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...
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: Sr. Paralegal, Franchise & Transactions Job Responsibilities: As a Senior Associate Paralegal in the Franchise and Transactions department, you will be tasked with leading and managing the legal processes related to franchise administration, compliance, transfers, and renewals. Your role will be...
Title: Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate within the compliance practice at the company, the individual will be expected to manage and assist with large-scale projects, necessitating strong technical skills. The responsibilities will encompass tax...
Title: Legal Operations Specialist Job Responsibilities: - Calendar management, meeting coordination, and presentation and document preparation. - Assist with legal project management, including tracking deliverables, deadlines, and stakeholder communications. - Maintain legal department dashboards and reporting tools. - Identify opportunities to improve legal operations processes...
Title: Senior Tax Manager, Washington National Tax Job Responsibilities: Tax Specialization & Consulting - Develop and maintain in-depth technical knowledge of partnership taxation, including Sections 704(b), 704(c), 707, 734(b), 743(b), 751, and 752. - Advise on and model the tax implications of partnership structures...
TITLE: Operations Team Specialist JOB RESPONSIBILITIES: - Manage and oversee operational projects from initial planning through execution, ensuring that timelines, deliverables, and quality standards are consistently met. - Analyze operational processes and data to identify trends, inefficiencies, and areas for improvement, then implement...
Title: Unclaimed Property Associate, State & Local Tax Consulting Job Responsibilities: The Unclaimed Property Associate will support a broad range of State and Local Tax Consulting (SALTC) engagements across various service lines, providing exposure to diverse and complex technical matters. The...
Title: Federal Tax Manager, Lead Tax Services Job Responsibilities: - Provide tax consulting and compliance services to a diverse client base across various dynamic industries. - Perform tax research and collaborate with clients on tax matters. - Implement special projects related...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: - Oversee multiple client service teams, managing projects effectively and efficiently, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters, ensuring clients...
TITLE: Aderant Training Specialist JOB RESPONSIBILITIES: The Aderant Training Specialist is responsible for developing and delivering comprehensive training programs for legal and administrative staff on the Aderant software platform. This role plays a crucial part in onboarding newly merged firms, providing new-hire...
TITLE: Aderant Integrations Specialist JOB RESPONSIBILITIES: The Aderant Integrations Specialist is responsible for supporting the financial and operational integration of newly acquired firms into the law firm's Aderant environment. This includes gathering accounting and billing information, preparing and validating data for migration,...
Title: Director, Claims Vendor Relations Job Responsibilities: Strategic Vendor & Litigation Oversight - Lead department-wide vendor procurement, strategy, and governance for legal and non-legal partners, including Third Party Administrators (TPAs) supporting Company Claims. - Oversee a diverse portfolio of litigation-related vendor engagements, ensuring proper...
Title: Legal Assistant Job Responsibilities: The role of a Legal Assistant within the law firm is critical to the smooth functioning of legal operations. The primary responsibilities include reviewing and processing legal documents, which involves ensuring accuracy and compliance with legal standards....
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a Tax Manager at the company, you will be responsible for providing tax consulting and compliance services to a diverse client base within the construction and real estate industries. Your role will...
Manage client communications and keep clients informed throughout the estate planning process. - Prepare and organize legal documents including wills, trusts, powers of attorney, and... healthcare directives. - Schedule client meetings, consultations, and document signing appointments. - Collect and review client information, assets...
Title: Business Development and Partnership Manager Job Responsibilities: The Business Development and Partnership Manager at the law firm is tasked with developing, managing, and expanding the firm's professional referral network. This role involves overseeing strategic outreach initiatives that support the firm's growth...
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...
Title: Legal Assistant Job Responsibilities: - Organize and manage client files in both paper and electronic formats, ensuring all documents are scanned and filed appropriately. - Schedule and manage meetings with clients and track case deadlines using calendars. - Prepare and draft standard legal...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and aid in business growth, impacting the firm's success directly. - Mentor and coach a...
Title: Tax Senior Associate Job Responsibilities: - Serve as a trusted member of the engagement team, providing various federal tax compliance and consulting services to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, ranging from middle...
Title: Tax Manager Job Responsibilities: - Act as a valued advisor delivering tax and business advisory services and tax compliance to small business clients. - Work closely with firm leadership to serve clients and build the business, impacting the firm’s success directly. - Coach...
Title: Legal Counsel, Government - Customers & Commercial Job Responsibilities: - Review, draft, and negotiate a wide range of customer-facing and partner agreements, primarily focusing on complex software (including SaaS) and information licensing agreements, re-distribution, hosting, content acquisition, consulting and professional services...
