Title: Private Bank Senior Fiduciary Strategist Job Responsibilities: The Private Bank... Senior Fiduciary Strategist is responsible for... fulfilling the fiduciary responsibilities of the company... by providing expert trust administration and counsel to high net worth clients and their beneficiaries. The strategist collaborates...
Job Title: **Members Only** Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary... Strategist is responsible for... fulfilling fiduciary duties by providing expert... team to attract, retain, and grow clients requiring complex financial strategies. Key responsibilities include: - Maintaining deep expertise in fiduciary, investment, t...
Title: Sr. Closing Officer or Lead Closing Officer - Healthcare Group (HCG) and Institutional Real Estate (IRE) Job Responsibilities: Senior Closing Officer: - Independently manage and maintain an active closing portfolio of moderate to highly complex loan transactions. - Proficiently understand, analyze, and negotiate...
and servicing of assigned fiduciary and investment management accounts.... This role may include relationship management responsibilities as well as product specialty knowledge and expertise in areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. The officer will likely work as...
execution. - Collaborates with the team and other business leaders/employees to provide solutions and support the delivery of an exceptional client experience. - Acts as an additional point of contact for escalated fiduciary, compliance, and operational matters. -... Assists the Director in monitoring...
execution of the Bank’s Fiduciary (Regulation 9) and Traditional... Private Banking Compliance Programs. As a key member of the second line Enterprise Compliance Team, the manager is responsible for advising management on regulatory compliance issues, keeping abreast of regulatory changes,...
Title: Senior Civil Law Paralegal Job Responsibilities: - Organizing case files and documentation to ensure all legal documents are managed efficiently and accurately. - Drafting, reviewing, and filing legal documents such as petitions, motions, and discovery requests. - Conducting thorough legal and internet research...
Title: Paralegal Job Responsibilities: As a Paralegal at the company, the candidate will be responsible for providing comprehensive legal administrative support in a small, client-focused law firm. The main duties include: - Administering estates through probate, which involves a thorough understanding of probate...
Title: Legal Assistant Job Responsibilities: The Legal Assistant at the law firm is responsible for managing the Probate, Estate Planning, and Bankruptcy caseload, along with their related matters. Key responsibilities include: - Handling all facets of a general transactional practice, which involves document...
Title: Tax Manager or Senior Manager - CTP Job Responsibilities: The Tax Manager or Senior Manager is responsible for managing all aspects of the annual tax compliance for business and individual clients. Key duties include: - Planning, scheduling, and executing...
and servicing of assigned fiduciary and investment management accounts.... This role may include responsibilities related to Relationship Management as well as expertise in specific product specialties such as IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. The officer is likely to work...
and servicing of assigned fiduciary and investment management accounts.... This role may include relationship management responsibilities as well as product specialty knowledge and expertise in areas such as IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. The officer will likely work as...
Title: Full-Time Paralegal – Probate & Trust Focus Job Responsibilities: The law firm is seeking a full-time paralegal who will focus on probate estate and trust administration. The responsibilities for this role include: - Administering probate estates and trusts - Drafting estate planning documents -...
excellent compensation and benefits. The ideal candidate will have at least five years of experience in advanced estate planning and estate and trust administration, with knowledge and experience in fiduciary litigation being a plus.... Candidates should be licensed in O...
planning, estate administration, and/or fiduciary or personal income tax... Salary: Competitive with benefits including student loan repayment program and paid parental leave H1: Experienced Paralegal for Estate Planning and Income Tax at Law Firm H2: Join Our Team at...
Firm Seeking Experienced Trusts and Estates Attorney in Ohio (Cincinnati or Columbus) Are you an experienced attorney with a passion for advanced estate planning and administration? Vorys, a leading law firm with over 375 attorneys in 10 offices, is...
a top law firm in Columbus, OH, is currently in search of a highly experienced Trust & Estate Attorney to join their Business Industry Group. The ideal candidate should have at least 10 years of experience in handling complex estate...
Title: Corporate Member Attorney with Estate Planning Expertise Salary: Competitive, commensurate with experience Experience: Minimum of 10 years in corporate transactions, complex estate planning, and business succession planning Law Firm: **Members Only** Location: Cleveland, Ohio Overview: **Members Only**, a leading...
