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Posted On Aug 24, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title

legal support to the Estate Planning Attorneys and Estate... Planning Paralegals within the... department. - Prepare mailings to clients for documents that need to be signed. - Coordinate the in-office execution of documents with clients to ensure proper signing. - Review and process...

Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

Job Title: Estate Settlement Manager Job Responsibilities: - Manage... a portfolio of highly complex estate settlement engagements involving significant... family wealth, multiple entities, trusts, beneficiaries, tax considerations, and fiduciary relationships. - Serve as the primary relationship lead during estate settlement engagements, providing guidance......

Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning fiduciary Insurance Securities trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning fiduciary Insurance Securities trusts Wills

Coordinate workflow within the Estate Planning Review Department by... organizing and reviewing estate planning documents, and preparing... summaries for attorney and reviewer evaluation. - Serve as a key point of contact internal client teams regarding Estate Planning Review requests and......

Posted On Jul 26, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer

(UHNW) clients to understand their goals and deliver customized estate and wealth transfer strategies. -... Review, interpret, and summarize complex estate planning documents such as... irrevocable trusts, operating agreements, buy-sell agreements, voting trusts, and shareholder agreements. - Provide recommendations for client consideration...

Posted On Jul 26, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills

situations, including tax implications, investment strategies, retirement planning, and estate planning. - Specialized Investment Strategies:... Collaborate with the Investment Team to develop and recommend investment strategies tailored to clients' specific needs, risk tolerance, and financial goals, considering their unique technical circumstanc...

Posted On Aug 05, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

Title: Private Client Advisor and Trust Officer Job Responsibilities: - Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families. - Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management clients. - Maintain a client-centric focus and...

Posted On Sep 14, 26
Full-time 3 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

Title . Private Bank - 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...

Posted On Sep 14, 26
Full-time 5 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

Title: . Private Bank - Investment Professional 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,...

Posted On Sep 14, 26
Full-time 4 views
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

Title 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...

Posted On Sep 14, 26
Full-time 1 views Experience : 3-10 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

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...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Estate Planning family finance trusts wealth transfer
Job Tags:
Estate Planning family finance trusts wealth transfer

or Director - Gift, Estate, Trusts Job Responsibilities: -... 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...

Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

Posted On Sep 30, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... accounts, focusing on strategic planning and mentoring junior staff.... Help the Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Advise clients on...

Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate... will be responsible for advising clients on local and international tax affairs to optimize business impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing...

Posted On Sep 28, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
estates family finance trusts
Job Tags:
estates family finance trusts

Title: Tax Manager or Director - Individuals, Trusts & Estates Job Responsibilities: - Review high net worth individual income tax returns and collaborate with the company's Wealth Advisory practice. - Thrive in an entrepreneurial environment that offers flexibility, autonomy, and...

Posted On Jul 26, 26
Full-time Experience : 3-10 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management marketing Registered Investment Advisor regulatory compliance Retirement Planning Securities spectrum
Job Tags:
banking Estate Planning fiduciary Insurance investment management marketing Registered Investment Advisor regulatory compliance Retirement Planning Securities spectrum

all aspects of financial planning. - Maintain frequent communication with... the Partner regarding team and client issues. - Lead client meetings to understand financial goals, needs, and risk tolerance through comprehensive consultations and assessments. - Prepare and/or review financial action plans and projections...

Posted On Sep 28, 26
Full-time 1 views
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

high net worth clients. This role requires a significant understanding of taxation related to personal income, estate and gift tax, and... wealth retention strategies. Additionally, the role involves taxation of entities owned by business owners, including partnership and corporate ta...

Posted On Sep 18, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

tax opportunities, including succession planning, wealth transfer planning, and... tax compliance. - Manage and oversee the engagement team with a focus on Partnership, S corporation, or C Corporation as well as Individual Fiduciary Taxation, which includes planning and executing client tax......

Posted On Jul 20, 26
Full-time 6 views Experience : 3-5 yrs required
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General Corporate - Contract Law
Job Tags:
acquisitions agreements confidentiality agreements construction contracts corporate governance corporate transactions divestitures document review due diligence family finance IP Joint Ventures letters of intent licensing M&A purchase and sale agreements Securities Transportation Visa
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General Corporate - Contract Law
Job Tags:
acquisitions agreements confidentiality agreements construction contracts corporate governance corporate transactions divestitures document review due diligence family finance IP Joint Ventures letters of intent licensing M&A purchase and sale agreements Securities Transportation Visa

Title: Senior Attorney, Corporate & Commercial Job Responsibilities: - M&A, Joint Ventures, and Strategic Transactions: Support legal workstreams for acquisitions, divestitures, joint ventures, minority investments, internal reorganizations, and other strategic corporate transactions. Manage due diligence, draft and negotiate agreements, coordinate signing and...

Posted On Sep 16, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment. - Develop responses to IRS and other regulatory and tax authorities'...

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