10 results for Legal Operations Manager in Milwaukee, WI

Operations Administrator Robert Half is partnering with a financial services firm in the recruiting for an Operations Administrator. An exciting opportunity in Brookfield, Wisconsin area This role primarily revolves around the financial industry and will involve auditing loan agreements, facilitating the loan process, and providing supervisory responsibilities to the operations team. This is a permanent placement opportunity offering a full benefits package including 3 weeks vacation, quarterly bonus eligibility, profit sharing and 401k match. Responsibilities:• Checking and verifying the accuracy and completeness of signed loan documentation.• Identifying and addressing potential issues that may hinder loan funding while ensuring all actions taken are within legal, moral, and ethical boundaries.• Providing backup support for the Operations team, including application entry, documentation, and phone coverage.• Developing comprehensive knowledge of the Operations processes to act as a resource for all partners.• Utilizing Microsoft Office to maintain records and manage data entry tasks.• Leveraging administrative experience to enhance business operations.• Administering loan agreements and financing arrangements

Senior Tax Manager We are offering an exciting Senior Tax Manager opportunity for an industry leading and growing Service company in Milwaukee, Wisconsin. The Senior Tax Manager involves overseeing the preparation, review and management of non-income corporate tax returns, developing tax strategies, leading a team of tax professionals, collaborating with different departments, and managing audit and risk. CPA is required. For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless. Responsibilities:• Oversee the preparation and review of corporate tax returns to ensure accuracy and completeness.• Develop and implement tax strategies that minimize risk and maximize efficiency.• Lead a team of tax professionals, fostering a culture of accountability, collaboration, and continuous learning.• Collaborate with finance, legal, and operations teams to assess the tax implications of business strategies and transactions.• Manage interactions with tax authorities during audits and inquiries, and proactively assess and mitigate tax-related risks.• Continuously enhance internal policies to align with evolving regulatory requirements.• Evaluate complex tax scenarios, identifying opportunities for optimization and savings.• Stay updated on legislative changes and interpret their implications for the organization.• Provide clear and strategic tax advice to leadership and other stakeholders.• Facilitate communication across departments to ensure tax considerations are integrated into decision-making processes.

Legal Assistant Robert Half is searching for a Legal Assistant to join a wonderful firm in Milwaukee, Wisconsin. This role is key in providing comprehensive legal administrative support, including preparing and proofreading legal documents, maintaining electronic files, and managing client relations. The Legal Assistant will also be responsible for managing the calendar schedules of attorneys and assisting in various administrative duties within the law firm. Responsibilities: <ul><li>Accurately preparing and proofreading legal documents to ensure their readiness for client use.</li><li>Taking charge of electronic file maintenance to ensure easy access and retrieval of documents.</li><li>Managing the intake process of clients, ensuring all necessary paperwork and information are collected.</li><li>Handling the calendar management for attorneys, scheduling meetings, appointments, and court appearances as required.</li><li>Providing comprehensive administrative support to timekeepers to assist in their daily tasks.</li><li>Utilizing Case Management Software effectively for efficient case handling.</li><li>Performing billing functions as needed, ensuring accuracy and timeliness.</li><li>Ensuring smooth communication and maintaining good relations with clients.</li><li>Coordinating schedules within the team to ensure efficient workflow.</li></ul>

Legal Assistant Robert Half is searching for a Legal Assistant to join a wonderful firm located in Waukesha, Wisconsin. This role is key in providing comprehensive legal administrative support, including preparing and proofreading legal documents, maintaining electronic files, and managing client relations. The Legal Assistant will also be responsible for managing the calendar schedules of attorneys and assisting in various administrative duties within the law firm. Responsibilities: <ul><li>Ensure efficient and accurate handling of client inquiries and provide administrative support to timekeepers.</li><li>Oversee and manage attorneys' calendars with precision and punctuality.</li><li>Perform dictation tasks with high attention to detail and accuracy.</li><li>Monitor and maintain electronic file system to ensure up-to-date and organized records.</li><li>Undertake the client intake process, ensuring high levels of customer service and professionalism.</li><li>Format and proofread legal documents, ensuring they meet the required standards.</li><li>Balance check registers as part of financial management duties.</li><li>Provide expertise in various areas of law including Trusts & Estates, Labor & Employment, and Corporate Law.</li><li>Use Word and Excel proficiently for a variety of tasks.</li></ul>

