Title: Tax Manager - Wealth Management Job Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals. - Manage and review tax returns for individual or trust tax clients, including federal, foreign, state,...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize wealth management goals for clients and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust...
Title: Tax Manager- Wealth Management Job Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals for clients and families. - Manage and review tax returns for individual or trust tax clients including federal, foreign,...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all aspects of the client and advisory team to optimize the wealth management goals of the client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for...
Title: Estate Planning/Probate Paralegal Job Responsibilities: - Input client information into drafting software and generate draft estate planning documents. - Make edits to raw drafts based on in-house style and best practices. - Synthesize attorney notes and feedback into custom language, tailoring each document...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal in the Trusts and Estates department at the law firm is responsible for handling estate administration matters for both taxable and non-taxable estates. Key duties include: - Interacting with a wide variety of...
Job Title: Fiduciary Litigation Associate Job Responsibilities: - Manage... a docket of contested fiduciary matters, serving as lead... on motion practice, deposition preparation, courtroom hearings, and client strategy meetings. - Draft pleadings, motions, briefs, affidavits, petitions, and related litigation documents. - Oversee discovery, including...
Financial Services and Capital Markets (FSCM) business unit. The role is integral to estate administration and involves several key tasks: - Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintain... financial records of trusts, perform tru...
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...
services. The role is part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. Key responsibilities include: - Preparing various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining... financial records of...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal in the Trusts & Estates department at the law firm is tasked with a comprehensive range of estate planning responsibilities. The role involves assisting attorneys and senior paralegals with the administration of...
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 responsibilities. This includes assisting the firm’s attorneys in administering estates, funding post-death irrevocable...
the Private Clients and Fiduciary Services Group at the... law firm. The primary responsibilities include working closely with individuals and families to understand their priorities, goals, and intentions for their legacies. The attorney will be involved in drafting estate planning...
Title: Trusts & Estates Partner Job Responsibilities: The Trusts & Estates Partner will play a crucial role in the Private Client practice at the law firm, one of the largest teams of its kind in Massachusetts. The primary responsibilities include: - Designing and...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will provide comprehensive support to multiple attorneys within the Trusts and Estates Department at a law firm. The role entails a variety of legal secretarial and administrative...
Legal Administrative Assistant at Law Firm Law firms are always looking for talented and experienced legal administrative assistants to join their team. This posting is for a Legal Administrative Assistant at a law firm, to be part of their...
• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...
Firm Seeks Lateral & Experienced Attorneys for Associate Positions in Connecticut Office Are you an experienced attorney with 3-5 years of litigation, foreclosure, probate, or real estate experience? Do you possess an entrepreneurial spirit and a commitment to exceptional...
Title: Assistant Bar Counsel Job Responsibilities: - Investigate allegations of misconduct by attorneys through methods such as witness interviews, subpoenas, and the collection of relevant information. - Analyze facts determined through investigations to identify violations of the Massachusetts Rules of Professional Conduct that...
Title: Experienced Wealth Management Associate Job Responsibilities: - Focus on sophisticated estate planning and gift and estate tax analysis. - Assist some of the world's wealthiest families in navigating financial affairs through estate and gift tax planning. - Collaborate with in-house investment and trust...
Title: Experienced Estate Planning Attorney Job Responsibilities: - Handle complex estate and business succession planning matters for high-net-worth individuals, families, and business owners. - Draft and implement sophisticated estate plans, business succession strategies, and wealth transfer vehicles. - Work closely with clients on multi-generational...
Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney will join the Trusts & Estates practice group at the law firm. The candidate will be responsible for handling a variety of tasks related to trust and estate planning and...
Title: Trusts & Estates Attorney Job Responsibilities: The Trusts & Estates Attorney will join the Trusts & Estates practice group at the law firm. The primary responsibilities include: - Engaging in trust and estate planning and administration. - Applying knowledge of relevant state and...
Title: Trusts & Estates Senior-Level Associate Job Responsibilities: - Draft complex, strategic estate planning documents tailored to clients’ personal and business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical rigor,...
Title: Paralegal Assistant - Private Wealth Services (Hybrid) Job Responsibilities: The Paralegal Assistant at the law firm is responsible for providing clerical support to paralegals and practice assistant teams. The role involves a wide range of tasks that do not require advanced...
- Private Clients and Fiduciary Services Job Title Estate Administrator Job Responsibilities The... and assisting the Private Clients and Fiduciary Services Group with related... legal matters. The responsibilities include, but are not limited to: - Managing the complete administration process of estates under attorney supervision. -...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: The Fiduciary/Trust & Estate Administration Services... Manager at the company is tasked with several key responsibilities that are integral to the success and strategy of the Fiduciary/Trust & Estate Tax Administration... Services...
Title: Senior Vice President, Fiduciary Job Responsibilities: - Administer and advise... on fiduciary duties and interpretation of... trust documents as a trustee, ensuring adherence to the highest fiduciary standards for multi-generational families. -... Coordinate Develop and expand the fiduciary practice aligned with regional......
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... focusing on Private Directors & Officers, Fiduciary, and Employment Practice Liability... (EPL) claims. The position involves handling claims with large exposures that demand specialized technical expertise and coordination. Key responsibilities includ...
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...
San Francisco office of this mid-size firm is engaged primarily in litigation and general business, although the firm boasts a solid regulatory and administrative law practice and a respectable labor/employment practice. The firm has a strong pro bono commitment;...
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...
competitive salary and benefits package. The ideal candidate will have a Bachelor's degree, with a Master's in Taxation preferred, and 7+ years of experience working as a fiduciary, charitable, partnership, and personal... tax preparer. Key Responsibilities: - A...
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...
Title: Estate Administrator Job Responsibilities: - Guide clients through all phases of estate administration for a robust slate of estates. - Read and summarize estate plans, prior tax filings, and other ancillary documents. - Supervise Probate Paralegal in preparation of...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice at the company is tasked with a range of significant responsibilities. This role involves leading and managing tax engagements, advising clients on...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: As a Tax Partner in the Global Family Office Enterprise, the individual will be responsible for leading tax engagements and advising on tax matters specifically for affluent families and their family offices....
which is part of the Criminal Bureau. This division is responsible for handling a wide range of criminal cases, including financial crimes such as fiduciary embezzlement, complex financial frauds,... and tax fraud schemes, as well as public corruption cases i...
Title: Investment Management Governance Attorney, VP Job Responsibilities: - Support a team responsible for managing all aspects of board of director/trustee operations, including coordination and operation of board meetings, and . registered fund disclosure practices. - Collaborate with members of the Legal and...
with a variety of fiduciary accounting duties essential for... Key responsibilities include: - Preparing and reviewing various fiduciary income tax returns such... as federal estate tax returns, income tax returns for trusts and estates, Generation-Skipping Transfer tax forms, Pennsylvania inheritance ta...
Overview: A prominent law firm is seeking an experienced Associate Attorney to join its Trusts & Estates team. The position involves providing comprehensive legal services to high-net-worth individuals, families, and businesses, focusing on estate planning, trust administration, and probate matters....