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Trusts Jobs in Lake Mary

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United States
Posted On Sep 15, 26
Full-time 1 views
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Affirmative Action Elder Law Estate Planning estates Genetics health insurance Insurance Litigation pleadings Probate
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Affirmative Action Elder Law Estate Planning estates Genetics health insurance Insurance Litigation pleadings Probate

Title: Probate Paralegal Job Responsibilities: - Drafting, filing, and serving pleadings, including motions, petitions, orders, inventories, accounts, notices, and other probate-related pleadings - Communicating with clients, courts, and counsel, including scheduling and confirming appointments and hearing dates - Taking direct assignments from the settlement...

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Posted On Sep 21, 26
Full-time 11 views Experience : 7-10 yrs required
Practice Area:
Finance - Financial Services Regulation Fintech & Blockchain Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs
Practice Area:
Finance - Financial Services Regulation Fintech & Blockchain Finance - General
Job Tags:
Affirmative Action agreements asset management blockchain ETFs family finance Financial Institutions Insurance investment management Software UITs

Title: Senior Vice President, Counsel (Asset Servicing) Job Responsibilities: The Senior Vice President, Counsel for Asset Servicing is responsible for providing comprehensive legal support to the Asset Servicing business. This role involves a variety of key responsibilities, including: - Serving as a trusted...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

to Real Estate Investment Trusts, Real Estate Private Equity... Funds, and real estate joint ventures and operating partnerships. Provide federal tax consulting and compliance services to clients in the Real Estate industry sector. Work directly with the client, manage the...

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Posted On Sep 21, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Finance - Structured Finance Finance - Banking Corporate - General Finance - General
Job Tags:
Affirmative Action agreements Capital Markets family finance Insurance lending Securities
Practice Area:
Corporate - M&A Corporate - Contract Law Finance - Structured Finance Finance - Banking Corporate - General Finance - General
Job Tags:
Affirmative Action agreements Capital Markets family finance Insurance lending Securities

Title: Senior Vice-President/Counsel - Global Markets and Treasury Services Job Responsibilities: The Senior Vice-President/Counsel will join the Global Markets and Treasury Services Team within the Legal Hub and Practice at the company. This role requires the attorney to work as part of...

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Posted On Sep 21, 26
Full-time Experience : 10-12 yrs required
Job Tags:
Affirmative Action Bribery entertainment Ethics family finance Government government affairs government contracts Insurance lobbying political law
Job Tags:
Affirmative Action Bribery entertainment Ethics family finance Government government affairs government contracts Insurance lobbying political law

Title: Senior Vice President, Anti-Corruption and . Government Contracting Job Responsibilities: - Provide subject matter expertise on anti-bribery and corruption compliance requirements, focusing on pay-to-play laws, political contribution rules, and interactions with public officials. - Support the development, implementation, and enhancement of the...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
asbestos Bankruptcy bodily injury brokers Environmental Contamination Insurance insurance coverage Litigation molestation toxic tort
Job Tags:
asbestos Bankruptcy bodily injury brokers Environmental Contamination Insurance insurance coverage Litigation molestation toxic tort

Title: Claims Manager - Complex Claims Unit Job Responsibilities: - Train, coach, and develop staff to perform their jobs and achieve individual and professional goals. - Lead a team responsible for investigating, evaluating, negotiating, and resolving complex environmental, toxic tort, asbestos, sexual molestation,...

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Posted On Sep 29, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Southeast) The candidate will 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 covering business tax preparation, bookkeeping,...

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Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, the individual will support transformation in operations and finance within the Tax Transformation Office. The role involves collaboration with tax subject matter specialists,...

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Posted On Sep 07, 26
Full-time 2 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Title: Senior Consultant, Tax Strategy - Tax Transformation** **Job Responsibilities:** As a Senior Consultant in Tax Strategy and Transformation, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role involves participating in tax transformation projects that...

