Salary is commensurate with experience. **Members Only** is a well-respected law firm located in Bridgeport, CT, with additional offices in Danbury and Westport. We are currently seeking a Tax and Trust & Estates Paralegal to join our team in our Westport...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1. Advisory: ... Lead the delivery of fiduciary advice as part of... client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate comprehensive wealth management...
Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts & Estates Team at the law firm is seeking a Paralegal to assist multiple attorneys with estate administration matters for both taxable and non-taxable estates. The core responsibilities include: - Interacting with a...
Title: Paralegal – Estate Administration Job Responsibilities: The Paralegal in the Estate Administration role is responsible for managing and facilitating all aspects of trust and estate administration. Key duties include: - Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm with offices in Connecticut (Stamford, Greenwich, and West Hartford) and Florida (Naples, Bonita Springs, and Palm Beach Gardens) is looking for an International Estate Planning Attorney with at least...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate is responsible for performing a variety of legal tasks related to estate planning and administration. Key responsibilities include: - Preparing trust agreements and wills - Handling probate proceedings - Administering revocable and irrevocable...
Attorney Law Firm Full-time Job responsibilities The associate attorney will handle a variety of legal matters, including residential real estate, foreclosure defense, landlord/tenant issues, estate planning, and/or probate. The successful candidate will have the opportunity to work in the practice areas in which they...
Job Title: Fiduciary/Trust and Estate Tax Accountant Job... Responsibilities: The Fiduciary/Trust and Estate Tax Accountant... is responsible for a variety of critical tasks related to trust and estate administration. Key responsibilities include: - Facilitating all aspects of trust and estate administration, ensuring that...
Job Title: Fiduciary Tax Accountant Job Responsibilities: - Identifying,... collecting, analyzing, abstracting, organizing, and maintaining facts and documents in accordance with correct legal practice and procedure. - Identifying, collecting, analyzing, abstracting, organizing, and maintaining financial statements and spreadsheets related to client investments. - Developing...
large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and...
industry. We not only have the best **Members Only** positions, but we also have the most. Trusts and Estates Paralegal The candidate will manage trust accounts and assist with the preparation of fiduciary accountings and income tax... returns. Should preferabl...
industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal - Estate Administration The candidate will manage trust accounts and assist with the preparation of fiduciary accountings and income tax... returns. Should pref...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team, ensuring alignment with the overarching goals of the department. - Lead initiatives in business development and client relations, focusing on fostering long-term partnerships and expanding the...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be a member of the Trusts and Estates practice at the law firm. The primary responsibilities include: - Estate planning: Developing and implementing strategies for estate planning, including drafting wills,...
Title: Trusts & Estates Paralegal Job Responsibilities: The Trusts & Estates Paralegal will provide essential support to the Trusts & Estates Practice Group at the law firm. The primary responsibilities include: - Supporting attorneys in the preparation and administration of estate planning documents,...
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...
administration, including the preparation and filing of petitions, inventories, fiduciary accountings, notices, waivers, and... related documents for the Surrogate’s Court. - Coordinate and communicate effectively with executors, trustees, beneficiaries, accountants, financial advisors, and other relevant professionals to ensure smooth estate administratio...
Title: Trusts & Estates Associate Job Responsibilities: - Join the Private Clients Group at the Greenwich office of the law firm and work on a partnership track. - Engage in sophisticated estate planning and estate and trust administration matters. - Work with high net...
including wills, revocable and irrevocable trusts, and powers of attorney - Collaborate with Paralegals, Fiduciary Accountants, other Attorneys, and... clients in probate and trust administration - Prepare and review gift tax returns, estate tax returns, and fiduciary income tax returns - Conduct......
Title: Private Client Trusts & Estates Associate Job Responsibilities: The Private Client Trusts & Estates Associate will join the law firm's nationally recognized practice in Greenwich, CT, as part of the Private Client Department. The associate will be responsible for handling sophisticated...
Time Mid / Senior-Level Trust & Estates Associate The candidate will work directly with and advise high net worth individuals and family businesses on tax, trust and estate and business succession matters. Should have strong academic credentials (JD required; LLM...
Job Title: Fiduciary Tax Accountant Job Responsibilities: The Fiduciary... Tax Accountant will be... responsible for a variety of tasks essential to the Trusts & Estates practice within the law firm. Key responsibilities include: - Identifying, collecting, analyzing, abstracting, organizing, and maintaining facts and...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
business. - Offer legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading,... best execution, trade allocation, operational issues, principal trading rules, investment allocations, client fee structures, conflicts of interest, and cash solicitat...
Associate The candidate will participate in the firm’s business development activities and must be comfortable working with elderly individuals, individuals with disabilities, and their families. Should have 1-3 years of experience in elder law, trusts and estates, contested guardianship, and...
variety of tasks that support the preparation and management of tax-related documents and interactions. Key responsibilities include: - Preparing complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various types of trusts, including split-interest trusts, Electing Sm...
Title: Deputy County Attorney (Social Services) Job Responsibilities: The Deputy County Attorney (Social Services) is responsible for professional legal work of a complex nature, representing the County in court cases and performing other legal tasks. The position operates under the general supervision...
Title: Trial Attorney Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company, focusing on protecting people, businesses, and futures with extraordinary care. - Represent clients under both commercial and personal lines insurance policies as lead...
Title: Sr. Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team, ensuring efficiency, proactive case management, and high-quality work product. - Handle all matters in accordance with company Trial Division standard methodology guidelines,...
esteemed law firm in Stamford is seeking a talented Senior International Estate Planning Associate Attorney to join their team. This pivotal role involves advising a diverse range of clients on complex international estate planning matters. The successful candidate will have...