Join Trust Counsel PL as a Probate Paralegal in Coral Gables, FL H2: Experienced Paralegal with Trusts & Estates Background Needed **This is NOT an Entry-Level Position. You MUST have Prior Trusts & Estates Experience as a Paralegal....
Title: Experienced Estate Planning Attorney Job Responsibilities: - Analyze sophisticated trust and estate planning matters to develop effective solutions for clients. - Coordinate with the Probate Department to assist with cross-over questions regarding Advanced Estate Planning-related legal issues. - Draft intricate estate and gift...
Title: In-House Sales Representative at Trust Counsel PL Experience: Minimum 2 years of sales experience in consultative selling with high-end or luxury services. Salary: $45,000 - $75,000 yearly Department: Sales H1: Now Hiring In-House Sales Representative...
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 Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and drive engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical...
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 be responsible for helping clients meet their tax obligations while managing...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal will be responsible for managing all aspects of estate and trust administration within the law firm. Key responsibilities include: - Handling all phases of estate and trust administration, including...
Title: Estate Planning Paralegal (Hybrid – Miami, FL) Job Responsibilities: - Supporting Attorneys in Estate Planning: Draft and review wills, trusts, powers of attorney, and healthcare directives to ensure documents are accurate, thorough, and aligned with client needs. - Managing Probate & Guardianship...
Title: Legal Assistant/Paralegal - Trust & Estates Job Responsibilities: - Provide comprehensive administrative support to attorneys in estate planning and the administration of estates and trusts, ensuring high-quality work is consistently produced. - Possess working knowledge of the procedural rules governing estate and...
Wealth Advisor III - Miami... Miami, Florida, USA Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will be engaged in a variety of tasks aimed at supporting client service delivery in the context of anti-money laundering (AML) and sanctions compliance. You will work collaboratively within...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Perform case investigations and assess potential AML and sanctions risks during investigations. - Make recommended decisions regarding case dispositions. - Utilize feedback to improve case investigations. - Communicate regularly with Engagement Managers, project team members, and...
returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth transfer techniques. - Fiduciary Accounting:... Review trust and es...
Title: AML Project Delivery Specialist Job Responsibilities: In the role of an AML Project Delivery Specialist, you will collaborate with the AML and sanctions team to support client service delivery. Your responsibilities will include managing a small team of investigators and conducting...
client acquisition and retention through knowledge of investments, banking, trust services, and financial planning. - Enhance client experience and assist in delivering a comprehensive wealth management solution. - Provide leverage... to the Senior Banker on daily client priorities. - Support the Senior Banker...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will be part of a team that helps private companies with business advisory needs, focusing on improving operational efficiency and...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Title: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: - Build and lead a Financial Services State and Local Tax group. - Provide multistate consulting and compliance services, which include technical review of partnership and corporate...
tax and consulting services to high net worth individuals, focusing on individual income tax, wealth transfer and succession planning,... and international tax. - Demonstrating extensive technical skills with tax compliance assignments for individual tax clients, specifically working with tax forms 10...
Tax Senior in the Wealth & Asset Management practice,... services for clients, particularly in the asset management industry. - Collaborating with Managers... through Partners to address key client issues in domestic federal, international, and state and local taxation, focusing on im...
goals. - Lead the Client Management Process and partner across... clients and meet specific client needs by providing access to the full array of Private Bank and the bank's capabilities and services. - Lead the Client Process Management Process within the cli......
and consulting service projects targeted at high net worth individuals. These projects will cover areas like individual income tax, wealth transfer, succession planning, and... international tax. The Director is expected to demonstrate extensive technical skills in tax compliance for i...
Job Title: Wealth Management Advisor II Job Responsibilities: -... to articulate and achieve wealth goals. - Create and manage... credentialed specialists to offer wealth planning, investments, private banking,... risk management, and trust services. - Ensure... the delivery and execution of the Private Bank experience...
Title: Paralegal Job Responsibilities: The paralegal in this role will be integral to the legal team, tasked with a variety of responsibilities that support the overall function and success of the department. Key responsibilities include: - Drafting legal documents such as affidavits, subpoenas,...
and business operations. This is a management-level position with a compensation... plan that includes a salary, benefits, and incentives driven by performance towards defined and tracked goals and KPIs. Compensation: $65,000 yearly + health insurance stipend + retirement benefits. C...
Title: Sales Development Representative Job Responsibilities: - Update customer database regularly to ensure the sales team has the most up-to-date client information. - Qualify incoming leads to arrange appointments as quickly as possible, providing an excellent customer service experience. - Record monthly and quarterly...
with document review, drafting legal documents, contracts, and pleadings with precision and attention to detail. - Manage case files through document management systems such as Caret... Legal, ensuring accurate filing and data entry. - Support litigation processes including discovery, deposition preparation, a...
Title Paralegal Job Responsibilities - Draft estate planning documents, including wills, trusts, powers of attorney, and health care directives. - Prepare and file probate pleadings while managing court deadlines effectively. - Coordinate with clients, financial advisors, and court clerks to...
OverviewA law firm seeks an experienced Estate Planning Attorney in Coral Gables, Florida. The ideal candidate will have a strong background in sophisticated trusts and estate planning matters, working with high-net-worth clients to develop comprehensive complex trust and estate...