Post Jobs Upload Your Resume Log in

Fiduciary Jobs in Cornelius

35 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. North Carolina
  4. Cornelius
  5. Fiduciary

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Sep 27, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Software trusts Wills

Assistant Job Summary: A Legal Assistant for the Estate Planning department at the law firm plays a crucial role in ensuring the smooth execution of estate planning documents such as wills, trusts, powers of attorney, and healthcare directives. This position involves preparing,...

Posted On Sep 27, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship health insurance Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Guardianship health insurance Probate Software

Paralegal Job Title: Probate Paralegal Job Responsibilities: This position involves working with multiple attorneys and legal staff to manage all aspects of probate, guardianship, and trust administration from initiation to completion. The essential responsibilities include: - Preparing estate, guardianship, and trust accountings. - E-filing and...

Posted On Sep 05, 26
Full-time 6 views Experience : Min 5 yrs required
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts
Practice Area:
Nonprofit / Charities Law Tax - Exempt Organization Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
acquisitions agreements equity family fiduciary Insurance Joint Ventures LLC mergers trusts

Title: Tax Attorney – Nonprofit & Tax-Exempt Organization Job Responsibilities: - Nonprofit Tax Advisory & Compliance: Advise nonprofit and tax-exempt clients on §501(c) status and ongoing compliance. Provide guidance on IRS filings, including Form 1023 and Form 990. Counsel on UBTI, private...

Posted On Sep 29, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Affirmative Action Estate and Trust Estate Planning estates fiduciary Financial Institutions pleadings Probate Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Affirmative Action Estate and Trust Estate Planning estates fiduciary Financial Institutions pleadings Probate Software trusts

& Estates Paralegal Job Title: Trust & Estates Paralegal Job Responsibilities: - Assist attorneys with all aspects of estate and trust administration. - Prepare probate pleadings, notices, inventories, accountings, receipts, and other court filings. - Communicate with personal representatives, trustees, beneficiaries, financial advisors, CPAs, and...

Posted On Sep 30, 26
Full-time 25 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Guardianship Litigation Software

Title: Estate Planning or Elder Law Attorney Job Responsibilities: The Estate Planning or Elder Law Attorney is responsible for providing expert legal services in the areas of estate planning, trust and estate administration, and elder law. The attorney will support and represent...

Posted On Jul 16, 26
Full-time 10 views Experience : 3-8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates trusts

Title: Trusts & Estates Associate (3-8 Years) Job Responsibilities: The Trusts & Estates Associate will be part of the Trusts & Estates Practice Group at the law firm. The primary responsibilities for this role include: - Estate Planning: Assisting clients in the development...

Posted On Sep 11, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Employee Rights Estate and Trust Estate Planning estate tax estates Fair Labor Standards Act family Family and Medical Leave Act gift tax Probate
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Employee Rights Estate and Trust Estate Planning estate tax estates Fair Labor Standards Act family Family and Medical Leave Act gift tax Probate

Title: Paralegal - Estate & Wealth Planning Job Responsibilities: - Abide by the ethical requirements set forth by the Rules of Professional Conduct. - Draft and prepare various legal documents including federal estate and gift tax returns, probate documents, estate accountings, and estate...

Posted On Jul 30, 26
Full-time 1 views Experience : 2-10 yrs required
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection estates Family Law health insurance Intellectual property litigation Mediation Partnership pleadings title Wills
Practice Area:
Adoption Law Divorce Law Family Law - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection estates Family Law health insurance Intellectual property litigation Mediation Partnership pleadings title Wills

Title: Senior Associate/Junior Partner – Transactional Job Responsibilities: - Represent clients in various transactional matters, which include but are not limited to wills and estates, asset protection, business plans, incorporations & LLCs, non-profit 501(c)(3), and intellectual property litigation. - Manage a caseload with...

