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...
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...
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...
Title: Trust and Estates Paralegal Job Responsibilities: The Trust and Estates Paralegal is responsible for supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department at the law firm. This role involves a variety of tasks centered around estate planning and trust administration....
Tax Manager - Private Wealth Job Responsibilities: As a... Manager in the Private Wealth Tax practice at the... company, your role encompasses a variety of responsibilities aimed at providing high-quality tax services to ultra-affluent clients. Key responsibilities include: - Performing...
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...
Program at Goldman Sachs Wealth Management in Newport Beach,... California Salary Range: $65,000 - $110,000 About the Program: - 9-10 week summer internship for students pursuing a bachelor's or graduate degree - Fully immersed in day-to-day activities - Attend orientation to learn about culture and...
you a Paralegal interested in working for a Trust, Estates, and Special Needs law firm, and who is eager to advance in a law firm? Are you detail-oriented, organized, collaborative, and enthusiastic about learning? If so, you could be the...
Title: Trust & Estates Paralegal Job Responsibilities: - Handle Trust Administration-Decedent's Estate cases from beginning to end, ensuring all legal procedures are followed meticulously. - Manage Conservatorship cases or Probate cases from initiation to completion, providing comprehensive legal support and guidance. - Engage in...
Title: Senior Trusts, Estates & Probate Attorney Job Responsibilities: - Draft, review, and edit legal documents including Accounting Petitions, Petitions for Instructions, and Conservatorship Petitions. - Manage Trust Administration, Probate, and Conservatorship cases from initiation to conclusion. - Design and consult with clients on...
Title: Estate Probate Trust Attorney Job Responsibilities: - Attend court proceedings as needed to represent clients in estate planning, probate, and trust litigation matters. - Help solve legal problems for clients by analyzing the situation, understanding their needs, and creating a strategic plan...
Associate - Winter 2026 Newport Beach, CA, 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,...
Part Time) Job Responsibilities: - Project Management: - Support and attend... regular probate workshops, including those focused on clearing probate notes, limited conservatorships, and estate planning. - Coordinate volunteers for pro bono workshop participation. - Ensure appropriate workshop staffing. - Manage relationships...
or Part Time) Job Responsibilities: Project Management: - Support and attend regular... probate workshops, including those focused on clearing probate notes, limited conservatorships, and estate planning. - Coordinate volunteers for pro bono workshop participation. - Ensure appropriate workshop staffing. - Manage relationships with community-based partners and...
Title: Summer Analyst - Wealth Management - Salary Range:... Job Category: Asset & Wealth Management - Locations: Los... United States - Department: Wealth Management About the... Program: - Nine to ten week summer internship for students pursuing a bachelor's...
Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: As a Manager in the Asset & Wealth Management Regulated Investment Company... (RIC) division, you will be responsible for providing tax services within the Financial Services Tax...
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, ensuring successful planning, budgeting, and execution of projects. - Independently solve and...
Job Title Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager Job Responsibilities - Manage and lead large-scale projects to achieve successful outcomes - Innovate and refine processes to enhance efficiency and effectiveness - Maintain exceptional standards of...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Senior Manager, the primary responsibilities include advising clients on their tax obligations, both locally and internationally, while managing...
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,...
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...
Seeks West Coast Private Wealth Planning Paralegal Primary... Responsibilities: - Prepare gift and estate tax returns - Manage probate division cases from start to finish - Calendar cases and advise attorneys of upcoming deadlines - Handle post-mortem administration...
Title: Trust and Estates Paralegal Job Responsibilities: As a Trust and Estates Paralegal at the law firm, you will support attorneys in various aspects of trust and estates transactions, administration, and litigation. Your key responsibilities will include: - Assisting attorneys in drafting estate...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) is a key member of the Paralegal Team within the Financial Services and Capital Markets (FSCM) business unit at the law firm. The role involves a comprehensive range of estate administration activities, providing critical...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) role is integral to the Paralegal Team within the Financial Services and Capital Markets (FSCM) business unit at the law firm. This position involves a comprehensive range of estate administration tasks, supporting the attorneys...
matters. This role involves providing assistance to the firm's attorneys and senior paralegals in various tasks related to estate administration, trust funding, and client case management. Key responsibilities include: - Preparing... and assisting with the preparation of Gift Tax Returns, Estate...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at law firm is tasked with a comprehensive range of estate administration duties. Key responsibilities include: - Assisting attorneys in the administration of estates and the funding...
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: Trust and Estates Paralegal Job Responsibilities: The Trust and Estates Paralegal at the law firm will play a critical role in supporting attorneys within the Tax/Employee Benefits/Trusts & Estates department. Key responsibilities include: - Engaging with clients, trustees, and family members to...
Title: Trust and Estates Paralegal Job Responsibilities: The Trust and Estates Paralegal at the law firm will be responsible for supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department across various tasks related to estate planning and trust administration. Key responsibilities include: -...
and sophisticated estate planning documents. - Incorporate estate and income tax planning strategies, including the creation and management of irrevocable trusts. - Build... and maintain strong client relationships, demonstrating the ability to lead in-person meetings with clients. - Collaborate within a team en...
Title:** Deputy County Counsel - Real Estate **Job Responsibilities:** The Deputy County Counsel - Real Estate is tasked with performing complex legal work for the Board of Supervisors, County departments, and associated agencies. Key responsibilities include: - Providing legal advice and representation...
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....
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...
Title: Elder Abuse Attorney Job Responsibilities: The Elder Abuse Attorney will be responsible for a variety of legal duties that include but are not limited to: - Attending trials, arbitrations, depositions, mediations, and other court appearances. - Preparing pleadings and...
M&T Bank Department Wealth Advisory Services Salary... Job Title: Senior Wealth Advisor Experience: Bachelor's... degree and a minimum of 9 years’ sales experience in the financial services industry, or in lieu of a degree, a combined...
Overview: A highly regarded boutique law firm located in Long Beach, CA is seeking a skilled mid-level Litigation Attorney to join its dynamic legal team. This position offers the opportunity to work on a diverse caseload that includes business litigation,...