Trusts Jobs in Chevy Chase

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Posted On Aug 27, 26
Full-time 4 views Experience : 12-18 yrs required

Title: Private Client Advisor II Job Responsibilities: - Acquiring new clients and deepening existing client relationships to achieve business development goals. - Leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience. - Ensuring retention of clients and...

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Full-time 87 views Experience : Min 8 yrs required

Law Firm Seeking Experienced Trusts & Estates Attorney ... firm, **Members Only,**, as a Trusts & Estates attorney and... individual to lead our Trusts & Estates practice. This... is a unique opportunity for someone with a growth mindset and a desire...

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Posted On Jun 03, 26
Full-time 7 views Experience : 1-3 yrs required

Job Title: Estates & Trusts Paralegal / Legal Assistant Job... institutions. - Prepare exhibits and supplemental materials for probate, trust, and tax filings; e-file and submit deeds via SimpliFile as needed. - Scan, log, and organize all incoming Estates & Trusts mail, includi...

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Full-time 38 views Experience : Min 5 yrs required

Attorney - Estates and Trusts Practice Job Responsibilities: The associate attorney... within the Estates and Trusts practice, collaborating with experienced... senior attorneys. Key responsibilities include: - Drafting and implementing sophisticated estate planning strategies, such as: - Foundational estate planning documents - Business succession...

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

law firm is seeking a forward-thinking leader who desires personal growth and a meaningful impact on individuals' lives. Our firm stands out from the traditional mold, as we focus on genuinely helping and guiding people with an emphasis on problem-solving...

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Posted On Aug 19, 26
Full-time 19 views Experience : Min 7 yrs required

Manager Job Title: Tax Manager Job Responsibilities: The Tax Manager's primary responsibility is the efficient, accurate, complete, and timely preparation and review of tax returns for a diverse client base. This includes advising clients on the tax implications of their business objectives and...

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Posted On Aug 04, 26
Full-time 10 views Experience : 3-5 yrs required

Title: Billing/Payroll Specialist Job Responsibilities: - Manage monthly client billing process, ensuring accuracy and timeliness of invoices, including completing trust transfers and running payment methods on file as per retainer agreements. - Handle accounts receivable and collections efforts, including persistent follow-up on outstanding...

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Full-time 4 views Experience : Min 7 yrs required

Title: Director of Associate Experience & Development Job Responsibilities: Program Leadership and Operating Model - Own the Staff Counsel associate experience and development roadmap for attorneys and litigation professionals, focusing on onboarding, learning, leadership development, and role readiness aligned with...

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Full-time 7 views

Title: Family Law Attorney Job Responsibilities: - Manage family law matters from inception through resolution, which includes handling cases related to divorce, custody, support, division of assets, and post-judgment issues. - Draft pleadings, motions, briefs, and settlement agreements to effectively represent clients' interests. -...

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Posted On Aug 19, 26
Full-time 2 views Experience : Min 7 yrs required

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax... returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - Serve as a primary point of contact for...

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Full-time 1 views Experience : Min 7 yrs required

Title: Attorney for EMC2 and UMS Market Segments Job Responsibilities: - Provide primary legal responsibility as an attorney for the EMC2 and UMS market segments within the C6ISR line of business in the department. - Offer a wide range of legal support, including...

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Full-time 3 views

organization is seeking dedicated individuals to join the Division of Enforcement & Litigation within the Office of Compliance and Field Operations. This team is integral in ensuring consumer products are safe through identifying and investigating potentially hazardous products, enforcing standards,...

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Posted On Jul 14, 26
Full-time Experience : 10-15 yrs required

Title: Chief Compliance Officer Job Responsibilities: The Chief Compliance Officer (CCO) is a senior leadership role responsible for overseeing the enterprise-wide compliance program and Community Reinvestment Act (CRA) program at the company. The CCO ensures that the company operates in compliance with...

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Posted On Jul 27, 26
Full-time 78 views Experience : 4-20 yrs required

law firm specializing in Trusts and Estates is seeking... will draft estate planning documents, handle probate filings, administer trusts, and maintain strong client... estate planning documents such as wills, trust agreements, powers of attorney, advance medical directives, and deeds....

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