Title: Wealth Fiduciary Account Opening Advisor Job Responsibilities: The Wealth Fiduciary Account Opening Advisor is tasked with overseeing and managing all aspects of onboarding new fiduciary business. This includes the production and acceptance of account paperwork, coding on the SEI/Trust 3000 platform,...
Title: Client Service Coordinator - Estate Planning Law Firm Job Responsibilities: - Serve as the initial point of contact for all intake calls, helping potential clients understand the services offered and encouraging them to proceed with the next steps. - Schedule appointments...
Job Title: Estates and Trusts Associate Salary: Not specified... and experienced Estates and Trusts Associate to join our... dynamic Estates and Trusts Practice Group. This is... an exciting opportunity for a motivated individual to become a part of a growing...
Job Title: Trusts & Estates Attorney -... **Members Only** Seeks Experienced Trusts & Estates Attorney in... Richmond H2: Join Our Team and Make a Difference in Estate Planning Bold - Seeking Experienced Trusts & Estates Attorney in......
Trusts and Estates Attorney (Norfolk,... H1: Exciting Opportunity for Trusts and Estates Attorney in... is seeking a talented Trusts and Estates Attorney to... join our dynamic team. This is an excellent opportunity for an experienced attorney to specialize in advising...
and Trust Admin Paralegal The candidate will prepare and file inventories and accountings; draft correspondence, real estate deeds, business transfer documents, certificates of trust, pleadings pertaining to estate and trust administration, and all other documents related to probate and trust...
position is located in downtown Norfolk. - The Senior Staff Accountant will report to the Accounting Supervisor and perform a variety of general accounting tasks. Responsibilities: - Reconciliation of... multiple operating and trust bank accounts each month. - Reconcile and prepare schedules for va...
drafting correspondence; making copies; opening, closing, and maintaining client files; responding to general client inquiries regarding non-legal... matters; drafting pleadings, deeds, correspondence, and all other documents as necessary under supervision of an attorney; assisting attorney with estate and trust litigation...
include performing high-level reviews of tax research related to individuals, fiduciaries, partnerships, closely-held corporations, estates, and gifts. You will... prepare and lead client meetings focused on compliance and consulting projects, particularly concerning tax planning opportunities and the tax implications of...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager within the Private Wealth Tax practice at the company, the candidate will be responsible for performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift...
The Vice President, Assistant General Counsel is responsible for... providing strategic legal advice to various business units within the company, focusing on retail investor agreements and conflict disclosures, primarily supporting the advisory business but also the broker-dealer and custodial businesses....
30 to 60 cases from inception through trial or resolution. - Independently represent clients in general district and circuit courts. -... Manage all phases of litigation, including pleadings, motions, discovery, and trial. - Maintain direct contact with clients and manage client relationships effe...
front-facing position - Drafting various legal and non-legal documents, including correspondence, deeds, estate documents, and affidavits - Editing and proofreading documents to ensure accuracy and compliance with legal standards - Managing front office expenses and general office bookkeeping tasks - Providing... general office assistan...
Title: Litigation Paralegal Job Responsibilities: - Case File Management: The paralegal will be responsible for managing a dynamic practice with numerous ongoing cases. This requires strong organizational skills and the ability to implement effective processes to ensure smooth case management. - Personal and...
General Job Description: The... role involves delivering compliance and consulting services to individual clients, trusts, estates, family offices, investment... vehicles, and closely-held businesses. The Tax Manager will also provide solutions to complex tax issues and participate in marketplace emi...
Commensurate with experience Department: Trusts, Estates, and Tax Practice... is seeking a highly-motivated associate attorney to join our esteemed boutique trusts, estates, and tax practice... in Richmond, Virginia. We are looking for a candidate with a minimum of two y...
do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. SEO Friendly Job Title: Experienced Civil Litigation Attorney at Growing Law Firm in Virginia...
Friendly Job Title: Tax Senior Manager - Private Wealth (Investment Management) - Business Tax Services H1: Join **Members Only**'s Growing Private Wealth Tax Practice H2: Tax Senior Manager Opportunity in 22 Locations Across the US Bold Headline: Make...
to $193,440 (depending on qualifications and experience) Position Summary - Tax Manager role in **Members Only**'s Private Wealth Tax practice - Responsible for delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment......
personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Legal Assistant/Paralegal Responsibilities: Assist attorneys and management with drafting, revisions, and finalizing of trusts, wills, and other estate... planning docume...
Overview: A growing civil litigation and family law firm based in Arlington, Virginia is seeking a Litigation Attorney with 3–5 years of experience to handle a range of family law and civil litigation matters. This role is ideal for attorneys...