planning for high-net-worth individuals. The role involves working on fiduciary income tax returns, and... having a tax background or an interest in taxable estates is considered advantageous. The attorney is expected to collaborate effectively within a team and demonstrate s...
Wealth Planning Attorney Job ID: 1698 Position: Attorney Location: Multiple Offices Practice Area: Real Estate Open Date: Tuesday, July 25, 2023 Job Function: Legal Job Description: The Position **Members Only**’s growing Wealth Planning Practice is...
- EPL, Private D&O, Fiduciary Job Responsibilities: - Manages an inventory... of highly complex Financial Lines claims, which involve large exposures requiring a high degree of specialized technical expertise and coordination. This is done by following company protocols to verify policy coverage,...
Title: Attorney – Estate Planning Job Responsibilities: - Develop and implement advanced estate planning strategies, including but not limited to SLATs (Spousal Lifetime Access Trusts), GRATs (Grantor Retained Annuity Trusts), IDGTs (Intentionally Defective Grantor Trusts), CLTs (Charitable Lead Trusts), FLPs (Family Limited...
trust administrations - Attend client meetings and maintain frequent client contact for administration matters - Prepare financial statements, accountings, schedules, and Excel model analyses - Prepare fiduciary, estate, and gift tax... returns - Consistently achieve a 1650 billable hour requirement (including approved non-billable time) Education...
and Estates Attorney Job Category: Attorney Requisition Number: TRUST001188 Posting Details Posted: October 16, 2025 Full-Time Hybrid Job Details Description Law firm is seeking a qualified Trusts and Estates Attorney to join its Milwaukee or Brookfield, WI office. The ideal candidate must hold a...
(Paralegal) Job Category: Paralegals Requisition Number: ACCOU002698 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 law firm, we believe that diverse,...
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 law firm, we...
matters in collaboration with the law firm's attorneys and senior paralegals. Key responsibilities include: - Assisting with the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. - Maintaining... financial records of trusts, performing trust accounting, and auditi...
administration processes. - Attend client meetings and maintain frequent client contact for administration matters. - Prepare financial statements, accountings, schedules, and Excel model analyses. - Prepare various tax returns, including Fiduciary (Form 1041), Estate (Form... 706), Gift (Form 709), Individual (Form 1040), No...
Wealth Planning Attorney Job ID: 1698 Position: Attorney Location: Multiple Offices Practice Area: Real Estate Open Date: Tuesday, July 25, 2023 Job Function: Legal Job Description: The Position **Members Only**’s growing Wealth Planning Practice is...
Title: Junior Trusts & Estates Associate Job Responsibilities: The Junior Trusts & Estates Associate will be part of the Trusts & Estates Department at a law firm. The primary responsibilities include: - Assisting high net worth clients with sophisticated wealth...
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 duties. The role primarily involves assisting the firm's attorneys in the administration of...
and Estates Legal Assistant Job Title Trusts and Estates Legal Assistant Job Responsibilities The Trusts and Estates Legal Assistant position at the law firm involves a variety of responsibilities centered around supporting the legal team in the trusts and estates practice area. The key...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
large firm operates like a small law firm, with offices across the nation, and its quality of its attorneys and work is high. The firms’ lawyers try cases all over the nations, and try more cases than most firms...
supporting the Financial Services and Capital Markets (FSCM) business unit. 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 G...
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...
Manager Job Responsibilities The Paralegal Manager at the law firm is tasked with overseeing the Paralegal Program across the entire firm. This role is critical for driving operational efficiency, fostering professional development, and ensuring high-quality legal support for the firm’s attorneys handling...
Wanted at **Members Only** **Members Only** is a 60-year-old law firm located in Menomonee Falls, WI serving Milwaukee and the surrounding communities. We are a Christian based organization that values our team and strives to serve our clients and the community....
law firm in Brookfield, WI, is seeking a Senior Estate Planning Associate Attorney to handle a demanding caseload related to estate planning, estate administration, and probate matters. The ideal candidate will have 5+ years of estate planning experience, including planning...