busy estate planning case management process from start to... finish, including initial client intake, engagement letters, client follow-up, tracking completion of each estate planning phase, and coordinating with legal assistants, paralegals, and attorneys. - Assist attorneys in drafting and preparing legal...
managing the law firm calendar, maintaining organized client files, and serving as a primary contact for client intake, updates, and document needs. The role also involves preparing engagement letters and follow-up communications. The Paralegal will assist with client management, est...
Title: Estates and Trust Paralegal Location: HWK Law Group, Hagerstown, MD Job Type: Full Time, In-Office (Monday - Friday) About Us:?For over 17 years, HWK Law Group understands that preparing and planning to protect your hard-earned assets requires more than just legal expertise; it demands a...
Title: Paralegal, Trusts & Estates Job Responsibilities: - Independently administer probate and trust estates in Maryland, the District of Columbia, and Virginia, including preparing and filing all required documents with the appropriate courts and agencies. - Prepare, draft, edit, and manage legal documents...
Attorney Job Title: Associate Attorney Job Responsibilities: - Manage family law, estate planning, probate, and estate litigation cases. - Assist with other cases as needed. - Prepare and draft motions, pleadings, discovery requests, financial statements, and other documents. - Take depositions and affidavits of clients and...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... services in asset and wealth management. - Lead initiatives in... business development and client relations, identifying opportunities to create value propositions and fostering long-term relationships. - Oversee multiple projects to ensure exceptional delivery,...
Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - 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...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise, develop, and coach teams to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Leverage company's exceptional technical knowledge...
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...
/year Law Firm seeking experienced Estates & Trusts Paralegal in Timonium, Maryland H1: Estates & Trusts Paralegal Position Available in Timonium, Maryland H2: Join Our Team as an Estates & Trusts Paralegal in Timonium, Maryland Summary:...
Information: Competitive salary based on experience and education. Comprehensive benefits package including medical, dental, vision, and 401(k) matching. Paid time off and holidays. Opportunities for professional development and growth. Experience Information: 2...
Information: Salary commensurate with experience and qualifications. Competitive benefits package including medical, dental, vision, and 401k. Paid time off and holidays. Professional development and training opportunities. Collaborative and supportive work environment. Opportunity for...
Estates & Trusts Associate at HF&F Law Firm HF&F Law Firm, a leading Estates and Trusts specialty firm located in Towson, Maryland, is looking for an associate attorney to join their rapidly growing practice. This is an excellent opportunity...
Firm Seeking Experienced Trusts & Estates Attorney Join our growing family law firm, **Members Only**, as a Trusts & Estates attorney and take your career to new heights. We are a highly regarded firm with offices in Bethesda, MD and...
Attorney - Estates Planning & Administration Overview: A fast-paced, growing law firm seeks an Associate Attorney to provide legal support to firm partners responsible for Estate Planning and Administration. The role requires initiative, good judgment, professionalism, follow-through on various assignments, and the...
Wealth Advisor III - Miami:... qualifications. - Job Title: Wealth Advisor III - Experience:... client management experience in Wealth Management Department: Wealth,... Brokerage and Premier Banking... SEO friendly job title: Wealth Advisor III in Miami,... Our Team as a Wealth Advisor III in Miami,......
in a broad spectrum of business advisory services aimed at enhancing operational efficiency for private companies. This role involves working closely with high net worth individuals and private wealth management structures to address... various advisory needs, including audit, tax complia...
engagements involving the establishment of IRC Section 704(b) and inside tax capital accounts. - Track and allocate IRC 704(c) built-in gains and losses. - Oversee project management, ensuring quality and development... of staff members. - Keep both team and clients informed of enga...
Title: Tax Associate - Winter 2026 Job Responsibilities: As a Tax Associate at the company, you will engage in a variety of responsibilities centered around tax consulting and tax return preparation. Your duties will include conducting tax research, engaging in tax planning,...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve a range of tax consulting and tax return preparation duties. These duties include tax research, tax planning, and the preparation of supporting...
Title: Private Banker – Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets,...
Title: Senior Estate Planning Paralegal Job Responsibilities: As a Senior Estate Planning Paralegal at the law firm, the candidate will hold a pivotal role in supporting attorneys and ensuring the seamless operation of estate planning services. The responsibilities include assisting attorneys in...
join its team. The ideal candidate will have 2-3 years of substantive experience in tax or estate planning, estate administration, wealth management, probate, wills and... trusts, and trust administration for businesses and individuals. This role requires a highly skilled indivi...