planning documents, including wills, trusts, powers of attorney, and... advance directives. - Prepare and organize documents for client signing appointments, ensuring all paperwork is complete and accurate. - Tailor documents to meet specific client needs and legal requirements by reviewing client information. Client...
Title: Seasonal Tax Expert - Local Job Responsibilities: 1. Provide Tax Expertise: - Deliver hands-on tax advice and complete preparation services for clients using TurboTax, handling a range of tax situations from simple to complex, including personal and business income, deductions...
Title: Senior Placement Advisor (Sales) Job Responsibilities: - Conduct Coordination of Tours: Coordinate and schedule visits to senior living communities or care providers. Serve as a trusted advisor to families, asking important questions on their behalf, and ensuring they get a first-hand...
Title: Intake Coordinator Job Responsibilities: The Intake Coordinator at the law firm serves as the initial point of contact for potential clients. The primary responsibilities include creating a welcoming and professional experience that fosters trust and confidence from the first interaction. The...