to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain organized filing systems, both physical and electronic, ensuring easy access to case files. - Utilize document management systems effectively to ......
Title: Trusts & Estates Attorney - Senior Associate/ Junior Partner Job Responsibilities: - Develop comprehensive estate plans tailored for individuals across various income levels, with a particular focus on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the...
Job Title: Executive Director, Wealth Planner Job Responsibilities: - Collaborate with... divisional and wealth planning & advice leadership... present content on various wealth management topics. - Serve as... planning strategies, concentrated position management, corporate executive services, and... field leadership and practice management to integrate estate an......
Title: Legal Secretary Job Responsibilities: - Manage office correspondence and administrative tasks, including answering phone calls, responding to emails, and arranging meetings and travel. - Communicate with opposing attorney offices, take dictation, and inform the legal team of upcoming deadlines. - Track time daily...
present content on diverse wealth management topics. - Act as... and sophisticated tax and trust & estate planning strategies, and in areas such as concentrated position management, corporate executive services, and... pre-liquidity transaction planning. - Partner with field leadership and Practice Managem...
Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: - Managing... and maintaining relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering...
Title: International Private Bank- Private Banker- Managing Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Job Title: Asset & Wealth Management - Tax Senior... within the Asset and Wealth Management team at the... with top asset and wealth management clients globally. Your... key responsibilities will include: - Leading and managing large-scale projects to achieve successful outcomes. -...
Job Title: Asset & Wealth Management - Tax Senior... within the Asset & Wealth Management team at the... company, you will be entrusted with a range of responsibilities designed to leverage your expertise and leadership skills. These responsibilities include: - Leading...
Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities A career in the Financial Services Tax practice within the Corporate Tax services at the company involves helping clients manage their tax obligations and understand the impact of tax...
Job Title Asset & Wealth Management Tax Director Job... Responsibilities - Define strategic direction for the Default team. - Lead initiatives in business development and client relations. - Oversee multiple projects while maintaining exceptional delivery standards. - Build and maintain...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define and set the strategic direction for the Default team within the department. - Lead business development initiatives and manage client relations to drive business growth. - Oversee multiple projects, ensuring exceptional delivery...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in every activity - Interact with...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team within the department. - Lead initiatives in business development and client relations. - Oversee multiple projects while ensuring exceptional delivery standards. - Build and maintain executive-level client...
Job Title Asset & Wealth Management Tax Director Job... Responsibilities - Define strategic direction for the Default team - Lead initiatives in business development and client relations - Oversee multiple projects while ensuring exceptional delivery - Build and maintain executive-level...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
dates - Assist with pleadings, discovery, and trial preparation - Coordinate filings with courts and opposing counsel - Organize and maintain case files, medical records, and litigation documents - Support attorneys and senior paralegals with day-to-day case management - Communi...
Title: Attorney - Estate & Trust, Landlord - Tenant, Commercial Litigation Job Responsibilities: Estate & Trust (Probate and Trust Administration) - Prepare and file petitions, probate matters, and trust-related actions in the Probate Divisions of Bay Area superior courts, requiring familiarity with each...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will engage in a wide range of legal practice areas, providing comprehensive legal solutions and supporting the firm's mission of exceptional legal services. Key responsibilities include: - Conducting thorough legal research...
Attorney Job Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will be involved in various practice areas including business law, employment law, estate planning and administration, family law, land use, litigation, personal injury, and real estate law. The role...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Strategic... Partner Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into acti...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL... Region) Job Responsibilities: 1. Develop, nurture, and manage relationships with Strategic Partners and their clients, establishing the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Convert qualified......
Relationship Manager - Private Wealth & Tax Solutions Job Responsibilities:... for sophisticated tax and wealth planning solutions. - Convert qualified... leads generated by the Lead Generation Department into active Strategic Partners through consultative selling and demonstration of expertise. - Maintain and grow assigned...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Strategic Partner... Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into act...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... for sophisticated tax and wealth planning solutions. - Meet with... qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expert...
