Firm Seeks Experienced Estate Planning and Business Formation Paralegal H1: Join Our Team as an Estate Planning and Business Formation Paralegal H2: Solana Beach Office Seeking Experienced Paralegal for Estate Planning and Business Formation Are you an...
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...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Asset & Wealth Management - Renewable Energy... Tax sector within the Tax Services category, you will play a critical role in helping...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems. - Utilize Company's technical knowledge and industry insights to address...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Title: Paralegal/Receptionist Estate Planning & Probate Job Responsibilities: The Paralegal/Receptionist at the law firm will be responsible for a variety of tasks that are crucial to the smooth operation of the firm, particularly in the areas of probate, estate planning, and elder...
Title: Trust and Estates Paralegal Job Responsibilities: The Trust and Estates Paralegal will play a pivotal role in supporting attorneys within the Tax/Employee Benefits/Trusts & Estates department at the law firm. The primary duties include: - Engaging with clients, trustees, and family members...
Practice Group, which focuses on serving high-net-worth families and the institutions that support them. Key responsibilities include: - Estate Planning: Assisting clients with planning their estates to ensure efficient transfer and management of assets. - Trust and... Estate Administration: Managing the adm...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing comprehensive estate plans for high-net-worth clients. This includes the creation and drafting of various irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts,...
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. -...
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...
Friendly Job Title: Legal Secretary (Estate Planning) at **Members Only** in San Diego H1: Join Our Team as a Legal Secretary in San Diego! H2: Opportunity for Experienced Legal Secretary in Estate Planning Practice **Members Only**, a leading international law...
practice to serve high-end estate planning clients. - Engage in practice management and firm leadership alongside... Nancy G. Henderson, a co-founder of the law firm and an ACTEC Fellow. - Provide high-level client service and a personal touch to very high...
Title: Trusts & Estate Secretary/Practice Assistant II Job Responsibilities: The Trusts & Estate Secretary/Practice Assistant II is responsible for providing high-level administrative and executive support to the Tax/Employee Benefits/Trusts & Estates department at a law firm. The role involves managing a variety...
Tax Manager - Private Wealth Job Responsibilities: - Perform high-level reviews... of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. - Prepare and lead client meetings on compliance and consulting projects related to tax planning...
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...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
Title: . Private Bank - Private Banker - Vice President or Executive 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...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with delivering tax and consulting services to business clients with pass-through entities and their business owners. The primary duties include: - Performing tax planning, preparation, and research for...
Title: Paralegal/Receptionist Estate Planning & Probate Job Responsibilities: The Paralegal/Receptionist at the law firm will be responsible for a combination of administrative and paralegal duties, particularly in the areas of probate, estate planning, and elder law. The candidate will be expected to...
Estate Planning Attorney with a focus on high-net-worth clients. This role presents an exceptional opportunity to work in a supportive, collegial environment with a diverse and entrepreneurial client base. The ideal candidate will bring expertise in estate planning, wealth preserva...