Job Title Asset & Wealth Management Tax Director Job... in the Asset & Wealth Management Tax division, you... will play a pivotal role in shaping the strategic direction of the Default team. Your responsibilities will include: - Defining the strategic...
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 to drive business growth. - Oversee multiple projects ensuring exceptional delivery and maintaining 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...
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 maintaining exceptional delivery. - Build and maintain executive-level client...
Title: Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and advanced estate planning documents, including wills, powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. -...
Title: Legal Assistant - Trust & Estates Job Responsibilities: - Provide comprehensive administrative support to attorneys in estate planning and the administration of estates and trusts, maintaining a high standard of work quality. - Possess a working knowledge of the procedural rules governing...
Job Title: Senior Wealth Strategist Job Responsibilities: - Serve as... the primary Wealth Planning expert and resource... held business entities, corporate executives, and private foundations. - Provide professional consulting/advisory services to clients through the development, delivery, and implementation of a customized wealth pla...
Job Title: Senior Wealth Strategist Job Responsibilities: - Serve as... the primary Wealth Planning expert and resource... to clients through the development, delivery, and implementation of a customized wealth plan. - Deliver proactive, high-impact,... multi-generational planning solutions tailored to each client’s unique fa...
the law firm's Private Wealth Services practice group and... Bequest Revenue program. The responsibilities include, but are not limited to, the following: - Support the national Bequest Revenue Program by managing individual bequest files. - Directly interface with Executors, Trustees, outside attorneys,...
and correspondence with precision and attention to detail. This role involves managing case files using document management systems like Clio to... ensure all documents are organized and up-to-date. The candidate will review legal documents for accuracy and consistency, performing proofr...
Job Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: -... Develops, consults on, and implements complex tax, estate, and financial plans for clients, collaborating with other planning resources on specific subject matters and partnering in the acquisition of new clients. - Conducts and...
Job Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: -... Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest complexity and partners...
Job Title Senior Wealth Strategist - **Members Only** Job... Responsibilities As a Senior Wealth Strategist within the Private... Bank organization of the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients, especially those...
of legal documents - Calendar management and scheduling of meetings -... Time entry and management - Client billing processes -... Submitting reimbursements - Providing strong customer service and communication - Maintaining a professional demeanor - Ability to prioritize tasks effectively Education and Experience Information: - Previous experience in...
Title: Senior Relationship Manager Job Responsibilities: - Act as the primary client advisor, recommending banking, borrowing, and investment solutions to help clients achieve their financial goals. - Lead, coordinate, and assemble the extended advisory team, including trust, investment, and planning strategists, based on...
Title: Private Banker - 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 business results and acquire new assets, both...
- Lead the Client Management Process and collaborate across... the enterprise to deliver a Branded Client Experience. - Provide access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. - Ensure...
Title: Sales Development Representative Job Responsibilities: - Update customer database regularly to ensure the sales team has the most up-to-date client information. - Qualify incoming leads to arrange appointments as quickly as possible, providing an excellent customer service experience. - Record monthly and quarterly...
Title: . 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 and...
crucial role in the management of probate and estate... planning matters. The primary responsibilities include: - Acting as a helpful and confident first point of contact for prospective and current clients, judges’ offices and judicial assistants, and other law firms. - Accurately...
Title: Estate Planning & Probate Paralegal Job Responsibilities: The Estate Planning & Probate Paralegal is responsible for supporting the legal team in the preparation and administration of wills, trusts, and estates. Key responsibilities include: - Assisting attorneys in drafting and reviewing...
Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will play a crucial role in assisting attorneys with managing probate matters, ensuring the efficient administration of estates, trusts, and related legal processes. The key responsibilities include: - Drafting and filing probate petitions, notices, estate...
with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Manage case files through document management systems such as Caret... Legal, ensuring accurate filing and data entry. - Support litigation processes including discovery, deposition preparation, a...
planning and administration - Knowledge of relevant state and federal tax laws - Experience with domestic estate planning, including succession planning, lifetime giving, estate and income taxation issues, charitable giving - Estate planning for retirement assets and tax-efficient family wealth transfer strategies - Collabor...
Title: Estate Planning Attorney Job Responsibilities: - Lead clients through the entire estate planning process, from client intake to the execution of documents. - Draft and review estate planning documents, including wills, trusts, powers of attorney, and advance healthcare directives with precision and...
Title: Associate Attorney Job Responsibilities: - Day-to-day handling of litigation cases. - Drafting and filing of litigation documents, including pleadings, discovery requests, discovery responses, demands, motions, and memoranda. - Guiding plaintiff clients through the case process. - Interacting with expert witnesses, including conducting conferences and...
