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: 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: 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: Client Development Partner- New Business (JD Required) Job Responsibilities: The Client Development Partner is responsible for building deep relationships with law firm leaders and assisting them in envisioning how the company's AI and workflow solutions can advance their most significant goals....
Title: Client Development Partner (JD REQUIRED) Job Responsibilities: - Partner with Client Managers to engage large law firm customers in conversations that accelerate their transition to next-generation solutions. - Engage managing partners, practice chairs, and firm executives to understand their priorities and position...
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...
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: 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...
Firm Seeking Experienced Paralegal for Multiple Practice Areas **Members Only**, a reputable law firm located in Franklin, MA, is currently seeking a full-time Paralegal with experience in Probate, Estate Planning, Domestic Relations, and Business Law. This role offers the opportunity...
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...
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...
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...
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: IP Counsel Job Responsibilities: - Advise engineering and business leadership on intellectual property (IP) strategy and risk management. - Oversee the global patent portfolio for assigned product categories. - Manage patent litigation and pre-litigation matters, including support for other product categories. - Conduct infringement...
Title: Associate Director and Senior Counsel Job Responsibilities: - Draft, negotiate, and review a range of complex commercial agreements, including dealer and distributor agreements, as well as vendor agreements like master services agreements. - Provide legal guidance and aid in the implementation of...
join their growing practice. The ideal candidate should have a minimum of 1-3 years of related experience and will be responsible for legal representation for estates through the Massachusetts Probate and Family Courts, administering trusts and estates, preparing Federal... a...
Job Title: Trusts And Estate Administration Paralegal Job... Responsibilities: - Assist attorneys in the preparation of probate accounts, ensuring accuracy and compliance with legal standards. - Prepare trust accounts, managing all necessary documentation and maintaining detailed records. - Assist in the preparation and filing...
disputes arising from probate, trusts and estates, fiduciary relationships,... and closely held business matters. This includes drafting legal documents related to estate planning and litigation, such as Vaughan affidavits and prenuptial agreements. The attorney will work on a variety of...
Title Counsel (In House Counsel), Legal Job Responsibilities - Provide timely, pragmatic counsel grounded in business and regulatory context; frame clear, deliverable options. - Translate complex issues into concise guidance; communicate with impact and adapt style to influence outcomes; develop...
Title: SALT Senior Manager - Income/Franchise Job Responsibilities: 1. Tax Consulting, Research, and Compliance: - Deliver a comprehensive range of multi-state and local tax consulting services, primarily focusing on income/franchise issues. - Identify strategies to minimize clients’ multi-state tax burdens through optimal...
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...
Title: Estate Planning Associate Attorney - Client Education & Business Development Focus Job Responsibilities: The Estate Planning Associate Attorney position at the law firm involves a blend of client education, consultations, business development, and legal responsibilities in estate planning. The role is...
office of our client seeks a trust and estates associate attorney with 5+ years of probate and trust administration experience. The candidate will work on both probate and trust administration, issues of taxation, and trust accountings. Draft, read, and interpret...