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United States
Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, the individual will support transformation in operations and finance within the Tax Transformation Office. The role involves collaboration with tax subject matter specialists,...

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Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Title: Senior Consultant, Tax Strategy - Tax Transformation** **Job Responsibilities:** As a Senior Consultant in Tax Strategy and Transformation, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role involves participating in tax transformation projects that...

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Posted On Aug 17, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning
Job Tags:
Code of Conduct entity formation Estate Planning family fiduciary trusts wealth transfer Wills

JOB TITLE: Trust & Estate Planning Associate JOB RESPONSIBILITIES: The... Trust & Estate Planning Associate plays a... strategies related to trust, estate, wealth transfer, and business... succession planning for Family Office clients.... include: - Drafting and editing estate planning documents such as... wills,......

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Posted On Aug 31, 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...

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Posted On Sep 09, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
children consumer debt depositions Estate Planning Family Law general litigation guardian health insurance Immigration Insurance Litigation Partnership pleadings Probate spouse trials Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
children consumer debt depositions Estate Planning Family Law general litigation guardian health insurance Immigration Insurance Litigation Partnership pleadings Probate spouse trials Wills

Job Title: Attorney - Estate Planning and Probate Job Responsibilities: -... a primary focus on estate planning and probate matters. -... Draft legal documents including wills, powers of attorney, healthcare surrogate designations, and handle summary administration in probate matters. - Participate in client intake,...

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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

Responsibilities: Estate Planning Support - Draft estate planning documents, including wills,... 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...

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Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Corporate - Compliance Corporate - General Corporate - Contract Law
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media
Practice Area:
Estate & Tax Planning Trusts and Estates - General Corporate - Compliance Corporate - General Corporate - Contract Law
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media

Title: Paralegal Job Responsibilities: The Paralegal role is designed to assist and relieve attorneys of administrative and clerical work, ensuring efficient operations and high levels of client satisfaction. The key responsibilities of this role include: Client Interaction: - Assign and answer client-submitted questions. - Perform...

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Posted On Sep 07, 26
Full-time 1 views 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

with divisional and Wealth Planning & Advice (WP&A) leadership... for the . Wealth Management (USWM) field, providing guidance on both simple and sophisticated tax and trust & estate planning strategies, as well... as... concentrated position management, corporate executive services, an...

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Posted On Sep 09, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Litigation - Commercial Probate
Job Tags:
commercial litigation Corporate Law depositions Estate Planning Probate trials
Practice Area:
Litigation - Commercial Probate
Job Tags:
commercial litigation Corporate Law depositions Estate Planning Probate trials

to these cases. - Conduct comprehensive legal research to support case strategies. - Prepare for and attend hearings, depositions, and trials to advocate on behalf of clients. - Engage in tasks related to probate administration, estate planning, and corporate law. Education... and Experience Informatio...

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Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle and resolve... tax controversies. Oversee complete tax research projects for...

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Posted On Aug 13, 26
Full-time 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 playing a pivotal role in guiding clients through the intricate landscape of tax obligations, both locally and internationally. Within the Tax practice, will be providing strategic consulting on business...

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Posted On Sep 02, 26
Full-time 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...

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Posted On Aug 18, 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

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...

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Posted On Sep 07, 26
Full-time Experience : 6-10 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

returns. The role involves providing income, estate, and gift tax planning... strategies for high net... worth, closely held business, and family business clients. The candidate will collaborate with the Private Wealth Services Tax team and make recommendations on return pre...

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Posted On Aug 17, 26
Full-time Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Title: Tax Manager – Family Office Job Responsibilities: As a Tax Manager in the Family Office Enterprise practice, you will be responsible for a range of duties centered around technical expertise and teamwork to deliver excellent client service. Key responsibilities include: - Advising...

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Posted On Aug 27, 26
Full-time 1 views 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

teams interested in wealth planning services for high- and... worth clients, addressing trust, estate/wealth transfer, and financial planning... needs. - Lead the wealth... planning engagement process with clients... from start to finish, ensuring a comprehensive and tailored approach. - Collaborate with Wealth...

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Posted On Sep 07, 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

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...

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Posted On Sep 10, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies. Participate in... multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and...

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Title: Tax Manager – Family Office Job Responsibilities: As a Tax Manager in the Family Office Enterprise practice, the candidate will have several key responsibilities focused on utilizing technical expertise and collaborating effectively with a team to provide excellent client...

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