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 and implement strategic direction for the Default team. - Lead business development initiatives and manage client relations at an executive level. - Oversee multiple projects ensuring exceptional delivery and adherence to professional...
join the Taxation and Wealth Planning Department at the... law firm, working across multiple office locations. The primary responsibilities include: - Representing taxpayers before the IRS Independent Office of Appeals. - Handling civil and criminal tax controversy matters, including cases involving fraud...
which includes the proper management of accounts, preparation of... letters, and completion of transfer forms. - Assist in drafting estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate...
Job Title: Tax and Wealth Planning Paralegal Job Responsibilities: The Tax... and Wealth Planning Paralegal at the... This role requires the management of calendars, specifically focusing... on tax-related deadlines and scheduling client calls and meetings. The paralegal is responsible for the preparation...
Title: Certified Estate Planning Paralegal Job Responsibilities: - Draft a broad range of legal documents, including client engagement letters, deeds, limited liability company (LLC) formation documents, probate court petitions, powers of attorney, and health care directives, while tracking specific tasks for each...
and comply with legal standards. - Provide expert advice on estate planning matters to clients, helping them understand their options and make informed decisions about the management and distribution of their... assets. - Ensure that the management of estates is handled......
Title: Estate Planning Associate Attorney Job Responsibilities: - Lead probate litigation and non-litigated cases from initial consultation through resolution. - Handle estate administration, trust and will creation, and guardianship proceedings. - Review legal documents related to wills, trusts, and general estate planning. - Provide high-level...
Title: Legal Assistant Job Responsibilities: - Prepare and proofread estate planning documents, including wills, trusts, powers of attorney, and health care directives. - Assist with probate filings, such as petitions, notices, inventories, and accountings. - Track deadlines for court filings and hearings to ensure...
Title: Entry-Level Associate Attorney Job Responsibilities: - Draft petitions, pleadings, letters, and simple orders. - Manage a small caseload with attorney supervision. - Appear for routine hearings and status conferences with support. - Communicate effectively with clients, courts, and opposing counsel. - Track deadlines, e-file documents,...
Wealth Management Summer Analyst -... Atlanta, Georgia, United States - 9 to 10 week internship About the Program - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immerse yourself in day-to-day...
Conduct market research and analysis to assist with investment decisions Participate in team meetings and training sessions to enhance knowledge and skills Actively contribute to team projects and initiatives Job Title: Summer Analyst - Wealth Management Exper...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Tax Services category, specializing in Industry Tax Practice, you will be part of a team addressing complex business issues from strategy to...
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...
manage legal documents including pleadings, discovery, and settlement packages - Request, track, and summarize medical records and bills - Maintain organized and up-to-date case files using case management software - Communicate professionally with... clients, providers, insurance companies, and court staff - Support case prepara...
$60,000 - $75,000 depending on experience H1: Experienced Probate Paralegal Wanted Law Firm is searching for an experienced probate paralegal with a minimum of five years’ experience to join the team. The ideal candidate is...
The salary for this position is competitive and commensurate with experience. Estate Planning Paralegal Are you looking for an opportunity to make a difference in someone’s life? We are a growing law firm and we are looking...
Senior Estate Planning Attorney We are looking for an estate planning attorney with a minimum of five years of experience, an amazing attitude, and the ability to demonstrate vast empathy for our clients. A qualified candidate will have experience...
Wealth Advisor III - Atlanta:... - Job Title: Wealth Advisor III - Location:... Georgia, USA - Category: Wealth, Brokerage and Premier Banking... Job Summary: The Wealth Advisor III position at... proven track record in wealth management. The role involves......
growth and success of the firm. Key responsibilities include: - Developing and maintaining profitable client relationships. - Managing a transportable book of business worth at least $250,000 in specific practice areas such as transactions and contracts, management-side employment counseling, executive compensation,... immi...
Senior Wealth Advisor Duties: Serve as... planning, investments, insurance, tax management, executive compensation, retirement analysis,... estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the...
Job Title: Tax and Wealth Planning Client Service Specialist... (Legal Administrative Assistant) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) plays a crucial role in providing legal administrative support to a team of attorneys. This...
Title: AML Project Delivery Senior Analyst Job Responsibilities: In the role of an AML Project Delivery Senior Analyst, you will be positioned within the Regulatory, Risk & Forensic Operate division. Your primary responsibilities will include collaborating with the AML and sanctions team...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance...
to work in a fast-paced and high-energy environment with a desire to succeed Strong team player with the ability to collaborate effectively with colleagues from various backgrounds and functions Proven track record of building and maintaining strong relationships...
Title: Senior AML Consultant Job Responsibilities: In the role of a Senior AML Consultant, you will engage with the AML and sanctions team to bolster client service delivery. Your responsibilities will include managing a small team of investigators, conducting case investigations, and...
Title: AML Consultant Job Responsibilities: As an AML Consultant and Project Delivery Specialist, you will be tasked with supporting client service delivery in a collaborative environment. Your responsibilities will include: - Managing a small team of investigators to ensure effective case investigations. - Performing...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will work with the AML and sanctions team to support client service delivery. Responsibilities include: - Managing a small team of investigators - Performing case investigations...
Friendly Job Title: Tax Manager - Partnerships H1 Heading: Join **Members Only** as a Tax Manager - Partnerships in Atlanta, GA! H2 Heading: Make a Difference and Advance Your Career with **Members Only** Overview: - Work at **Members Only**,...
Responsibilities: - Lead the client management process (CMP) within the... the client team to deliver meaningful interactions and a branded client experience. - Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy; respond to changes... in the business environme...
Title: Tax Manager - High-net-worth Job Responsibilities: - Client Relationship Management: The Tax Manager is... responsible for developing and maintaining strong relationships with clients. This involves providing personalized tax planning and compliance services aimed at building long-term wealth, ensuring high levels of......
Title: . Private Bank – Private Banker – Vice President 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...
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...
Associate - Winter 2026 Atlanta, GA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
Probate Paralegal with case management and document preparation - Organize... for attorney review - File legal documents at local probate courts and handle courier runs - Track deadlines, follow up on filings, and update Actionstep (case management system) - Manage mail, scan... and u...
Title: Paralegal (Wills & Probate / Estate Planning, Business Formation, Personal Injury) Job Responsibilities: - Draft and prepare legal documents tailored to the specific practice areas of wills & probate, estate planning, business formation, and personal injury. - Conduct legal research and manage...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
Title: Probate Attorney Job Responsibilities: - Provide expert legal advice and representation to clients regarding probate matters, estate planning, and administration. - Manage the probate process from start to finish, which includes preparing and filing legal documents, representing clients in court proceedings, and...
personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Tax and Wealth Planning Paralegal The candidate... will calendar management, including tax-related deadlines and... client calls/meetings. Estate administration, including p...
Overview A law firm seeks an entry-level associate attorney in Marietta, GA. The ideal candidate will be an early-career attorney eager to learn and serve families with care in a growing probate and estate petitions, pleadings, letters, and simple ...