Title: Estate Planning Paralegal Job Responsibilities: - Drafting estate planning documents and ensuring accuracy and compliance with legal standards. - Engaging in daily interaction with clients via telephone and email to address inquiries and provide updates. - Coordinating closely with attorneys, including managing attorney...
on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and... its subsidiaries. - Serve as a legal advisor to the businesses within the Company. - Review and analyze complex large-scale o...
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...
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 while ensuring exceptional delivery. - Build and maintain executive-level client relationships. - Mentor and guide...
team. Key responsibilities include: - Assisting with the preparation and management of legal documents within... the trusts and estates and commercial real estate practice areas. - Maintaining meticulous attention to detail to ensure the accuracy and completeness of all documentation and co...
Title: . Private Bank - AWM Program Associate 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...
Title: Executive Paralegal Job Responsibilities: - Work closely with the owner of the law firm to support his efforts as a highly sought-after attorney and business owner. - Assist in managing the owner's calendar and completing paralegal functions. - Serve as the lead paralegal...
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 play a crucial role in assisting clients with their tax obligations...
Job Title Asset & Wealth Management Tax Manager Job... Responsibilities - Provide advice and guidance to clients on tax planning, compliance, and strategy. - Navigate complex tax regulations and optimize tax positions for businesses. - Validate clients' compliance with tax...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) role at the law firm involves a wide range of responsibilities primarily focused on estate administration. This position is part of the Paralegal Team supporting the Financial Services and Capital Markets business unit....
Professional (Paralegal) Job Category: Paralegals Job Responsibilities The Tax Professional (Paralegal) at the law firm is responsible for a comprehensive range of estate administration tasks. The primary duties involve assisting attorneys in the administration of estates, managing post-death irrevocable trusts, preparing necessary documents,...
tasks. The paralegal will assist the firm's attorneys and senior paralegals in various aspects of estate administration, trust funding, document preparation, and client case management. Key responsibilities include: - Preparing... or assisting in the preparation of Gift Tax Returns, Estate Ta...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is tasked with a comprehensive range of estate administration duties. This role involves assisting attorneys with estate administration, funding post-death irrevocable trusts,...
Title: Legal Assistant - Tax, Trusts and Estates Job Responsibilities: - Provide legal administrative support to attorneys, acting as a liaison for clients. - Initiate client/matter openings, including conducting conflicts checks and preparing engagement letters. - Proactively manage attorneys’ calendars, anticipating next steps and...
Title Paralegal Job Responsibilities - Assist the legal team in preparing legal documents related to estate planning. - Work directly with clients, lenders, and referral partners to ensure smooth coordination of estate planning files. - Ensure all estate planning documents...
Title: Estate Attorney Job Responsibilities: - Supervise administrative staff, paralegals, and law clerks. - Complete estate tax analysis, credit shelter trust funding, and disclaimer options. - Prepare and file gift and estate tax returns, including forms 706, 709, M706, and M706Q. - Guide and advise...
Join Our Team as a Trust & Estates Administrative Staff Attorney in Minneapolis, MN H2: Work with High Net-Worth Clients in a Collaborative Environment at Fredrikson Law Firm Fredrikson Law Firm, a premier Midwest-based law firm, is seeking a...
to HR professionals and management teams on legal risks... associated with various workplace issues, including hiring, discipline, employee leave, terminations, workplace investigations, and performance management. This involves interpreting and... applying legal principles to ensure that employers are compliant with applic...
Title: Trust and Estate Planning Attorney Job Responsibilities: - Supervise administrative staff, paralegals, and law clerks. - Complete estate tax analysis, credit shelter trust funding, and disclaimer options. - Prepare and file gift and estate tax returns, including forms 706, 709, M706, and M706Q. -...
Title: Legal Administrative Assistant – Trusts & Estates Job Responsibilities: The Legal Administrative Assistant in the Trusts & Estates department is responsible for providing comprehensive administrative support to attorneys within the Trusts & Estates practice group. Key responsibilities include: - Assisting in all...
Title: Paralegal Job Responsibilities: - Draft legal correspondence, including letters and responses to informal and formal discovery, and assist in drafting divorce and motion pleadings. - Organize and prepare financial documents, such as balance sheets for large marital estates. - Assist with mediation and...
Title: **Members Only** - Tax Senior Associate Job Responsibilities: As a Senior Associate within the **Members Only** at the company, the candidate will be part of a team focused on providing a comprehensive range of tax services to private companies. The responsibilities include: - Collaborating...
Title: Partnership Tax, Manager / Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build...
Title: Seasonal Tax Preparer Job Responsibilities: - Tax Preparation: Prepare 1040 forms for individual income tax returns and file tax returns electronically or by mail. Maintain accurate records of tax returns and related documents. Ensure tax return compliance with federal, state, and...
Title: Tax Associate - Winter 2026 Job Responsibilities: As a Tax Associate at the company, you will primarily focus on tax consulting and tax return preparation duties. Your responsibilities will include tax research, tax planning, and the preparation of supporting digital work...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, you will be responsible for a range of tax-related duties. Your primary responsibilities will include tax consulting and tax return preparation, which encompasses tax research, tax planning,...
Title: Tax Associate - Winter 2026 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will include tax consulting and tax return preparation tasks, such as tax research, tax planning, and the preparation of supporting digital work papers for...
Title . Private Bank – Private Banker – Vice President or 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...
Title: Litigation Paralegal Job Responsibilities: - Supporting attorneys in litigation and trust/estate matters: The paralegal will assist attorneys by managing and organizing case files, preparing necessary documentation, and ensuring that the attorneys have all the information they need for court...
Maintaining and updating case management systems, relationship management systems,... document management systems, and other mission-critical... systems. - Retrieving and delivering emails and voicemails, ensuring copies of messages are documented in the firm's files, whether paper or electronic. - Acting as the pri...
Title: Attorney Job Responsibilities: - Manage a diverse caseload in preferred practice areas, ensuring comprehensive case handling from initiation to resolution. - Cultivate and maintain client relationships, with the autonomy to select clients based on personal and professional criteria. - Actively engage in business...
OverviewA law firm seeks an experienced Estate Planning Attorney in Rochester, MN. The ideal candidate will possess strong analytical skills, excellent negotiation abilities, and organizational expertise. This full-time role involves preparing essential documents such as wills, trusts, and powers of...