Client Relations Specialist About the Organization The law firm has been a trusted leader in the financial services and real estate industry for over 25 years, committed to helping clients succeed. The firm's attorneys and staff drive solutions that create...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager within the Tax Credits & Incentives Advisory (TCIA) Practice at the company, you will collaborate with a proficient team comprising CPAs, engineers, and tax...
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 with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that create...
Client Performance Specialist 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...
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 with a commitment to helping clients succeed. Attorneys and staff drive solutions that create value...
Client Performance Specialist 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...
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, committed to helping clients succeed. The firm's attorneys and staff provide solutions that create value...
trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and converse with financial and estate planning strategies, interpret legal and fiduciary...
Title: Trust Advisor II Job Responsibilities: The Trust Advisor II role involves providing expertise and thought leadership regarding fiduciary advice and solutions to high-net-worth clients. The advisor participates as part of a broader client-facing wealth team to expand existing relationships and capture...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
net worth prospects and client relationships involving complex financial issues and strategies. These typically include multi-generational trusts, closely held business entities,... corporate executives, and private foundations. The role involves providing professional consulting and advisory services to clients through the de...
Bankruptcy Legal Assistant *Remote Opportunity* 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...
Bankruptcy Legal Assistant *Remote Opportunity* About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years, committed to helping clients succeed. The attorneys and staff at the law firm...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... administration, funding post-death irrevocable trusts, preparing necessary documents, and... managing the filing of estate-related tax returns. The role involves preparing various tax returns, such as...
business unit. This role involves a variety of estate administration duties, which include assisting attorneys in administering estates, funding post-death irrevocable trusts, preparing documents, and filing... estate-related tax returns. Key responsibilities include: - Preparing various tax returns such as Estate T...
and Capital Markets (FSCM) business unit. The primary responsibilities include providing assistance to the law firm's attorneys in estate administration matters. This involves administering estates, funding post-death irrevocable trusts, preparing documents, preparing, and... filing estate-related tax returns, and managing clien...
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...
and Capital Markets (FSCM) business unit. The role encompasses a comprehensive range of estate administration tasks which include providing assistance to the firm's attorneys in aspects such as administering estates, funding post-death irrevocable trusts, preparing relevant documents, and... filing...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position at the law firm is a crucial role within the Paralegal Team, specifically supporting the Financial Services and Capital Markets (FSCM) business unit. This role is designed for individuals with an accounting background...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal... in the Trusts & Estates department is... of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and... auditing accounts. - Managi...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts... & Estates Paralegal is... of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and... auditing accounts. - Maintaining general ledger accounts,...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... in the administration of estates, managing the funding of... post-death irrevocable trusts, preparing necessary documents, and... filing estate-related tax returns. Key duties involve: - Preparing various...
location, and the size of the law firm. Job Description: - As an experienced Estate Planning Attorney, you will be responsible for creating and implementing estate plans for clients. - This includes drafting wills, trusts, and other legal d......
Title: Legal Assistant (Practice Support Team Specialist) Job Responsibilities: The Legal Assistant, serving as a Practice Support Team Specialist, is tasked with providing administrative support to attorneys within the Private Wealth Practice Group. This role involves managing multiple projects and priorities, as...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Financial Services Tax - Real Estate Director, you will join the Financial Services Tax practice within Corporate Tax services. You will play a crucial role in helping clients manage their...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Title: Right of Way Agent Job Responsibilities: - Perform the basic principles involved in reading, writing, retracing, and interpreting legal descriptions, which include parent parcels, metes and bounds, and subdivisions. - Review and identify title defects and curative requirements, and bring these matters...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, such as parent parcel; metes and bounds; and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention...
to individuals and related trusts. - Continuously expand knowledge in... individual, gift, trust, and estate tax planning and consulting, alongside overall professional development. - Develop and sustain excellent client relationships to become a trusted advisor. - Identify issues and recommend creative solutions to...
for individuals and related trusts. - Continuously expand knowledge in... individual, gift, trust, and estate tax planning and consulting, as well as overall professional development. - Develop and sustain excellent client relationships to become a trusted advisor. - Identify issues and recommend creative...
services to individuals, partnerships, trusts, estates, and private foundations. -... Develop, build, and manage client relationships during the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding of a client's business or...
range of responsibilities centered around providing tax-related services to a diverse clientele, including individuals, partnerships, trusts, estates, and private foundations.... Key responsibilities include: - Delivering tax compliance and advisory services tailored to ultra-high net worth clients, focusing on personal, partnership,...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the primary responsibilities include: - Conducting high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the individual will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
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 law firm, we believe that...
friendly job title: Experienced Corporate Paralegal at **Members Only** Law Firm in Nashville, TN H1: Experienced Corporate Paralegal Opportunity at **Members Only** Law Firm in Nashville, TN H2: Join Our Team as a Corporate Paralegal at **Members Only** Law Firm in Nashville, TN **Members Only**, a trusted...
Title: Wealth Management Advisor II Job Responsibilities: The Wealth Management Advisor II serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals. The primary responsibilities include: - Developing streams of highly credentialed specialists...
Title Tax Senior Associate - Personal Financial Services Job Responsibilities - Work as part of a team of problem solvers, assisting in solving complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal strengths,...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Preparation of project reports and review of title document packages - Review complex encumbrances and provide clearance recommendations according to client standards - Review Right-Of-Way centerline surveys prepared on properties, if...
Bankruptcy Legal Assistant *Remote Opportunity* 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...
Bankruptcy Legal Assistant *Remote Opportunity* 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...
and management of wills, trusts, powers of attorney, and... tax planning. - Represent fiduciaries, beneficiaries, and heirs in probate proceedings, including handling contested matters. - Draft and review estate planning documents, trust agreements, and probate pleadings to ensure accuracy and compliance with...
law firm, the Associate Attorney will be responsible for: - Guiding families through significant life decisions by crafting sophisticated estate plans, including wills, trusts, powers of attorney, and... tax-efficient strategies. - Representing clients in probate proceedings, ranging from straightforward administrations to...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in ensuring the success and growth of the business. Key...
Title: Right of Way Title and Closing Agent - (185999) Job Responsibilities: The Title Agent II will be responsible for a variety of tasks centered around the reading, interpreting, and managing of legal descriptions and documents related to real estate. Specific responsibilities...