Title: Customer Success Manager (Legal AI Solutions) - Global & Large Law Firms Job Responsibilities: The Customer Success Manager (CSM) is tasked with engaging with customers to understand their business goals and ensuring the successful adoption of the company's legal AI solutions....
Title: Senior Solution Consultant-Indirect Tax Job Responsibilities: The Senior Solution Consultant-Indirect Tax plays a pivotal role in enhancing sales by offering expert-level product and solution consultation to prospective clients. The primary responsibilities include: - Sales Partnership and Strategy: Collaborate with Account Executives to...
Title: Customer Success Manager (Legal AI Solutions) Job Responsibilities: - Strategic Relationships: Engage regularly with senior executives to understand their goals and provide strategic guidance, acting as a trusted advisor throughout the customer journey. - Customer Success Plan: Jointly create success plans with...
Title AI Technologist - GLLF Job Responsibilities In the role of AI Technologist, the primary responsibilities include: - Joining customer meetings with a Senior Sales Executive and clients to deliver vision discussions, discovery, and demos. - Serving as an executive-level project manager for evaluations and...
Title: Seasonal Tax Expert - Local Job Responsibilities: 1. Provide Tax Expertise: - Deliver hands-on tax advice and complete preparation services for clients using TurboTax products. - Handle various tax situations including personal and business income, deductions optimization, amendments, and more. -...
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...
Title: Commercial Legal Counsel Job Responsibilities: - Lead Complex Transactions: Structure, negotiate, and manage sophisticated commercial and technology transactions across sales, product, and procurement, with a primary focus on enterprise cloud offerings. - Provide Legal and Regulatory Guidance: Advise on . and international...
Recruiter Job Title: Senior Recruiter Job Responsibilities: - Full-Cycle Recruiting Execution: - Manage end-to-end recruiting for assigned requisitions, including intake meetings, sourcing, screening, interviewing, offer negotiation, and closing. - Develop tailored sourcing strategies for a variety of roles, including hard-to-fill and specialized...
Title: Senior People Partner Job Responsibilities: 1. Manager Coaching & Leadership Advisory - Serve as a trusted advisor to managers, providing guidance on leadership effectiveness, team development, and organizational culture. - Identify leadership gaps and provide coaching to strengthen managerial capability and...
Title: Seasonal Tax Expert - Local Job Responsibilities: As a Seasonal Tax Expert at the company, you will have the opportunity to leverage your tax expertise to assist customers both in-person and virtually using company TurboTax products. Your primary responsibilities will include: -...
an Engagement Manager at **Members Only**, you will be responsible for managing and deploying our **Members Only**Flex Talent onto interim and permanent engagements. You will work closely with the Talent Team to deploy new joiners and balance the redeployment of the existing...
Title: Senior Professional Liability Claims (Attorney), Claims Construction Job Responsibilities: - Manage a portfolio of highly complex, litigated construction professional liability claims, which typically involve allegations of design errors, omissions, or other professional acts for which construction clients may be legally responsible. -...
Title: State Managing Attorney - Creditor Rights Litigation Job Responsibilities: The State Managing Attorney is tasked with leading and developing a team of attorneys within a multi-state litigation practice focused on creditor rights. The role is designed for a results-driven leader who...
Title: Seasonal Tax Expert - Local Job Responsibilities: As a TurboTax Live - Seasonal Local Service Expert, the primary responsibilities include: - Provide Tax Expertise: Deliver hands-on tax advice and full-service tax return preparation for TurboTax clients, addressing both simple and complex tax...
Handling trust fund, retainage and trapped funds claims, mechanic’s lien foreclosure, removal, and fraudulent lien lawsuits. Handling RCLA and DTPA claims, contract drafting and review, delay and defect claims. Working independently with the ability to recognize...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) position is integral to the Paralegal Team within the Financial Services and Capital Markets department at the law firm. This role involves a comprehensive range of estate administration tasks to support the firm's...
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...
(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 role... of Paralegal - Trusts & Estates at the... both revocable and irrevocable trusts, preparation of documents, and... management of client cases. Key responsibilities include: - Preparing and assisting with the preparation o...
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...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and...
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...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts... & Estates Paralegal at... the law firm is responsible for a variety of tasks under the supervision of attorneys. Key responsibilities include: - Managing daily trust administration for various clients, which involves...
OverviewA law firm seeks an experienced Estate Planning Attorney in Frisco, TX. The ideal candidate will have over 8 years of experience in estate planning, with a focus on tax and business planning. This role is perfect for a self-starter...