Living Trusts Jobs in Draper

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United States
Full-time Experience : 1-3 yrs required

and services in the realm of estate planning. This includes drafting living trusts, wills, and other... essential estate planning documents. The role requires close collaboration with clients nationwide, participation in seminars, and cooperation with other departments to ensure a compreh...

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

consult with clients on living trusts and estate plans,... primarily conducted by phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult with existing clients over the phone to review and update...

Full-time Experience : 1-3 yrs required

consult with clients on living trusts and estate plans,... primarily via phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult with existing clients over the phone to review and update their estate plans. Seminar...

Posted On Aug 05, 26
Full-time Experience : Min 3 yrs required

Title: Account Manager, Law Firm Referrals (Remote - Florida) Job Responsibilities: The role of an Account Manager at the law firm is pivotal in managing and strengthening the referral partner network. This position requires a proactive approach to identifying, onboarding, managing, and...

Posted On Aug 05, 26
Full-time Experience : Min 3 yrs required

Title: Account Manager, Law Firm Referrals (Remote - Utah) Job Responsibilities: The role of an Account Manager at the law firm involves managing and optimizing the law firm’s referral partner network. The responsibilities include: - Identifying and evaluating potential referral partners to align...

Full-time 2 views Experience : 1-3 yrs required

Title: Estate Planning Attorney Job Purpose: The primary purpose of this position is to provide expert legal advice and services related to estate planning. This includes drafting living trusts, wills, and other... essential estate planning documents. The role requires working closely with...

Full-time 3 views Experience : Min 5 yrs required

Title: Certified Public Accountant (5+ years) Job Responsibilities: The Certified Public Accountant (CPA) at the law firm will collaborate closely with Private Client Group attorneys and other CPAs to provide expert advice on gift, estate, GST, and income tax issues, as well...

Full-time 3 views Experience : Min 5 yrs required

Title: Associate Attorney - Relocation Required Job Responsibilities: As an Associate Attorney, your primary role involves using intelligent, compassionate, and determined advocacy to maximize recovery for the value of our client’s harm and the wrong that caused it. You will be a...

Posted On Jul 31, 26
Full-time Experience : 5-5 yrs required

Title: Administrative/Legal Assistant (Administrative Assistant IV) Job Responsibilities: The Administrative/Legal Assistant at the company is responsible for providing administrative assistance and secretarial support, primarily to directors and higher-level management. The duties are complex and often confidential, and they include: - Typing, transcribing,...

Posted On Sep 07, 26
Full-time Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in the Tax Strategy and Transformation team, your primary role will involve supporting the transformation of operations and finance within the tax domain. You will work collaboratively...

Posted On Sep 07, 26
Full-time Experience : 3-4 yrs required

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Tax Strategy and Transformation, you will work closely with Tax subject matter specialists, technologists, and key stakeholders to drive tax transformation projects. These projects cover various...

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

consult with clients on living trusts and estate plans,... primarily through phone consultations with clients nationwide. - Meet with prospective clients to design estate plans and offer relevant services. - Conduct consultations with existing clients over the phone...

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