Top 198 Estate planning Jobs in Ohio

Estate and Trust Paralegal
Thompson Hine LLP —Ohio
- $148,000 - $219,000 a year
- CPA
- Bachelor of Science
- SQL
- Health insurance
- Dental insurance
Trust and Estate Planning Attorney
GPac —Cleveland, OH
- $125,000 - $200,000 a year
- Full-time
- 3 years
- Analysis skills
- Senior level
Quick Apply
4d
Real Estate Litigation Attorney - Associate
N.P. Weiss Law —Elyria, OH
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- 1 year
- Health savings account
- Health insurance
Quick Apply
Paralegal
Cleveland Elder Law —Independence, OH
- $55,000 - $68,000 a year
- Part-time
- Microsoft Excel
- Writing skills
- Mid-level
- Travel reimbursement
- Free parking
Quick Apply
Financial Advisor, Canton Area, OH
NEST Capital —New Philadelphia, OH
- Email
- Background check
- CPA
- 5 years
- Health insurance
- Dental insurance
Quick Apply
Experienced Ohio Probate Paralegal – Flexible Part-Time Opportunity (Hybrid Remote)
Zimmer Law Firm —Blue Ash, OH
- $28 - $30 an hour
- Email
- Hybrid work
- Background check
- Mid-level
- Data entry
Quick Apply
6d
Retirement Planner/Financial Advisor
Golden Reserve LLC —Cleveland, OH
- $150,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney - Animal Advocacy, Family Law, Estate Planning, Guardianships & Civil Litigation
Holland & Muirden —Sharon Center, OH
- Full-time
- Writing skills
- Analysis skills
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
Associate Attorney — Civil Litigation
Orion Placement —Dayton, OH
- $80,000 - $115,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Relocation assistance
- Dental insurance
Quick Apply
Associate Attorney — Civil Litigation
Orion Placement —Hamilton, OH
- $80,000 - $115,000 a year
- Full-time
- Writing skills
- Mid-level
- In-person
- Relocation assistance
- Dental insurance
Quick Apply
Retirement Planner/Financial Advisor
Golden Reserve LLC —Akron, OH
- $150,000 - $200,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Attorney
Schroeder Law Group —Hillsboro, OH
- From $50,000 a year
- Part-time
- Background check
- Mid-level
- In-person
- Paid holidays
- 401(k) matching
Quick Apply
5d
Investment Operations Analyst
Wellspring Financial Advisors, LLC —Cleveland, OH
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
Quick Apply
10d
Associate Attorney - Estate Planning & Tax
Everforth —Cincinnati, OH
- Full-time
- Writing skills
- Mid-level
- Business development
Quick Apply
7d
Attorney Real Estate - Title Agency Manager
Everforth —Cincinnati, OH
- $140,000 - $180,000 a year
- Full-time
- Management
- 5 years
- Business development
- Paid holidays
- Dental insurance
Quick Apply
7d
Probate Legal Assistant
Confidential —Strongsville, OH
- $20 - $30 an hour
- Full-time
- Customer service
- Mid-level
- In-person
- Health insurance
- Dental insurance
Quick Apply
Legal Assistant
Precision Staffing —Cincinnati, OH
- $20.00 - $21.50 an hour
- Full-time
- Writing skills
- Administrative experience
- Data entry
Quick Apply
Real Estate Attorney
Everforth —Cincinnati, OH
- Full-time
- Mid-level
- US work authorization
- Fair chance
- Health savings account
- Paid holidays
Quick Apply
7d
Trusts & Estates Attorney
Everforth —Cleveland, OH
- Full-time
- Mid-level
- 3 years
- Business development
- Dental insurance
- 401(k)
Quick Apply
7d
Financial Advisor – Career Changers Encouraged to Apply
Northwestern Mutual —Canton, OH
- $52,043.83 - $142,085.96 a year
- Full-time
- Bachelor of Science
- Mid-level
- Business development
- Paid training
- Health savings account
Quick Apply

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Estate and Trust Paralegal

Thompson Hine LLP -
Ohio

Apply Now

Job Details

$148,000 - $219,000 a year

Benefits

Health insurance
Dental insurance
Paid time off
Vision insurance

Qualifications

Data quality checks
Confidential information handling
Data visualization software proficiency
Customer relationship building
Financial model construction
Financial model development
Pricing analysis
Data quality assurance
Data structures
Financial statement analysis
Employee relationship building
Client relationship development
SQL
Business intelligence tools
Financial report interpretation
Team management
Data quality monitoring
Accounting
Financial statement interpretation
Legal billing
Query management
Financial data analysis tools
Accounting
Data manipulation
Cross-functional communication
Data analysis software
Client interaction via phone calls

Full Job Description

.
Manage a repository of pricing arrangements and representative matters for the areas of law for which the firm is engaged. Over time this set of data should be used in the deciding of future engagements.
Provide client reporting to comply with client or internal requirements or support client relationship meetings, internal team meetings or pitches. This is intended to be done in a standardized manner where it is not a drag on resources. Assist in preparing presentations, making decisions, preparing reports, etc.
Supervise Rate Analyst/Rate Manager with respect to entering and maintaining rates in Aderant. Work with the billing department to maintain the integrity of billing rates and in both Aderant and e-billing platforms.
Lead the firm’s profit initiative which is aimed at identifying clients that are not profitable and work with firm management on a strategy to return client to acceptable profitability.

