Estate Planning Paralegal

About AlerStallings LLCAlerStallings LLC is a leading estate planning law firm in Ohio, with a strong reputation for providing exceptional client service and expertise in estate planning and administration.Job DescriptionWe are seeking a highly skilled and experienced Paralegal/Case Manager to join our team. As a Paralegal/Case Manager, you will play a...

Estate Planning Paralegal RoleAt AlerStallings LLC, we are seeking a highly skilled Estate Planning Paralegal to join our team. As a key member of our estate planning practice, you will be responsible for drafting legal documentation, running client meetings, and providing exceptional client support.Key Responsibilities:Drafting start-to-finish legal...

Estate Planning Paralegal Job DescriptionWe are seeking a highly skilled Estate Planning Paralegal to join our team at AlerStallings LLC. As a key member of our Estate Planning team, you will be responsible for providing exceptional support to our attorneys and clients.Key Responsibilities:Run client meetings and provide excellent customer serviceDraft...

Estate Planning Paralegal Job DescriptionWe are seeking a highly skilled and experienced Estate Planning Paralegal to join our team at AlerStallings law firm. As a key member of our team, you will be responsible for providing exceptional client service, drafting legal documentation, and supporting our attorneys in their daily tasks.Key...

About the RoleAlerStallings LLC is seeking a highly skilled Estate Planning Paralegal to join our team. As a Paralegal and Office Manager, you will be responsible for running client meetings, drafting legal documentation, and providing exceptional client support.This is a unique opportunity to work with a leading estate planning law firm, where you will be...

About the RoleAlerStallings LLC is seeking a highly skilled Estate Planning Paralegal to join our team. As a key member of our Estate Planning department, you will be responsible for providing exceptional client service, drafting legal documents, and supporting our attorneys in their daily tasks.Key Responsibilities:Run client meetings and provide excellent...

We are seeking a highly skilled Estate Planning Paralegal to join our team at AlerStallings LLC. As a key member of our estate planning team, you will be responsible for providing exceptional client service, drafting legal documents, and supporting our attorneys in their daily tasks.Key Responsibilities:Run client meetings and provide excellent customer...

About AlerStallings LLCAlerStallings LLC is a reputable estate planning law firm seeking a skilled Case Manager to join their team. As a Case Manager, you will play a vital role in supporting the firm's attorneys and clients, ensuring seamless execution of estate planning services.Key ResponsibilitiesRun client meetings and provide exceptional customer...

About the RoleAlerStallings law firm is seeking a skilled Case Manager to join our team. As a Case Manager, you will be responsible for running client meetings, drafting legal documentation, and providing front-line support to clients. Our ideal candidate will have excellent communication skills, be able to work independently, and have a strong understanding...

About the Role:We are seeking an Attorney - Estates and Wills who will provide legal services in matters involving estates and trusts, disputes over wills, trust administration, and fiduciary obligations. The ideal candidate will work with clients to review and advise on different types of estate plans, such as trusts, wills, and powers of attorney, and help...

About the RoleWe are seeking a highly organized and detail-oriented individual to join our team as an Office Manager. As a key member of our team, you will be responsible for overseeing the day-to-day operations of our office and remote teams, ensuring seamless communication and coordination with clients, attorneys, and advisors.Key ResponsibilitiesManage...

Real Estate Attorney OpportunityA well-established firm is seeking a highly motivated and experienced attorney to handle a flourishing caseload in Real Estate Law. This is an exceptional opportunity for a skilled attorney to take their career to new heights.Responsibilities:Manage a diverse caseload from inception through completion, including case...

We are seeking a highly skilled and experienced Manager to lead our Real Estate Assurance team. As a key member of our Assurance department, you will be responsible for planning, supervising, and completing projects related to real estate industry clients.Key Responsibilities:Assume full responsibility for planning, supervising, and completing projectsManage...

Job OverviewValmark Financial Group is seeking a skilled Financial Planner to join our team. As a Financial Planner, you will play a critical role in assisting senior team members and Member Office financial professionals with financial planning cases and research.Key ResponsibilitiesManage the financial planning queue by analyzing client facts, modeling...

Job Title:Tax Senior Manager, Real Estate ClientsLocation:US-OH-ClevelandResponsibilities:Oversee overall client experiences, including deadline management and client expectations. Calculate tax effects of transactions, conduct technical tax research, and manage tax partner expectations. Handle billing and WIP management. Conduct the final review of tax...

OverviewCohen & Company, a leading public accounting firm, is seeking a highly skilled Tax Senior Accountant to join our Real Estate team. As a key member of our team, you will be responsible for preparing tax returns, performing detail-level reviews of partnership work papers, allocations, and tax returns, and providing tax compliance and consulting...

OverviewCohen & Company is a leading provider of assurance, tax, and advisory services to clients across the U.S. and worldwide. We are seeking a highly skilled Tax Senior Accountant to join our Real Estate team.ResponsibilitiesPrepare tax returns and perform detailed reviews of partnership work papers, allocations, and tax returns.Prepare materials and...

Key Responsibilities:Prepare tax returns and perform detailed reviews of partnership work papers, allocations, and tax returns.Prepare materials and research for consulting projects related to tax planning opportunities.Work with an engagement team to provide tax compliance and consulting services to real estate clients.Communicate with clients to gather...

Sequoia Financial Group: A Leader in Wealth ManagementAt Sequoia Financial Group, we are dedicated to providing exceptional financial planning and wealth management services to our clients. As a Wealth Advisor, you will play a critical role in helping us achieve our mission to enrich lives.Key Responsibilities:Manage client relationships and develop...

Job SummaryWe are seeking a seasoned Tax Managing Director to lead our REIT services team. As a key member of our leadership team, you will be responsible for driving business growth, building strong relationships with clients and internal stakeholders, and providing technical leadership in tax advisory and compliance services.Key Responsibilities:Develop...