matters, and trust-related actions in the Probate Divisions of Bay Area superior courts, requiring familiarity with each court's local rules, examiner notes, and tentative rulings process. - Advise clients on estate planning matters and draft California-compliant wills, trusts, powers of a...
This role involves a variety of tasks centered around estate planning and trust administration. Key duties include: - Engaging with clients, trustees, and family members to draft and refine legal documents such as trusts, wills, powers of attorney,... and healthcare direct...
Legal Administrative Assistant - Trusts & Estates Job Responsibilities: - Provide... to attorneys within the Trusts & Estates practice. This... includes tasks such as document preparation, calendar management, and filing. - Coordinate and manage daily office operations. This involves handling supplies, vendors, visitors,...
Title: Legal Assistant or Paralegal, Estate Planning Job Responsibilities: - Creating estate planning documents using firm software - Preparing documents for client signing - Interfacing with clients to gather information and provide follow-up - Conducting client signing meetings - Assembling binders for delivery to clients - Collaborating...
Title: Bilingual in Spanish Certificated Paralegal Legal Assistant Job Responsibilities: - Handle sensitive information with discretion and confidentiality - Answer phones, schedule appointments, check incoming text messages, and process daily mail - Prepare and maintain paper and electronic case files...
Title: Elder Law Staff Attorney Job Responsibilities: - Work closely with and report to the Elder Law Practice Group Director, Deputy Directors of Litigation, and Executive Director. - Organize and participate in community outreach events, training, and community education events. - Be familiar with...
Title: Paralegal & Calendar Clerk Job Responsibilities: - Maintain and manage court calendars, deadlines, and tickler systems - Calendar hearings, motions, discovery deadlines, and trial dates - Assist with pleadings, discovery, and trial preparation - Coordinate filings with courts and...
Attorney Job Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be involved in various practice areas including business law, employment law, estate planning and administration, family law, land use, litigation, personal injury, and real estate law. The role...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney in the civil litigation domain is primarily responsible for protecting the elder and vulnerable adult population in California from abuse and neglect. This role is positioned within the Division of Medi-Cal...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney (Civil Litigation) within the Department of Justice's Division of Medi-Cal Fraud and Elder Abuse (DMFEA) focuses on protecting the elder and vulnerable adult population from abuse and neglect. The attorney is...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney (Civil Litigation) position involves significant responsibilities within the Division of Medi-Cal Fraud and Elder Abuse (DMFEA), specifically as part of the Facilities Enforcement Team (FET). The primary duties include: - Representing the...
Title: Elder Abuse Attorney (Civil Litigation) Job Responsibilities: The Elder Abuse Attorney (Civil Litigation) serves within the Division of Medi-Cal Fraud and Elder Abuse (DMFEA), specifically as part of the Facilities Enforcement Team (FET). The primary responsibilities include: - Representing the People of...
Title: Elder Abuse Attorney (Civil Litigation) Job Responsibilities: - Represent the People of the State of California in civil litigation phases, from investigation through trial and appeal. - Manage own caseload and develop case strategies in collaboration with the Facilities Enforcement Team (FET)...
Title: Corporate Trust Review Analyst Job Responsibilities: - Analyze, interpret, and ensure compliance with legal governing agreements specific to each transaction, ensuring the accurate and timely completion of regulatory obligations. - Perform independent quality control reviews for new transactions and conduct other periodic...
Title: Trust Litigation Paralegal Job Responsibilities: - Document Preparation: Assist attorneys in preparing, serving, and filing probate, trust administration, and litigation documents, petitions, and supplements. Draft routine legal correspondence with a familiarity with state, local, and judicial forms. - Case Management: Maintain and...
Title: Asset & Wealth Management - Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in every activity - Interact with clients...
Title: Partnership and Referral Attorney – Referral Department Job Responsibilities: Relationship Management - Build, develop, and maintain high-level relationships with partner law firms and referral sources. - Serve as a point of contact for new and existing partner firms, ensuring ongoing collaboration and trust. -...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager in Private Client Services at the company is tasked with leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: - Develop, Nurture & Manage Relationships: Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning the law firm as a trusted advisor for sophisticated tax...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: 1. Develop, nurture, and manage relationships with Strategic Partners and their clients, establishing the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Convert qualified...
Title: Relationship Manager - Private Wealth & Tax Solutions Job Responsibilities: - Develop, nurture, and manage relationships with Strategic Partners (SPs) and their clients, positioning the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Convert qualified...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: 1. Develop, Nurture & Manage Relationships: Build and sustain meaningful professional relationships with Strategic Partners and their clients, positioning the law firm as a trusted advisor for sophisticated tax...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL Region) Job Responsibilities: - Develop, nurture, and manage professional relationships with Strategic Partners and their clients, positioning law firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Meet with...