Title: Member - Trusts and Estate Planning Experience: Minimum of 10 years Salary: Not specified McDonald Hopkins, a full-service law firm, is currently looking for a Member level Trusts and Estate Planning attorney to join their team in either...
Firm Seeking Estate Planning Associate with 3-5+ Years of Experience Salary Information: Competitive salary and benefits package offered Job Title: Estate Planning Associate Experience Required: 3-5+ years Department: Estate Planning and Tax **Members Only**, a reputable...
Title: Private Client/Probate Paralegal Job Responsibilities: - Assists lawyers in probate and trust administration, ensuring that all legal processes are followed accurately and efficiently. - Drafts and electronically files various probate pleadings and accounting documents, maintaining compliance with legal standards and deadlines. - Assists...
Planning Partner The candidate will service not only their existing clients, but also those of veteran attorneys ready to entrust their notable clients to well respected practitioners and continue our tradition of providing excellent client service. Significant estate planning experience...
The candidate should have 3 to 5 years of experience, licensed to practice in Ohio. Candidates with experience in business transactions, corporate law, estate planning, federal and state tax compliance should apply. Must be able to draft transactional documents and...
Title: Paralegal/Case Manager Job Responsibilities: The Paralegal/Case Manager (CM) at the law firm is a hybrid role combining elements of a paralegal and office manager. This position is crucial to the firm's operations, often described as the "engine" that propels the company...
Hine LLP is committed to the principles of equal employment opportunity. We provide equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, ancestry, citizenship, marital status, veteran...
Attorney The candidate will provide legal advice with respect to estate planning, probate and elder law. Participate in general legal matters as needed. Will be responsible for Marketing efforts to attract estate planning, elder law, and probate clients, client consultations...
The candidate will join established practices in litigation, corporate and transactions, and estate planning....
Planning Attorney The candidate should have 5+ years of practice experience. Estate planning is experience is required. Medicaid Planning is a plus. License to practice in Ohio, (KY and IN a plus) is required....
successful candidate for this position will have a minimum of 5 years’ experience in estate planning and probate law. The candidate must also have a Juris Doctor degree from an accredited law school and be an active member in good...
Firm is currently seeking an experienced Estate Planning Attorney to join their Toledo office. This is a great opportunity for an attorney with 2-7 years of experience in estate planning looking to grow their practice and work with a dynamic...
Title: Associate Attorney – Estate Planning Law firm: **Members Only** Department: Estate Planning Salary: Competitive salary based on experience and qualifications Experience: Minimum 2 years of experience in estate planning and/or tax law Job Description:...
Salary will be commensurate with experience and includes a competitive benefits package. Law Firm seeks Trusts and Estates Associate Attorney with 2-5 years of experience in estate planning, probate, and trust administration. The ideal candidate will have a JD...
Sr. Closing Officer or Lead Closing Officer role is a key position within the Healthcare Group (HCG) and Institutional Real Estate (IRE) at KeyBank. This role offers a competitive salary and benefits package, as well as opportunities for career growth...
research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. Your role will include preparing for and assisting in client meetings that focus on compliance and consulting projects. These projects will relate to tax...
research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. You will also prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications...
of duties that revolve around high-level tax compliance and consulting services. These responsibilities include performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. The role also involves pre...
tax research for individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. The role involves preparing for and assisting in client meetings on compliance and consulting projects related to tax planning opportunities and understanding the tax...
of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift tax work papers and returns. The candidate will also prepare and lead client meetings on compliance and consulting projects, focusing on tax planning opportunities and the ta...
reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers, and tax returns. - Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and understanding the tax implications of...
reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Preparing and leading client meetings focusing on compliance and consulting projects related to tax planning opportunities and understanding the tax implications o...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, your primary responsibilities include performing high-level reviews of tax research related to individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers and tax...
Overview: A well-established law firm is seeking a highly motivated Family Wealth Planning Associate to join its expanding Trusts & Estates team. This role offers the opportunity to work closely with a group of experienced attorneys while managing complex estate...