Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney will be a key member of the Taxation, Trusts & Estates Department at the law firm. The primary responsibilities include: - Providing expert legal guidance and solutions in trust...
Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable...
Trusts & Estates Paralegal The candidate will draft documents including but not limited to promissory notes, pledge agreements, loan agreements, general corporate formation documents and other ancillary documentation involving complex US and foreign trusts and other entities. Provide basic services...
friendly job title: Legal Secretary (Private Client & Tax) at **Members Only** Bergman LLP in San Francisco H1: Join Our Team as a Legal Secretary at **Members Only** Bergman LLP in San Francisco H2: Essential Duties and Responsibilities for Legal...
Title: Legal Secretary (Private Client & Tax) at Law Firm in San Francisco Experience: 2+ years of administrative experience supporting multiple attorneys or senior leaders simultaneously, law firm experience preferred but not required. Salary Range: $70,000 - $110,000...
firm is committed to complying with all applicable laws providing equal employment opportunities. Job Title: Legal Secretary (Private Client & Tax) - Temp to Perm Salary: $95,000 - $115,000 annually Experience: 5+ years as a secretary or administrative professional...
firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be based in the San Francisco office of the law firm, working within the Private Client and Tax Division. The role includes advising clients on complex tax matters, which...
Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal research and prepare memoranda on estate, tax, and trust issues. -...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual Estate Planning & Probate Paralegal Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, and advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: Senior Trusts & Estates Litigation Attorney Job Responsibilities: The Senior Trusts & Estates Litigation Attorney is responsible for managing a wide array of duties focused on civil litigation, particularly in probate and trust litigation. The responsibilities include: - Reviewing and drafting communications,...
Title: Practice Specialist / Executive Legal Assistant Job Responsibilities: 1. Oversee and coordinate client relationships with a strong focus on service excellence. 2. Lead the planning, coordination, and execution of assigned client matters and provide support from initiation through resolution. 3. Manage projects and...
Title: Associate Attorney Job Responsibilities: - Lead and oversee the probate team within the law firm, providing guidance and mentorship to both attorneys and paralegals. - Manage and handle a personal caseload of probate, estate planning, and litigation matters across California. - Refine and...
Title: Mid-Level Trust & Estate Transactional Associate Job Responsibilities: The Mid-Level Trust & Estate Transactional Associate will be part of the Family Wealth Planning Practice Group within the Private Client Services department. The primary responsibilities include: - Drafting comprehensive estate plans, including...
Title: Trust and Estates Paralegal (California) Job Responsibilities: The Trust & Estates Paralegal will play a crucial role within the Tax/Employee Benefits/Trusts & Estates department at the law firm. The individual will support attorneys in a variety of tasks related to estate...
Title: Estate Planning & Trust Administration - Senior Associate Attorney or Junior Partner Job Responsibilities: - Advise ultra-high-net-worth individuals, families, and business owners on complex estate and wealth transfer strategies, asset protection structures, trust administration, business succession planning, and charitable and philanthropic...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for supporting the Trust Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or...
Title: Virtual Paralegal Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines. - Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication...
Title: Litigation Associate (Private Wealth & Fiduciary Litigation) Job Responsibilities: The Litigation Associate will be a part of the Private Wealth and Fiduciary Litigation Team at the law firm, a nationally recognized group within the Business Trial practice area. The primary responsibilities...
Title: Estate Planning Attorney (Hybrid) Job Responsibilities: The Estate Planning Attorney will be responsible for a variety of tasks essential to the management and execution of estate planning matters. Key duties include: - Managing estate planning matters and drafting comprehensive estate plans in...
Title: Estate Planning Attorney Job Responsibilities: - Managing estate planning and business matters - Drafting comprehensive estate plans in Wealth Counsel, including Charitable Remainder Trusts (CRTs) - Analyzing, advising on, and revising a wide array of estate planning documents - Collaborating with clients to develop...
Associate/Senior Attorney **Members Only** is a tax law firm with offices in San Francisco, San Diego, and Tijuana, providing legal services for individuals and businesses. The firm is currently seeking an Associate/Senior Attorney for its San Francisco/San Diego/Hybrid office....
Firm is seeking a Tax Associate – Executive Compensation, Employment & Benefits – Junior Law Firm is actively seeking a Tax Associate to join our Executive Compensation, Employment & Benefits team. The successful candidate will have a minimum of...
Title: Associate — Tax — Executive Compensation, Employment & Benefits — Senior Salary Information: Competitive and commensurate with experience Location: Boston; Chicago; Washington, .; Los Angeles; New York; Orange County; San Francisco; Silicon Valley Law Firm: **Members Only**...
Firm in San Francisco Seeks Midlevel Tax Associate Salary Range: $260,000 - $365,000 Position: Midlevel Associate Experience: 3-5 years Location: San Francisco, CA Join our highly-regarded Tax practice at a prestigious law firm in San Francisco. We are...
Firm Seeking Midlevel Transactional Tax Associate in San Francisco Overview: **Members Only**’s Transactional Tax Group is seeking a midlevel to senior tax associate with a minimum of five years of experience to join their team in the San Francisco...
Tax Manager The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal...
OverviewA law firm seeks a junior-level Trusts and Estates Associate Attorney to join its Tax, Trusts and Estates, and Employee Benefits Practice Group in San Francisco, CA. The successful candidate will work with high-net-worth clients on estate and tax planning,...