Title: Legal Administrative Assistant - Trusts & Estates Job Responsibilities: - Provide administrative and legal support to attorneys within the Trusts & Estates practice. This includes tasks such as document preparation, calendar management, and filing. - Coordinate and... manage daily office operations. This...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
Title: Real Estate Associate Job Responsibilities: The Real Estate Associate will be an integral part of the law firm's real estate team, which advises on commercial, residential, and non-profit transactions involving properties across all asset classes. The team represents prominent individuals and...
Title: Sr. Tax Planner Job Responsibilities: - Review clients’ past tax returns during the financial planning process to identify incremental opportunities. - Collect and analyze data, providing recommendations on short and long-term tax strategies such as investments, retirement plan savings, business structure, and...
Title: Tax Experienced Manager, Customs & International Trade Job Responsibilities: The Tax Experienced Manager, Customs & International Trade is tasked with advising clients across various industries on import and export matters, identifying potential trade issues and opportunities, and providing expert advice. The...
market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning,... and brokerage. - Ensure relationship profitability and portfolio risk management, focusing on profitable portfolio... growth. - Serve as a segment or industry specialist, acting as a...
specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning,... and brokerage. - Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - May act as a segment or industry specialist, se...
tax compliance and consulting services to high net-worth clients. This involves leveraging their educational background and professional experience, as well as their communication, time management, leadership, technical, business development,... and interpersonal skills. Key responsibilities include: - Managing tax and con...
practice group. This role requires the candidate to be familiar with legal format, court rules and procedures, and the use of E-filing and E-service programs. The paralegal will assist in case preparation and file management, utilizing various software tools......
Attorney Job Details Job Title: Associate Attorney Position Type: Full Time Job Category: Legal Job Location: San Diego, CA Education Level: Graduate Degree Salary Range: $150, - $225, per year Job Responsibilities The Associate Attorney will be an integral part of the Business...
Title: Legal Administrative Assistant Job Responsibilities: - Preparation of estate planning documents and corporate formation and governance documents. - Assisting with the preparation and organization of other documents and correspondence as requested. - Greeting clients, answering incoming calls, taking detailed messages, and communicating with...
Title: Investment Banker, M&A (West Coast) Job Responsibilities: - Assist in the origination and execution of M&A transactions for domestic and foreign corporate and private equity clients. - Work on major workstreams of M&A transactions including diligence, the development of financial projections and...
Title Investment Banker, M&A (West Coast) Job Responsibilities We are seeking an Investment Banker to join our team with the following responsibilities: - Assist in the origination and execution of M&A transactions for both domestic and foreign corporate and private equity clients. - Manage major...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Independently manage and organize legal files with minimal supervision. - Draft correspondence, petitions, supplements, accountings, and related legal documents. - Review probate notes and file appropriate documents with the court. - Record legal documents with the...
Job Title: Private Wealth Associate Job Responsibilities: The Private... Wealth Associate will be responsible... related to tax and wealth planning for high-net-worth clients.... will be expected to manage complex transactions and provide guidance on various aspects of wealth management, including e...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) at the law firm is tasked with supporting the Financial Services and Capital Markets (FSCM) business unit, focusing on estate administration matters. Key responsibilities include: - Preparing various tax returns, such as Estate Tax Returns...
Title: Associate Attorney** **Job Responsibilities:** The Associate Attorney will be responsible for managing a diverse caseload with minimal supervision across the following key areas: - **Estate Planning:** Drafting comprehensive wills, trusts, powers of attorney, succession plans, and ancillary documents. - **Trust Administration & Probate:**...
Title: Litigation Associate Attorney Job Responsibilities: The Litigation Associate Attorney will be responsible for handling a variety of legal tasks within the Litigation department at the law firm. The primary areas of focus will include business, commercial, trust and estate, and real...
oversee probate cases across multiple California counties. - Streamline workflows, improve case management systems, and optimize team... efficiency. - Collaborate with other practice leads to deliver seamless, full-service client solutions. - Handle probate proceedings, estate administration, and related matters with professionalism and care....
OverviewA law firm seeks a seasoned Trusts and Estates Attorney to join their team in Los Angeles, CA. The ideal candidate will have extensive experience in estate planning, catering to both middle-income and high-net-worth comprehensive estate plans for diverse...