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United States
Posted On Jun 30, 26
Full-time 1 views
Job Tags:
Estate and Trust estate tax estates fiduciary higher education
Job Tags:
Estate and Trust estate tax estates fiduciary higher education

Job Title: Estate & Trust Administrator Job Responsibilities: - Lead estate settlement from start to finish, which includes identifying and marshaling assets, reviewing legal documents, income and estate tax returns, and accounting, and overseeing distributions. - Coordinate with outside counsel to ensure that legal documents are completed accurately. - Partner with accountants, appraisers, and internal teams for effective estate administration. - Serve as the primary c

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Posted On Aug 19, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Health Care - Compliance, Transactions, HIPAA Health Care - General Data Privacy - Transactional
Job Tags:
agreements contracts data privacy FDA GDPR HIPAA hospitals Insurance
Practice Area:
Health Care - Compliance, Transactions, HIPAA Health Care - General Data Privacy - Transactional
Job Tags:
agreements contracts data privacy FDA GDPR HIPAA hospitals Insurance

Job Title: Associate Counsel - Heart, Vascular and Thoracic Institute Job Responsibilities: As an Associate Counsel, you will be tasked with providing substantive legal services to clients while fostering positive and confidential client relationships through effective consultation and communication. The primary focus of this role is to support the Heart, Vascular & Thoracic Institute (HVTI) as it navigates expanding research activities, global collaborations, and regulatory

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Posted On Aug 25, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills

JOB TITLE: Trust & Estate Planning Associate JOB RESPONSIBILITIES: - Support the Chief Fiduciary Counsel in developing, implementing, and maintaining trust, estate, wealth transfer, and business succession planning strategies for Family Office clients. - Assist in the preparation and coordination of estate planning documents and client communications. - Manage workflow and implement planning recommendations efficiently and accurately. - Draft and edit various estate plannin

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Posted On Jul 28, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Real Estate - General
Job Tags:
closing documents health insurance Insurance title
Practice Area:
Real Estate - General
Job Tags:
closing documents health insurance Insurance title

Job Title: Real Estate Closer/Paralegal Job Responsibilities: - Handle real estate closings from start to finish with a high level of expertise and attention to detail. - Communicate effectively with clients to ensure a smooth closing process and address any concerns or questions they may have. - Clear title requirements to ensure that all legal prerequisites are met before the closing date. - Prepare all necessary closing documents to facilitate the transaction, ensuring co

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Posted On Aug 23, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Tax Expert - Expert Center (Southeast) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (.

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Posted On Sep 09, 26
Full-time
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title Attorney - Estate Planning Job Responsibilities - Receive hand-offs from the company's Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical work products such as revocable living trusts, wills, powers of attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Sta

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Posted On Aug 18, 26
Full-time 27 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Wealth Advisor III - Palm Beach / Boca Raton This job is available in 2 locations 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 of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profil

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