Position Summary The Senior Case Manager - Trust & Probate plays a critical role in managing ... Strong written and verbal communication skills Core Competencies - Attention to detail and ...
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Position Summary The Senior Case Manager - Trust & Probate plays a critical role in managing ... Strong written and verbal communication skills Core Competencies - Attention to detail and ...
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Position Summary The Senior Case Manager - Trust & Probate plays a critical role in managing ... Strong written and verbal communication skills Core Competencies - Attention to detail and ...
APIP Senior Case Manager Unit: Family Services Reports to: Director of ATI & Family Services Status ... Effective Communication Communicates clearly and professionally in both verbal and written forms.
APIP Senior Case Manager Unit: Family Services Reports to: Director of ATI & Family Services Status ... Effective Communication Communicates clearly and professionally in both verbal and written forms.
Queens, NY · On-site
$30.22/hr
APIP Senior Case Manager Unit: Family Services Reports to: Director of ATI & Family Services Status ... Effective Communication Communicates clearly and professionally in both verbal and written forms.
Queens, NY · On-site
$30.22/hr
APIP Senior Case Manager Unit: Family Services Reports to: Director of ATI & Family Services Status ... Effective Communication Communicates clearly and professionally in both verbal and written forms.
San Francisco, CA · On-site
Senior Case Manager will be responsible for case managing all youth who are participants of CHALK ... written communication skills • Experience with workforce development programing, as well as ...
San Francisco, CA · On-site
Senior Case Manager will be responsible for case managing all youth who are participants of CHALK ... written communication skills • Experience with workforce development programing, as well as ...
Queens, NY · On-site
$57K - $65K/yr
The Center has published studies on topics including court and jail reform, intimate partner ... communication, and writing skills required. Bilingual (English-Spanish or other languages ...
Queens, NY · On-site
$57K - $65K/yr
The Center has published studies on topics including court and jail reform, intimate partner ... communication, and writing skills required. Bilingual (English-Spanish or other languages ...
Bronx, NY · On-site
$28.04/hr
As a Senior Case Manager for one of our Homebase programs, you'll provide emergency crisis ... Strong verbal, written, and negotiation skills, including experience in advocacy and mediation.
Bronx, NY · On-site
$28.04/hr
As a Senior Case Manager for one of our Homebase programs, you'll provide emergency crisis ... Strong verbal, written, and negotiation skills, including experience in advocacy and mediation.
$176K - $187K/yr
At Hayden, Senior Case Team Leads are responsible for managing projects, designing analytical ... Excellent written and verbal communication skills * Exceptional literacy in Excel and PowerPoint
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$176K - $187K/yr
At Hayden, Senior Case Team Leads are responsible for managing projects, designing analytical ... Excellent written and verbal communication skills * Exceptional literacy in Excel and PowerPoint
Jamaica, NY · On-site
$57K - $65K/yr
The Center has published studies on topics including court and jail reform, intimate partner ... communication, and writing skills required. Bilingual (English-Spanish or other languages ...
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Jamaica, NY · On-site
$57K - $65K/yr
The Center has published studies on topics including court and jail reform, intimate partner ... communication, and writing skills required. Bilingual (English-Spanish or other languages ...
Santa Ana, CA · On-site
$18 - $25/hr
In this role, you will assist Senior Case Managers by organizing client files, gathering documents ... Strong written and verbal communication skills * Professional phone etiquette * Ability to stay ...
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Santa Ana, CA · On-site
$18 - $25/hr
In this role, you will assist Senior Case Managers by organizing client files, gathering documents ... Strong written and verbal communication skills * Professional phone etiquette * Ability to stay ...
Bronx, NY · On-site
$52K - $60K/yr
Senior Case Manager/Case Manager, Ryer Avenue Function : Provides case coordination and delivers ... Strong written and verbal communication skills. Master's Degree preferred. Single Site SCM Salary ...
