Title: Probate Paralegal Job Responsibilities: The Probate Paralegal will collaborate with multiple attorneys and staff to manage all phases of probate, guardianship, and trust administration from start to finish. The role requires handling complex legal matters with the following key responsibilities: - Prepare...
Title: Probate and Estate Planning Paralegal Job Responsibilities: - Assist attorneys with the preparation of estate planning documents, including wills, trusts, powers of attorney, and advance directives. - Prepare and file probate and estate administration documents with the Clerk of Court, including petitions,...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal at the law firm will operate under the supervision of attorneys within the Corporate Department. The role encompasses providing support for various corporate and commercial transactions, ensuring a high...
the Corporate Department by providing assistance in corporate and commercial transactions. Key responsibilities include: - Managing daily trust administration for a variety of clients, which involves properly handling accounts, preparing letters, and completing transfer forms. - Assisting in drafting... estate planning doc...
Title: Trust & Estates Paralegal Job Responsibilities: - Meet with clients, trustees, and family members to discuss estate plans and communicate with beneficiaries to ensure their understanding and compliance with the estate planning process. - Draft both standard and complex estate planning documents,...
Title: Tax & Estate Planning Attorney Job Responsibilities: The Tax & Estate Planning Attorney is responsible for providing comprehensive legal services in the areas of tax and estate planning. This includes advising clients on the development and implementation of estate plans,...
. Private Bank - Wealth Advisor - Executive Director... Job Responsibilities - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the company to serve in a current or future fiduciary capacity. - Act as...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice at the company, the primary responsibilities include working as part of a team to solve complex business issues ranging from strategy...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in Personal Financial Services, you will work as part of a team of problem solvers, tackling complex business issues from strategy to execution. Your responsibilities will...
Title: Tax Manager - Personal Financial Services Job Responsibilities: A career within the Personal Financial Service practice at Company provides the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance, and planning, to enhance their...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with a range of business advisory needs such as audit, tax compliance, and...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning. This role focuses...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the Company Private provides the opportunity to assist private companies with business advisory needs, including audit, tax compliance, and planning. The...
Title: Senior Manager, Accounting Methods Job Responsibilities: The Senior Manager in the Accounting Methods group is responsible for helping companies optimize their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration, and revenue deferral. This role is part...
Experienced Estate Planning Attorney – **Members Only** **Members Only** is a law firm with 6 offices across North Carolina and South Carolina, and is seeking an experienced Estate Planning Attorney for their new office in Belmont, North Carolina. The Attorney will...
Title: Estate Planning Attorney in Charlotte, North Carolina Experience: 1-2 years in Estate Planning related matters Salary: Competitive salary and benefits package Responsibilities: - Advise clients on estate planning matters, including wills, trusts, powers of attorney,...
firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients with the development and implementation of estate plans to ensure the efficient transfer of assets, minimize taxes,... and fulfill the client's personal and family objectives. - Estate Administration: Ma...
real estate transactions, business tax planning, nonprofit tax planning, business succession, wealth transfer, and charitable planning. -... Handling federal, state, and local taxation matters. - Representing clients in tax controversies before IRS Administrative Appeals, the . Tax Court, and Federal District Courts. Education...
individuals, families, corporate fiduciaries, and private companies on sophisticated wealth-preservation, estate-planning, and business succession... matters. The ideal candidate will possess advanced technical planning skills and a strong client-service orientation, with the ability to collaborate across multiple disciplines within the firm....