Title: Probate & Trust Administration Paralegal Job Responsibilities: - Manage Probate and Trust Administration matters from initial client engagement through final resolution, ensuring compliance with applicable statutes and court procedures. - Participate in client consultations alongside the attorney, assess client...
Job Title: Wealth Management Advisor II Job Responsibilities: -... to articulate and achieve wealth goals. - Create and manage... credentialed specialists to offer wealth planning, investments, private banking,... risk management, and trust services. - Ensure... the delivery and execution of the Private Bank experience...
Job Title: Wealth Management Advisor II Job Responsibilities: -... articulate and achieve their wealth goals. - Create streams of... credentialed specialists to provide wealth planning, investments, private banking,... risk management, and trust services. - Ensure... delivery and execution of Private Bank experience and client...
Job Title Asset & Wealth Management Tax Manager Job... As an Asset & Wealth Management Tax Manager at... the company, you will focus on providing strategic advice and guidance to clients on tax planning, compliance, and strategy. Your responsibilities will...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice within Corporate Tax services, the candidate will be responsible for: - Advising clients on their local and overseas tax...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice within Corporate Tax services, the candidate will be responsible for helping clients meet their tax obligations while managing...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Provide advice and guidance to clients on tax planning, compliance, and strategy. - Help businesses navigate complex tax regulations and optimize their tax positions. - Review and analyze financial data, prepare and file...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and drive engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical...
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 effectively. - Independently solve and analyze complex problems to provide top-quality deliverables....
Join Trust Counsel PL as a Probate Paralegal in Coral Gables, FL H2: Experienced Paralegal with Trusts & Estates Background Needed **This is NOT an Entry-Level Position. You MUST have Prior Trusts & Estates Experience as a Paralegal....
estate and trust planning, family office structure and administration, wealth management, wealth transfer, philanthropic... giving, and business succession planning. This role requires a deep understanding of the tax code, trust and estates laws, securities regulations, and accounting procedures. The a...
Firm's Mission Our mission is to provide exceptional legal representation and personalized service to our clients, while fostering a supportive and inclusive work environment for our team. We strive to achieve excellence in all areas of our practice and...
Paralegal / Law Clerk Experience: Minimum 1 year experience in the field Salary: Competitive salary and benefits package Department: Legal Welcome to join our expert team at Law Firm, where we value our employees and provide them with opportunities...
Precaution(s): Remote interview process Personal protective equipment provided or required Temperature screenings Social distancing guidelines in place Virtual meetings H1: Paralegal / Legal Assistant - Guardianship, Probate & Commercial Litigation H2: Join Our Growing...
Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage... planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated... on relevant legal trends and changes in estate planning laws and r...
Title Paralegal Job Responsibilities - Draft estate planning documents, including wills, trusts, powers of attorney, and health care directives. - Prepare and file probate pleadings while managing court deadlines effectively. - Coordinate with clients, financial advisors, and court clerks to...
Title: Trust and Estates Legal Assistant Job Responsibilities: The Trust and Estates Legal Assistant plays a crucial role in supporting the Trust and Estates practice group by enhancing attorney efficiency through effective management of information and assistance... in the delivery of legal...
Trusts, Estates, and Private Wealth Legal Assistant/Paralegal Job Responsibilities: - Organizing,... files in a document management system. - Scheduling meetings, managing... deadlines, and maintaining attorney calendars. - Handling administrative operations such as trust deposits, check requests, and expense reimbursements. - Remitting bills to clients for...
Trusts, Estates, and Private Wealth Legal Assistant/Paralegal Job Responsibilities: - Organizing,... files in a document management system - Scheduling meetings, managing... deadlines, and maintaining attorney calendars - Handling administrative operations such as trust deposits, check requests, and expense reimbursements - Remitting law firm bills to...
Type Full-time Description Position Summary: Law firm is seeking a full-time Paralegal to join our growing team. The ideal candidate will bring strong organizational skills, attention to detail, and a proactive, client-focused mindset to a dynamic legal environment. Responsibilities will vary depending on the...
involves several key responsibilities aimed at supporting clients and attorneys through complex legal processes. The primary duties include organizing files, tracking deadlines, and managing case progress to ensure efficient case management. The paralegal is responsible... for drafting various legal doc...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal will be responsible for managing all aspects of estate and trust administration within the law firm. Key responsibilities include: - Handling all phases of estate and trust administration, including...
OverviewA law firm seeks an experienced Trust and Estates Tax Attorney in Clearwater, FL. The ideal candidate will have a minimum of five years of experience in estate planning and tax matters, with a preference for those holding an ....