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Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

tasks: - Preparing and reviewing complex federal, state, and local individual tax returns and related workpapers. - Supporting tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Preparing and... reviewing applicable tax forms, including Forms 1040, 709, 706, 1041, and r...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Title Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities As a Tax Manager within the Individual Tax Services - High Net Worth group at the company, the primary duties include: - Serving as a trusted advisor and primary...

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Posted On Sep 21, 26
Full-time Experience : 7-7 yrs required
Practice Area:
Cannabis Law
Job Tags:
agreements cannabis criminal finance government relations NASDAQ Partnership
Practice Area:
Cannabis Law
Job Tags:
agreements cannabis criminal finance government relations NASDAQ Partnership

Title: Commercial Legal Counsel Job Responsibilities: - **Support Commercial & Transactional Matters:** - Draft, review, and negotiate a wide range of commercial agreements, including supply, distribution, manufacturing, retail partnership, confidentiality, and service agreements. - Lead and coordinate transactions from initiation through execution....

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Posted On Sep 28, 26
Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Delivery Manager, Japanese Services (Global Employer Tax) The candidate will serve as a trusted advisor and primary point of contact for high-net-worth individuals and their advisors. Lead tax compliance and advisory engagements involving complex individual income tax matters. Review individual...

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Posted On Sep 30, 26
Full-time
Job Tags:
health insurance Insurance Software
Job Tags:
health insurance Insurance Software

Title: Intake Specialist Job Responsibilities: - Conduct initial client intake interviews to gather case information and assess eligibility. - Accurately enter and maintain client data in case management software. - Communicate with prospective clients via phone, email, and in-person to...

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Posted On Jul 26, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Asset Protection branding construction Estate Planning Insurance Litigation marketing personal injury Privacy Probate trusts Wills

and needs. - Drafting wills, trusts, powers of attorney, and... other estate planning documents. - Advising clients on tax planning, asset protection, and long-term care issues. - Handling probate and trust administration matters. - Representing clients in guardianship proceedings. - Conducting legal research and staying...

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Posted On Sep 23, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Guardianship pleadings Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Guardianship pleadings Probate

Title: Probate Paralegal Job Responsibilities: The Probate Paralegal is responsible for managing assigned probate and guardianship matters from the initial intake through to the closing of cases. This role involves ensuring that cases move forward efficiently and that accurate records are maintained...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
health insurance healthcare litigation Insurance Medical Malpractice Software
Job Tags:
health insurance healthcare litigation Insurance Medical Malpractice Software

Title: Bookkeeper Job Responsibilities: - Assist with month-end and year-end close processes, including cash-basis reporting and closed case write-offs. - Receive, verify, and enter vendor invoices into accounting and case management systems. - Prepare and process weekly check runs for operating expenses and case...

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Posted On Sep 06, 26
Full-time 3 views Experience : 2-5 yrs required
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
Case Law contracts depositions health insurance pleadings
Practice Area:
General Practice - Transactional & Litigation
Job Tags:
Case Law contracts depositions health insurance pleadings

Title: Attorney Job Responsibilities: - Manage a caseload from intake through resolution, ensuring timely and effective legal representation - Draft, review, and negotiate legal documents including contracts, pleadings, motions, and briefs - Conduct legal research and analyze applicable statutes, regulations, and case law - Represent...

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Posted On Aug 11, 26
Full-time 3 views Experience : 5-7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
closing documents criminal estate tax estates fiduciary Financial Institutions FLSA health insurance Insurance pleadings Probate title trusts

established policies and procedures, the role involves performing a variety of paralegal duties to assist attorneys in managing decedent estates and trusts. This includes drafting court... pleadings, inventorying assets, communicating with fiduciaries and beneficiaries, and preparing fiduciary accountings. *Key Responsibilities* *Probate Administration...

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Posted On Aug 16, 26
Full-time 27 views Experience : 1-3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

comprehensive strategies for asset protection and legacy planning. The ideal candidate will have experience in probate law, trusts, and wills, with a... strong focus on managing intricate cases and offering tailored solutions to meet client with clients to desi...

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