Job Title: Special Needs Trust Senior Manager Job... individual contributors within the Special Needs Trust Services, focusing... on growth, profit management, and risk management. - Engage stakeholders and internal partners associated with the function to ensure seamless operations. - Assign accounts and ensure...
their families. Should have 1-3 years of experience in elder law, trusts and estates, contested guardianship, and estate litigation practices. Experience in trusts and estates, elder law, guardianships, Medicaid, and/or special needs planning is preferred.... Should have extensive client contac...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet,...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and through new client acquisition. - Advise clients on their overall...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall...
team luncheons, snacks, and a fully stocked kitchen with all the goodies you can dream of! Fun team outings and summer hours! Free onsite gym and wellness classes. Casual dress code and a dog-friendly office! #...
facilitating all aspects of trust and estate administration. Key... duties include: - Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions and accompanying documents with Probate Court and locating assets and debts. - Gathering and reviewing documents necessary for...
Title: Fiduciary/Trust and Estate Tax Accountant Job Responsibilities: The Fiduciary/Trust and Estate Tax Accountant is critical tasks related to trust and estate administration. Key... Facilitating all aspects of trust and estate administration, ensuring... and informal estate and trust accountings are prepared accurately......
Title: General Counsel, North America Job Responsibilities: Corporate Governance & Secretarial: - Manage corporate governance matters for . and Mexico entities, including board meetings, resolutions, and statutory filings. - Ensure compliance with federal and state regulations related to corporate structure and governance. - Maintain corporate...
compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. This role involves managing tax and consulting engagements, identifying and addressing client needs, tax pl...
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...
planning, elder law, and special needs planning. Key duties... Conducting client consultations to gather information and understand client needs. - Drafting legal documents related... to estate planning, elder law, and special needs planning. - Managing cases... efficiently,... ensuring all documentation is up-to...
industry-specific clients. - Act as a valued tax business advisor, leading client relationships on day-to-day tax matters for clients ranging from middle market to multinational entities. - Consult on technical matters and special projects across various areas,... including corporate and flow-through taxat...
Title: Supervising Associate Attorney Job Responsibilities: - Draft legal documents including correspondence, pleadings, motions, briefs, affidavits, settlement agreements, and contracts for proceedings and contract negotiations. - Conduct legal research, prepare for and attend hearings or other legal proceedings, and provide general counsel under...
health law, Medicaid, and/or special needs planning is a... plus. The candidate will have extensive client contact and maintain a regular schedule of hearings, court appearances, and conferences based on case requirements. Participate in the firm's business development activities and...