Estate & Tax Planning Attorney / Tax - Private Client Services Attorney / Tax - Exempt Organization Attorney / Tax - Federal Attorney / Tax - General Attorney / Tax - M&A and Transactions Attorney / Trusts and Estates - General Attorney in Boston, MA (Rem (Remote)

In-House • **Members Only** Boston, MA

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Posted On Sep 11, 26

Full-time 3 views Experience : Min 4 yrs required

Practice Area:

Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General

Job Tags:

artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Title: Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in the Advanced Planning team will engage in a variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: -...

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Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 08, 26

Full-time Experience : 8-10 yrs required

Job Tags:

agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance lending trusts wealth management

Job Title: Trust Officer Job Responsibilities: The Trust Officer... administering estate and personal trust accounts, which include testamentary... and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life... Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Key responsibilities include: - Administering...

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Attorney in New York City, NY (Remote)

In-House • **Members Only** New York City, NY

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Posted On Sep 10, 26

Full-time Experience : Min 12 yrs required

Job Tags:

Estate Planning family fiduciary finance Insurance mother Partnership private client Registered Investment Advisor Retirement Planning wealth management wealth transfer

estate plans for ultra-high-net-worth individuals and multigenerational families. - Advise on complex wealth transfer strategies, including GRATs, SLATs, IDGTs, charitable structures, and family governance... frameworks. - Partner with advisors to position estate planning as a central driver of client acquisition and retention...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Seattle, WA

In-House • **Members Only** Seattle, WA

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Posted On Sep 02, 26

Full-time 2 views Experience : Min 6 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

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Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 06, 26

Full-time 1 views Experience : Min 10 yrs required

Job Tags:

Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including federal, estate...

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Data Privacy - Transactional Attorney / Intellectual Property - General Attorney / IP_ - Patent Licensing Attorney / Intellectual Property - Patent General Attorney in Reston, VA

In-House • **Members Only** Reston, VA

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Posted On Sep 03, 26

Full-time 3 views Experience : Min 10 yrs required

Practice Area:

Data Privacy - Transactional Intellectual Property - General IP_ - Patent Licensing Intellectual Property - Patent General

Job Tags:

acquisitions agreements artificial intelligence CCPA consumer protection Copyright Cybersecurity Data Protection emerging technologies GDPR higher education Intellectual Property licensing Machine Learning mergers partnerships Patent Privacy regulatory compliance Software special projects strategic alliances technology transactions Trademark

Title: Assistant General Counsel, Product and AI Innovation** **Job Responsibilities:** - **Product & Technology Counseling:** - Act as the legal advisor to the Product, Engineering, Data, Security, and Innovation teams throughout the product lifecycle. - Provide proactive legal guidance on the development,...

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Intellectual Property - General Attorney / Intellectual Property - Trademark/Copyright - Litigation Attorney in New York City, NY

In-House • **Members Only** New York City, NY

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Posted On Sep 03, 26

Full-time 2 views Experience : Min 7 yrs required

Practice Area:

Intellectual Property - General Intellectual Property - Trademark/Copyright - Litigation

Job Tags:

brand protection climate change Counterfeiting criminal equity evidence Government Intellectual Property Partnership partnerships spectrum trademarks Women

the brand and client trust, aligned with global and... regional priorities. - Own program governance, including matter intake and prioritization, playbooks, escalation paths, and continuous improvement of processes and tools. - Define and track KPIs and dashboards to measure enforcement impact, risk...

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Legal Staff Paralegal in Moorpark, CA

In-House • **Members Only** Moorpark, CA

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Posted On Sep 02, 26

Full-time 2 views Experience : Min 5 yrs required

Practice Area:

Real Estate - Foreclosure (Litigation) Litigation - Foreclosure (Lender-side) Litigation - Real Estate - Defense Real Estate - General

Job Tags:

Civil Rules of Procedure depositions Foreclosure Insurance Litigation mortgage loans NYSE pleadings Real Property Law trials

Title: Litigation Management Specialist II Job Responsibilities: - Case Ownership: Independently manage and track a high-volume portfolio of litigated files related to real property law, maintaining comprehensive electronic case files for each matter. - Risk Mitigation: Analyze and research legal pleadings, evaluate attorney...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 02, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Affirmative Action family Partnership private client Software

affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Engage in multiple engagements that include proactive tax planning and strategic consulting, such as federal estate, g...

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Attorney in San Francisco, CA

In-House • **Members Only** San Francisco, CA

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Posted On Sep 02, 26

Full-time Experience : Min 5 yrs required

Job Tags:

Affirmative Action family Partnership private client Software

Title: Tax Manager - Private Wealth (NorCal Tax) Job Responsibilities: - Deliver tax compliance and business advisory services to individuals and small business clients. - Work closely with firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor...

