Trusts Jobs in American Fork

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Full-time Experience : 1-3 yrs required

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 Participation: -...

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Posted On Sep 03, 26
Full-time 4 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on the estate planning process, focusing on tax perspectives related to cash flow projections, income distribution, business succession, estate preservation, and estate...

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Posted On Jun 23, 26
Full-time 3 views Experience : 1-5 yrs required

Family Law Paralegal Job Responsibilities: The primary duties of the Family Law Paralegal include: - Communicating with clients about their cases to ensure they are informed and supported throughout the legal process. - Working and strategizing with attorneys to develop case strategies and ensure...

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Posted On Jul 29, 26
Full-time Experience : Min 8 yrs required

Title: Legal Innovation Partner Job Responsibilities: - Own a portfolio of strategic law firm and legal department client relationships, serving as the primary advisor and point of accountability for their experience and AI transformation journey with the company. - Drive renewal and expansion...

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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...

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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...

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

Title: Account Manager, Law Firm Referrals (Remote) Job Responsibilities: The Account Manager for Law Firm Referrals at **Members Only,** will have a dynamic role focused on building and enhancing the firm's referral partner network. Responsibilities include: - Sourcing and evaluating potential referral partners to...

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Posted On Aug 14, 26
Full-time Experience : Min 2 yrs required

Legal Consultant - Legal Tech Project Manager Job Description: Company is committed to providing an excellent candidate experience and will never ask you to engage in recruitment activity without phone, video, and in-person meetings and communications from emails using the company's domain....

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 3 yrs required

Expert - Expert Center (West) Duties: The candidate will work with a primary focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists...

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Posted On Sep 08, 26
Full-time Experience : Min 5 yrs required

Title: Tax Manager - Not for Profit Job Responsibilities: As a Tax Manager in the Not for Profit (NFP) sector at the company, you will have an array of responsibilities that include delivering tax and business advisory services and ensuring tax...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 2 yrs required

Title: Legal Assistant / Office Assistant – Business & Corporate Law Job Responsibilities: The Legal Assistant / Office Assistant at the law firm will play an integral, hands-on role in supporting both transactional and litigation matters. The position involves taking direct responsibility...

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Posted On Aug 12, 26
Full-time 1 views Experience : Min 2 yrs required

– Business & Corporate Law Job Title Paralegal – Business & Corporate Law (Full-time or part-time available) Job Responsibilities Join our AV-rated, preeminent law firm focused exclusively on business and corporate law. We handle sophisticated transactions and litigation in state and federal courts. We...

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Posted On Sep 03, 26
Full-time 5 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning Job Responsibilities: - Advising and consulting on estate planning processes to create plans from a tax perspective, focusing on cash flow projections, income distribution, business succession, estate preservation, and estate plan...

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Full-time 1 views Experience : Min 2 yrs required

Your responsibilities will include: - Estate Planning: - Drafting legal documents such as wills, trusts, powers of attorney, healthcare... directives, and deeds. - Meeting with clients to review their estate plans and recommend legal strategies. - Assisting clients with trust fu...

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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...

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Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required

an attorney's input. - Direct clients to appropriate individuals for specific questions and service requests. - Provide timely updates to clients regarding the status of their estate plans. Document Preparation: - Draft estate planning documents, such as wills, trusts, and powers of attorney,......

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Full-time 1 views

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection and business planning. Document Drafting...

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Full-time 77 views Experience : 7-20 yrs required 1 applications

office of our client seeks a deputy general counsel healthcare-commercial and regulatory with 15+ years of relevant legal experience, preferably in-house, advising healthcare, healthcare technology, or employee benefits companies. The candidate will work closely with legal teammates and business stakeholders...

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