Posted On Aug 17, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Family Law Litigation Probate special projects trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Family Law Litigation Probate special projects trusts Wills

Title: Experienced Paralegal Job Responsibilities: - Collect, analyze, and organize financial records of the decedent, including financial statements, corporate documents, ownership of assets, and estate, gift, and income tax returns. - Assist attorneys in drafting wills, revocable trusts with tax planning provisions, irrevocable...

Posted On Aug 21, 26
Full-time 4 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Attorney - Estate and Financial Planning Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations to gather necessary information and help them take actionable steps. - Design...

Posted On Sep 30, 26
Full-time Experience : Min 6 yrs required
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

CQA Lead Analyst - Fiduciary Job Responsibilities: The Compliance Quality Assurance... (CQA) Lead Analyst is tasked with the administration and execution of testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. The key responsibilities include: - Partnering with Business...

Posted On Sep 22, 26
Full-time Experience : Min 6 yrs required
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

Lead Testing Analyst - Fiduciary Oversight and Testing Job Responsibilities:... The Compliance Quality Assurance (CQA) Lead Analyst is entrusted with the administration and execution of testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. Key responsibilities include: -...

Posted On Sep 07, 26
Full-time 9 views Experience : Min 11 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client is a crucial role within the company, providing sophisticated tax compliance, consulting, and planning services tailored to individuals, multi-generational families, fiduciaries, and other ultra-high net worth...

Posted On Sep 21, 26
Full-time 8 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

Directly administers and provides fiduciary advice and oversight for... and guardianship accounts. - Manages a portfolio of accounts with varying levels of complexity and asset sizes. - Understands financial and estate planning strategies and is adept at interpreting legal and fiduciary documen...

Posted On Sep 07, 26
Full-time 3 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

Title: Director, Wealth Strategist Job Responsibilities: The Director, Wealth Strategist is a crucial role within the company, serving as an advisor on complex private client engagements. The responsibilities include: - Collaborating with existing and external advisors to develop, recommend, and implement intricate...

Posted On Sep 18, 26
Full-time 15 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

transfer planning, and tax compliance. - Manage and oversee the engagement team focused on Partnership, S corporation or C Corporation as well as Individual and Fiduciary Taxation. This includes planning... and executing client tax engagements. - Collaborate with specialists regardi...

Posted On Sep 11, 26
Full-time 5 views Experience : Min 8 yrs required
Practice Area:
Real Estate - Foreclosure (Litigation) Litigation - Financial Services - Defense Finance - Structured Finance Finance - General Real Estate - General
Job Tags:
Bankruptcy Bankruptcy Litigation Breach of Contract commercial litigation commercial property commercial real estate contracts Creditor Remedies Financial Institutions financial services litigation Foreclosure fraud Insurance Intellectual Property International Law landlords lease Litigation mortgages Partnership Personal Property Secured lending Securities social security tenants trusts UCC Workouts
Practice Area:
Real Estate - Foreclosure (Litigation) Litigation - Financial Services - Defense Finance - Structured Finance Finance - General Real Estate - General
Job Tags:
Bankruptcy Bankruptcy Litigation Breach of Contract commercial litigation commercial property commercial real estate contracts Creditor Remedies Financial Institutions financial services litigation Foreclosure fraud Insurance Intellectual Property International Law landlords lease Litigation mortgages Partnership Personal Property Secured lending Securities social security tenants trusts UCC Workouts

Title Sr Commercial Financial Services Litigation Attorney – Financial Institutions, Loan Servicing & Secured Creditor Remedies Job Responsibilities - Lead and manage litigation teams in complex commercial matters in federal and state courts across the United States. - Represent banks,...

Posted On Jul 08, 26
Full-time 1 views Experience : 3-20 yrs required
Practice Area:
Tax - General Tax - Exempt Organization
Practice Area:
Tax - General Tax - Exempt Organization

OverviewA law firm seeks a Tax Attorney specializing in nonprofit and tax-exempt organizations in Greenville, NC. The ideal candidate will have extensive experience advising on tax compliance, governance, and regulatory requirements for Section 501(c) organizations. This role offers the opportunity...

By Employer Type

In-House Law Firm Recruiter
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend