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United States
Posted On Sep 21, 26
Full-time 18 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 - Orlando H1: Join Our Team as a Wealth Advisor III in Orlando H2: Truist Wealth Solutions for High Net Worth Clients Bold Headlines: - Join a Team of Highly Accomplished Wealth Advisors in Orlando - Help High Net Worth Clients Achieve Their Financial Goals with Truist Wealth Solutions - Utilize Your External Network and Community Connections to Acquire New Clients - Be a Leader in the Wealth Management Industry with Tru

Posted On Sep 10, 26
Full-time 7 views Experience : 8-8 yrs required
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation
Job Tags:
company policies criminal family Insurance Partnership partnerships Taxation

Job Title: Senior Manager, Mutual Fund Tax Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients, acting as the primary contact for both internal and external clients. - Manage senior-level relationships with large clients, providing tactical advice and ensuring high responsibility for service delivery. - Lead teams of tax professionals and assistants on client projects. - Evaluate the tax impact on clients, develop tax a

Posted On Sep 21, 26
Full-time 4 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

Job Title: Trust Administration Advisor Job Responsibilities: - Administer and provide fiduciary advice and oversight for various Wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and interpret financial and estate planning strategies, legal, and fiduciary documents to deliver fiduciary advice to cl

Posted On Sep 10, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring
Job Tags:
asset management company policies criminal Energy family Insurance Partnership partnerships restructuring

Senior Manager, State and Local Tax - Asset Management Duties: The candidate will provide tax compliance services to partnerships for Asset Management clients. Deliver exceptional client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing

Posted On Sep 22, 26
Full-time 3 views Experience : 1-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning family Living Trusts trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning family Living Trusts trusts Wills

Job Title: Estate Planning Paralegal / Drafter Job Responsibilities: - Draft estate plans and ancillary documents for attorney clients across the country, following detailed design instructions. - Create legal documents including revocable living trusts, irrevocable trusts, wills, powers of attorney, healthcare directives, and related ancillary documents. - Utilize and navigate drafting platforms such as WealthCounsel, InterActive Legal, LEAP, and Adapt. Experience in at lea

Posted On Sep 23, 26
Full-time 5 views Experience : Min 5 yrs required
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate- Commercial Transactions
Job Tags:
agreements asset management brokers closing documents commercial real estate contracts due diligence lease leasing NYSE tenants title
Practice Area:
Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate- Commercial Transactions
Job Tags:
agreements asset management brokers closing documents commercial real estate contracts due diligence lease leasing NYSE tenants title

Job Title: Commercial Real Estate Paralegal Job Responsibilities: The Commercial Real Estate Paralegal is responsible for providing comprehensive legal and administrative support to the Real Estate Counsel and VP of Legal and Paralegal Services within the company. The role involves a variety of tasks essential to the facilitation of commercial real estate transactions and the management of associated legal documentation. Key responsibilities include: - Drafting closing tran

Posted On Sep 14, 26
Full-time 6 views Experience : Min 6 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 - Executive Director 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 from both the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including as

Posted On Sep 15, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
blockchain cryptocurrency finance marketing Mergers and Acquisitions mining Partnership Software Taxation
Job Tags:
blockchain cryptocurrency finance marketing Mergers and Acquisitions mining Partnership Software Taxation

Tax Manager, Digital Assets The candidate assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain solutions. Charged with applying knowledge to understand potential tax issues and recognizing and communicating potential risks and potential changes in the

Posted On Sep 10, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
company policies criminal family Insurance
Job Tags:
company policies criminal family Insurance

Job Title: Manager, Business Tax Services - Private Clients Job Responsibilities: - Advise clients and be accountable for delivering high-quality tax service and advice, playing a key role in growing the company's private client tax practice, which focuses on ultra-high net worth individuals, trusts, and estate clients. - Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices.