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Attorney in Cincinnati, OH

In-House • **Members Only** Cincinnati, OH

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Posted On Aug 25, 26

Full-time Experience : Min 5 yrs required

Job Tags:

family fiduciary mortgages Taxation title Wills

Title: Senior Trust Officer Job Description: Job Title: Senior... Trust Officer Job Responsibilities: - Professional trust... administration within the scope... professional communication to clients and Financial Advisors. - Demonstrate expertise on the terms and practical application of trust document provisions, understanding how... each trust fit...

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Health Care - Compliance, Transactions, HIPAA Attorney / Corporate - Contract Law Attorney / Health Care - General Attorney / Corporate - General Attorney in Nashville, TN

In-House • **Members Only** Nashville, TN

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Posted On Aug 28, 26

Full-time 2 views Experience : Min 10 yrs required

Practice Area:

Health Care - Compliance, Transactions, HIPAA Corporate - Contract Law Health Care - General Corporate - General

Job Tags:

agreements banking contracts employee benefits family hospitals Identity Theft Insurance Partnership partnerships Software special projects

Title: Senior Counsel Contracts Job Responsibilities: - Provide legal support for vendor contracts with suppliers of products, equipment, services, and/or computer software for **Members Only.** and its member institutions. - Offer legal support for contracts involving HCA affiliated entities, including HCA Supply Chain operations,...

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Corporate - Technology Transactions Attorney / Corporate - Contract Law Attorney / Corporate - Compliance Attorney / Data Privacy - Transactional Attorney / Intellectual Property - General Attorney / Corporate - General Attorney in Reston, VA

In-House • **Members Only** Reston, VA

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Posted On Aug 26, 26

Full-time 1 views Experience : Min 7 yrs required

Practice Area:

Corporate - Technology Transactions Corporate - Contract Law Corporate - Compliance Data Privacy - Transactional Intellectual Property - General Corporate - General

Job Tags:

agreements CCPA Commercial Contracts data privacy finance GDPR higher education Intellectual Property IP licensing Privacy

Title: Senior Corporate Counsel Job Responsibilities: - Draft, structure, review, negotiate, and manage a wide range of complex commercial agreements, including SaaS subscription and cloud services agreements, SOWs, license agreements, Data Privacy/Processing addenda (DPAs), AI addenda, non-disclosure agreements, and vendor/supplier agreements. - Lead...

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Attorney in Scottsdale, AZ (Remote)

In-House • **Members Only** Scottsdale, AZ

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Posted On Sep 01, 26

Full-time Experience : Min 10 yrs required

Job Tags:

asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... Provide consultations on complex planning scenarios using expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and... tax planning. Develop client presentation materials and demonstrate professional presence and r...

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Attorney in Charlotte, NC (Remote)

In-House • **Members Only** Charlotte, NC

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Posted On Sep 01, 26

Full-time Experience : Min 10 yrs required

Job Tags:

asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... assets. Provide expert consultation on complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and... tax planning. Develop client presentation materials and demonstrate exceptional rel...

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Attorney in Fort Worth, TX (Remote)

In-House • **Members Only** Fort Worth, TX

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Posted On Sep 01, 26

Full-time 1 views Experience : Min 10 yrs required

Job Tags:

asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... analyses for the highest-net-worth clients (generally $25M+ in assets). Provide consultation on complex planning scenarios, leveraging expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and/or... tax planning. Develop...

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Attorney in Dallas, TX (Remote)

In-House • **Members Only** Dallas, TX

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Posted On Sep 01, 26

Full-time 1 views Experience : Min 10 yrs required

Job Tags:

asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and... tax planning. Develop client presentation materials and demonstrate professional relationship management skills. - Deliver expert...

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Attorney in Malvern, PA

In-House • **Members Only** Malvern, PA

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Posted On Sep 01, 26

Full-time Experience : Min 10 yrs required

Job Tags:

asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer

Senior Estate and Tax Specialist Job Responsibilities: The Senior Estate and Tax Specialist is responsible for deepening client relationships and delivering exceptional estate and tax planning services to the company's highest-net-worth and most complex clients. This role is recognized as a subject...

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Attorney in Chicago, IL

In-House • **Members Only** Chicago, IL

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Posted On Aug 31, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

AML derivatives due diligence family finance Insurance marketing Securities startup Women

Title: Compliance Officer Job Responsibilities: - Monitor and ensure ongoing compliance with CFTC Regulations and NFA Compliance Rules. - Provide advice and guidance to business partners on existing and new products and services. - Maintain firm registration and track Associated Person (AP) licensing requirements. -...

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Attorney in Chicago, IL

In-House • **Members Only** Chicago, IL

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Posted On Aug 24, 26

Full-time 2 views Experience : Min 10 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

with extensive experience in serving high net-worth individuals, families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice is well-versed in estate, income, gift, and trust tax consulting and compliance,... charitable giving, p...

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