Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
drafting of various estate planning documents. Key responsibilities include: - Assisting attorneys in drafting documents such as Last Will and Testament, trusts, health care proxies, living... wills, deeds, trustee certificates, homesteads, and asset transfer documentation. - Managing documentation related to investment a...
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, you will be entrusted with a variety of responsibilities that are crucial to ensuring the success of tax engagements. Your duties will include: - Reviewing...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memorandums involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
Estate planning: 5 years (required) Estate and trust administration: 5 years (required) # Experienced Estate Planning and Probate Attorney Law Firm is seeking a motivated, goal-oriented estate planning attorney with significant experience who wants...
Title: Legal Assistant Job Responsibilities: - Support the daily operations of a busy estate planning, estate settlement, trust administration, and elder law firm. - Manage a variety of tasks efficiently and effectively, demonstrating strong organizational skills. - Provide excellent client service, maintaining professionalism and...
Title: Senior Corporate Counsel Location: Remote, East Coast (Baltimore, MD; Nashville, TN; Parsippany, NJ; Tampa, FL; Washington, DC; Westwood, MA) Employment Type: Full Time Employee Company Overview **Members Only** is a leading provider of surgical products and services, dedicated to...
Title: Assistant General Counsel Job Responsibilities: - Act as a trusted advisor on Private Bank client-facing products, focusing on PE/VC partner financing, commercial lending, asset-backed lending, and deposit-based and family office-oriented customer products and services. - Collaborate closely with management, functional partners, operations,...
Title: Sr Associate General Counsel Job Responsibilities: The Sr Associate General Counsel is responsible for providing strategic legal counsel and leadership on regulatory matters for the company and its primary banking subsidiary. This role involves managing and strengthening the company's relationships with...
Title: Consumer Lending VP Counsel Job Responsibilities: - Serve as a trusted legal advisor to consumer deposit, retail, payments, digital operations, customer service, and complaint resolution teams. - Partner closely with senior attorneys, leadership, and cross-functional teams on new initiatives, escalated customer matters,...
Title: Attorney - Litigation (Remote) Job Responsibilities: - Handle a variety of disputes including Will and Trust Contests, Construction, Business, and Insurance coverage litigation. Experience in Estate Planning, Probate Administration, and Personal Injury is considered a plus. - Conduct analysis of estate and...
Financial Services and Capital Markets (FSCM) business unit. The role is integral to estate administration and involves several key tasks: - Prepare various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintain financial records of trusts, perform tru...
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...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position at the law firm involves a variety of responsibilities primarily centered on estate administration and financial services. The role is part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM)...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal... in the Trusts & Estates department at... the law firm is tasked with a comprehensive range of estate planning responsibilities. The role of revocable and irrevocable trusts, preparation of necessary documents,......
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... estates, funding post-death irrevocable trusts, and preparing necessary documents.... The paralegal is responsible for preparing probate and estate-related tax returns and managing client cases effectively....
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal... in the Trusts and Estates department at... the law firm is responsible for handling estate administration matters for both taxable and non-taxable estates. Key duties include: - Interacting with a wide variety...
Job Title: Trusts and Estates Legal Assistant Job... Responsibilities: The Trusts and Estates Legal Administrative... multiple attorneys within the Trusts and Estates Department at... a law firm. The role entails a variety of legal secretarial and administrative tasks, including but not limited...
• Paralegal Certificate or equivalent experience • 3+ years of experience in trust and estate administration • Excellent communication, organizational and problem solving skills • Ability to work independently • Proficiency in Microsoft Office, CCH Tax Software, and Automation Software...
Job Title: Trusts & Estates Attorney Job Responsibilities: The... Trusts & Estates Attorney will... join the Trusts & Estates practice group... estate planning and administration - Advising clients on state and federal tax laws relevant to trusts and estates - Assisting with... multigenerational...
Job Title: Trusts & Estates Attorney Job Responsibilities: The... Trusts & Estates Attorney will... join the Trusts & Estates practice group... at the law firm. The primary responsibilities include: - Engaging in trust and estate planning and administration. - Applying knowledge of relevant state...
