Title: Estate Planning and Estate Administration Paralegal Job Responsibilities: - Draft and prepare estate plans, including wills, trusts, powers of attorney, and advance healthcare directives. - Manage estate administration (trust administration and probate) files from inception to close, including preparation of pleadings, correspondence,...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal at the law firm is responsible for a variety of tasks under the supervision of attorneys. Key responsibilities include: - Managing daily trust administration for various clients, which involves properly...
Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert legal advice to clients on matters related to estate planning, wealth preservation, and probate litigation. -... Conduct thorough legal research, prepare detailed legal d...
Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert legal advice to clients on matters related to estate planning, wealth preservation, and probate litigation. -... Conduct thorough legal research, prepare detailed legal d...
related documents. - Handle all aspects of probate and estate administration to ensure compliance with all legal requirements. - Provide expert legal advice to clients on matters related to estate planning, wealth preservation, and probate litigation. -... Conduct thorough legal research, prepare detailed...
Trust section within the Wealth & Investment Management division... of the Legal Department. The key responsibilities include: - Providing routine legal guidance on well-defined issues or claims against the company under the direction of more senior counsel. - Conducting research...
strong relationships with the Wealth Advisory team. - Serve as... an in-house subject matter expert on complex trust, estate, and income tax issues. - Identify and address unstated client needs to offer additional services. - Present expertise and offerings to key partners in...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter authority on complex trust, estate, and income tax questions and issues. - Identify unstated needs from...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter expert on complex trust, estate, and income tax questions and issues. - Identify and address unstated...
support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. - Risk Management: Identify, evaluate, and mitigate... risk i...
Job Title: Wealth Management Advisory Attorney Job Responsibilities: The... Wealth Management Advisory Attorney will... legal matters within the Wealth Management business. This includes... staff, Regional and Complex Management, Divisional, Regional and Complex... Risk Officers, and Home Office employees. Key responsibilities include: - Conductin...
Job Description Wealth Management, Private Wealth Management,... Division Consumer and Wealth Management Business Unit... PWM Sales and Marketing Employment Type Employee MORE ABOUT THIS JOB YOUR IMPACT Are you a quick-thinking self-starter with...
in the areas of wealth management and financial planning.... This program, located in the Dallas Metro Area, offers participants a unique opportunity to gain real-world experience in a fast-paced, dynamic environment. Participants will be fully immersed in the day-to-day activities...
Specialists DIVISION Asset & Wealth Management YOUR IMPACT The... President to craft innovative wealth planning strategies and provide... family office services. The role involves assisting clients in achieving their income tax, estate tax, philanthropic, and financial planning objectives. The ideal...
Specialists DIVISION Asset & Wealth Management YOUR IMPACT The... focus on developing innovative wealth planning strategies and providing... family office services. The role is designed to assist clients in achieving their income tax, estate tax, philanthropic, and financial planning goals....
Job Title: Wealth Strategist, Vice President Job Responsibilities: -... perspective. - Advise individuals and families on wealth transmission, including tax-efficient estate... planning structures, sophisticated lifetime gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. - Counsel clients on asse...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: The role of the Asset & Wealth Management - Renewable Energy... Tax Senior Manager involves working as part of a team to solve complex business issues, ranging from...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: The Asset & Wealth Management - Renewable Energy... Tax Senior Manager will work within the Financial Services Tax practice to assist clients in meeting their tax obligations while...
Job Title: Asset & Wealth Management Tax 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 to deliver top-quality results. - Utilize company's technical knowledge and...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables, ensuring that the highest standards of quality are met. - Manage client service accounts and engagement workstreams, taking responsibility for the successful execution...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team members to voice their opinions and invite...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services provides the opportunity to assist clients in meeting their tax obligations while managing the...
Job Title: Asset & Wealth Management Tax 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 to develop top-quality deliverables. - Utilize the company's technical knowledge...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Provide advice and guidance to clients on tax planning, compliance, and strategy, helping businesses navigate complex tax regulations and optimize their tax positions. - Validate clients' compliance with tax laws and regulations...
Job Title: Asset & Wealth Management Tax 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 to develop top-quality deliverables. - Utilize Company’s technical knowledge and...
attorneys in managing Private Wealth Management matters, including estate... planning, trust administration, and tax compliance. - Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns. - Manage and update gift tax...
saved to the document management system. - Assist with the... execution of estate planning documents. - Draft initial versions of various state and federal tax reports and returns, including Texas Franchise Tax No Tax Due Reports, Texas Franchise Tax...
Title: Probate Litigation Paralegal Job Responsibilities: - Assist attorneys with all phases of litigation from case inception through discovery, resolution or trial, post-trial, and case closure - Prepare court filings and assemble exhibits - Draft and respond to discovery demands (interrogatories, requests to produce...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) at the law firm is tasked with a comprehensive range of responsibilities that support the Financial Services and Capital Markets (FSCM) business unit. The primary duties include assisting the firm's attorneys in estate...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) position is integral to the Paralegal Team within the Financial Services and Capital Markets department at the law firm. This role involves a comprehensive range of estate administration tasks to support the firm's...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the law firm, we believe...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Multiple Locations Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) at the law firm will be a crucial part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. The role encompasses a wide range of estate administration matters. The...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) will be part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. The main responsibilities include: - Preparing various tax returns including Estate Tax Returns and Fiduciary Income Tax Returns. -...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal in the Trusts & Estates department at the law firm is tasked with a comprehensive range of responsibilities to support the attorneys and senior paralegals. Key duties include: - Preparing and assisting with...
is tasked with assisting the firm's attorneys and senior paralegals in the administration of estates, funding of both revocable and irrevocable trusts, preparation of documents, and management of client cases. Key... responsibilities include: - Preparing and assisting with the preparation o...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is entrusted with a comprehensive range of estate administration tasks. The primary responsibilities involve assisting the firm's attorneys in managing estates, funding...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal is responsible for handling a comprehensive range of estate administration matters. This includes assisting attorneys at the law firm in administering estates, funding post-death irrevocable trusts,...
Title: Tax Professional (Paralegal) Job Responsibilities: The Tax Professional (Paralegal) will be part of the Paralegal Team supporting the Financial Services and Capital Markets business unit at the law firm. The role encompasses a full range of estate administration matters, providing assistance...
OverviewA law firm seeks a highly experienced Trusts and Estates Attorney in Houston, Texas, with 20 years of practice handling sophisticated estate planning, trust administration, and related matters. This role is designed for a senior-level attorney with deep technical expertise,...