as part of the Private Client Department. The associate will be responsible for handling sophisticated private client matters involving trusts and estates planning and administration. Their duties will include, but are not limited to, estate planning, estate and trust administration,...
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...
and Summary Senior Counsel, Services Job Responsibilities - Serve as counsel for the Business & Market Intelligence (B&MI) Product Development and Product Management functions in the North America region, with primary responsibility for product portfolios including data & analytics, business...
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...
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...
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...
gifts, trusts, endowments, or special gifts where the Eastern... Territory is named beneficiary, requiring corporate action with the advice and consent of the General Counsel and/or Associate General Counsel. - Manage all trusts and estates case files and database management....
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and new client acquisition. - Advise clients on their overall balance...
Title: Assistant General Counsel Job Responsibilities: - Provide legal advice on AI and emerging technologies during research, development, and design phases, ensuring legal compliance and embedding IP and data protection from inception to support strategic alignment. - Advise on legal, ethical, and reputational...
Title: Appeals Specialist Job Responsibilities: - Assist in the execution of the law firm’s appeals process, ensuring all procedures align with current regulations and guidelines. - Scan and distribute incoming office mail to the appropriate personnel. - Assist attorneys in entering monthly billing information...
Title: Administrative Assistant - Appeals Specialist Job Responsibilities: - Assist in the execution of the law firm's appeals process. - Scan and distribute incoming office mail. - Assist attorneys in entering monthly billing and assist with monthly prebill edits. - Perform general bookkeeping tasks, maintain...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: - Perform partner-level compliance review and provide tax return signoff. - Handle client consultations regarding planning opportunities and changes in tax law. - Engage in proposals and assist in developing new business opportunities. - Meet...
identifying and addressing client needs, tax planning, and consulting... to gather necessary information for tax return preparation. - Reviews individual, trust, estate, S-Corp, foundation, partnership,... and gift tax returns, providing written and verbal feedback to staff and interns. - Communicates with g...
Paralegal Studies Certificate Program Position Details Position Information About Reputed Firm At Reputed Firm, intellectual curiosity is not just aspirational – it is central to how we engage on a daily basis. Faculty work within a diverse scholarly community committed to student success,...
Paralegal Studies Certificate Program Position Details Position Information About Reputed Firm At Reputed Firm, intellectual curiosity is central to our daily engagement. Our faculty operates within a diverse scholarly community committed to student success, intellectual discovery, free inquiry, inclusivity, and collaboration. Reputed Firm enrolls...
Paralegal Studies Certificate Program Job Title: Instructor, Paralegal Studies Certificate Program Job Responsibilities: The Instructor for the Paralegal Studies Certificate Program is responsible for teaching courses in Criminal Law for Paralegals within the Paralegal Studies Certificate Program at a reputed firm. This part-time,...
Paralegal Studies Certificate Program Position Details Job Title Instructor, Paralegal Studies Certificate Program Job Responsibilities The Paralegal Studies Certificate Program at a reputed firm seeks a qualified instructor to teach courses in Real Estate Law for Paralegals. This is an in-person teaching position designed for...
Paralegal Studies Certificate Program Job Title: Instructor, Paralegal Studies Certificate Program Job Responsibilities: - Teach assigned courses in Business Organizations as part of the Paralegal Studies Certificate Program in accordance with the program’s approved curriculum and learning outcomes. - Deliver engaging, student-centered instruction...
Paralegal Studies Certificate Program Position Details Position Information About the Reputed Firm At the reputed firm, intellectual curiosity is a core principle that guides daily engagement within a diverse scholarly community dedicated to student success, intellectual discovery, free inquiry, inclusivity, and collaboration. Enrolling more...
Paralegal Studies Certificate Program Position Details Position Information About Reputed Firm At Reputed Firm, intellectual curiosity is not just aspirational – it is central to how we engage on a daily basis. Faculty work within a diverse scholarly community committed to student success,...
Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...
Title: Chief of Staff to the Managing Partner Job Responsibilities: The Chief of Staff to the Managing Partner plays a vital role in supporting and extending the reach of the Managing Partner by driving the firm's priorities, managing execution, and ensuring organizational...
and providing customer service to both internal and external clients. Key responsibilities include: - Generating attorney-edited changes on monthly proformas/pre-bills for multiple offices. - Maintaining awareness of special billing instructions and rate... exceptions. - Completing all tasks necessary to generate client invoices. - Tro...
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: Finance and Accounting Specialist/ Junior Comptroller Job Responsibilities: - Oversee day-to-day accounting operations including general ledger, accounts payable, accounts receivable, billing/collections, payroll, and bank/treasury activities. - Assist in managing month-end, quarter-end, and year-end close processes, including journal entries, account...
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...