Title Legal Assistant - Corporate and Estate Planning Job Responsibilities - Provide administrative and legal support to attorneys handling corporate and transactional matters - Assist with entity formation, governance documents, and regulatory filings - Assist with estate planning documents and...
Title: Managing Director of Wealth Planning Job Responsibilities: The Managing Director... of Wealth Planning is tasked with... leading the Midwest Region’s Wealth Planning team. Key responsibilities... include: - Developing and leadership. - Coaching and training Wealth Planning Analysts and Wealth... Planners for the Midwest......
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) at the law firm will be part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. The role involves a comprehensive range of estate administration matters to assist the...
estate administration matters. This includes assisting attorneys in the administration of estates, funding post-death irrevocable trusts, preparing documents, and filing estate-related tax returns. The role also involves client case management and maintaining financial records... of trusts, performing trust accounting, a...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) at the law firm will be an integral member of the Paralegal Team, specifically supporting the Financial Services and Capital Markets (FSCM) business unit. The primary responsibilities include: - Prepare various tax returns, including Estate...
matters. This involves providing assistance to the firm's attorneys and senior paralegals in the administration of estates, funding of revocable and irrevocable trusts, preparation of documents, and management of client cases. Key... duties include: - Preparing and assisting with the preparati...
estate administration tasks. This includes assisting attorneys in the administration of estates, funding post-death irrevocable trusts, preparing necessary documents, and handling probate and estate-related tax returns. The paralegal is also tasked with client case management, which involves maintaining close... pe...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice, you will... be responsible for: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax...
Title: Legal Assistant - Trust Administration and Probate Job Responsibilities: - Prepare and draft legal documents, including notices, inventories, accountings, letters, and asset distribution documents. - File probate and other legal documents with various county courts, ensuring accuracy and timeliness. - Communicate professionally with...
attorney who thrives in both structured case management and fast-paced litigation. The... ideal candidate will be self-driven, detail-oriented, and capable of handling family law, probate, and estate planning cases from intake through resolution while maintaining strong client relationships and...