elder law, and estate and trust administration. The primary responsibilities include: - Proficiency in Lackner Software for estate management. -... Preparation of Pennsylvania Inheritance Tax Returns. - Proficient use of Microsoft Office for documentation and communication. - Management of multip...
educational events or schedule events for attorney presentations. - Communicate with care providers and Medicaid case workers regarding eligibility. - Assist with filing and maintaining client files. - Utilize Case Management Software to maintain case flow... through the process outlined by attorney. -...
Title: Client Engagement Specialist Job Responsibilities: The Client Engagement Specialist at the law firm is responsible for both sales and customer service duties, focusing on enhancing the firm's client experience and ensuring potential new clients receive the best possible impression of the...
Title: Bookkeeper Job Responsibilities: The Bookkeeper at the law firm will be responsible for managing the firm’s day-to-day financial activities. Key responsibilities include: - Setting up new client matters in the accounting system. - Preparing and editing invoices, including corrections, write-offs, and adjustments. - Handling...
Title: Intake & Events Coordinator Job Responsibilities: - Plan, coordinate, and execute firm-hosted events including educational seminars, client appreciation gatherings, webinars, and professional networking events. - Answer and direct incoming phone calls as part of the administrative team, providing friendly and professional assistance...
Title: Paralegal - Estate Planning & Probate Job Responsibilities: - Prepare and draft estate planning documents, including wills, trusts, powers of attorney, and advance directives under attorney supervision. - Assist in all phases of probate and estate administration, including preparing petitions, notices, inheritance...
Title: Public Benefits Coordinator Job Responsibilities: - Guide clients and their families through the Medicaid eligibility process, including gathering financial records, verifying assets and income, and identifying spend-down or planning needs. - Complete, submit, and track Medicaid applications for institutional (nursing home) and...
Title: Client Engagement Specialist - Inside Sales Job Responsibilities: The primary role of the Client Engagement Specialist at the law firm is to act as the first point of contact for clients, providing a compassionate and professional experience during their initial interactions....
Title: Intake Specialist Job Responsibilities: - Maintain and update the customer database to ensure that information on prospective and past clients is current. - Funnel new qualified leads into the sales pipeline by following up with each prospect through various communication methods such...
Title: Intake & Events Coordinator Job Responsibilities: - Plan, coordinate, and execute firm-hosted events such as educational seminars, client appreciation gatherings, webinars, and professional networking events. - Answer and direct incoming phone calls as part of the administrative team, providing friendly and professional...
Title: Operations Manager Job Responsibilities: Planning and Administration - Serve as a key member of the leadership team responsible for executing, refining, and improving the law firm’s Business Plan. - Assist in setting, tracking, and achieving EOS Rocks and scorecard metrics. - Help identify and...
Title: Tax Senior Manager - SALT Job Responsibilities: - Lead the State and Local Tax (SALT) Center of Excellence (COE) within the Tax Service Line, ensuring technical excellence and client service standards are met. - Provide technical guidance, thought leadership, and interpretation of...
Title: Tax Senior Manager - Non-Profit Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in and have experience with...
Title: Tax Manager - Manufacturing Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in and have experience...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in and have...
Title: Seasonal Tax Expert - Local Job Responsibilities: - Provide Tax Expertise: Deliver hands-on tax advice and complete preparation services for TurboTax clients, handling a range of tax situations from simple to complex, including personal and business income, deductions optimization, amendments, and...
Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using Intuit TurboTax...
Credentialed Tax Expert The candidate will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday...
Business Tax Associate The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax...
Tax Expert - CPA or EA The candidate will help the customers complete their taxes using TurboTax products. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to...
Title IP and Technology Counsel Job Responsibilities - Plan and implement comprehensive intellectual property strategies aligned with the company's manufacturing and innovation objectives. - Build and manage a global patent portfolio to facilitate business expansion and enhance competitive positioning. -...
manufacturing supply agreements, engineering service agreements, statements of work, master service agreements, and confidentiality agreements. - Collaborate with engineering, operations, and commercial teams to structure contracts that support real business outcomes. - Draft, review, and negotiate software license agreements, SaaS contracts,......
Title: Estate Administration Paralegal Job Responsibilities: The Estate Administration Paralegal at the law firm is responsible for executing a variety of estate administration functions. The role includes drafting estate planning and administration documents, as well as preparing deeds and real estate documents....
Litigation Associate AttorneyJob Overview: A prominent law firm in Cranberry Twp, PA, is seeking a seasoned Senior Litigation Associate Attorney. This role involves handling complex litigation matters with a high degree of autonomy and providing strategic legal counsel across various...