Title: Paralegal Job Responsibilities: The Estate Planning Paralegal will support the Personal & Succession Planning practice group at the law firm. Key responsibilities include: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using computer programs, including necessary research. - Preparing probate inventories...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice, the candidate... will be expected to: - Perform high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and...
Title: Key Private Bank Relationship Manager Job Responsibilities: - Act as the primary client advisor by 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...
estate planning materials. - Manage case files, ensuring all documents are accurately filed and maintained in compliance with legal standards. - Contact clients to gather necessary information for case management. - Maintain communication with clients... regarding case status and required documentation. - Organize an...
law firm seeks an Associate Attorney with 1-3 years of experience to join its diverse practice in Dayton, Ohio. The ideal candidate will have a background in small business representation, probate, estate planning, and general civil litigation. This is a...