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...
Law Firm Seeking Experienced Trusts & Estates Associate ... to providing our clients with the best possible representation. Our team is dedicated to upholding the highest standards of excellence and we are currently seeking an experienced Trusts & Estates Associat...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal... - Trusts & Estates at the... the preparation of Gift Tax Returns, Estate Tax Returns, and Fiduciary Income Tax Returns. - Maintaining financial records for trusts, performing trust accounting, and... auditing accou...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... the administration of estates and the funding of post-death irrevocable trusts. The role involves preparing... necessary documents, probate pleadings, and filing estate-related tax returns. Additionall...
including revocable and irrevocable trusts, gift trusts, promissory notes,... identifying key provisions and issues. - Assist with modifications to irrevocable trusts, including through the decanting... process. - Prepare and file gift and estate tax returns, coordinating with paralegals as necessary. - Draft profe...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Locations: Multiple locations available Job Details Description Law firm is a full-service litigation and business law firm with numerous locations across the United States, catering to clients...
unit. This role involves a comprehensive range of estate administration tasks, which include assisting the law firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing necessary documents, and... filing estate-related tax returns. The role also involves client case man...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary...
Firm is currently seeking a highly motivated Associate Attorney with 3-5 years of experience in estate planning and estate administration, with a focus on income tax law. This is an exciting opportunity for an attorney looking to further their career...
Private Wealth Planning Paralegal at **Members Only** H2: Join Our Team as a Paralegal with Strong Estate and Gift Tax Return Preparation Skills Law Firm Seeking Experienced Paralegal with Strong Estate and Gift Tax Return Preparation Skills Responsibilities:...
Job Title: Trusts & Estates Legal Coordinator Job... Act as a witness to estate planning signings and notarize legal documents. - Revise and format complex legal documents, including trusts, wills, powers of attorney,... and other estate planning instruments. - Open new matters, m...
in teaching responsibilities within the Legal Analysis, Research, and Communication (LARC) program. This includes offering legal drafting courses in specialized areas such as Trusts & Estates. Additionally, opportunities... exist to teach general and advanced LARC courses, which encompass skills...
teaching opportunities in the area of Trusts and Estates. The responsibilities... include performing all duties and responsibilities of a faculty member that are consistent with the faculty member's qualifications and in the best interests of the institution. This involves preparing...
Title: Private Wealth Planning Associate Job Responsibilities: The Private Wealth Planning Associate will be part of the Private Wealth Planning Group at a law firm, engaging in high-net-worth wealth planning. The primary responsibilities include: - Managing large projects efficiently and effectively. - Interfacing with...
Job Title: Trusts & Estates Associate Job Responsibilities:... - Demonstrate excellent drafting, writing, and analytical skills, with a strong focus on precision and attention to detail. - Exhibit a high level of organization, along with exceptional verbal and interpersonal skills. -...
Services and Capital Markets business unit. The primary responsibilities include: - Preparing various tax returns, including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining financial records of trusts and performing trust accounting... and auditing accounts. - Managing General Ledger (G/L) accounts...
Title: Legal Administrative Assistant Job Responsibilities: - Assist in compiling necessary data and information from clients related to real and personal property for trust and estate planning documents. - Prepare initial drafts and make necessary edits to probate documents as directed. - Assist in...
Planning Attorney Job Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney will play a pivotal role in assisting clients to secure their legacies and ensure their wishes are honored. The core responsibilities include working closely with current attorneys and clients to...
TITLE: Senior Paralegal, Private Trusts and Estates DEPARTMENT: Legal Support... SUMMARY The Senior Paralegal, Private Trusts and Estates position at... the law firm involves working under the direct supervision of a lawyer to provide substantive legal services. While a lawyer may delegate...
Job Title: Tax, Trusts, and Estates Associate Job... Responsibilities: The Tax, Trusts, and Estates Associate will... be responsible for serving high-net worth individuals, traditional and nontraditional families, family offices, and family-owned businesses in all areas of estate and tax planning....
Job Title Private Clients, Trusts & Estates Associate Job... Join the Private Clients, Trusts & Estates group as... an associate within the 2nd to 5th year associate class. - Engage in estate planning, including drafting, implementing, and administering sophisticated lifetime...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: - Responsible... 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 accessible. - Prepare accounting and financial...
Firm Seeks Personal & Succession Planning Associate (Mid-Level) in Ohio & Chicago Overview: - Law firm **Members Only** seeks a mid-level associate for its growing Personal & Succession Planning practice in their Chicago office, or in one of...
work schedule. Parental leave. Generous PTO and holiday schedule. Professional development and training opportunities. Responsibilities Provide sophisticated estate planning, wealth transfer and tax advice to high-net worth individuals and families. Develop and maintain...
Title: Estate and Tax Planning and Compliance Associate Job Responsibilities: The Estate and Tax Planning and Compliance Associate will join the Estate and Tax Planning and Compliance practice group at a law firm. The primary responsibilities include: - Preparing federal...
The candidate should be hardworking, entrepreneurial, and looking to contribute to the growth of the firm. A portable book of business is preferred. Should have 3+ years of experience in one or more of the following areas: Estate Planning....
Title: Legal Practice Specialist - Private Client Job Responsibilities: The Legal Practice Specialist plays a crucial role in supporting the Private Client Practice Group at the law firm. This position involves providing high-level service and support to assigned attorneys...
Title: Intake Specialist – Order of Protection Job Responsibilities: - Assist in operating the same day Order of Protection Clinic by providing direct legal services to clients seeking Emergency Protective Orders. This includes interviewing clients about their situations, drafting detailed affidavits and...
Title: Paralegal Job Responsibilities: - Handle court clerking duties, which includes managing court-related tasks and documentation. - Perform e-filing to accurately submit legal documents electronically. - Draft accountings and probate pleadings, ensuring all legal requirements and standards are met. - Organize Medicaid applications, ensuring...
Title: Senior Legal Counsel, Fiduciary Litigation Job Responsibilities: The Senior Legal Counsel, Fiduciary Litigation role involves managing and supporting all aspects of fiduciary litigation and disputes related to trust or estate-related matters. This includes developing case strategies in consultation with senior internal...
Title: Trust Coordinator Job Responsibilities: The Trust Coordinator at the law firm is responsible for performing a variety of general accounting support tasks specifically related to trust accounts. The primary duties include: - Recording trust and escrow deposits, including checks and incoming wires/ACH...
Job Title Wealth Management Trusts & Estates Tax Operations,... tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. -... Partner with team members t...
Job Title: Wealth Management Trusts & Estates Tax Operations,... transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner... with team members to r...
OverviewA law firm seeks an Estate Planning Attorney in Oak Park, Illinois. The firm is recognized for its expertise in estate planning, trust and estate litigation, and real estate transactions. The successful candidate will provide legal advice, draft documents, and...