Title: Senior Trust & Estate Litigation Attorney Job Responsibilities: - Represent senior citizens and their families in financial elder abuse litigation. - Represent trustees, executors, administrators, and beneficiaries in trust and probate litigation, including: - Contests based upon lack of capacity, undue influence,...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) at the law firm will be responsible for supporting the Financial Services and Capital Markets business unit by handling a comprehensive range of estate administration tasks. This includes assisting attorneys in administering estates, funding...
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 law...
of estate planning matters. This role involves providing assistance 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...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal is responsible for managing a comprehensive range of estate administration matters. This involves assisting attorneys in the administration of estates, funding post-death irrevocable trusts, preparing necessary...
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...
Title: Associate Attorney Job Responsibilities: 1. Case Management: - Oversee caseload by maintaining accurate records and client communication in internal systems. - Review and approve estate planning documents, including but not limited to Wills, Revocable Living Trusts, Irrevocable Trusts, trust administration documents,...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be responsible for a variety of tasks centered around estate planning and client consultation. Key responsibilities include: - Case Management: Overseeing caseload by maintaining accurate records and client communication within...
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......
Title: Paralegal Manager Job Responsibilities: 1. Leadership: - Stay informed of developments, legal industry, and Financial Services & Capital Markets trends. - Lead and manage paralegals to ensure delivery of excellent services to stakeholders. - Demonstrate process improvement and workflow design acumen....
such as undue influence, lack of capacity, and fraud. - Address breach of fiduciary duty claims against trustees,... executors, and conservators. - Handle petitions for instructions and accountings, as well as spousal property petitions. - Conduct elder abuse actions, both financial and phy...
Manager Job Title: Conflicts Manager Job Responsibilities: The Conflicts Manager plays a critical role in overseeing and directing the general functions related to the conflicts clearance of new business requests. This includes managing analysts who assist with the review, search, and clearance of...
Title: Senior Trust & Estate Litigation Attorney Job Responsibilities: - Represent senior citizens and their families in financial elder abuse litigation. - Represent trustees, executors, administrators, and beneficiaries in trust and probate litigation, including: - Contests based upon lack of capacity, undue influence,...
Title: Private Client Associate Job Responsibilities: - The associate will join the Private Client group and contribute to its growth and expansion. - Responsibilities include handling estate planning and estate and trust administration tasks. - The associate will be required to draft complex estate...
Attorney Employment Law Attorney Real Estate Attorney Corporate Attorney Immigration Attorney Intellectual Property Attorney Paralegal Positions Estate Planning Paralegal Litigation Paralegal Employment Law Paralegal Real Estate Paralegal Corporate...
Title: Remote Estate Planning Attorney Job Responsibilities: - Conduct estate planning consultations via Zoom or phone with warm, qualified leads. - Build trust and guide clients to move forward confidently with their estate plans. - Draft and review estate planning documents, including revocable living...
Title: Trust & Estates Attorney Job Responsibilities: - Work directly with clients to design and implement comprehensive estate plans. - Advise high-net-worth individuals on complex estate tax planning needs. - Draft and review estate planning documents, including revocable and irrevocable trusts, wills, deeds, and...
Title: Senior Estate Planning Attorney (Remote) Job Responsibilities: As a Senior Estate Planning Attorney at the law firm, you will be an integral part of a mission-driven team focused on providing high-quality estate planning and probate services. Your primary responsibilities...
Title: ECVC Paralegal Job Responsibilities: The ECVC Paralegal serves as a strategic operational partner to attorneys and clients, providing expert support in areas such as corporate formation, venture financings, governance, and compliance matters. The role involves supporting attorneys across all of the...
Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex... Claims Consultant at the company is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant's duties include: -...
The candidate must be experienced estate planning lawyer with broad experience including complex estate, tax and wealth planning. Must have 3 years experience directly applicable to firm’s area of emphasis. Equivalent experience eligible for re-positioning include: tax-oriented real property and...
Title: Private Wealth and Fiduciary Litigation Associate Job Responsibilities: The Private... Wealth and Fiduciary Litigation Associate will be... the Private Wealth and Fiduciary Litigation Team at a... law firm. This team comprises highly successful trial attorneys who handle disputes over private wealth,...
Title: Associate - Litigation & Trial - Securities and M&A Litigation Job Responsibilities: The Associate in the Litigation Department at the law firm will be engaged in a variety of complex legal tasks primarily focused on securities and M&A litigation. The responsibilities...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Senior Analyst within the Fiduciary/Trust & Estate Accounting Services... the business. Key responsibilities include: - Preparing complex trust and estate fiduciary accountings. - Performing complex calculations... and reconstructions as necessary. - Conducting research on...
Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney 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...
Title: Mid-Level Trust & Estates Associate Job Responsibilities: The Mid-Level Trust & Estates Associate at the law firm is responsible for guiding clients through wealth transitions by providing estate planning that is clear, creative, and enduring. The key responsibilities include: - Planning...
Trusts & Estates Paralegal The candidate will draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services...
friendly job title: Legal Secretary (Private Client & Tax) at **Members Only** Bergman LLP in San Francisco H1: Join Our Team as a Legal Secretary at **Members Only** Bergman LLP in San Francisco H2: Essential Duties and Responsibilities for Legal...
Title: Legal Secretary (Private Client & Tax) at Law Firm in San Francisco Experience: 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required. Salary Range: $70,000 - $110,000...
firm is committed to complying with all applicable laws providing equal employment opportunities. Job Title: Legal Secretary (Private Client & Tax) - Temp to Perm Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional...
firm, renowned 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...
Title: Estate Planning CounselJob Overview:A distinguished law firm based in Fremont, CA is seeking a motivated legal professional to join its Private Client Services group. This role is tailored for an attorney passionate about guiding individuals and families through estate...