Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services... responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Managing client relationships... to retain client goodwill and ensure satisfaction. - Maximizing operatin...
Title: Associate - Private Client Services Job Responsibilities: - Provide legal counsel on complex domestic and international tax, wealth transfer, and succession structures for high net worth and ultra-high net worth individuals and families. - Engage in core estate planning, including privacy structures,...
Title Litigation Secretary/Practice Assistant II Job Responsibilities The Litigation Secretary/Practice Assistant II at the law firm is responsible for providing comprehensive support to litigation attorneys and paralegals. The role involves managing various aspects of legal cases from initial filing through...
at the law firm. The role involves a comprehensive range of estate administration activities, providing critical support to the firm’s attorneys. The primary responsibilities include: - Preparing various tax returns, particularly Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining... fin...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) role is integral to the Paralegal Team within the Financial Services and Capital Markets (FSCM) business unit at the law firm. This position involves a comprehensive range of estate administration tasks, supporting the attorneys...
Title: Paralegal - Trusts & Estates Job Responsibilities: The paralegal for the Trusts & Estates department at the law firm is tasked with a comprehensive range of estate planning matters. This role involves providing assistance to the firm's attorneys and senior paralegals...
of estate administration duties. Key responsibilities include: - Assisting attorneys in the administration of estates and the funding of post-death irrevocable trusts. - Preparing necessary documents and managing client cases. - Preparing various tax returns, specifically Estate Tax Returns and Fiduciary Income Tax...
Legal Secretary Duties: Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and documents;...
Legal Secretary (Private Client and Tax) Duties: Drafts letters and trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written communication and...
Secretary (Estate Planning) Duties: Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports and legal documents; drafting letters and...
Friendly Job Title: Legal Secretary (Private Client & Tax) at **Members Only**worldwide Law Firm in Los Angeles H1: Join Our Team as a Legal Secretary at **Members Only**worldwide Law Firm in Los Angeles! H2: Essential Duties and Responsibilities of Legal...
Title: Trusts and Estates Attorney - High-Net-Worth Clients Job Responsibilities: - Specialize in estate planning for high-net-worth clients, focusing on both basic and sophisticated estate planning documents. - Incorporate estate and income tax planning strategies, including the creation and management of irrevocable trusts. -...
Firm Seeks West Coast Private Wealth Planning Paralegal Primary Responsibilities: - Prepare gift and estate tax returns - Manage probate division cases from start to finish - Calendar cases and advise attorneys of upcoming deadlines - Handle post-mortem...
Title: Trust and Estates Paralegal Job Responsibilities: As a Trust and Estates Paralegal at the law firm, you will support attorneys in various aspects of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate...
Title: Senior Associate/Senior Counsel Job Responsibilities: The Senior Associate/Senior Counsel at the law firm is tasked with a broad range of duties primarily centered around estate and trust litigation matters. This position can be performed in a hybrid or fully remote capacity....
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a part of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Trust administration and providing sophisticated estate planning solutions tailored...
Title: Private Client Associate Job Responsibilities: - Knowledge and experience with high-net-worth estate and tax planning - Drafting complex trust agreements - Charitable planning - Estate and trust administration - Demonstrating excellent drafting, writing, and analytical skills - Maintaining accurate and strong attention to detail - Exhibiting a...
Title: West Coast Private Wealth Planning Associate (Senior) Job Responsibilities: The West Coast Private Wealth Planning Group at the law firm is seeking a senior associate or counsel level attorney with significant expertise in high-net-worth wealth planning. The successful candidate will...
Title:** Deputy County Counsel - Real Estate **Job Responsibilities:** The Deputy County Counsel - Real Estate is tasked with performing complex legal work for the Board of Supervisors, County departments, and associated agencies. Key responsibilities include: - Providing legal advice and representation...
Title: Associate or Counsel - Trust & Estates Job Responsibilities: The Associate or Counsel in Trust & Estates is responsible for handling complex trusts and estates matters. This role requires a strategic and client-focused approach with proficiency in developing advanced estate and...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Provide technical preparation and review of complex trust and estate accountings. - Conduct complex calculations and reconstruction when necessary. - Research state-specific principal and income acts as needed. - Manage client relationships and work...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Consultant at 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. The consultant will: -...
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...
We not only have the best **Members Only** positions, but we also have the most. Paralegal - Trusts & Estates The candidate will prepare/assist with preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. Maintain... fin...
Strategist / Client Development Sales Director - Remote/Hybrid Job Title: Wealth Strategist / Client Development Sales Director - Remote/Hybrid Company: **Members Only** Department: Wealth Strategist Team Experience: 10+ years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary...
Friendly Job Title: High Net Worth Tax Manager H1: Join Our Team as a High Net Worth Tax Manager in Los Angeles H2: Advance Your Career in Tax Management at **Members Only** Summary: **Members Only**, one of the...
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...
We are currently seeking a Trust, Estate, and Inheritance Dispute Associate to join our Private Client and Tax team in Los Angeles. This role will involve litigation matters throughout the state of California for high-net-worth individuals, families, charities, and...
Banking Type Full-Time Company M&T Bank Department Wealth Advisory Services Salary $151, - $252, (USD) Job Title: Senior Wealth Advisor Experience: Bachelor's degree and a minimum of 9 years’ sales experience in the financial...
Title: Litigation Associate Job Responsibilities: The Litigation Associate will be part of the Litigation Department at a law firm, focusing on broad-based litigation work. The role involves the opportunity to develop and refine trial skills through direct participation in trial preparation and...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner within the Family Office Enterprise practice at Company, you will be responsible for leading and growing tax engagements, advising on complex tax matters, and collaborating across service lines...
Title: Senior Trusts And Estates Attorney Job Overview: A Los Angeles-based law firm is actively seeking a seasoned legal professional to join its Taxation, Trusts & Estates practice group. This opportunity is ideal for someone who thrives in a sophisticated legal...