Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... complex trust and estate fiduciary accountings. - Perform complex calculations... and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. - Participate in business...
Job Title: Fiduciary Litigation Associate Job Responsibilities: The Fiduciary... Litigation Associate will be... for engaging in complex fiduciary litigation matters, primarily focusing... represent parties in various fiduciary disputes, including: - Contested probate... administration - Contested trust administration - Guardianship cases - Will contests, including allegations of...
Markets department at the law firm. This role involves a comprehensive range of estate administration tasks to support the firm's attorneys. Key responsibilities include: - Preparing various tax documents, such as Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining... finan...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Multiple Locations 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...
(FSCM) business unit. The main responsibilities include: - Preparing various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining... financial records of trusts, performing trust accounting, and auditing accounts. - Maintaining general ledger accounts, reconciling broker statements, and...
Title: Paralegal - Trusts & Estates Job Responsibilities: The role of Paralegal - Trusts & Estates at the law firm involves a comprehensive range of estate planning tasks. The paralegal is tasked with assisting the firm's attorneys and senior paralegals in the...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is entrusted with a comprehensive range of estate administration tasks. The primary responsibilities involve assisting the firm's attorneys in managing estates, funding...
Firm Seeks Paralegal (Probate) in Houston, Dallas, or San Antonio Are you a highly skilled paralegal with experience in probate law? Do you thrive in a team-oriented environment where your development and growth are valued? If so, we want...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
Title: Probate Attorney Job Responsibilities: The probate attorney at the law firm will be responsible for managing a busy workload involving probate cases. The role requires the attorney to handle independent and dependent administrations, general litigation and discovery, and alternative procedures to...
Title: Wealth Preservation Associate Job Responsibilities: - Engage in trust and estate planning and administration for high net worth individuals and families, with a focus on closely held business owners and corporate executives. - Design and prepare core estate planning documents, such as...
the Job A boutique law firm specializing in probate, trust, and guardianship litigation is seeking an experienced paralegal to join their team. The ideal candidate will have a background in litigation and probate, with the ability to manage multiple cases effectively....
planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Firm Seeks Lateral Associate for Litigation Department in Dallas Overview: - Seeking an associate in law school class years 2018 through 2020 - Joining litigation team in Dallas - Strong interest in and/or prior exposure to state/federal litigation practice...
Title Wealth Management Solutions, Trusts & Estates – Oil & Gas Regional Property Manager, Executive Director Job Responsibilities The Oil & Gas Regional Property Manager, Executive Director, will play a pivotal role in overseeing the management of mineral assets within...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice at the company is responsible for leading and growing tax engagements. This includes advising on tax matters and collaborating across service lines and lines...
General Counsel Job Responsibilities The Assistant General Counsel acts as a subject matter expert and provides business leaders with legal advice on issues impacting the company’s non-depositary limited purpose trust company. This role involves ensuring that business activities, policies, practices, and transactions...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: - Lead and grow tax engagements, providing strategic guidance on tax matters to affluent families and their family offices. - Collaborate across service lines and lines of business to deliver innovative solutions that...
Title: Intern – Tax Services – Spring 2027 – (Hybrid) Job Responsibilities: Tax Services Interns at the company play a crucial role as members of client service teams. Interns are actively involved in engagements, similar to an Associate, and receive both formal...
Title: Intern – Tax Services – Summer 2027 – (Hybrid) Job Responsibilities: Tax Services Interns are integral members of client service teams, functioning similarly to Associates and engaging in formal and on-the-job training to develop their technical skills. Interns will: - Assist with...
Title: Intern – Tax Services – Spring 2026 – (Hybrid) Job Responsibilities: Tax Services Interns at the company are integral members of client service teams. They are staffed on engagements akin to an Associate and receive both formal and on-the-job training to...
to the Employee Retirement Income Security Act (ERISA). Key responsibilities include: - Litigating ERISA class actions with a focus on fiduciary duty claims and excessive... fee litigation. - Managing disputes concerning defined contribution and defined benefit retirement plans. - Engaging in high-stakes...
Title: Senior Manager, Tax - Private Client Job Responsibilities: The Senior Manager, Tax - Private Client at the company is tasked with providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other clients. This role involves partnering...
clients on various matters including plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, addressing issues related to complex controlled groups with multiple qualified plans. - Identify compliance issues in quali...
Title: Director, **Members Only** Law Staffing Job Responsibilities: - Embrace a client-facing role, working with both US and Global teams to drive opportunities and efficiencies, continuously improving engagement delivery. Develop and maintain relationships with external clients, vendors, tax and advisory professionals, foreign law...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define and set the strategic direction for the Default team within the department. - Lead business development efforts and foster strong client relations. - Oversee multiple projects to ensure exceptional delivery standards are met. -...
Title: Manager, Law Staffing Job Responsibilities: - Lead the delivery of large-scale multidisciplinary and multijurisdictional projects, supporting the development of adjacent service offerings to existing tax and advisory practices. - Collaborate with both US and global teams to drive opportunities...
Title: Senior Associate, Law Staffing Job Responsibilities: - Play a pivotal role in delivering large-scale multidisciplinary and multijurisdictional projects, focusing on providing high-quality legal services efficiently and with a technological emphasis. - Embrace learning about adjacent service offerings to existing...
company will have a diverse set of responsibilities, including but not limited to: - Reviewing complex gift, estate, and fiduciary income tax returns. - Reviewing... fiduciary accountings for trusts and... estates. - Providing tax planning and consulting services to high net worth clients...
Title: Manager of Financial Planning and Analysis Job Responsibilities: The Manager of Financial Planning and Analysis is a leading role responsible for delivering timely and useful financial information to key decision-makers at the law firm. Under the direction of the Director of...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers...
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...
including succession planning, wealth transfer planning, and tax compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and... provide consistency in tax preparation due to the complexities of fund reporting. This includes the plan...
Manager Job Title: Paralegal Manager Job Responsibilities: The Paralegal Manager is responsible for administering the Paralegal Program firmwide at the law firm. This role is pivotal in driving operational efficiency, fostering professional development, and ensuring high-quality legal support for the firm's lawyers handling...
Title: Probate Attorney Job Responsibilities: - The candidate will be responsible for managing and drafting probate filings, including petitions for administration, inventories, and accountings, ensuring compliance with court rules and deadlines. - The role requires resolving mortgage defaults involving deceased borrowers in state...
Private/Non-Profit Directors & Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity under limited supervision. Key responsibilities include: - Reviewing complaints and other legal pleadings, discovery, and arbitration demands. - Conducting coverage analysis, determining exposure, and...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be engaged in a full-time on-site role, primarily responsible for providing legal advice, conducting research, negotiating, and handling various legal matters. The role is situated within a law firm that specializes in representing...
- EPL, Private D&O, Fiduciary Job Responsibilities The Complex... Claims Consultant at the company is responsible for managing a portfolio of highly complex Financial Lines claims. These claims often have large exposures and require specialized technical expertise and coordination. Key...
OverviewA law firm seeks a highly experienced Estate and Tax Planning Attorney in Dallas, Texas. This senior-level role involves working with sophisticated clientele, including families, business owners, and fiduciaries, requiring expertise in federal and state tax laws affecting trusts, estates,...