tax, Trusts & Estates Associate to join one of our Florida, New Jersey or New York offices. The ideal candidate will have a Juris Doctorate degree along with a . in Taxation or Estate Planning and...
Title: Estate Planning Paralegal Salary: Competitive, based on experience Experience: - Minimum of 2 years of experience as a paralegal in estate planning - Proficient in drafting estate planning documents such as wills, trusts, and powers of attorney -...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate will be responsible for handling sophisticated private client matters involving trusts and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and...
Title: Private Client Trusts & Estates Attorney Job Responsibilities: The Private Client Trusts & Estates Attorney will be responsible for advising clients on tax-oriented estate and trust planning, family office structure and administration, wealth management, wealth transfer, philanthropic giving, and...
Title: Probate and Trusts Paralegal Job Responsibilities: The primary responsibilities of the Probate and Trusts Paralegal at the law firm include managing probate and trust administration files from the initial client contact through the completion of the process. This involves preparing...
TITLE: Paralegal DEPARTMENT: Private Client Services OFFICE: Boca Raton OVERVIEW: Law firm, a global law firm with over 900 attorneys in offices across the . and around the world, offers innovative solutions to the legal and business challenges presented by today’s evolving global...
Title: Estate Planning & Probate Attorney Job Responsibilities: - Develop and execute customized estate plans tailored to client needs. - Provide legal counsel and guidance on estate planning, probate, and trust administration matters. - Prepare for and lead client meetings, including signing and review...
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...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...
Information: Competitive salary based on experience and qualifications. Comprehensive benefits package including medical, dental, vision, and life insurance. 401(k) retirement plan with employer match. Flexible work schedule options. Paid time off and holidays....
Title: Manager of Tax Services Job Responsibilities: - Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.) to ensure compliance with federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth...
estate and business disputes. This includes handling matters such as Partnership disputes, Breach of Contract, Breach of Fiduciary Duty, Fraud, Misrepresentation, Homeowners... Association (HOA) issues, Property Line disputes, and Failure to Disclose matters. The role requires engaging in formal Alternativ...
focused on supporting legal professionals in the management of real estate and business dispute cases. Key duties include: - Providing support in both prelitigation and litigation contexts, specifically in areas such as Partnership, Breach of Contract, Breach of Fiduciary, Fraud, Misrepresentati...
review complex individual (1040), fiduciary (1041), estate (706), and... gift (709) tax returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the and wealth transfer techniques. - Fiduciary Accounting: Review trust and......
finalize estate planning documents including wills, trusts, powers of attorney, advance directives, and deeds. - Draft and assist with probate pleadings and filings, including fiduciary accountings. - Prepare documents for... execution and coordinate in-office signing meetings. - Maintain accurate, well-organized electronic and physi...
guiding the company through complex legal landscapes. Key responsibilities include: Corporate Governance & Executive Counsel: - Advising the CEO, Board, and executives on governance, fiduciary duties, and corporate law... in the . and internationally. - Managing global subsidiaries, entity si...
Title: Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and advanced estate planning documents, including wills, powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. -...
Title: Attorney - Trusts and Estates Job Responsibilities: - Counsel clients on estate planning, wealth transfer, and tax matters. - Draft and implement estate planning documents, including wills, trusts, and related instruments. - Manage trust and probate administration from inception through completion. - Advise clients...
Title: Senior Associate – Private Client Services Job Responsibilities: - Provide legal services in the areas of estate planning, estate and gift taxation, and estate and trust administration. - Offer related services to individuals, charitable organizations, foundations, and corporate fiduciaries such as banks...
Title: Experienced Trust and Estates Paralegal Job Responsibilities: 1. Estate Probate & Administration: - Prepare and file probate and administration applications with the New Jersey Surrogate’s Court. - Assist attorneys in communicating with executors/administrators regarding next steps and required information. - Aid...
Mid-Level Private Wealth Services Associate at Law Firm in South Florida H2: Join a Dynamic Private Wealth Services Practice at a Top Law Firm Are you a mid-level associate with an . in Taxation looking for a new opportunity...
Title: Trust & Estates Paralegal Job Responsibilities: The Trust & Estates Paralegal will support the Estate Planning Team within the law firm. Key responsibilities include: - Assisting attorneys with estate planning practices. - Drafting and preparing legal documents related to trusts and estates. - Managing...
Title: Private Wealth Services Paralegal Job Responsibilities: The Private Wealth Services Paralegal will play a vital role in supporting attorneys within the department, primarily focusing on estate administrations and the drafting of various estate planning instruments. This position demands a high level...
Title: Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage in complex domestic and international estate planning. - Handle related income, partnership, and tax planning for clients. - Provide corporate and personal planning services for high-net-worth individuals and multinational families. - Collaborate with...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Provide comprehensive administrative support to attorneys in estate planning and the administration of estates and trusts, maintaining a high standard of work quality. - Possess a working knowledge of the procedural rules governing...
Title: Trust & Estates Attorney Job Responsibilities: The Trust & Estates Attorney will be responsible for providing legal expertise and services in the area of wills, trusts, and estates. The key responsibilities include: - Engaging in complex estate planning, including the development and...
and State Individual and Fiduciary tax returns. - Oversee and... manage the tax return process, including the identification and resolution of tax issues. - Apply experience with corporation and partnership accounting and tax concepts. - Mentor, train, and manage staff accountants, ensuring deadlines...
Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...
Raton office of a **Members Only** Top Ranked Law Firm seeks tax, trusts and estates associate attorney with 3+ years of experience. The candidate should have an . degree in Taxation or Estate Planning. Bar admission in one or...