Trusts Jobs in Pleasant Grove

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

Overview We are seeking a Litigation Attorney to join our legal team at the law firm. This role presents an exciting opportunity to handle a diverse range of legal disputes across multiple practice areas, including estate planning, real estate law, business...

Posted On Sep 03, 26
Full-time 7 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...

Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

Transition Services Tax Manager - Tax and Estate Planning Duties: The candidate will be advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate...

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...

Posted On Jul 29, 26
Full-time 1 views 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...

Posted On Aug 05, 26
Full-time 1 views 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...

Posted On Aug 05, 26
Full-time 1 views 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) 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...

Posted On Aug 14, 26
Full-time 1 views 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....

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...

Posted On Sep 14, 26
Full-time 1 views Experience : 12-18 yrs required

Title: Private Client Advisor II Job Responsibilities: - Lead the Client Management Process to identify new business development opportunities. - Acquire new clients and deepen client relationships by building upon an internal and external network to achieve business development goals. - Deliver a Branded...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 7 yrs required

Title: Wealth Strategies Advisor Job Responsibilities: - Serve as a specialized resource for Advisor teams focusing on wealth planning services to meet the trust, estate/wealth transfer, and financial planning needs of high- and ultra-high net worth clients. - Lead the wealth planning engagement...

Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required

Transition Services Tax Manager - Tax and Estate Planning Duties: The candidate will be advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate...

Posted On Aug 11, 26
Full-time 2 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...

Posted On Aug 12, 26
Full-time 2 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...

Posted On Jul 28, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Paralegal Job Responsibilities: As a Paralegal at the law firm, you will play a crucial role in supporting the attorneys and ensuring the smooth operation of legal services. Your responsibilities will include: - Developing strong and trusted relationships with clients and advisors...

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

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 to...

Posted On Aug 10, 26
Full-time 22 views Experience : 2-8 yrs required

Title: Family Law Attorney IJob Overview: A law firm based in Orem, UT, is seeking a dedicated and experienced Family Law Attorney to join its collaborative legal team. The role is ideal for a legal professional who thrives in an environment...

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