Top 436 Legal fellow Jobs in Illinois

Managing Director & Family Office Fellow
Oxford Financial GRP —Chicago, IL
- Full-time
- CPA
- Office
- Analysis skills
Quick Apply
Director, Peace
John D. and Catherine T. MacArthur Foundation —Chicago, IL
- From $210,100 a year
- Full-time
- Hybrid work
- 11+ years
- Office
- Travel
- Health insurance
Managing Director & Oxford Investment Fellow
Oxford Financial GRP —Chicago, IL
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick Apply
Patty Gerstenblith Legal Fellowship in Art, Museum, and Cultural Heritage Law
The Field Museum —Chicago, IL
- $65,000 - $80,000 a year
- Multiple hires
- 5 years
- Organizational skills
- Communication skills
- Paid holidays
- Disability insurance
13d
Legal Fellowship, NIJC
National Immigrant Justice Center —Chicago, IL
- Full-time
- Hybrid work
- US work authorization
- Entry level
- Commuter assistance
- Health savings account
Quick Apply
Senior Litigation Counsel
Attorney Registration and Disciplinary Commision —Chicago, IL
- $120,000 - $150,000 a year
- Email
- Hybrid work
- Doctoral degree
- Writing skills
- Senior level
- Health savings account
- Disability insurance
Quick Apply
Driving Instructor - IL
Coastline Midwest LLC DBA Coastline Academy —Arlington Heights, IL
- Background check
- Classroom
- Pass drug screening
- Paid training
Quick Apply
School Psychologist - Rockford, Illinois
ProCare Therapy —Rockford, IL
- $39.92 - $69.92 an hour
- Full-time
- School experience
- Mid-level
- Master's degree
Quick Apply
Senior Intake Counsel
Attorney Registration and Disciplinary Commision —Chicago, IL
- $120,000 - $150,000 a year
- Email
- Hybrid work
- Doctoral degree
- Writing skills
- 11+ years
- Health savings account
- Health insurance
Quick Apply
Civil Litigation Associate Attorney
Orion Placement —Cicero, IL
- $115,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Dental insurance
- 401(k)
Quick Apply
Civil Litigation Associate Attorney
Orion Placement —Chicago, IL
- $115,000 - $150,000 a year
- Full-time
- Writing skills
- Mid-level
- Analysis skills
- Dental insurance
- 401(k)
Quick Apply
Aesthetic Nurse Practitioner
Pinch Med Spa —Illinois
- $25,000 - $200,000 a year
- Choose your own hours
- Remote
- Nursing
- Mid-level
- Patient care
Quick Apply
12d
Transit Driver
WeDriveU —Bourbonnais, IL
- $23.25 an hour
- Full-time
- CDL B
- Experience working with individuals with disabilities
- CDL
- Commuter assistance
- Paid holidays
Quick Apply
7d
Social Worker (LMSW)- Hospice
VITAS Healthcare —Peoria, IL
- $30 - $40 an hour
- Full-time
- Master of Social Work
- Skilled nursing facility
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Team Manager
Panera —Mundelein, IL
- $20 - $25 an hour
- Weekends as needed
- Background check
- 18 years or older
- Mid-level
- Health savings account
- Health insurance
Quick Apply
(USA) Pharmacy Manager - $50,000 Sign On Bonus Available
Walmart —Decatur, IL
- $112,000 - $197,000 a year
- High school
- Merchandising
- HIPAA
- Paid jury duty
- Disability insurance
Team Manager
Panera —Yorkville, IL
- $20 - $25 an hour
- Weekends as needed
- Background check
- 18 years or older
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Catering Lead
Panera —Mundelein, IL
- $17 - $20 an hour
- Weekends as needed
- 18 years or older
- Clean driving record
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Team Manager
Panera —Aurora, IL
- $20 - $25 an hour
- Weekends as needed
- Background check
- 18 years or older
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Team Manager
Panera —Aurora, IL
- $20 - $25 an hour
- Weekends as needed
- Background check
- 18 years or older
- Mid-level
- Health savings account
- Health insurance
Quick Apply

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Managing Director & Family Office Fellow

Oxford Financial GRP
Chicago, IL

Quick Apply

Job Details

Full-time

Qualifications

Estate planning needs analysis
Serving clients
Tax law research
Financial statement analysis
Financial report interpretation
Case law analysis
Computer skills
Estate planning

Full Job Description

POSITION SUMMARY

As a key member of the Family Office Services Team, the Managing Director & Family Office Fellow is responsible for producing and reviewing complex estate and wealth planning deliverables, identifying and developing proactive observations and recommendations, and interpreting complex estate planning documents and financial information. Additionally, the role serves as a key estate planning technical resource for the firm, collaborating with Managing Directors and the client team to prepare for and attend client meetings. The role of the Managing Director & Family Office Fellow also involves providing firm-wide support on tax and estate planning issues, writing and publishing expert articles, maintaining educational materials, and offering subject matter expertise and training to internal associates.

