Title: Experienced Wisconsin Estate Planning & Elder Law Paralegal Job Responsibilities: - Perform initial client intake and maintain ongoing relationships with clients throughout the planning and administration process, acting as a liaison between clients and the attorney. - Maintain accurate and up-to-date client...
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: Trust & Estate Planning Associate Job Responsibilities: The Trust & Estate Planning Associate at the law firm will be responsible for providing a comprehensive range of sophisticated estate planning, trust administration, and wealth management advice. This includes working with individuals, businesses,...
Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney will be responsible for providing legal advice and assistance to high net worth clients, focusing on sophisticated wealth transfer strategies. The candidate will work within the Trusts & Estates Department, contributing to...
Title: Estate and Trust Paralegal Job Responsibilities: - Collect information related to estates and trusts, including probate and non-probate assets, date of death asset values, and determining any marital property interests. - Prepare probate court forms and non-probate transfer forms, ensuring accuracy and...
Job Title: Fiduciary Accounting Assistant Job Responsibilities: - Organize... and maintain current and accurate ledgers for client trust accounts. - Create and record journal entries for all broker activity, including dividends, interest, purchases, sales, and amortization of bonds. - Generate checks and electronic payments;...
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...
RSM offers a competitive benefits package including: Health benefits Retirement savings Life insurance Work/life resources Employee wellness Career development Paid time off Diversity, equity and inclusion Summary: We...
of Commercial Litigation, Trust and Estate Litigation, Estate and Trust Administration, Guardianships and Probate. Salary: $48,000 - $94,000 (depending on experience and location) Law Firm Seeking Practice Support Team Specialist for Labor and Employment Legal Assistant role Attractive...
WI Job Title: Litigation Associate at Law Firm in Milwaukee, WI Experience: 3-6 years in commercial and business litigation matters Salary: Competitive, based on experience Department: Commercial and Business Litigation Section H1: Join Our...
Title: Trust Accountant Job Responsibilities: - Monthly reconciliation of brokerage accounts to ensure accuracy and compliance with financial regulations. - Distribution of funds, including handling beneficiary distributions, bill payments, and tax payments, to manage and execute the financial obligations of the trust effectively. -...
prepare federal and state fiduciary income tax returns. - Prepare... tax returns for trusts holding complex pass-through investments. - Review and analyze tax reporting and disclosure issues, including foreign reporting requirements. - Compute quarterly tax estimate payments. - Manage workflow to effectively comply with...
of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. The role involves preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the tax im...
involve delivering high-level tax compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns. The role includes: - Performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corp...
OverviewA law firm seeks a skilled and experienced Associate Attorney to join their practice in Milwaukee, Wisconsin. The ideal candidate will have 4-10 years of experience in estate planning, probate and trust administration, and related areas. This full-time position offers...