Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Title: Estate Planning Attorney Job Responsibilities: - Business Transactions: - Draft, review, and negotiate business contracts, including purchase and sale agreements, partnership agreements, employment and service contracts, and vendor agreements. - Form and maintain LLCs, corporations, and other business entities, including drafting...
Title: Associate Attorney Job Responsibilities: - Draft, review, and finalize legal documents. - Conduct client consultations and develop personalized planning strategies. - Prepare and file legal documents. - Handle family law matters, including divorce, custody, and settlements. - Perform detailed legal research and draft pleadings, motions,...
Title: Attorney Job Responsibilities: - Conduct thorough legal research using LexisNexis, Westlaw, and other legal research tools to support case preparation and strategy. - Draft legal documents including pleadings, contracts, briefs, and other correspondence with precision and clarity. - Advise clients on a variety...
matters, including drafting wills, trusts, and other related documents. -... Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert legal advice to clients on matters related to estate planning, wealth preservation, and probate...
matters, including drafting wills, trusts, and other related documents. -... Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert legal advice to clients on matters related to estate planning, wealth preservation, and probate...
matters, including drafting wills, trusts, and other related documents. -... Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert legal advice to clients on matters related to estate planning, wealth preservation, and probate...
Title: Attorney Job Responsibilities: - Conduct legal research and analysis to support various legal proceedings and decision-making processes. - Draft and prepare legal documents, including contracts and agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a...
Title Associate Attorney Job Responsibilities - Handle a variety of matters in business, civil litigation, real estate, and probate. - Draft and review pleadings, motions, discovery, and transactional documents. - Conduct thorough legal research and draft memoranda using LexisAdvance and Westlaw...
services, including drafting wills, trusts, and powers of attorney. -... Offer strategic advice to clients on wealth preservation, tax planning, and estate administration. - Assist clients through probate proceedings and related legal processes. - Guide clients in the distribution of assets and the...
high net worth individuals and families. The role focuses on closely held business owners and corporate executives. The day-to-day responsibilities include: - Designing and preparing core estate planning documents such as Wills and Revocable Trusts. - Implementing lifetime gifting strategies,... which in...
closely held business owners and corporate executives. - Design and prepare core estate planning documents, such as Wills and Revocable Trusts. - Implement lifetime gifting strategies,... including a variety of irrevocable trusts. - Collaborate with trustees and... executors to administer trusts and est...
high net worth individuals and families. This role particularly focuses on serving closely held business owners and corporate executives. Key responsibilities include: - Designing and preparing core estate planning documents such as Wills and Revocable Trusts. - Implementing lifetime gifting strategies,... whic...
the areas of Wills, Trusts, and Probate. The teaching... opportunities may include morning, online, and Saturday courses. Faculty members are expected to demonstrate a commitment to continued professional growth and adhere to the State Bar Association's and/or other continuing educati...
Title: Oil & Gas Title Attorney (Permian) Job Responsibilities: - Conduct title examinations to determine ownership related to oil and gas properties. - Identify and analyze relevant documents such as deeds, leases, and contracts to establish ownership rights. - Draft title opinions highlighting any...
Title: Oil & Gas Title Attorney (New Mexico) Job Responsibilities: - Oil & Gas Title Expertise: Conduct thorough title examinations to determine ownership related to oil and gas properties. Identify and analyze relevant documents such as deeds, leases, and contracts to establish...
Title Oil & Gas Title Attorney Job Responsibilities - Conduct title examinations to determine ownership related to oil and gas properties. - Identify and analyze relevant documents such as deeds, leases, and contracts to establish ownership rights. - Draft title...
Range Negotiable # Tax Associate at **Members Only** Are you looking for an opportunity to join a global organization of independent audit, tax and advisory firms? **Members Only** LLP is the . member firm of Grant...
Title: Real Estate Finance and Lending Attorney Job Responsibilities: - Support real estate finance transactions by reviewing and analyzing financing documentation for project-based and asset-based loans made to REITS, data center companies, and financial sponsors and asset managers. This includes credit agreements,...
Vice President, Senior Counsel - Legal & Compliance Job Title: Senior Vice President, Senior Counsel Location: Westlake Village, California; Plano, Texas Salary: $174,000 - $305,000 Work Model: OFFICE PENNYMAC is a specialty financial services firm that focuses on...
Title Real Estate Finance and Capital Markets Team Attorney Job Responsibilities The Real Estate Finance and Capital Markets Team Attorney will be primarily responsible for working with commercial real estate finance matters. The role is designed as an alternative to a traditional partnership-track...