Posted On Jun 08, 26
Full-time 6 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Elder Law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
agreements Asset Protection bylaws Corporation entity formation Estate Planning health benefits Incorporation Insurance LLC operating agreements Software title trusts Wills
Practice Area:
Estate & Tax Planning Elder Law Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Trusts and Estates - General
Job Tags:
agreements Asset Protection bylaws Corporation entity formation Estate Planning health benefits Incorporation Insurance LLC operating agreements Software title trusts Wills

Job Title: Legal Assistant Job Responsibilities: Estate Planning Support - Draft estate planning documents, including wills, trusts, powers of attorney, and related instruments, from company templates under attorney and paralegal direction. - Assemble signing packets, prepare execution instructions, and coordinate notarization and witness logistics. - Maintain organized digital and physical estate planning files, ensuring completeness and accuracy. - Track matter status, de

Posted On Sep 23, 26
Full-time 13 views Experience : 3-6 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
agreements Asset Sales Bankruptcy Case Law children community associations Computer Crime construction contracts crime depositions equity family Financial Institutions fraud health insurance indemnity Insurance intercreditor agreements Letters of Credit Litigation marketing mergers pension Privacy professional liability salvage subrogation Surety Bonds trials underwriters
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
agreements Asset Sales Bankruptcy Case Law children community associations Computer Crime construction contracts crime depositions equity family Financial Institutions fraud health insurance indemnity Insurance intercreditor agreements Letters of Credit Litigation marketing mergers pension Privacy professional liability salvage subrogation Surety Bonds trials underwriters

Job Title: Sr. Claim Counsel Job Responsibilities: - Analyze, investigate, and resolve Bond & Specialty Insurance (BSI) claims of varying levels of severity with limited supervision from claims management. - Prepare and present reports for management that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage issues, and claim and recovery strategies. - Retain, monitor, and manage outside counsel actively utilizing litigation

Posted On Sep 16, 26
Full-time 4 views Experience : Min 10 yrs required
Practice Area:
Health Care - Compliance, Transactions, HIPAA Health Care - General
Job Tags:
artificial intelligence child equity government investigations Insurance Life Science life sciences Litigation Machine Learning Medical Device Medicine Partnership Privacy Regulatory Law Software spouse Visa work permit
Practice Area:
Health Care - Compliance, Transactions, HIPAA Health Care - General
Job Tags:
artificial intelligence child equity government investigations Insurance Life Science life sciences Litigation Machine Learning Medical Device Medicine Partnership Privacy Regulatory Law Software spouse Visa work permit

Job Title: Senior Counsel - Health & Life Sciences Legal Job Responsibilities: - Serve as the lead counsel on medical device legal regulatory issues impacting customers' use of company products in the US, Canada, and Latin America, with a focus on software as a medical device, artificial intelligence, machine learning, real-world data, and precision medicine. - Provide advice on the appropriate regulatory standards for product qualification and classification analysis. - Off

Posted On Sep 10, 26
Full-time 24 views Experience : Min 8 yrs required
Practice Area:
Intellectual Property - General IP_ - Trademark/Copyright-Transaction Data Privacy - Transactional
Job Tags:
agreements artificial intelligence company policies criminal data privacy Data Protection emerging technologies family H-1B Insurance IP IP rights licensing patents Software trade secrets Visa
Practice Area:
Intellectual Property - General IP_ - Trademark/Copyright-Transaction Data Privacy - Transactional
Job Tags:
agreements artificial intelligence company policies criminal data privacy Data Protection emerging technologies family H-1B Insurance IP IP rights licensing patents Software trade secrets Visa

Assistant General Counsel Job Title: Assistant General Counsel Job Responsibilities: - Provide legal advice on AI and emerging technologies during their research, development, and design phases to ensure legal compliance and embed intellectual property (IP) and data protection from inception, supporting strategic alignment. - Advise on legal, ethical, and reputational risks associated with new technology products, features, and data uses, both before and during their develo

Posted On Sep 17, 26
Full-time 2 views Experience : 2-4 yrs required
Job Tags:
finance Transfer Pricing
Job Tags:
finance Transfer Pricing