Legal Assistant We are on the search for a Legal Assistant to join our team, operating in the legal industry, based in Waukdesha, Wisconsin. In this role, you'll be expected to deliver support in litigation defense, manage schedules, and maintain a high level of organization. Your responsibilities will also involve handling electronic filings, conducting website research, and ensuring the accuracy of legal documents. Responsibilities: • Coordinate case-related tasks while providing assistance to attorneys in managing case files • Uphold a high standard of organization by tracking deadlines and maintaining case files • Submit legal documents to courts and agencies using electronic filing systems, ensuring compliance with all filing protocols • Manage the schedules of attorneys by organizing meetings, court appearances, deadlines, and other critical events • Retrieve case documents, proceedings, and other relevant information from court and governmental websites • Review legal documents for accuracy, grammar, and formatting before filing them with courts or other entities • Monitor and organize incoming correspondence, flagging important communications, and ensuring prompt responses • Utilize your communication skills to interact with various stakeholders and manage calendar schedules efficiently • Employ your knowledge of e-filing and litigation documents to ensure the smooth running of defense litigation processes.

Real Estate Paralegal Robert Half Legal is partnering with a real estate developer located in Milwaukee, Wisconsin that's looking to hire a Real Estate Paralegal with at least 7-10+ years of experience to join their team. This real estate developer is a full-service real estate solutions company that develops, invests, and operates commercial office, healthcare, and mixed-use properties. The Real Estate Paralegal will assist attorneys in all aspects of commercial real estate transactions, including title, survey, due diligence, development and entitlements, closing and post-closing activities for real estate acquisitions, dispositions, and developments. The ideal candidate will have a strong understanding of commercial real estate concepts, particularly related to contracts and transactions. Salary for this position is paying between $100-130K plus a 15% bonus target and the company offers a comprehensive benefits package. If you're looking to join a phenomenal in-house real estate developer, then this is the opportunity for you! Real Estate Paralegal Responsibilities:<ul><li>Participating in documenting purchase, sale and financing transactions. This may include preparing, reviewing and/or coordinating legal documents and ensuring accuracy and completeness of final transaction instruments </li><li>Understanding relevant documentation affecting acquisitions, dispositions and financing transactions including but not limited to land options/PSA’s; improved property options/PSA’s; escrow agreements; development agreements; construction financing; takeout financing; mezzanine loan financing; lines of credit; guarantees; new markets tax credits; opportunity zones; tax increment financing; EB-5; ground leases; farm leases; etc. </li><li>Prepare, review, and/or coordinate transaction due diligence compliance pursuant to contract terms </li><li>Review title insurance commitments and policies for each project; coordinating with counsel and internal team members on courses of action related title exceptions and endorsements</li><li>Coordinate and manage transaction closings with legal counsel and project teams</li><li>Collect and maintain record documents affecting investment properties in preparation and support of acquisitions, financing/refinancing and dispositions</li><li>Assist legal counsel and internal teams in drafting ownership and investment-related documents, such as private placement memoranda, operating agreements, subscription agreements, consents, and management agreements </li><li>Support the preparation of investment offerings, financing requests, and sale packages by collaborating with internal teams to ensure accuracy and completeness</li><li>Assist with drafting, reviewing, and analyzing real estate transaction agreements, including purchase and sale agreements and loan agreements</li></ul> For immediate consideration, please email your resume directly to Justin Rambert, VP - Permanent Placement at justin . rambert @ robert half com

