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Estate Planning Clinic Director, temporary The candidate work will focus on operational oversight and further development of estate planning services for low-income Wisconisn residents at the Marquette Volunteer Legal Clinics. Train, ..
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Trust Operations Manager - Custody Accounts The candidate is a member of the Fiduciary Operations & Services leadership team and has responsibility for all custody operation aspects. Essential Duties And Responsibilities: ..
Trust Accountant The candidate is responsible for a variety of routine trust accounting and trust operational activities, including reconciliation of customer accounts and processing activities per standard procedures required in a ..
Tax And Family Office CPA Responsibilities: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns. Trust administration and family office services, including ..
Trust Services Paralegal The candidate will assist with administration of various types of irrevocable trusts. Will assist with and prepare trust accountings as assigned using department-specific software. Assist with intake and ..
Job OverviewA law firm seeks an Associate Attorney in Milwaukee, WI. This role involves engaging with clients to provide estate and financial planning services. The ideal candidate will be part of ..
Menomonee Falls office of a BCG Attorney Search Top Ranked Law Firm seeks an attorney preferably with 5+ years of experience in transactional, probate, and guardianship law. The candidate will meet ..
Job OverviewA law firm seeks experienced attorneys for its Port Washington, WI office. The firm is looking for skilled professionals in civil litigation, business transactions, employment, tax, and estate planning. Candidates ..
Legal Secretary The candidate will type correspondence, prepare estate planning documents and assist attorneys with probate and guardianship matters. Must have good grammar and proofreading skills and possess the ability to ..
Job OverviewA law firm seeks an Estate Planning Attorney in Milwaukee with over seven years of experience. The role involves guiding clients through the estate settlement process, utilizing the firm's extensive ..
A law firm in Brookfield, WI, is seeking a Senior Estate Planning Associate Attorney to handle a demanding caseload related to estate planning, estate administration, and probate matters. The ideal candidate ..
Job OverviewA law firm seeks a Trusts and Estates Attorney for its Milwaukee, WI office. The ideal candidate will have significant experience in advising high net worth clients on complex wealth ..
Tax And Family Office CPA The candidate will perform duties include: Tax planning and preparation of fiduciary income tax returns, gift and estate tax returns, and/or individual tax returns; Trust administration ..
Legal Assistant The candidate will assist in cases work in Bankruptcy, Estate Planning, Eldercare, and Civil Litigation. Assist with phone communication, schedule meetings and calendar deadlines and filing as well as ..