Job Title: Trusts & Estates Partner Job Responsibilities: The... Trusts & Estates Partner will... The primary responsibilities include: - Designing and implementing sophisticated, tax-efficient planning strategies. This involves working with irrevocable trusts, gifting structures, family entities,... and asset-protection tools. - Advising clients on multigenerat...
Legal Administrative Assistant at Law Firm Law firms are always looking for talented and experienced legal administrative assistants to join their team. This posting is for a Legal Administrative Assistant at a law firm, to be part of their...
Title: Experienced Wealth Management Associate Job Responsibilities: - Focus on sophisticated estate planning and gift and estate tax analysis. - Assist some of the world's wealthiest families in navigating financial affairs through estate and gift tax planning. - Collaborate with in-house investment and trust...
Title: Experienced Estate Planning Attorney Job Responsibilities: - Handle complex estate and business succession planning matters for high-net-worth individuals, families, and business owners. - Draft and implement sophisticated estate plans, business succession strategies, and wealth transfer vehicles. - Work closely with clients on multi-generational...
Clients Associate Attorney Job Title: Private Clients Associate Attorney Job Responsibilities: The Private Clients Associate Attorney will join the Private Clients and Fiduciary Services Group at the law firm. The primary responsibilities include working closely with individuals and families to understand their priorities, goals,...
Title: Fiduciary Litigation Associate Job Responsibilities: - Manage a docket of contested fiduciary matters, serving as lead on motion practice, deposition preparation, courtroom hearings, and client strategy meetings. - Draft pleadings, motions, briefs, affidavits, petitions, and related litigation documents. - Oversee discovery, including drafting...
Job Title: Trusts & Estates Senior-Level Associate Job... Responsibilities: - Draft complex, strategic estate planning documents tailored to clients’ personal and business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical...
Firm Seeks Lateral & Experienced Attorneys for Associate Positions in Connecticut Office Are you an experienced attorney with 3-5 years of litigation, foreclosure, probate, or real estate experience? Do you possess an entrepreneurial spirit and a commitment to exceptional...
Title: Assistant Bar Counsel Job Responsibilities: - Investigate allegations of misconduct by attorneys through methods such as witness interviews, subpoenas, and the collection of relevant information. - Analyze facts determined through investigations to identify violations of the Massachusetts Rules of Professional Conduct that...
Title: Paralegal Assistant - Private Wealth Services (Hybrid) Job Responsibilities: The Paralegal Assistant at the law firm is responsible for providing clerical support to paralegals and practice assistant teams. The role involves a wide range of tasks that do not require advanced...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: The Fiduciary/Trust & Estate Administration Services Manager at the company is tasked with several key responsibilities that are integral to the success and strategy of the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)...
Title: Finance/Corporate Trust Lawyer Job Responsibilities: The Finance/Corporate Trust Lawyer will join the Corporate Trust practice at the law firm, a well-established and nationally recognized group. The responsibilities of the role include: - Collaborating with the capital markets and loan agency departments of...
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: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: In this role, the Counsel Associate will be responsible for providing legal support for banking, lending, and trust products and services within the Wealth & Investment Management (WIM) division...
San Francisco office of this mid-size firm is engaged primarily in litigation and general business, although the firm boasts a solid regulatory and administrative law practice and a respectable labor/employment practice. The firm has a strong pro bono commitment;...
firm is on the large side of the medium firms. Approximately 1:1 partner associate ratio keeps most of the lawyers here fairly busy in all of their full service practice areas, with a special emphasis on intellectual property and...
not only have the best **Members Only** positions, but we also have the most. Tax, Trusts, and Estates Attorney The... candidate should have 8+ years of experience to join its tax, trusts, and estates practice, serving... wealthy individuals and their...
office of a **Members Only** Top Ranked Law Firm seeks estate planning and probate attorney with significant experience. The candidate will be independently meeting with estate plan clients, making recommendations, and securing representation. Will be preparing drafting instructions for...