Title: Seasonal Tax Expert - Local Job Responsibilities: 1. Provide Tax Expertise: - Deliver hands-on tax advice and complete preparation services for clients using TurboTax products. - Handle various tax situations including personal and business income, deductions optimization, amendments, and more. -...
Title: Associate Attorney Job Responsibilities: The Associate Attorney will be engaged in a full-time on-site role, primarily responsible for providing legal advice, conducting research, negotiating, and handling various legal matters. The role is situated within a law firm that specializes in representing...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter expert on complex trust, estate, and income tax questions and issues. - Identify and address unstated...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Vice President, Senior Counsel - Legal & Compliance Job Title: Senior Vice President, Senior Counsel Location: Westlake Village, California; Plano, Texas Salary: $174,000 - $305,000 Work Model: OFFICE PENNYMAC is a specialty financial services firm that focuses on...
Title: Sr. Paralegal, Franchise & Transactions Job Responsibilities: As a Senior Associate Paralegal in the Franchise and Transactions department, you will be tasked with leading and managing the legal processes related to franchise administration, compliance, transfers, and renewals. Your role will be...
Title: Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate within the compliance practice at the company, the individual will be expected to manage and assist with large-scale projects, necessitating strong technical skills. The responsibilities will encompass tax...
Title: Legal Operations Specialist Job Responsibilities: - Calendar management, meeting coordination, and presentation and document preparation. - Assist with legal project management, including tracking deliverables, deadlines, and stakeholder communications. - Maintain legal department dashboards and reporting tools. - Identify opportunities to improve legal operations processes...
Title: International Tax Services Managing Director, Lead Tax Services Job Responsibilities: - Lead and manage international tax engagements, including compliance and consulting projects, for a diverse portfolio of clients. - Advise clients on cross-border transactions, global tax planning, and international compliance matters. - Provide...
Title: Credit Card Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Provide strategic and commercially pragmatic legal and regulatory advice to senior leaders of the Card Services and Connected Commerce businesses. This includes advising Product Owners for co-brand partnerships, Card...
Title: Senior Tax Manager, Washington National Tax Job Responsibilities: Tax Specialization & Consulting - Develop and maintain in-depth technical knowledge of partnership taxation, including Sections 704(b), 704(c), 707, 734(b), 743(b), 751, and 752. - Advise on and model the tax implications of partnership structures...
TITLE: Operations Team Specialist JOB RESPONSIBILITIES: - Manage and oversee operational projects from initial planning through execution, ensuring that timelines, deliverables, and quality standards are consistently met. - Analyze operational processes and data to identify trends, inefficiencies, and areas for improvement, then implement...
Title: Unclaimed Property Associate, State & Local Tax Consulting Job Responsibilities: The Unclaimed Property Associate will support a broad range of State and Local Tax Consulting (SALTC) engagements across various service lines, providing exposure to diverse and complex technical matters. The...
Title: Federal Tax Manager, Lead Tax Services Job Responsibilities: - Provide tax consulting and compliance services to a diverse client base across various dynamic industries. - Perform tax research and collaborate with clients on tax matters. - Implement special projects related...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: - Oversee multiple client service teams, managing projects effectively and efficiently, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters, ensuring clients...
TITLE: Aderant Training Specialist JOB RESPONSIBILITIES: The Aderant Training Specialist is responsible for developing and delivering comprehensive training programs for legal and administrative staff on the Aderant software platform. This role plays a crucial part in onboarding newly merged firms, providing new-hire...
TITLE: Aderant Integrations Specialist JOB RESPONSIBILITIES: The Aderant Integrations Specialist is responsible for supporting the financial and operational integration of newly acquired firms into the law firm's Aderant environment. This includes gathering accounting and billing information, preparing and validating data for migration,...
Paralegal Job Title: Senior Paralegal Job Responsibilities: The Senior Paralegal will join the litigation team at the law firm, playing a pivotal role in managing cases from intake through resolution. This involves ensuring that all deadlines are met, files are meticulously organized, and...
Title: Assistant Director of Client Relations Job Responsibilities: The Assistant Director of Client Relations at the law firm is a sales-oriented role focused on converting warm leads into firm clients. This position requires developing and enhancing relationships with prospects and clients, ensuring...
