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...
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: 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...
Title: Attorney - Litigation (Remote) Job Responsibilities: - Handle a variety of disputes including Will and Trust Contests, Construction, Business, and Insurance coverage litigation. Experience in Estate Planning, Probate Administration, and Personal Injury is considered a plus. - Conduct analysis of estate and...
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...
Title: Probate and Family Law Attorney Job Responsibilities: - Manage a varied caseload handling all aspects from client retention to matter resolution - Conduct appropriate legal research, draft applicable pleadings, and other legal documents - Represent clients in all manner of legal proceedings including...
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: 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: 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...
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...
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...
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...
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: 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...
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...
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)...
• 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...
Legal Administrative Assistant at Law Firm Law firms are always looking for talented and experienced legal administrative assistants to join their team. This posting is for a Legal Administrative Assistant at a law firm, to be part of their...
Clients Associate Attorney Job Title: Private Clients Associate Attorney Job Responsibilities: The Private Clients Associate Attorney will join the Private Clients and Fiduciary Services Group at the law firm. The primary responsibilities include working closely with individuals and families to understand their priorities, goals,...
Title: Fiduciary Litigation Associate Job Responsibilities: - Manage a docket of contested fiduciary matters, serving as lead on motion practice, deposition preparation, courtroom hearings, and client strategy meetings. - Draft pleadings, motions, briefs, affidavits, petitions, and related litigation documents. - Oversee discovery, including drafting...
Job Title: Trusts & Estates Senior-Level Associate Job... Responsibilities: - Draft complex, strategic estate planning documents tailored to clients’ personal and business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical...
Title: Legal Assistant - Private Clients and Fiduciary Services Job Responsibilities: The role of Legal Assistant is a full-time, hourly position dedicated to supporting attorneys within the Private Clients and Fiduciary Services Group at the law firm. The responsibilities associated with this...
Firm Seeks Lateral & Experienced Attorneys for Associate Positions in Connecticut Office Are you an experienced attorney with 3-5 years of litigation, foreclosure, probate, or real estate experience? Do you possess an entrepreneurial spirit and a commitment to exceptional...
Title: Assistant Bar Counsel Job Responsibilities: - Investigate allegations of misconduct by attorneys through methods such as witness interviews, subpoenas, and the collection of relevant information. - Analyze facts determined through investigations to identify violations of the Massachusetts Rules of Professional Conduct that...
Title: Paralegal Assistant - Private Wealth Services (Hybrid) Job Responsibilities: The Paralegal Assistant at the law firm is responsible for providing clerical support to paralegals and practice assistant teams. The role involves a wide range of tasks that do not require advanced...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: The Fiduciary/Trust & Estate Administration Services Manager at the company is tasked with several key responsibilities that are integral to the success and strategy of the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)...
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...
Title: Corporate Trust Associate Job Responsibilities: The Corporate Trust Associate will join the Corporate Trust Team within the Global Finance Practice Group at the law firm. The role involves representing corporate trustees or agents in various types of debt financing, including structured...
San Francisco office of this mid-size firm is engaged primarily in litigation and general business, although the firm boasts a solid regulatory and administrative law practice and a respectable labor/employment practice. The firm has a strong pro bono commitment;...
firm is on the large side of the medium firms. Approximately 1:1 partner associate ratio keeps most of the lawyers here fairly busy in all of their full service practice areas, with a special emphasis on intellectual property and...
not only have the best **Members Only** positions, but we also have the most. Tax, Trusts, and Estates Attorney The... candidate should have 8+ years of experience to join its tax, trusts, and estates practice, serving... wealthy individuals and their...
estate planning, wills and trusts, probate administration, and related... real property matters. This role offers an opportunity to work directly with clients, help guide families through essential planning and legal processes, and contribute to the firm’s growth by supporting the...