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Bronx, NY · On-site
$52K - $60K/yr
Senior Case Manager/Case Manager, Ryer Avenue Function : Provides case coordination and delivers ... Strong written and verbal communication skills. Master's Degree preferred. Single Site SCM Salary ...
$18 - $25/hr
In this role, you will assist Senior Case Managers by organizing client files, gathering documents ... Strong written and verbal communication skills * Professional phone etiquette * Ability to stay ...
Quick apply
$18 - $25/hr
In this role, you will assist Senior Case Managers by organizing client files, gathering documents ... Strong written and verbal communication skills * Professional phone etiquette * Ability to stay ...
$176K - $187K/yr
At Hayden, Senior Case Team Leads are responsible for managing projects, designing analytical ... Excellent written and verbal communication skills * Exceptional literacy in Excel and PowerPoint
Quick apply
$176K - $187K/yr
At Hayden, Senior Case Team Leads are responsible for managing projects, designing analytical ... Excellent written and verbal communication skills * Exceptional literacy in Excel and PowerPoint
Bronx, NY · On-site
$27.39 - $36.98/hr
... Senior Case Manager provides and documents clinical and case management services for clients. He ... Strong written and verbal communication skills. * Strong team building and coaching skills.
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Bronx, NY · On-site
$27.39 - $36.98/hr
... Senior Case Manager provides and documents clinical and case management services for clients. He ... Strong written and verbal communication skills. * Strong team building and coaching skills.
Bronx, NY · On-site
$52K - $60K/yr
Senior Case Manager/Case Manager, Ryer Avenue Function : Provides case coordination and delivers ... Strong written and verbal communication skills. Master's Degree preferred. Single Site SCM Salary ...
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Bronx, NY · On-site
$52K - $60K/yr
Senior Case Manager/Case Manager, Ryer Avenue Function : Provides case coordination and delivers ... Strong written and verbal communication skills. Master's Degree preferred. Single Site SCM Salary ...
Bronx, NY · On-site
$52K - $60K/yr
Senior Case Manager/Case Manager, Ryer Avenue Function : Provides case coordination and delivers ... Strong written and verbal communication skills. Master's Degree preferred. Single Site SCM Salary ...
Quick apply
Bronx, NY · On-site
$52K - $60K/yr
Senior Case Manager/Case Manager, Ryer Avenue Function : Provides case coordination and delivers ... Strong written and verbal communication skills. Master's Degree preferred. Single Site SCM Salary ...
Senior Case Manager - Brooklyn Criminal Court Summary: The Senior Case Manager provides direct ... I further understand that no representation, whether oral or written by any representative or agent ...
Senior Case Manager - Brooklyn Criminal Court Summary: The Senior Case Manager provides direct ... I further understand that no representation, whether oral or written by any representative or agent ...
Queens Village, NY · On-site
$52K - $60K/yr
Senior Case Manager/Case Manager, 74 Avenue A Function : Provides case coordination and delivers ... Strong written and verbal communication skills. Master's Degree preferred. Single Site SCM Salary ...
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Queens Village, NY · On-site
$52K - $60K/yr
Senior Case Manager/Case Manager, 74 Avenue A Function : Provides case coordination and delivers ... Strong written and verbal communication skills. Master's Degree preferred. Single Site SCM Salary ...
Senior Harm Reduction Case Manager, C3 Skid Row Reports to: Director Program: 1502-Downtown C3 ... Detail oriented with excellent time management and organizational, written, verbal and computer ...
Senior Harm Reduction Case Manager, C3 Skid Row Reports to: Director Program: 1502-Downtown C3 ... Detail oriented with excellent time management and organizational, written, verbal and computer ...
Senior Harm Reduction Case Manager, C3 Skid Row Reports to: Director Program: 1502-Downtown C3 ... Detail oriented with excellent time management and organizational, written, verbal and computer ...
Senior Harm Reduction Case Manager, C3 Skid Row Reports to: Director Program: 1502-Downtown C3 ... Detail oriented with excellent time management and organizational, written, verbal and computer ...
Senior Case Manager - Brooklyn Criminal Court Summary: The Senior Case Manager provides direct ... I further understand that no representation, whether oral or written by any representative or agent ...
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Senior Case Manager - Brooklyn Criminal Court Summary: The Senior Case Manager provides direct ... I further understand that no representation, whether oral or written by any representative or agent ...
$30.5K - $43.3K
5% of jobs
$43.3K - $56K
0% of jobs
$56K - $68.8K
12% of jobs
$72.8K is the 25th percentile. Wages below this are outliers.
$68.8K - $81.6K
26% of jobs
The median wage is $84.8K / yr.
$81.6K - $94.4K
30% of jobs
$97.3K is the 75th percentile. Wages above this are outliers.
$94.4K - $107.1K
12% of jobs
$107.1K - $119.9K
3% of jobs
$119.9K - $132.7K
5% of jobs
$132.7K - $145.5K
2% of jobs
$145.5K - $158.2K
2% of jobs
$158.2K - $171K
3% of jobs
$30.5K
$92.6K
$171K
Tucson, AZ • On-site
Full-time
Posted 23 days ago
About Us
We are a fast-paced fiduciary and case management practice dedicated to providing high-quality trust administration, probate management, and client-centered services. Our team works collaboratively with attorneys, CPAs, beneficiaries, and families to ensure compliance, accuracy, and compassionate support throughout complex case lifecycles.
Position Summary
The Senior Case Manager – Trust & Probate plays a critical role in managing complex fiduciary cases from intake through final distribution and closure. This position oversees probate and trust administration, court reporting, tax coordination, and ALTCS-related matters while ensuring compliance with all legal, regulatory, and internal standards.
Key Responsibilities:
Probate & Trust Administration
- Oversee all probate and trust administration activities for accuracy, timeliness, and compliance
- Coordinate filings, documentation, and correspondence with internal teams
- Maintain proactive communication with beneficiaries and stakeholders
- Monitor deadlines for court filings, tax submissions, and distributions
- Prepare and support inventories, accountings, and status reports
- Maintain organized, audit-ready case files
Court Reporting & Compliance
- Prepare, review, and file court documents including petitions, inventories, and accountings
- Track court deadlines, hearings, and compliance requirements
- Ensure filings meet all court standards and regulations
- Coordinate with attorneys and internal teams for required documentation
- Track and implement court orders in a timely manner
Tax Coordination & Financial Oversight
- Ensure CPA engagement for each case
- Oversee timely filing of estate, fiduciary, and trust tax returns
- Collaborate with finance team on financial documentation and reporting
- Monitor tax obligations and identify potential risks
- Track completion of all tax-related deliverables
ALTCS & Special Needs Trust Management
- Prepare and submit ALTCS applications within required timelines
- Monitor client assets for eligibility compliance
- Coordinate documentation with internal teams and fiduciaries
- Manage eligibility status and anticipate compliance risks
- Support Special Needs Trust disbursement planning
Communication & Documentation
- Maintain consistent, clear communication with all stakeholders
- Return calls within two business days (same day when possible)
- Document all case activity accurately in case management systems
- Maintain organized records in compliance with internal policies
Timekeeping & Operational Standards
- Accurately track billable time (minimum 75% client-related activity)
- Complete billing and documentation within required deadlines
- Participate in case staffings and team meetings
Qualifications
- Bachelor’s degree in a related field or minimum of 3 years of relevant experience in probate, trust administration, fiduciary services, or legal environments
- Strong knowledge of court procedures, fiduciary responsibilities, and tax coordination
- Experience with ALTCS and Special Needs Trusts preferred
- Proficiency with case management systems (Clio, SharePoint preferred)
- Exceptional organizational and multitasking abilities
- Strong written and verbal communication skills
Core Competencies
- Attention to detail and regulatory compliance
- Proactive communication and accountability
- Strong judgment and risk awareness
- Effective time management
- Collaborative team leadership
- High level of professionalism and confidentiality
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