Senior Consultant or Consultant, International Income Tax The candidate will prepare and review international tax planning documents and presentations, research tax issues, respond to client requests, review certain international tax compliance, and handle other special tax projects. Perform and supervise such tasks as researching tax law, documenting planning ideas, and completing detailed models and calculations. Assist Manager in developing project work plans and scheduli

Posted On Sep 29, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
artificial intelligence CCPA contracts Cybersecurity evidence health insurance HIPAA Privacy renewals TCPA
Job Tags:
artificial intelligence CCPA contracts Cybersecurity evidence health insurance HIPAA Privacy renewals TCPA

Job Title: Privacy & Security Enterprise Engagement Officer Job Responsibilities: - Partner with either Health Plans or Shared Services to translate privacy, security, artificial intelligence (AI), business continuity, and related requirements from client contracts, laws, and regulations into actionable enterprise controls. - Build trusted relationships with Health Plan leadership and key stakeholders to ensure contract assurance, readiness reviews, Request for Proposal (RFP

Posted On Jul 02, 26
Full-time 5 views Experience : 3-5 yrs required
Practice Area:
Insurance Coverage Insurance Plaintiffs - General Personal Injury Plaintiffs
Job Tags:
Alternative Dispute Resolution appellate Corporation criminal family first party property Harassment Insurance Litigation pension pleadings trade secrets
Practice Area:
Insurance Coverage Insurance Plaintiffs - General Personal Injury Plaintiffs
Job Tags:
Alternative Dispute Resolution appellate Corporation criminal family first party property Harassment Insurance Litigation pension pleadings trade secrets

Job Title: Litigation Attorney Job Responsibilities: - Handle First Party Property litigation for policyholders, involving either the corporation or its insured, within established corporate guidelines and the applicable code of professional responsibility. - Manage First Party Property files and address complex issues with higher levels of dollar exposure, requiring less oversight. Maintain communication with clients regarding file status and progress. - Analyze files as li

Posted On Jul 07, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Litigation - eDiscovery Litigation - General (consumer)
Job Tags:
ADA depositions pension pleadings
Practice Area:
Litigation - eDiscovery Litigation - General (consumer)
Job Tags:
ADA depositions pension pleadings

Job Title: Legal Secretary #4183 Job Responsibilities: - The Legal Secretary is responsible for performing a variety of duties to provide administrative and secretarial assistance to bar counsels. - The role involves maintaining and monitoring disciplinary files within the case management system, which includes importing emails, checking scanned documents, updating data, and managing deadlines. - The secretary is tasked with typing and finalizing drafted pleadings, correspo

Posted On Jul 07, 26
Full-time 1 views Experience : 2-5 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance

Job Title: [Not Provided] Job Responsibilities: - Recognition Programs and Rewards: Employees will be part of a system that acknowledges and appreciates their contributions and achievements within the company. - Excellent Health Care Options: Including medical, dental, and vision coverage to ensure comprehensive healthcare support for employees. - A People-First Culture: The company prioritizes the well-being and satisfaction of its employees, fostering an inclusive and supp

Posted On Jul 07, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Litigation - Financial Services - Defense
Job Tags:
contracts corporate governance Corporate Law Corporation Deferred Compensation Insurance Intellectual Property lending Litigation Mergers and Acquisitions pension pleadings Securities Software trusts
Practice Area:
Litigation - Financial Services - Defense
Job Tags:
contracts corporate governance Corporate Law Corporation Deferred Compensation Insurance Intellectual Property lending Litigation Mergers and Acquisitions pension pleadings Securities Software trusts

Job Title: Financial Intelligence Unit (FIU) Legal Specialist Job Responsibilities: - Utilize substantial knowledge of the law and legal processes to support the Financial Intelligence Unit (FIU) in administering and coordinating legal risk management activities. These activities may cover areas such as subpoena investigation/fulfillment, litigation, contracts, intellectual property, regulatory issues, corporate governance, complex lending transactions, mergers and acquisiti

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