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: 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,...
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...
Title: Lead IP Paralegal Job Responsibilities: The Lead Intellectual Property Paralegal is tasked with leading a team of IP Paralegals and collaborating closely with IP attorneys, patent agents, and patent technology specialists to manage the organization's patent, trademark, and copyright portfolios. Key...
management and development of the law firm. Responsibilities include: - Assisting in drafting legal documents such as Wills, Trusts, Petitions, and MassHealth Applications.... - Organizing and tracking client files to ensure efficient access and retrieval. - Corresponding with clients throug...
We not only have the best **Members Only** positions, but we also have the most. Paralegal - Trusts, Estates, Tax Law The... candidate will prepare estate planning documents, follow up with clients, prepare various instruments for filing with the prob...
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...
Law, with a focus on Estate Planning and Estate and Trust Administration. Key responsibilities include: - Assisting in drafting legal documents such as Wills, Trusts, Petitions, and MassHealth Applications.... - Organizing and maintaining client files to ensure they are up-...
Title: AVP & Senior Counsel Job Responsibilities: - Advise business teams on multi-state regulations and risk management for all relevant products and services. - Draft and review contracts, including administrative, vendor, and reinsurance agreements. - Provide clear, practical legal advice to business leaders across...
Firm Seeking Experienced Trust and Estates Attorney (Full Time) H1: Join Our **Members Only** Team as a Trust and Estates Attorney H2: Help Clients Plan for the Future with Your Expertise in Estate Planning and Tax Laws The Law...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will primarily focus on estate plan drafting, probate and trust administration, and adult guardianship and conservatorship court proceedings. The role requires a candidate who is self-reliant, confident, resourceful, and organized, with strong interpersonal and...
Title: Tax/Estate Planning Attorney Job Responsibilities: The Tax/Estate Planning Attorney will be responsible for handling a variety of legal matters in the following areas: - Business tax matters: Providing expert legal advice and representation on business-related tax issues. - Tax litigation: Representing clients in...
Administrative Assistant - Leading Trusts & Estates Firm Job Responsibilities: The... Administrative Assistant will play a crucial role in supporting one of the partners at the law firm and ensuring smooth day-to-day operations. The core responsibilities include: - Managing and responding promptly to...
planning documents, including wills, trusts, powers of attorney, and... related legal files. - Open and close files in CLIO. - Assist in drafting legal documents and correspondence with precision and clarity, ensuring proper proofreading and transcription. - Support attorneys with case management tasks...
Title: Legal Assistant/Paralegal (Litigation) Job Responsibilities: - Conduct legal research using tools such as Westlaw, LexisNexis, and other resources to support case development. - Assist with document review and the drafting of legal documents, contracts, and correspondence with precision and attention to detail. -...
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: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
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...
Title: Part-Time Probate and Trust Administration Attorney Job Responsibilities: - Handle case management from the inception of the file to the closure of the matter for all estate administration and probate matters within the law firm. - Manage probate and trust administration projects,...
planning documents for clients (RLT, Will, HIPAA, HCP, POA, Living Will, ILIT, Irrevocable Trusts, etc.). Prepare trust funding... recommendations & documents as needed. Manage client maintenance plans (AMP) and meetings. Manage client phone calls and/or e-mails. Work with estate planning...
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...
Title Paralegal (Trust and Estates) Job Responsibilities The Trust and Estates Paralegal will engage in a variety of tasks to support the legal team at the law firm. Key responsibilities include: - Collaborating with various individuals within and outside the...
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...
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: 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...
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...
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 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...
• 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...
Job Title: Trusts and Estates Administrative Paralegal Job... Responsibilities: - The trusts and estates administrative paralegal... is responsible for managing and producing a high volume of complex, detailed work related to domestic estate administration, trust administration, and fiduciary accounting. - The paralegal must...
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...
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...