Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
and testaments, revocable living trusts, irrevocable trusts for life... insurance, spousal lifetime access trusts, gifting trusts, powers of... attorney, and advance health care directives. - Develop elements of estate plans for executives and entrepreneurs that integrate business planning into estate plans. -...
Attorney Job Responsibilities: - Draft wills, trusts, and powers of attorney... for clients and their families, ensuring that the documents accurately reflect the clients' wishes and comply with legal standards. - Provide expert advice on estate planning matters to clients, helping them understand...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: - Responsible... planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize... estate and probate files to ensure they are up-to-date and accurate. - Prepare accounting...
Title: Litigation Attorney (Georgia-Barred) Job Responsibilities: - Handle all phases of civil litigation, including: - Drafting pleadings, motions, and demand letters. - Managing written discovery. - Preparing cases for court. - Appear in court to argue motions and hearings. - Take and defend depositions. -...
Attorney Job Title: Associate Attorney Job Responsibilities: - Handling clients’ tax issues before the IRS, state tax agencies, and courts. - Advising clients on tax-related matters. - Preparing tax returns, including fiduciary and partnership income returns, estate and gift tax returns. - Preparing estate planning documents...
Title: Litigation Paralegal Job Responsibilities: - Assist attorneys with heavy file review, case organization, and litigation support - Draft and manage legal documents including pleadings, discovery, and settlement packages - Request, track, and summarize medical records and bills - Maintain organized and up-to-date case files...
Title: Partner Job Responsibilities: The Partner at the law firm will be responsible for leveraging their expertise and experience to contribute to the growth and success of the firm. Key responsibilities include: - Developing and maintaining profitable client relationships. - Managing a transportable book...
Title: Certified Estate Planning Paralegal Job Responsibilities: - Draft a broad range of legal documents, including client engagement letters, deeds, limited liability company (LLC) formation documents, probate court petitions, powers of attorney, and health care directives, while tracking specific tasks for each...
Title: Public Benefits & Legal Assistant Job Responsibilities: - Document Management: Review, organize, and save scanned documents, including Medicaid-related notices and client files. - Case Initiation: Prepare project binders and initial spreadsheets for new cases, ensuring all information is accurate and well-organized. - Client...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: The Tax Manager for Estate, Gift & Trust at the company will play a pivotal role in advising ultra-high-net-worth clients on complex tax planning and compliance matters. The key responsibilities include: - Delivering...
Title: Trust Coordinator Job Responsibilities: The Trust Coordinator is responsible for performing a variety of general accounting support tasks within the accounting department, specifically focusing on trust accounts. The essential duties and responsibilities include: - Recording trust and escrow deposits, including checks and...
trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manages a portfolio of accounts with varying complexity and asset sizes. - Understands and interprets financial and estate planning strategies, as well as legal and fiduciary documents,...
Title: Trust Advisor II Job Responsibilities: - Provide expertise and thought leadership in fiduciary advice and solutions to high net worth clients. - Participate as part of the broader client-facing wealth team to expand existing relationships and capture new opportunities from both internal...
of varying complexity for trusts and high net worth... individuals efficiently. - Perform general accounting and bookkeeping functions along with payroll tax preparation. - Provide innovative tax planning solutions and strategies, and effectively present these to clients. - Address client needs accurately and...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
WNT Estates, Gifts & Trusts The candidate will work... closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,...
Digital Trust and Safety The candidate will provide strategic support in establishing thresholds for escalation based on review of trending data and proposing remediation plans that are customized to various integrity risk areas. Oversee the management of digital safety projects,...
Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice at the company, you will have a multifaceted role that includes selling, leading, and delivering large client engagements, and serving...
Client Relations 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 clients succeed. The attorneys and staff at the law firm...
the legal industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal/Legal Assistant The candidate should have experience in Probate, Estate Administration, and drafting Wills, Trusts, POAs, and Advanced Directives.... 2 years of...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
industry. We not only have the best **Members Only** positions, but we also have the most. Paralegal Coordinator The candidate will be drafting a broad range of documents such as client engagement letters, deeds, probate court petitions, Wills, Trusts, power...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
large international New York law firm founded in 1934 has established a full-service presence. Clients include large corporations and individuals as well as small and medium-sized businesses. The firm represents a wide range of industrial, financial and commercial enterprises, both...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
office of a **Members Only** Top Ranked Law Firm seeks a mid-level estate planning associate attorney with 3-5 years of experience practicing law in estate planning. The candidate will support the legal team with client engagement and counseling, drafting,...