Fiduciary Duty Jobs in Lafayette

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Full-time 4 views Experience : Min 5 yrs required

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: The Tax Attorney for Nonprofit & Tax-Exempt Organization at the law firm is responsible for providing specialized legal services to nonprofit and tax-exempt clients. The primary duties include: Nonprofit Tax Advisory & Compliance: -...

Full-time 2 views

Title: Estate Planning Attorney Probate Attorney Trust Administration Attorney Job Responsibilities: - Guide clients through trust administration and probate matters, ensuring all legal requirements are met and the process is as smooth as possible for the clients. - Counsel fiduciaries regarding...

Full-time 1 views Experience : 2-4 yrs required

Title: Associate Attorney Job Responsibilities: - Guide clients through trust administration and probate matters. - Counsel fiduciaries regarding their legal duties and responsibilities. - Prepare probate pleadings, petitions, and court filings. - Counsel and advise clients on estate planning strategies, wealth preservation, and asset protection. -...

Posted On Jun 16, 26
Full-time 7 views Experience : Min 1 yrs required

Title: Probate & Estate Administration Paralegal Job Responsibilities: - Prepare and file probate pleadings, petitions, inventories, accountings, notices, and other court documents. - Assist with estate and trust administration matters from opening through closing. - Support attorneys and senior paralegals with case management and...

Posted On Sep 08, 26
Full-time 29 views Experience : Min 3 yrs required

is responsible for applying fiduciary accounting principles to manage... Key responsibilities include: - Preparing and filing Federal and state estate tax and gift tax returns. - Preparing and filing Federal and state fiduciary income tax returns. - Preparing... estate and trust accountings. - Prepar...

Posted On Jul 15, 26
Full-time Experience : Min 3 yrs required

Title: Associate Estate Planner - Hybrid Job Responsibilities: - Prepare estate reviews for clients, including document review, summary preparation, and presentation in meetings with advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession planning, charitable planning,...

Full-time 2 views Experience : Min 4 yrs required

Title: Associate - Private Wealth Job Responsibilities: The position involves a range of responsibilities aimed at providing comprehensive legal services in the area of private wealth. Key duties include: - Complex drafting, research, and tax analysis to support private wealth management. - Project management...

Posted On Aug 26, 26
Full-time 2 views Experience : 1-3 yrs required

Title: Paralegal / Legal Administrative Assistant Job Responsibilities: - Collect, review, and organize documents and information for attorney review and matter preparation - Prepare, proofread, format, and coordinate legal documents, correspondence, and client deliverables - Assist attorneys with drafting, revising, and filing legal documents -...

Full-time 7 views Experience : Min 5 yrs required

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: The law firm is seeking a senior exempt organizations attorney to serve its nonprofit and tax-exempt clients. The candidate will be responsible for advising nonprofit and tax-exempt clients on §501(c) status and...

Posted On Jul 07, 26
Full-time 1 views Experience : 3-20 yrs required

OverviewA law firm seeks a Tax Attorney specializing in nonprofit and tax-exempt organizations in Broomfield, CO. The ideal candidate will have extensive experience advising on tax compliance and governance for Section 501(c) clients on Section 501(c) status and ...

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