involving complex asset division (estates over $5 million), business... and multi-jurisdictional custody disputes. - Own cases from strategy through trial and settlement with full autonomy, as the law firm hires experts and trusts them. - Lead contested hearings,... trials, and complex litig...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: - Responsible... planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize... estate and probate files to ensure they are up-to-date and accurate. - Prepare accounting...
and testaments, revocable living trusts, irrevocable trusts for life... insurance, spousal lifetime access trusts, gifting trusts, powers of... attorney, and advance health care directives. - Develop elements of estate plans for executives and entrepreneurs that integrate business planning into estate plans. -...
administration, trust and will creation, and guardianship proceedings. - Review legal documents related to wills, trusts, and general estate planning. -... Provide high-level legal counsel and representation to a diverse client base. - Collaborate with internal team members and external partners to e...
Attorney Job Responsibilities: - Draft wills, trusts, and powers of attorney... estate planning matters to clients, helping them understand their options and make informed decisions about the management and distribution of their assets. - Ensure that the management of estates is handled...
responsibilities that support the trusts and estates team. This... role requires the management of calendars, specifically focusing on tax-related deadlines and scheduling client calls and meetings. The paralegal is responsible for the preparation of Federal and State estate tax returns...
Title: Certified Estate Planning Paralegal Job Responsibilities: - Draft a broad range of legal documents, including client engagement letters, deeds, limited liability company (LLC) formation documents, probate court petitions, powers of attorney, and health care directives, while tracking specific tasks for each...
Title: Tax Associate Job Responsibilities: - Engage in transactional tax work, focusing on areas such as funds/joint ventures, private equity, strategic mergers and acquisitions, finance, and restructuring. - Handle fund formation and partnership tax matters. - Structure inbound foreign investment transactions. - Work on real...
Title: Associate Attorney Job Responsibilities: - Utilize legal experience and client service skills to address legal issues across various practice areas within a limited scope representation capacity. - Draft legal letters and review documents. - Consult with clients via telephone to provide legal guidance...
Title: Entry-Level Associate Attorney Job Responsibilities: - Draft petitions, pleadings, letters, and simple orders. - Manage a small caseload with attorney supervision. - Appear for routine hearings and status conferences with support. - Communicate effectively with clients, courts, and opposing counsel. - Track deadlines, e-file documents,...
planning documents, including wills, trusts, powers of attorney, and... health care directives. - Assist with probate filings, such as petitions, notices, inventories, and accountings. - Track deadlines for court filings and hearings to ensure timely submissions. - Communicate effectively with clients, beneficiaries, financial...
clients exploring revocable living trusts, wills, asset protection, and... comprehensive estate planning solutions. - Guide Through Education & Options: Help clients understand the benefits of trust planning versus wills, probate avoidance, privacy protection, and legacy design, addressing concerns with confidence and...
Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
have experience drafting wills, trusts, powers of attorney, advanced... directives, and other related documents. A great candidate will also have experience in one or more of our other practice areas. At our law firm, we love coming to work...
The salary for this position is competitive and commensurate with experience. Estate Planning Paralegal Are you looking for an opportunity to make a difference in someone’s life? We are a growing law firm and we are looking...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be responsible for practicing law within the Elder Law and Special Needs Law sectors. This role requires the attorney to engage in a variety of legal practices including estate planning, Medicaid planning, special...
$60,000 - $75,000 depending on experience H1: Experienced Probate Paralegal Wanted Law Firm is searching for an experienced probate paralegal with a minimum of five years’ experience to join the team. The ideal candidate is...
Title: Partner Job Responsibilities: The Partner at the law firm will be responsible for leveraging their expertise and experience to contribute to the growth and success of the firm. Key responsibilities include: - Developing and maintaining profitable client relationships. - Managing a transportable book...
Title: Litigation Paralegal Job Responsibilities: - Assist attorneys with heavy file review, case organization, and litigation support - Draft and manage legal documents including pleadings, discovery, and settlement packages - Request, track, and summarize medical records and bills - Maintain organized and up-to-date case files...
Title: Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) plays a crucial role in providing legal administrative support to a team of attorneys. This involves...
