Living Trusts Jobs in Land O' Lakes

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Posted On Sep 22, 26
Full-time 33 views Experience : 2-4 yrs required

Precaution(s): Remote interview process Personal protective equipment provided or required Temperature screenings Social distancing guidelines in place Virtual meetings H1: Paralegal / Legal Assistant - Guardianship, Probate & Commercial Litigation H2: Join Our Growing...

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Posted On Sep 07, 26
Full-time 6 views Experience : Min 9 yrs required

Title: Director, Wealth Strategist Job Responsibilities: - Collaborate with existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate intricate tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and relationship...

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Posted On Sep 01, 26
Full-time 2 views Experience : Min 7 yrs required

Title: Microsoft Dynamics 365 ERP Operations Solution Architect Job Responsibilities: - Lead the architecture, design, and implementation of Microsoft Dynamics 365 ERP Operations solutions aligned with client business objectives and industry best practices. - Design comprehensive solution architectures, including system integrations, data management,...

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Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required

Title Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities As a Senior Consultant in Operations/Finance Tax Strategy, you will support Transformation within the Tax Services department. Your primary responsibilities will involve collaborating with Tax subject matter specialists, technologists, and stakeholders to...

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Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required

work collaboratively with tax subject matter specialists, technologists, and key stakeholders on tax transformation projects. These projects span various business threads, including tax compliance and advisory services for Corporate, Investment Management, Operating Flowthroughs, Individuals, Estates & Trusts, and Indirect...

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Posted On Jul 28, 26
Full-time 2 views Experience : Min 2 yrs required

documents, including Wills, Revocable Trusts, Powers of Attorney, Health... Care Surrogate designations, Living Wills, HIPAA releases, deeds,... and related documents. - Prepare trust funding materials, assignments, and asset schedules. - Coordinate attorney meetings, client consultations, and signing ceremonies. - Serve as a consistent...

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Posted On Aug 14, 26
Full-time 5 views Experience : 1-3 yrs required

OverviewA law firm seeks an Associate Attorney in Tampa, FL. This role involves engaging with clients to provide estate and financial planning services. The successful candidate will join a dynamic team dedicated to making a significant impact on clients' lives...

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