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Golden Gate Legal Jobs in In-House

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Posted On Aug 18, 26
Full-time 21 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

SEO Friendly Job Title: Wealth Advisor III - Tampa / Naples H1: Join Our Team as a Wealth Advisor III in Tampa / Naples H2: High Net Worth Wealth Advisor at Truist Bold Headlines: - Manage High Net Worth and Ultra-High Net Worth Client Relationships - Utilize External Network and Firm Reputation for Business Development - Deliver Comprehensive Wealth Management Solutions - Collaborate with Truist Product Specialists to Enhance Client Relationships - Act as a Cul

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Posted On Aug 27, 26
Full-time 31 views Experience : 10-15 yrs required
Job Tags:
banking branding construction Ethics family fiduciary finance financial products investment management marketing REITs Securities shareholders wealth management
Job Tags:
banking branding construction Ethics family fiduciary finance financial products investment management marketing REITs Securities shareholders wealth management

Senior Portfolio Manager locations Naples time type Full time posted on Posted 30+ Days Ago job requisition id 24039517 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being

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Posted On Sep 07, 26
Full-time 25 views Experience : Min 3 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Job Title . Private Bank - Private Banker - Associate Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset alloc

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Posted On Aug 31, 26
Full-time 11 views Experience : 5-10 yrs required
Practice Area:
Food & Drug Law Product Liability Defense Litigation - Document Review Litigation - eDiscovery General Litigation - Health Care - Defense
Job Tags:
advertising company policies depositions document review Insurance life sciences Litigation marketing Medical Device product liability title
Practice Area:
Food & Drug Law Product Liability Defense Litigation - Document Review Litigation - eDiscovery General Litigation - Health Care - Defense
Job Tags:
advertising company policies depositions document review Insurance life sciences Litigation marketing Medical Device product liability title

Job Title: Associate Litigation and Risk Management Counsel Job Responsibilities: - Provide support for all litigation and claims management needs of the department. - Assist with the defense of litigation, product liability issues, insurance correspondence, regulatory matters, and internal investigations. - Assist with document review, e-discovery, and case management as needed. - Present clear recommendations to the business and assure legal compliance. - Advise on c

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Posted On Sep 07, 26
Full-time 5 views Experience : Min 3 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Job Title: . Private Bank - Private Banker - Associate Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocat

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Posted On Sep 03, 26
Full-time 4 views Experience : 5-7 yrs required
Practice Area:
Tax - IRS Audits and Appeals Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation
Practice Area:
Tax - IRS Audits and Appeals Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation

Job Title: Tax Controversy Manager (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests and relief requests for missed elections. - Address collection matters including Installment Agreements, Offers in Compromise, and Collection Due Process Hearings. - Perform tax research and draft t

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Posted On Sep 07, 26
Full-time Experience : Min 3 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Job Title . Private Bank - Private Banker - Associate Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allo

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Posted On Jul 22, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
EEOC Estate and Trust fiduciary marketing pleadings Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
EEOC Estate and Trust fiduciary marketing pleadings Probate

Job Title: Estate and Trust Paralegal Job Responsibilities: - Manage estate and trust administration from asset collection to final distributions. - Prepare inventories, schedules, and accountings at all probate steps. - Draft probate pleadings and fiduciary documents for review and e-filing. - Assist in preparing estate, gift, and fiduciary income tax returns (Form 706, Form 709, Form 1041). - Coordinate deadlines, monitor case schedules, and support attorneys proact

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Posted On Jul 27, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance Partnership
Job Tags:
family finance Partnership

Job Title: Tax Manager or Director Job Responsibilities: - Consult with franchise ownership clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities for our clients, communities, and people. - Become an industry professional and attend industry-leading events and trainings. - Perform a range of tax pr

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Posted On Sep 07, 26
Full-time 1 views Experience : 6-10 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Job Title: Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, investme

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Posted On Aug 23, 26
Full-time Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Tax Expert - Expert Center (Southeast) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (.

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Posted On Aug 27, 26
Full-time Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

Job Title: Wealth Strategies Advisor Job Responsibilities: - Serve as a specialized resource for Advisor teams interested in wealth planning services for high- and ultra-high net worth clients. - Lead the wealth planning engagement process with clients from start to finish. - Collaborate with Wealth Strategy Specialists and Analysts to gather information, perform analyses, and develop planning solutions. - Develop holistic, integrated planning strategies with a focus on how

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Posted On Sep 07, 26
Full-time Experience : 7-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Job Title: Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Develop and present content across various wealth management topics in collaboration with divisional leadership and department leadership. - Serve as a resource for the department field in both simple and sophisticated tax, trust, and estate planning strategies, as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Part

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
acquisitions agreements due diligence family Financial Institutions Joint Ventures Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations Software Taxation
Job Tags:
acquisitions agreements due diligence family Financial Institutions Joint Ventures Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations Software Taxation

Job Title: Tax Senior Associate - Real Estate (National Office) Job Responsibilities: - Support the review and analysis of tax returns and workpapers, identifying technical issues and opportunities for further research and structuring considerations. - Proactively research tax law changes, emerging issues, and industry trends, focusing on understanding the technical implications on real estate structures and transactions. - Draft technical memoranda and communicate complex t

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Posted On Sep 06, 26
Full-time 1 views Experience : 5-8 yrs required
Practice Area:
Litigation - Real Estate - Defense
Job Tags:
civil litigation depositions evidence Litigation pleadings Probate Software special projects stage title
Practice Area:
Litigation - Real Estate - Defense
Job Tags:
civil litigation depositions evidence Litigation pleadings Probate Software special projects stage title

Job Title: Litigation Paralegal Job Responsibilities: - Document Drafting: Prepare, draft, and review various litigation documents such as pleadings, motions, discovery materials, and other critical legal filings to support successful case outcomes. - Case Management: Oversee and maintain organized case files, evidence, and correspondence, ensuring timely access to information for attorneys at every stage of litigation. - Real Estate & Special Matters: Assist with complex re

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance Partnership
Job Tags:
family finance Partnership

Job Title: Tax Manager/Director Job Responsibilities: - Consult with franchise ownership clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities for clients, communities, and people. - Become an industry professional and attend industry-leading events and trainings. - Perform a range of tax procedures in ac

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Posted On Jul 10, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Franchise Law
Job Tags:
agreements Corporation franchisee Litigation
Practice Area:
Franchise Law
Job Tags:
agreements Corporation franchisee Litigation

Job Title: Assistant General Counsel Job Responsibilities: - Provide risk-based legal counsel and guidance on franchise and agency matters for the company. - Structure, draft, review, and negotiate various agreements including franchise agreements, agency agreements, license agreements, confidentiality, and non-compete agreements, along with other related documentation. - Lead the global preparation of franchise disclosure documents in collaboration with multiple internal an

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Posted On Aug 31, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Litigation - eDiscovery General Litigation - Document Review Insurance Defense - General Personal Injury Defense
Job Tags:
family Identity Theft Insurance insurance defense Litigation
Practice Area:
Litigation - eDiscovery General Litigation - Document Review Insurance Defense - General Personal Injury Defense
Job Tags:
family Identity Theft Insurance insurance defense Litigation

Job Title: Senior Paralegal Job Responsibilities: The Senior Paralegal is tasked with providing high-level litigation and claims support to the Risk Management Department, claims adjusters, and defense counsel. Key responsibilities include: - Managing claims litigation matters and coordinating with outside counsel and claims adjusters. - Administering and coordinating discovery responses, ensuring document collection, preservation, and production of electronically stored in

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