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United States
Full-time 2 views Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options - Conduct client consultations, gather necessary information, and help clients take action - Design and review individualized estate plans to ensure alignment...

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Full-time 1 views Experience : 3-5 yrs required

Title: Legal Counsel Job Responsibilities: Transactional Support - Review, negotiate, and manage commercial real estate financing documents. - Support the structuring and closing of C-PACE transactions nationwide. - Review loan documents, intercreditor agreements, subordination agreements, guaranties, and related transaction documents. - Assist with construction financing, draw...

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Full-time 2 views Experience : 2-4 yrs required

Title: Corporate Counsel Job Responsibilities: - Draft, review, negotiate, and interpret a variety of commercial contracts, including supply and purchase agreements, service agreements, technology agreements, and distribution contracts across all departments. - Provide proactive and practical legal guidance to internal stakeholders in procurement,...

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Posted On Jul 07, 26
Full-time 2 views Experience : 2-3 yrs required

managing CRM entries, and general support. - Assist with pre-acceptance... and onboarding of new trust company clients, working closely with financial advisors and their staff to ensure they understand trust company processes for a smooth experience. - Aid in creating marketing and...

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Posted On Aug 17, 26
Full-time 2 views

closely held businesses, estates, trusts, and private foundations. -... challenges. - Complete tax planning and research. - Prepare federal and state & local tax returns. - Develop a general understanding of reporting requirements... for different entity structures and the compl...

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Posted On Aug 17, 26
Full-time 5 views

closely held businesses, estates, trusts, and private foundations. -... needs and challenges. - Completing tax planning and research. - Preparing federal and state & local tax returns. - Developing a general understanding of reporting requirements... for different entity structures a...

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