Title: Senior Litigation Attorney (Public Agency Practice) Job Responsibilities: - Litigate cases on behalf of public agencies, including but not limited to cities, special districts, and joint powers authorities. - Manage cases independently while collaborating with team members. - Draft and argue motions; conduct...
Title: City Attorney Job Responsibilities: The City Attorney serves as the chief legal officer and trusted advisor to the City Council of Santa Monica, California. This role requires navigating complex legal and political landscapes with fairness, foresight, and balance to strengthen organizational...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
Title: Legal Support Supervisor I Job Responsibilities: 1. Supervision and Administrative Duties: - Supervise, hire, train, and assign work to legal office support staff. - Evaluate and discipline staff as necessary. - Plan and monitor workflow processes to improve operational efficiency. -...
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 their trusted advisor throughout the customer journey. - **Customer Success Plan:** Jointly create success plans with...
Title Senior Corporate Counsel Job Responsibilities Legal Advice and Counsel - Serve as the key legal advisor with engineering clients, fostering deep and high trust engagement to understand technical engineering concepts and strategy. - Provide high-quality, pragmatic legal and business...
Title: 2027 2L Summer Associate Job Responsibilities: The 2027 2L Summer Associate position at the law firm offers a comprehensive introduction to the practice of law and the day-to-day life of an associate. The role provides meaningful responsibility and feedback akin 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 their trusted advisor throughout the customer journey. - Customer Success Plan: Jointly create success plans with...
Title Asset & Wealth Management - Tax Senior Manager Job Responsibilities A career in the Financial Services Tax practice within the Corporate Tax services at the company involves helping clients manage their tax obligations and understand the impact of tax on...
Title: Experienced Litigation Paralegal Job Responsibilities: - Assist both offices by supporting paralegals, case managers, attorneys, and administrative staff in litigation-related tasks. - Monitor and report on the status of cases, identifying matters that fall outside established deadlines and timeframes. - Proactively manage assigned...
for individuals, partnerships, corporations, trusts, and related workpapers. - Perform... technical research and write correspondences. - Lead and train teams of staff, seniors, and managers. - Oversee planning and scheduling of engagements. - Create engagement budgets and manage billings. - Ensure quality of work product. -...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team within the department. - Lead initiatives in business development and client relations. - Oversee multiple projects while ensuring exceptional delivery standards. - Build and maintain executive-level client relationships. -...
Title: Senior Lead, Ethics & Compliance Job Responsibilities: - Develop and lead components of the company's global ethics and compliance program with a focus on anti-bribery, anti-corruption, anti-money laundering, and know-your-customer risk management. - Translate regulatory expectations and best practices into strategic roadmaps...
Title: State and Local Tax Senior Manager - Income Franchise Job Responsibilities: **Members Only**, a prominent CPA advisory firm, is seeking a State & Local Tax Senior Manager specializing in Income Tax Consulting to join its expanding State & Local Tax (SALT) practice....
Title: State and Local Tax Senior Manager - Income Franchise Job Responsibilities: As a State & Local Tax Senior Manager at the company, your primary role will be to provide strategic state and local tax consulting services to middle market...
Title: State and Local Tax Senior Manager - Income Franchise Job Responsibilities: As a State & Local Tax Senior Manager at Company, you will play a critical role in the State & Local Tax (SALT) practice, which is composed of over 40 professionals...
Title: State and Local Tax Senior Manager - Income Franchise Job Responsibilities: - Act as a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services aimed at lowering their tax rates, ensuring compliance,...
Title: State and Local Tax Senior Manager - Income Franchise Job Responsibilities: - Serve as a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services aimed at lowering tax rates, ensuring compliance, and...
Title: State and Local Tax Manager - Indirect Tax Job Responsibilities: The State and Local Tax Manager at the company will have a consulting focus and will play a critical role in the State & Local Tax (SALT) practice, which includes...
Title: State and Local Tax Manager - Indirect Tax Job Responsibilities: The State and Local Tax Manager at Company plays a crucial role in the growing State & Local Tax (SALT) practice. The responsibilities include: - Acting as a trusted advisor to...
Title: Tax Senior Associate Job Responsibilities: - Serve as a trusted member of the engagement team by providing a variety of federal tax compliance and consulting services to clients in specific industries. - Deliver tax compliance and advisory services to entities such as...
Title: Tax Senior Associate Job Responsibilities: - Serve as a trusted member of the engagement team by providing 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 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,...
OverviewA law firm seeks a Senior Estate Planning Attorney to join their remote team in Palo Alto, CA. This role offers the opportunity to engage in meaningful legal work, focusing on estate planning and probate services, particularly for individuals with...