Title: Associate Attorney Job Responsibilities: The Associate Attorney will be engaged in a full-time on-site role, primarily responsible for providing legal advice, conducting research, negotiating, and handling various legal matters. The role is situated within a law firm that specializes in representing...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter expert on complex trust, estate, and income tax questions and issues. - Identify and address unstated...
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: International Tax Services Managing Director, Lead Tax Services Job Responsibilities: - Lead and manage international tax engagements, including compliance and consulting projects, for a diverse portfolio of clients. - Advise clients on cross-border transactions, global tax planning, and international compliance matters. - Provide...
Title: Credit Card Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Provide strategic and commercially pragmatic legal and regulatory advice to senior leaders of the Card Services and Connected Commerce businesses. This includes advising Product Owners for co-brand partnerships, Card...
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,...
Paralegal Job Title: Senior Paralegal Job Responsibilities: The Senior Paralegal will join the litigation team at the law firm, playing a pivotal role in managing cases from intake through resolution. This involves ensuring that all deadlines are met, files are meticulously organized, and...
Title: Assistant Director of Client Relations Job Responsibilities: The Assistant Director of Client Relations at the law firm is a sales-oriented role focused on converting warm leads into firm clients. This position requires developing and enhancing relationships with prospects and clients, ensuring...
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...
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: Vice President, Chief Privacy Officer Remote Job: Hybrid Job Responsibilities: Strategic Leadership - Develop and execute the organization's privacy vision, strategy, and roadmap. - Lead and mentor a team of privacy professionals and attorneys. - Partner with executive leadership...
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: Customer Success Manager (Legal AI Solutions) Job Responsibilities: - Strategic Relationships: Engage with senior executives regularly to understand their goals and provide strategic guidance, acting as a trusted advisor throughout the customer journey. - Customer Success Plan: Collaborate with customers to create...
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 variety of customer-facing and partner agreements, focusing on complex software (including SaaS) and information licensing agreements, re-distribution, hosting, content acquisition, consulting and professional services agreements, non-disclosure...
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: 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: Claims Handling & Investigation: - Manage a portfolio of highly complex, litigated claims with significant exposures, requiring advanced technical expertise and strategic coordination. - Accurately update and document claim files in...
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...
Title: Corporate Counsel Job Responsibilities: The Corporate Counsel will be a member of the company's Legal and Compliance team, primarily responsible for ensuring the company's adherence to federal and state laws related to mortgage banking and consumer finance products and services. The...
(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...
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...
(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...
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...
Firm Seeks Paralegal (Probate) in Houston, Dallas, or San Antonio Are you a highly skilled paralegal with experience in probate law? Do you thrive in a team-oriented environment where your development and growth are valued? If so, we want...
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...