DUTIES AND RESPONSIBILITIES:

Produces and performs review of complex client estate and wealth planning deliverables

Reviews estate flowcharts and prepares/reviews other complex estate planning technical deliverables.
Develops and reviews observations and recommendations relative to specific planning issues and strategies with an eye toward proactive opportunities.
Develops and reviews technical, complex and comprehensive plans focused on wealth transfer and estate planning ensuring that objectives/observations and information from Managing Directors, Client Service Associates and other members of the broader client cell team are incorporated into the Comprehensive Plan.
Reviews, analyzes and summarizes sophisticated estate planning documents.
Provides guidance for Wealth Strategist in oversight of the administration of various family entities and comprehensive services related to maintaining client’s family office needs.
Develops and maintains, with demonstrated excellence, templates for various estate planning reports, analysis and deliverables.
Anticipates client questions.

Serves as an estate planning technical resource to the Managing Directors in preparing for client meeting and in attending meetings

Collaborates with Managing Director and internal client cell team on specific client deliverables, general technical matters and proactive strategies related to various client and internal associate needs.
Demonstrates excellence in serving as an estate planning technical resource in client or advisor meetings.
Participates in client/prospect/advisor meetings as needed.
Participates in feedback/debrief meetings and takes a active approach to continuous improvement.

Serves as a technical resource for and to the firm

Provides support, clarity and answers to technical issues/questions related to tax and estate planning.
Researches, writes, and publishes high-quality articles on complex wealth transfer topics for professional journals, industry publications, and online platforms. Ensure all content is accurate, well-researched, and adheres to the highest standards of legal writing.
Meets/communicates regularly with outside advisors for technical estate planning discussions and review, with developed beneficial relationships with outside advisors.
Reviews, develops and maintains FOS technical materials and educational pieces related to estate and wealth planning.
Reviews or creates and maintains estate planning related technical education summaries and materials.
Provides subject matter expertise and training opportunities to internal associates.

Performs other duties as assigned

QUALIFICATIONS

College degree with a postgraduate degree of JD, L.L.M or MST and/or a professional designation of CPA, CFP® and/or CPWA® and 10 years relevant experience in estate and tax planning and/or fiduciary and trust planning and administration.
Must possess a foundation of technical and business expertise with prior experience in strategic wealth planning for high-net-worth individuals and multi-generational families.
Must have in-depth knowledge of current legislative and case law changes and other technical developments in the estate planning area.
Must have strong analytical skills and the ability to interpret/analyze estate planning documents, financial statements and tax returns with strong attention to detail.
Must have demonstrated excellence in written and verbal communication skills as frequent author and presenter of complex estate planning strategies.
Must have excellent computer skills in Excel with ability to build Excel worksheets relative to complex planning strategies preferred.
Must have ability to explain complex estate planning strategies in a client friendly manner.
Must have a professional demeanor with the utmost respect for confidential matters.
Must be able to work independently and in a team environment.
Must have excellent written and verbal communication skills with strong interpersonal skills.
Must be detail oriented with excellent organizational skills.
Must have ability to multi-task.
Must have ability to work in a fast paced environment.
Must have strong work ethic with a positive attitude.

WORKING CONDITIONS

Limited travel as business needs necessitates
Long periods of sitting utilizing a computer
100% onsite

Quick Apply

Refine Your Search

legal fellow jobs in illinois

Managing Director & Family Office Fellow

Director, Peace

Managing Director & Oxford Investment Fellow

Patty Gerstenblith Legal Fellowship in Art, Museum, and Cultural Heritage Law

Legal Fellowship, NIJC

Senior Litigation Counsel

Driving Instructor - IL

School Psychologist - Rockford, Illinois

Senior Intake Counsel

Civil Litigation Associate Attorney

Civil Litigation Associate Attorney

Aesthetic Nurse Practitioner

Transit Driver

Social Worker (LMSW)- Hospice

Team Manager

(USA) Pharmacy Manager - $50,000 Sign On Bonus Available

Team Manager

Catering Lead

Team Manager

Team Manager

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