Title: Paralegal - Trusts & Estates Job Responsibilities: - Responsible for the daily trust administration for a variety of clients, which includes the proper management of accounts, preparation of letters, and completion of transfer forms. - Assist in drafting estate planning documents such...
Title: Estate Planning Associate Attorney Job Responsibilities: - Draft various estate planning instruments, including but not limited to last wills and testaments, revocable living trusts, irrevocable trusts for life insurance, spousal lifetime access trusts, gifting trusts, powers of attorney, and advance health...
Job Title: Tax and Wealth Planning Paralegal Job... Responsibilities: The Tax and Wealth Planning Paralegal... calendars, specifically focusing on tax-related deadlines and scheduling client... the preparation of Federal and State estate tax returns as well as... Federal Gift Tax returns. Estate ......
Title: Trust & Estate Planning Attorney Job Responsibilities: - Draft wills, trusts, and powers of attorney for clients and their families, ensuring that the documents accurately reflect the clients' wishes and comply with legal standards. - Provide expert advice on estate planning matters...
Title: Estate Planning Associate Attorney Job Responsibilities: - Lead probate litigation and non-litigated cases from initial consultation through resolution. - Handle estate administration, trust and will creation, and guardianship proceedings. - Review legal documents related to wills, trusts, and general estate planning. - Provide high-level...
Senior Estate Planning Attorney We are looking for an estate planning attorney with a minimum of five years of experience, an amazing attitude, and the ability to demonstrate vast empathy for our clients. A qualified candidate will have experience...
Title: Partner Job Responsibilities: The Partner at the law firm will be responsible for leveraging their expertise and experience to contribute to the growth and success of the firm. Key responsibilities include: - Developing and maintaining profitable client relationships. - Managing a transportable book...
financial planning, investments, insurance, tax management, executive compensation, retirement... analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing...
Job Title: Tax and Wealth Planning Client... Service Specialist (Legal Administrative Assistant) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) plays a crucial role in providing legal administrative support to a team of attorneys. This...
Tax Manager - Estate, Gift & Trust Job Responsibilities: The Tax... Manager for Estate, Gift & Trust at the... ultra-high-net-worth clients on complex tax planning and compliance matters.... responsibilities include: - Delivering high-level tax consulting, compliance, and controversy... support for intricate estate, gift, and trust issues. - Managing......
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... professional experience to provide tax compliance and consulting services... The job entails managing tax and consulting engagements, identifying... client needs, tax planning, and consulting opportunities.... The role...
Job Title: Tax Manager - High-net-worth Job Responsibilities: -... Client Relationship Management: The Tax Manager is responsible for... This involves providing personalized tax planning and compliance services... client satisfaction and retention. - Tax Compliance Oversight: The role... and review of complex tax returns for indivi...
Job Title: Tax Managing Director - Premier... for the premier wealth tax practice, including service offerings,... a dedicated team of tax professionals, focusing on strategies... maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax plan...
Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: A Tax Managing Director in the... professional experience to provide tax compliance and consulting services... to high net-worth clients. They play a crucial key responsibilities include: - Leading tax and consulting engagements and......
nonprofit organizations on various tax and corporate matters. This... have substantial expertise in mergers and acquisitions, particularly concerning nonprofit corporations. The attorney will handle tasks related to forming private foundations, navigating public charity rules, addressing tax compliance issues, and ......
Job Title: Tax Senior Manager - Family... a comprehensive range of tax services, including structuring and... wealth transfer planning, and tax compliance. - Lead engagement teams... entity, individual, fiduciary, and gift/estate taxation. This involves planning... and executing client tax engagements to exceed client......
Title: Attorney Job Responsibilities: - Conduct real estate closings with professionalism and a client-first focus, ensuring that all transactions are completed smoothly and efficiently. - Draft purchase agreements and related documentation to maintain the momentum of deals and ensure all parties are clear...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
Title: Attorney Job Responsibilities: - Conduct client-facing meetings to assess needs related to estate planning, Medicaid, probate, and guardianship. - Build strong, lasting relationships through compassionate, thoughtful interactions that instill confidence and trust. - Serve as a trusted advisor by educating clients, answering questions,...
Title: Probate Attorney Job Responsibilities: - Provide expert legal advice and representation to clients regarding probate matters, estate planning, and administration. - Manage the probate process from start to finish, which includes preparing and filing legal documents, representing clients in court proceedings, and...
industry. We not only have the best **Members Only** positions, but we also have the most. Associate Attorney The candidates should have a strong combination of personal ambition and personal responsibility with a keen interest in gift, estate and partnershi...
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...
OverviewA law firm seeks an Estate Planning Attorney in Atlanta, GA. The ideal candidate will work full-time, demonstrating strong organizational skills to assist clients in creating wills, trusts, powers of attorney, and advance directives for health care. This role requires...