Estate Planning Coordinator
4 weeks ago
We 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 Responsibilities- Manage office and remote operations, ensuring efficient workflow and timely completion of tasks
- Coordinate with clients, attorneys, and advisors to provide exceptional customer service
- Develop and implement administrative processes to improve productivity and efficiency
- Prepare and maintain client files, documents, and records
- Provide administrative support to the team, including scheduling appointments, making travel arrangements, and drafting correspondence
- Excellent organizational, communication, and problem-solving skills
- Basic computer skills, including experience with Microsoft Office
- Bachelor's degree required
Oath Law & Oath Planning is a leading provider of estate and financial planning services. We are committed to helping individuals and families achieve their goals through personalized planning and education. Our team is dedicated to delivering exceptional service and support to our clients and colleagues.
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Estate Planning Paralegal
4 weeks ago
Akron, Ohio, United States AlerStallings LLC Full timeAbout 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...
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Estate Planning Paralegal
4 weeks ago
Akron, Ohio, United States AlerStallings Full timeEstate 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...
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Estate Planning Paralegal
4 weeks ago
Akron, Ohio, United States AlerStallings LLC Full timeEstate 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...
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Estate Planning Paralegal
4 weeks ago
Akron, Ohio, United States AlerStallings LLC Full timeEstate 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...
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Estate Planning Attorney
4 weeks ago
Akron, Ohio, United States gpac Full timeAbout 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...
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Estate Planning Paralegal
4 weeks ago
Akron, Ohio, United States AlerStallings LLC Full timeAbout 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...
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Estate Planning Paralegal
4 weeks ago
Akron, Ohio, United States AlerStallings LLC Full timeAbout the RoleAlerStallings LLC is seeking a highly skilled and dedicated 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 documentation, and supporting our attorneys in their daily activities.Key Responsibilities:Run client meetings...
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Estate Planning Paralegal
4 weeks ago
Akron, Ohio, United States AlerStallings LLC Full timeWe 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...
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Estate Planning Paralegal
4 weeks ago
Akron, Ohio, United States AlerStallings LLC Full timeAbout 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...
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Estate Planning Paralegal
3 weeks ago
Akron, Ohio, United States AlerStallings LLC Full timeAbout 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...
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Estate Planning Paralegal
3 weeks ago
Akron, Ohio, United States AlerStallings Full timeAbout 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...
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Event Planning Coordinator
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Akron, Ohio, United States Twine Chart Full timeJob OverviewTwine Chart is a dynamic and innovative company that specializes in providing comprehensive data visualization and analytics solutions. We empower businesses to make informed decisions by transforming complex data into easily understandable visual formats. Our team is dedicated to delivering cutting-edge tools and services that enhance...
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Real Estate Attorney
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Senior Real Estate Assurance Manager
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Akron, Ohio, United States Cohen & Company Full timeWe 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...
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Tax Senior Manager Real Estate
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Akron, Ohio, United States Emerald Resource Group Full timeJob 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...
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Financial Planning Specialist
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Akron, Ohio, United States Valmark Financial Group Full timeJob 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...
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Tax Manager, Real Estate
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Akron, Ohio, United States Cohen & Company Full timeOverview:Cohen & Company is a leading provider of assurance, tax, and advisory services to clients throughout the U.S. and worldwide. We are seeking a highly skilled Tax Manager, Real Estate to join our team.Responsibilities:Oversee overall client experiences, including deadline management and client expectations.Calculate tax effects of transactions,...
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Tax Manager, Real Estate
3 weeks ago
Akron, Ohio, United States Cohen and Company Full timeOverviewCohen & Company is a leading provider of assurance, tax, and advisory services. We are seeking a highly skilled Tax Manager, Real Estate to join our team.ResponsibilitiesOversee client experiences, including deadline management and client expectations.Calculate tax effects of transactions, conduct technical tax research, and manage tax partner...
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Tax Senior Accountant, Real Estate Professional
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Akron, Ohio, United States Cohen & Company Full timeOverviewCohen & 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...
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Tax Senior Accountant, Real Estate Expert
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Akron, Ohio, United States Cohen & Company Full timeOverviewCohen & 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...