QUALIFICATIONS

Education, Training and/or Experience

B.S. or B.A. in Business or Accounting required.
10+ years of total experience with at least 5 in a pricing related function.
Experienced in preparing and presenting financial modeling, including the tools used, such as Excel or other advanced modeling tools.
Experience working with data, including databases, large spreadsheets/datasets; and use of SQL to produce datasets for modeling.
Must have experience reading and interpreting financial statements.
Must have experience working directly with management and in a capacity where management solicits their opinions or recommendations.
Experience in professional services industry preferred.

Knowledge, Skills, and Abilities

Individuals must possess the following knowledge, skills and abilities, or be able to explain and demonstrate that the individual can perform the essential functions of the job, with or without reasonable accommodations through some other combination of skills and abilities.

The individual will develop a working knowledge of the time and billing system data and be able to manipulate it for the purpose of producing requested information. This data includes but is not limited to the following: working versus billing attorney reporting, fees versus costs, rate structures, offices and practice groups, realization and profitability.
The individual will have an advanced knowledge of Microsoft Excel including the following: sorting, filtering, subtotals, various functions and charts/graphs. The individual may have knowledge of databases (e.g. Microsoft Server) or other reporting software (e.g. Tableau, Power BI).
The individual will have a working understanding of a) data types and functions, specifically including text and lookup functions and b) data structures, including the concept of tables, queries, reports, etc.
The individual will be capable of interpreting financial statements and identifying questions, potential issues as well as a means to determine possible solutions.
This individual will be able to set reasonable expectations and yet be flexible to changing priorities. He or she will use communications to manage changing deadlines. He or she will establish quality review processes to be sure that data is correct and relevant to the project.
This person will act as part of a team and help out whenever possible, keeping in mind that the priority is for the team to deliver timely and accurately.
Ability to work with, cooperate with and develop working relationships between various departments, Firm personnel and clients.
Must use good judgment in maintaining confidential information and in communicating with others throughout the firm.
Excellent customer service skills and telephone etiquette are mandatory.
Regular attendance and punctuality are essential functions of this job.
Possesses interpersonal skills necessary in order to communicate effectively with a diverse group of employees.
Ability to handle tasks under pressure.
Ability to adjust work schedule to work other hours, as required.
This position requires the employee to work at a specified location and hours determined by the Manager for the benefit of the department and firm. Changes to the location and/or scheduled hours must be approved by the Manager.
CPA or MBA preferred but not required.
As this function provides information to many lawyers and management of the firm it is reasonable to expect a combination of routine requests, mundane or complex requests, and last-minute requests. It may also include projects not suitable for other individuals and/or functions due to needed skills and/or confidentiality.

Compensation is determined upon the market in which the position is located, the responsibilities of the position, the experience and skills of the applicant, and other job-related factors. The estimated salary ranges for these locations are the following: Cleveland is $148,000 to $185,000, Chicago is $156,000 to $195,900, and New York is $175,000 to $219,000.

Thompson Hine LLP is an Equal Opportunity Employer that offers competitive wages, and a robust benefits package. Benefit offerings include, but are not limited to, medical, dental, and vision insurance as well as Paid Time Off (PTO).

Thompson Hine EEO Policy

Apply Now

Refine Your Search

estate planning jobs in ohio

Estate and Trust Paralegal

Trust and Estate Planning Attorney

Real Estate Litigation Attorney - Associate

Paralegal

Financial Advisor, Canton Area, OH

Experienced Ohio Probate Paralegal – Flexible Part-Time Opportunity (Hybrid Remote)

Retirement Planner/Financial Advisor

Associate Attorney - Animal Advocacy, Family Law, Estate Planning, Guardianships & Civil Litigation

Associate Attorney — Civil Litigation

Associate Attorney — Civil Litigation

Retirement Planner/Financial Advisor

Attorney

Investment Operations Analyst

Associate Attorney - Estate Planning & Tax

Attorney Real Estate - Title Agency Manager

Probate Legal Assistant

Legal Assistant

Real Estate Attorney

Trusts & Estates Attorney

Financial Advisor – Career Changers Encouraged to Apply

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