Title: Paralegal Legal Assistant Job Responsibilities: - Answering telephones to assist clients and manage communications efficiently. - Preparing legal pleadings and correspondence, ensuring accuracy and compliance with legal standards. - Scheduling appointments to maintain the office's workflow and meet client needs. Education and Experience Information: -...
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...
decisions, ensuring their assets are protected and their wishes are honored. - Provide legal expertise and counsel in estate planning matters, including wills, trusts, and power of attorney. -... Develop and implement estate plans that align with clients' goals and legal...
Title: Estate & Trust Administration Coordinator Job Responsibilities: - Assist attorneys and senior paralegals in estate and trust administration by preparing legal documents and communicating with government agencies like the Department of Revenue and the Department of Human Services. - Prepare and file...
Title: Office Manager/Paralegal Job Responsibilities: Accounting & Bookkeeping (60–70%): - Maintain accurate financial records using QuickBooks Online/Desktop. - Perform bank and trust account reconciliations on a monthly basis. - Manage accounts payable and receivable, ensuring timely payment and collection. - Process client invoices, retainers, and trust...
Job Title: Trusts & Estates Paralegal Job Responsibilities: -... in the administration of trusts and estates - Communicate regularly... with clients - Prepare tax returns - Prepare basic legal documents - Utilize bookkeeping skills - Work with Excel and financial statements Education and Experience Information: - Significant experience in...
provide personalized estate planning and elder law solutions, guiding clients through important decisions to protect their assets and honor their wills, trusts, and ancillary documents using... legal documents with clients and ensure alignment with their client c...