Job Title: Trusts & Estates Paralegal Job Responsibilities: -... Prepare correspondence, estate planning documents, and corporate/partnership/LLC documents. - Maintain a tracking system for clients and entities, ensuring documents are saved to the document management system. - Assist with the execution of estate planning documents. -...
responsibilities that support the Financial Services and Capital Markets (FSCM) business unit. The primary duties include assisting the firm's attorneys in estate administration, managing post-death irrevocable trusts, preparing necessary documents, and... handling estate-related tax returns. The role involves the pre...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the law firm, we believe...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Multiple Locations Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic...
business unit. The role encompasses a wide range of estate administration matters. The CPA (Paralegal) will be responsible for: - Preparing various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust acc...
(FSCM) business unit. The main responsibilities include: - Preparing various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and... auditing accounts. - Maintaining general ledger accounts, reconciling broker... statements, and...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal... in the Trusts & Estates department at... of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and... auditing accounts. - Managin...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The role... of Paralegal - Trusts & Estates at the... in the administration of estates, funding of both revocable... and irrevocable trusts, preparation of documents, and... management of client cases. Key responsibilities include: -...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... in managing estates, funding post-death irrevocable trusts, preparing necessary documents, and... handling probate and estate-related tax returns. Essential duties include: - Preparing various tax returns includi...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... is responsible for handling a comprehensive range of estate administration matters. This includes assisting attorneys at estates, funding post-death irrevocable trusts, preparing necessary documents, filing......
business unit at the law firm. The role encompasses a full range of estate administration matters, providing assistance to the firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing and... filing estate-related tax returns, and managing cli...
Markets (FSCM) business unit at the law firm. The primary responsibilities include assisting the firm’s attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, preparing and... filing estate-related tax returns, and managing client cases. Specific duties entail: - Preparing...
Services and Capital Markets (FSCM) business unit. The role involves handling a comprehensive range of estate administration tasks. Key responsibilities include: - Preparing various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performi...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal... in the Trusts & Estates department is... assisting in the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust accounti...
Title: Tax Manager – National Real Estate Job Responsibilities: - Responsible for research and analysis of various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, and accounting methods, and other matters. -...
Your duties will include but are not limited to: - Preparation of estate planning documents such as wills, trusts, and powers of attorney... - Conducting legal research and drafting memorandums - Assisting attorneys with client meetings and document...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the candidate will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and...
variety of responsibilities aimed at delivering high-level tax services to individual clients, trusts, estates, family offices, investment... vehicles, charitable pursuits, and closely-held business concerns. The key duties include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-...
Title Tax Manager - Private Wealth Job Responsibilities As a Tax Manager in the Private Wealth Tax practice at the company, you will undertake a variety of crucial responsibilities. You will be responsible for performing high-level reviews of tax research related to individual,...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will be responsible for several key duties, which include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership,...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title Reviewer About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create...
planning documents, including revocable trusts, wills, powers of attorney,... and complex irrevocable trusts for gift, charitable, and... tax planning. - Counsel clients on wealth transfer, charitable giving, and asset-protection planning. - Oversee trust and estate administration matters as needed. - Collaborate...
planning strategies, including wills, trusts, powers of attorney, and... advanced directives. - Draft and review estate planning documents with accuracy and attention to detail. - Manage client relationships with professionalism, empathy, and strong communication skills. - Conduct legal research and remain up-to-date on...
to the needs of clients. - Draft estate planning documents such as wills, trusts, and powers of attorney. -... Analyze decedents' estates to ensure proper distribution... of assets. - Prepare and draft probate documents to facilitate the legal process of estate administration. - H...
Description: Law firm is seeking an experienced, dedicated, and self-motivated intake attorney. This role emphasizes the importance of communication, anticipation of needs, and addressing obstacles empathetically. The attorney should be resilient to rejection and committed to achieving their mission and goals....
Title: Associate Attorney - Probate & Estate Planning Job Responsibilities: - Represent clients in probate and estate planning matters from the initial intake through to the final disposition. This involves managing and advocating for clients throughout the legal process. - Draft various legal...
Title: Associate Attorney Job Responsibilities: - Represent clients in probate and estate planning matters, from intake through final disposition. - Draft pleadings, motions, discovery, settlement agreements, and other legal documents. - Conduct legal research and case analysis to develop strategies. - Attend and advocate at...