Controller We are offering an exciting opportunity for a Controller in the Manufacturing industry, based in New Berlin, Wisconsin. The Controller will be instrumental in maintaining the financial health of the company by ensuring all fiscal operations and reporting are timely, accurate, and in accordance with GAAP and other standards. The role also involves designing and implementing systems, processes, and procedures to enhance communication and performance monitoring, as well as partnering with various teams to support internal operations. Responsibilities: • Oversee the preparation and accuracy of financial statements and lead month-end and year-end closing processes • Develop and implement controls and procedures to protect assets, enhance efficiency, and mitigate risks • Stay updated on industry trends and changes in financial regulations and ensure compliance with all legal requirements • Maximize return on financial assets through the establishment of financial policies, procedures, controls, and reporting systems • Support achievement of business plans by analyzing variances and initiating corrective actions • Lead the development of annual budgets and routine forecasting processes to enable effective planning and decision-making • Guide financial, commercial, and operational decisions by conducting thoughtful analysis and providing insights for decision-making • Support Operations/Manufacturing by improving metrics that directly impact key manufacturing value drivers • Prepare special / ad hoc reports by collecting, analyzing, and summarizing information and trends • Provide leadership to a team of finance and accounting professionals

VP/Director of Finance We are offering an exciting opportunity in the non-profit industry, located in Milwaukee, Wisconsin. We are seeking a VP/Director of Finance to join our team. In this role, you will be responsible for ensuring financial compliance, coordinating with corporate functions, advising on pricing strategies, performing financial activities, and managing ROI analysis for projects. Responsibilities • Ensure compliance with all applicable federal contracting regulations regarding financial and internal control • Collaborate with other corporate functions to guarantee adherence to enterprise requirements and federal contracting regulations, including IT security • Act as a key business advisor to operational unit teams, contributing to the development of pricing strategies, program/product line/customer evaluation, and process improvement initiatives • Perform complex financial activities, including monthly and ad hoc financial statement analysis and commentary • Oversee the completion of month-end and year-end close, assistance of internal and external audit, and annual insurance review • Manage the financial planning and analysis process for operational unit leaders, including the annual budgeting process, rolling 12-month forecast, year-end and other projections • Serve as the primary financial contact for operating unit customers and vendors, partnering with legal for contract review and negotiations • Oversee the finance team's reporting requirements, food procurement, process improvement and accounts receivable and payable functions • Lead and develop talent, managing organizational design for area of responsibility and directing talent planning, hiring, development and training of staff • Serve as project owner for high complexity department, cross-functional or multi-location projects and improvement initiatives • Actively engage with community partners, linking activities to business performance.

Paralegal Robert Half is seeking an experienced Trust & Estates Paralegal to join an industry leading firm in downtown Milwaukee, WI. This client is looking for someone with 3-5+ years of experience handling trusts & estates as a paralegal. This position is paying extremely competitive depending on experience. The responsibilities for this position include but are not limited to: <ul><li>Assist in the preparation of estate tax returns, gift tax returns and fiduciary income tax returns</li><li>Maintain books and record for estates and trusts</li><li>Assist with asset valuations (as of date of death and alternate valuation date)</li><li>Verify bank balances and prepares inventory and appraisement </li><li>Coordinate and manages post-death administration of trusts and estates Maintain estate bank accounts and investments</li><li>Prepare and file probate forms and manage dockets </li><li>Prepare fiduciary accountings; organize assets; coordinate trust funding; marshal assets; prepare real property deeds and related documents Prepare annual trust accounting</li><li>Prepare schedules for asset distribution and trust funding, and coordinate the distributions on termination of trust</li><li>Determine the documentation necessary to effect sale or transfer of probate and non-probate assets including real estate, securities, bank accounts, other case earnings, promissory notes, mortgages, automobiles and recreational vehicles</li><li>Obtain federal and state tax clearance to release any tax liabilities</li><li>Coordinate the transfer of assets into trusts, including bank accounts, stock transfers and real estate deeds</li><li>Preparation of financial/computation spreadsheets</li></ul>

Paralegal Robert Half is seeking a Paralegal to join a wonderful team in Pleasant Prairie, Wisconsin. In this role, you will be actively involved in handling various intellectual property matters, supporting our legal team through research and analysis, and assisting in litigation and regulatory matters. Responsibilities: • Conduct comprehensive legal research and analysis to bolster our legal team's strategies.• Manage a range of intellectual property matters, including the review of marketing materials and the investigation of copyright/trademark infringements.• Take on a critical role in litigation and regulatory issues, including the management of documents and investigation of facts.• Respond to subpoenas and oversee other document requests, ensuring all actions comply with the relevant legal regulations.• Monitor and maintain accurate customer credit records.• Process customer credit applications with precision and efficiency.• Monitor customer accounts and take the necessary actions when required.