Title Financial Services Tax - Real Estate Director Job Responsibilities A career in the Financial Services Tax practice within Corporate Tax services at the company provides the opportunity to assist clients in meeting their tax obligations while managing the impact...
Title: Senior Commercial Counsel Job Responsibilities: - Serve as a trusted legal advisor across the organization, partnering with teams such as Sales, Product, Unit Operations, and Technology. - Draft, negotiate, and review commercial contracts, including membership agreements, vendor agreements, marketing contracts, and NDAs. -...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: The Tax Manager for Estate, Gift & Trust at the company will play a pivotal role in advising ultra-high-net-worth clients on complex tax planning and compliance matters. The key responsibilities include: - Delivering...
Title: Real Estate Finance and Capital Markets Associate Job Responsibilities: The Real Estate Finance and Capital Markets Associate will be responsible for: - Representing lenders, servicers, and investors in all aspects of commercial real estate transactions. - Participating as part...
Title Real Estate Finance and Capital Markets Team Attorney Job Responsibilities The primary responsibility of the Real Estate Finance and Capital Markets Team Attorney in the law firm is to provide expert legal services in the domain of commercial real estate finance. The...
diverse array of sophisticated clients. These clients may include some of the wealthiest families in the United States, family offices, owner-operated business entities, principals of alternative investment funds, trusts, and estates. Managers are... expected to engage in various business dev...
preparation duties, including tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits....
Title: Senior Tax Manager Job Responsibilities: - Serve as a trusted business advisor and provide industry-focused tax advisory and compliance services to middle market clients. - Lead client relationships on day-to-day tax matters with various clients ranging from middle market to multinational. - Consult...
Title: Senior Tax Manager Job Responsibilities: - Serve as a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. - Work closely with firm leadership to serve clients and contribute to the business's growth, directly impacting the firm's...
Title: Tax Manager Job Responsibilities: - Serve as a trusted advisor delivering tax and business advisory services and tax compliance to middle market clients. - Work closely with firm leadership to serve clients and contribute to the business, directly impacting the firm's success. -...
Title: Tax Manager Job Responsibilities: - Be a trusted member of the team providing various tax services to middle market clients. - Oversee and provide services pertaining to accounting, tax, and prepared or compiled financials. - Review and analyze accounting records and/or reporting with...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance...
Title: Tax Manager - High-net-worth Job Responsibilities: - Client Relationship Management: The Tax Manager is responsible for developing and maintaining strong relationships with clients. This involves providing personalized tax planning and compliance services aimed at building long-term wealth, ensuring high levels of...
Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Build and lead a dedicated team of tax professionals, focusing on strategies...
Title: . Private Bank – Private Banker – Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Change Management Manager About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years, dedicated to helping clients succeed. The firm's attorneys and staff collaborate to deliver solutions that...
Bankruptcy Legal Assistant *Remote Opportunity* About the Law Firm The law firm has been a trusted leader in the financial services and real estate industry for over 25 years, dedicated to helping clients succeed. The attorneys and staff are committed...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is tasked with leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. The job entails managing tax...
Bankruptcy Analyst I 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...
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...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company is tasked with utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth...
legal documents, including wills, trusts, and other estate planning... documents. - Serve as the point of contact for basic client questions that do not require attorney involvement. - Communicate with clients compassionately and empathetically, personalizing each interaction to provide an outstanding client...
Title: Assistant General Counsel 2 - Consumer Lending Originations & Marketing Job Responsibilities: The Assistant General Counsel 2 will play a critical role in maintaining strong, productive relationships with key internal clients and serve as a trusted legal advisor, legal...
signing meetings. - Develop knowledge of the legal documents created by the law firm, including documents related to general estate planning, revocable living trusts, irrevocable asset protection trusts,... and special needs trusts. -... Answer general client questions... about law firm services a...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
Title: Attorney Job Responsibilities: - Conduct client-facing meetings to assess needs related to estate planning, Medicaid, probate, and guardianship. - Build strong, lasting relationships through compassionate, thoughtful interactions that instill confidence and trust. - Serve as a trusted advisor by educating clients, answering questions,...
Overview A law firm seeks an entry-level associate attorney in Marietta, GA. The ideal candidate will be an early-career attorney eager to learn and serve families with care in a growing probate and estate petitions, pleadings, letters, and simple ...