Title: Paralegal Job Responsibilities: The Estate Planning Paralegal will support the Personal & Succession Planning practice group at the law firm. Key responsibilities include: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using computer programs, including necessary research. - Preparing probate inventories...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice, the candidate... will be expected to: - Perform high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and...
Title Key Private Bank Relationship Manager Job Responsibilities - Acts as the primary client advisor by recommending banking, borrowing, and investment solutions that align with the client's financial goals. - Leads, coordinates, and assembles the extended advisory team, including trust, investment, and planning strategists,...
connection with tax, benefits, wealth planning, and corporate law... - Draft and prepare estate and probate documents and various corporate documents - Assist clients in completing forms and other documents - Manage court filings and track deadlines - Handle client...
law firm seeks an Associate Attorney with 1-3 years of experience to join its diverse practice in Dayton, Ohio. The ideal candidate will have a background in small business representation, probate, estate planning, and general civil litigation. This is a...