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Paralegal, Investments Duties: Assists and provides a range of legal and administrative support to five attorneys and other professional staff in the Investments Office, working closely with one other paralegal. Maintains ..
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Trust and Estates Paralegal The candidate's responsibilities include: Preparation of Estate Plan Documents; Preparation of Trust and Estate Tax Returns; Preparation of Probate Documents; Working with Clients; Working with Probate Courts; ..
Estate and Trust Administration Paralegal The candidate's duties include: Preparation ... documents, death, gift and income tax returns for large estates; Prepare ... Prepare income projections and income tax planning;..
Part-time Bookkeeper The candidate will be establishing QuickBooks. Setting up payroll system. Establishing operating and IOLTA accounts. Integrating systems, accounts, bill pay process. Maintaining hourly client accounts and create invoices. Performing ..
Deputy Divisional Operating Officer (Private Client & Tax) The candidate will attend weekly regional management meetings with the DOO, DCEO and RDLs, take responsibility for agendas, schedule follow up and ensure ..
Paralegal – Estate Administration The candidate will manage trust accounts and assist with the preparation of fiduciary accountings and income tax returns. Should preferably have exceptional client service and outstanding communication ..
Estate Administration Paralegal The candidate's duties include: Preparation ... documents, death, gift and income tax returns for large estates; Prepare ... Prepare income projection and income tax planning; Maintain checkbook..
Legal Secretary, Private Client, and Tax Duties: The candidate drafts short letters and documents; assists the team in the consolidation of deliverables, collects and analyses information; periodically may prepare charts, graphs, ..
CT Probate Paralegal The candidate should have a Bachelor's degree; 3 years of experience as a Connecticut probate paralegal and experience with Excel is a must will not only be a ..
... work within Private Client and Tax Department and be responsible for ... of estate, gift, and income tax returns and estate and trust ... federal and state fiduciary income..
... bank. Prepare multi-state and local tax filings, such as sales and ... such as sales and use tax, commercial rent tax and personal property tax. Prepare monthly general ledger..
Paralegal The candidate will obtain, review ... medical records and financial records, tax and employment records, or any ... support services and clients, opposing law firms, and courts. Manage court..
... Resolution and Private Client + Tax. Recruitment of all attorney and ... with the occasional support of paralegal and business services positions. Implement ... firm's regional activities regarding university..
... responsible for preparing fiduciary income tax returns and maintenance of accounts ... various estates and trusts. Preparing tax returns including estate and gift, ... clients. An advanced degree in..
Probate Paralegal - Hybrid The candidate must have 3 years of experience as a Connecticut probate paralegal and experience with Excel a must. Knowledge of fiduciary income tax planning is a ..