Manage client communications and keep clients informed throughout the estate planning process. - Prepare and organize legal documents including wills, trusts, powers of attorney, and... healthcare directives. - Schedule client meetings, consultations, and document signing appointments. - Collect and review client information, assets...
an Engagement Manager at **Members Only**, you will be responsible for managing and deploying our **Members Only**Flex Talent onto interim and permanent engagements. You will work closely with the Talent Team to deploy new joiners and balance the redeployment of the existing...
Title: Senior Professional Liability Claims (Attorney), Claims Construction Job Responsibilities: Claims Handling & Investigation: - Manage a portfolio of highly complex, litigated claims with significant exposures, requiring advanced technical expertise and strategic coordination. - Accurately update and document claim files in...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) position is integral to the Paralegal Team within the Financial Services and Capital Markets department at the law firm. This role involves a comprehensive range of estate administration tasks to support the firm's...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Multiple Locations 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...
Job Title: Paralegal - Trusts & Estates Job Responsibilities: The role... of Paralegal - Trusts & Estates at the... both revocable and irrevocable trusts, preparation of documents, and... management of client cases. Key responsibilities include: - Preparing and assisting with the preparation o...
Job Title: Senior Trusts & Estates Tax Paralegal Job... Responsibilities: The Senior Trusts & Estates Tax Paralegal... in managing estates, funding post-death irrevocable trusts, preparing necessary documents, and... handling probate and estate-related tax returns. Essential duties include: - Preparing various tax returns includi...
(FSCM) business unit. The main responsibilities include: - Preparing various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. - Maintaining financial records of trusts, performing trust accounting, and... auditing accounts. - Maintaining general ledger accounts, reconciling broker statements, and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and...
closely held business owners and corporate executives. - Design and prepare core estate planning documents, such as Wills and Revocable Trusts. - Implement lifetime gifting strategies,... including a variety of irrevocable trusts. - Collaborate with trustees and... executors to administer trusts and est...
Title: Fiduciary Litigation Associate Job Responsibilities: The Fiduciary Litigation Associate will be responsible for engaging in complex fiduciary litigation matters, primarily focusing on asset disputes and contested probate and trust litigation. The associate will represent parties in various fiduciary disputes, including: - Contested...
the Job A boutique law firm specializing in probate, trust, and guardianship litigation is seeking an experienced paralegal to join their team. The ideal candidate will have a background in litigation and probate, with the ability to manage multiple cases effectively....
Firm Seeks Paralegal (Probate) in Houston, Dallas, or San Antonio Are you a highly skilled paralegal with experience in probate law? Do you thrive in a team-oriented environment where your development and growth are valued? If so, we want...
Title: Law Firm Partner Job Responsibilities: - Originate and manage client relationships in commercial litigation, real estate, estate planning, and general business matters. - Deliver excellent client service with a focus on maintaining and growing a book of business. - Collaborate with a supportive...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
Title: Probate Attorney Job Responsibilities: The probate attorney at the law firm will be responsible for managing a busy workload involving probate cases. The role requires the attorney to handle independent and dependent administrations, general litigation and discovery, and alternative procedures to...
company will have a diverse set of responsibilities, including but not limited to: - Reviewing complex gift, estate, and fiduciary income tax returns. - Reviewing fiduciary accountings for trusts and estates. - Providing tax... planning and consulting services to high net worth clients...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and maintain strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter expert on complex trust, estate, and income tax questions and issues. - Identify unstated needs from...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate will be part of the Banking, Lending & Trust section within the Wealth & Investment Management division of the Legal Department. The key responsibilities include: - Providing...
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 Wealth Management Solutions, Trusts & Estates – Oil... mineral assets within the trusts, agency, and foundation accounts.... This position requires the executive director to: - Lead a team of eight oil & gas professionals, ensuring effective management and oversight...
Title: Director, Digital Trust & Safety Job Responsibilities: - Strategic Leadership: Develop and implement cybersecurity strategies that align with business objectives and risk profiles. Guide the growth of the company's cybersecurity practice by setting goals and defining the direction for...
Title: Scheduler Job Responsibilities: - Serve as the operational heartbeat of the law firm, ensuring that attorneys, paralegals, clients, and opposing counsel are coordinated effectively. - Manage the scheduling of depositions, hearings, mediations, client meetings, court appearances, and other legal appointments. - Act as...
OverviewA law firm seeks an Associate Attorney specializing in Estate Planning and Probate in Richardson, TX. The role involves preparing and executing estate planning documents and guiding clients through the probate process under the supervision of the managing with...