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...
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...
Development Analyst III The candidate will create member contract documents, including Evidence of Coverage (EOC) and related documents, for commercial products for high risk states. Independently perform regulatory and operational research related to EOC and benefit development. Conduct risk assessments,...
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...
The salary for this position is competitive and commensurate with experience. Estate Planning Paralegal Are you looking for an opportunity to make a difference in someone’s life? We are a growing law firm and we are looking...
Paid holidays. · Paid parking. The Law Firm is seeking a Paralegal to join their Estate and Trust Practice Group in Marietta, GA. This is a full-time, on-site position with office hours of 8:30-5, Monday-Friday....
have experience drafting wills, trusts, powers of attorney, advanced... directives, and other related documents. A great candidate will also have experience in one or more of our other practice areas. At our law firm, we love coming to work...
Title: Attorney Job Responsibilities: - Conduct client-facing meetings to assess needs related to estate planning, Medicaid, probate, and guardianship. - Build strong, lasting relationships through compassionate, thoughtful interactions that instill confidence and trust. - Serve as a trusted advisor by educating clients, answering questions,...
planning documents, including wills, trusts, powers of attorney, and... health care directives. - Assist with probate filings, such as petitions, notices, inventories, and accountings. - Track deadlines for court filings and hearings to ensure timely submissions. - Communicate effectively with clients, beneficiaries, financial...
Title: Entry-Level Associate Attorney Job Responsibilities: - Draft petitions, pleadings, letters, and simple orders. - Manage a small caseload with attorney supervision. - Appear for routine hearings and status conferences with support. - Communicate effectively with clients, courts, and opposing counsel. - Track deadlines, e-file documents,...
$60,000 - $75,000 depending on experience H1: Experienced Probate Paralegal Wanted Law Firm is searching for an experienced probate paralegal with a minimum of five years’ experience to join the team. The ideal candidate is...
Title: Legal Assistant – Probate & Estate Law Firm Job Responsibilities: - Support the Probate Paralegal with case management and document preparation - Organize and maintain client files, both digital and physical - Draft and format letters, forms, and simple pleadings for attorney review -...
Title: Experienced Probate Paralegal Job Responsibilities: - Serve as the primary client contact, providing clear and empathetic updates to clients throughout the probate process. - Draft and revise probate pleadings and correspondence, ensuring all information is verified and accurate. - Maintain an organized calendar,...
Title: TLM, Salesforce Engineering Job Responsibilities: Technical Leadership - Lead the development and maintenance of custom Salesforce solutions using Apex, Lightning Web Components (LWC), Aura Components, Visualforce, and integrations with external systems. - Design and implement secure coding practices and...
Title: Legal Sales Professional - Client Acquisition Job Responsibilities: - Compassionate Acquisition: Lead potential clients through the initial stages of their legal journey with compassion, acknowledging their emotional and financial stakes. - Strategic Execution: Conduct consultative sales conversations to identify client needs and...
legal documents, including wills, trusts, and other estate planning... documents. - Serve as the point of contact for basic client questions that do not require attorney involvement. - Communicate with clients compassionately and empathetically, personalizing each interaction to provide an outstanding client...
signing meetings. - Develop knowledge of the legal documents created by the law firm, including documents related to general estate planning, revocable living trusts, irrevocable asset protection trusts,... and special needs trusts. -... Answer general client questions... about law firm services a...
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. -...
the job Company Description Law firm is a boutique law firm focused on estate planning, probate, business, and tax services. The firm has an established client base and provides expertise in estate planning, estate administration, corporate and business planning, and tax law. Role...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
in managing their estate planning needs effectively. The key responsibilities include: - Drafting essential estate planning documents such as wills, trusts, powers of attorney, and... advance directives for health care. - Conducting research and drafting deeds as necessary. - Applying for tax identi...
Title: Associate Attorney Job Responsibilities: - Utilize legal experience and client service skills to address legal issues across various practice areas within a limited scope representation capacity. - Draft legal letters and review documents. - Consult with clients via telephone to provide legal guidance...
Title: Tax and Wealth Planning Client Service Specialist (Legal Administrative Assistant) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) plays a crucial role in providing legal administrative support to a team of attorneys. This involves...
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: Trust Coordinator Job Responsibilities: The Trust Coordinator performs various general accounting support tasks within the accounting department, primarily focusing on trust accounts. The responsibilities include, but are not limited to, the following duties: - Record trust and escrow deposits, including checks and...
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: Senior Business Accountability Specialist - Banking, Lending and Trust Job Responsibilities: The Senior Business Accountability Specialist at the company plays a pivotal role within the Fiduciary Oversight team under the Wealth & Investment Management (WIM) division, specifically within the Banking, Lending,...
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,...
Title: Director, Digital Trust & Safety Job Responsibilities: Strategic Leadership: Develop and implement cybersecurity strategies that align with business objectives and risk profiles. The role involves guiding the growth of the company's cybersecurity practice by setting goals and defining the direction for...
& International Trade Tax Manager Job Title: Customs & International Trade Tax Manager Job Responsibilities: - Lead and manage client service accounts and engagement workstreams within the Customs and Trade Tax team. - Supervise, develop, and mentor teams to ensure high-quality deliverables and results. -...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in Private Client Services is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Leading...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company is tasked with leading tax and consulting engagements, guiding their team in identifying and addressing client needs, and uncovering tax...
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...
draft estate planning documents, including wills, trusts, powers of attorney, and... advanced directives for health care. Will advise clients regarding retirement plans, charitable giving, and tax planning. Conduct effective consultations with potential clients. Interface with clients providing excellent customer serv...