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United States
Posted On Sep 14, 26
Full-time 12 views Experience : Min 5 yrs required
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer

Strategies Advisor Job Description: Company is seeking a Wealth Strategies Advisor to join its team, with opportunities available in Los Angeles, California; Chicago, Illinois; and San Francisco, California. The company is committed to helping improve financial lives through responsible growth, focusing on...

Posted On Jul 03, 26
Full-time 4 views Experience : Min 12 yrs required
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) General Practice - Transactional & Litigation Litigation - Commercial Employment Law - General
Job Tags:
agreements contracts emerging technologies Employment Law fiduciary finance Insurance licensing Litigation Partnership Privacy
Practice Area:
Employment Law - Litigation Employer Defense Employment Law - Management (Compliance & Counseling) General Practice - Transactional & Litigation Litigation - Commercial Employment Law - General
Job Tags:
agreements contracts emerging technologies Employment Law fiduciary finance Insurance licensing Litigation Partnership Privacy

Title: Senior Director / Vice President, Deputy General Counsel Job Responsibilities: 1. Litigation Management and Risk Mitigation: - Manage the litigation docket for the reputed firm's litigation portfolio, encompassing employment, tort, contract, and other civil matters. - Act as the primary internal...

Posted On Sep 14, 26
Full-time 2 views Experience : 5-8 yrs required
Job Tags:
agreements Business Formation construction document review due diligence estates fiduciary fiduciary duty Litigation trusts wealth management Wills
Job Tags:
agreements Business Formation construction document review due diligence estates fiduciary fiduciary duty Litigation trusts wealth management Wills

Title: New Business Review Officer VP/ ED Job Responsibilities: - The New Business Review Officer (NBRO) is tasked with collaborating with the Trust Practice to conduct due diligence, evaluate, and onboard new trust and estate business. The role requires balancing commercial opportunities...

Posted On Sep 10, 26
Full-time 2 views
Job Tags:
agreements banking Commercial Contracts Commercial Law company policies contracts corporate governance Corporate Law criminal Employment Law family fiduciary Government Insurance Regulatory Law
Job Tags:
agreements banking Commercial Contracts Commercial Law company policies contracts corporate governance Corporate Law criminal Employment Law family fiduciary Government Insurance Regulatory Law

Title: Director, **Members Only.** Law Staffing Job Responsibilities: - Embrace a client-facing role by collaborating with both US and Global teams to drive opportunities, enhance efficiencies, and continuously improve engagement delivery. Develop and maintain relationships with external clients, vendors, **Members Only.** tax and advisory...

Posted On Sep 14, 26
Full-time 2 views Experience : 5-8 yrs required
Job Tags:
estates fiduciary Taxation trusts wealth management
Job Tags:
estates fiduciary Taxation trusts wealth management

Title: Wealth Management - Junior Trust Officer - Vice President Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. - Make recommendations regarding how the Bank shall exercise discretionary powers it has as...

Posted On Sep 24, 26
Full-time 11 views Experience : 6-10 yrs required
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
brokers crime fiduciary Financial Institutions Insurance Litigation Software
Practice Area:
Insurance Defense - General Personal Injury Defense
Job Tags:
brokers crime fiduciary Financial Institutions Insurance Litigation Software

Directors and Officers (D&O), Errors and Omissions (E&O) for Financial Institutions, Employment Practices Liability (EPL), Fiduciary, and Crime/Fidelity claims. - Manage... claims in accordance with Claim Handling Best Practices, covering all phases such as initial contact, claim investigation, coverage evaluation, reservi...

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

planning, and tax compliance. - Manage and oversee the engagement team focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary Taxation. This includes the... planning and execution of client tax engagements. - Collaborate with specialists...

Posted On Sep 18, 26
Full-time 6 views Experience : Min 8 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 Senior Manager – Family Office Job Responsibilities: As a Tax Senior Manager within the Family Office Enterprise practice, the candidate will perform duties centered around technical expertise and collaborative teamwork to deliver excellent client service. Key responsibilities include:...

Posted On Sep 18, 26
Full-time 7 views Experience : Min 5 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

and tax compliance. - Manage and oversee the engagement team focused on Partnership, S Corporation or C Corporation as well as Individual and Fiduciary taxation. This includes the... planning and execution of client tax engagements. - Collaborate with specialists regardi...

Posted On Jul 17, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Health Care - Compliance, Transactions, HIPAA Health Care - General
Job Tags:
ADA COBRA Corporation equity ERISA fiduciary HIPAA Insurance pharmaceuticals Taxation
Practice Area:
Health Care - Compliance, Transactions, HIPAA Health Care - General
Job Tags:
ADA COBRA Corporation equity ERISA fiduciary HIPAA Insurance pharmaceuticals Taxation

Title: Health Solutions Legal Consultant (AVP) - Compliance & Policy Consulting Team Job Responsibilities: The Health Solutions Legal Consultant in the Compliance & Policy Consulting Team is responsible for providing expert legal guidance on health and welfare benefits in a...

Posted On Jul 28, 26
Full-time 3 views Experience : Min 2 yrs required
Practice Area:
Corporate - General Corporate - Securities and Capital Markets
Job Tags:
board of directors corporate governance Corporate Law Corporation derivatives directors equity fiduciary Fringe Benefits health benefits lending Privacy Securities Visa
Practice Area:
Corporate - General Corporate - Securities and Capital Markets
Job Tags:
board of directors corporate governance Corporate Law Corporation derivatives directors equity fiduciary Fringe Benefits health benefits lending Privacy Securities Visa

Title: Senior Associate, Corporate Secretary Paralegal Job Responsibilities: The Senior Associate, Corporate Secretary Paralegal will work under the supervision of licensed attorneys within the Office of the Corporate Secretary at the company. The primary responsibilities include: - Assisting in administrative functions to ensure...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

technical expertise and teamwork. Key duties include: - Advising ultra-high net worth clients on a comprehensive range of tax services, including wealth transfer, charitable and retirement planning, and tax compliance. - Leading the engagement team focused on individual, fiduciary, gift...

Posted On Aug 04, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials

including Public Company D&O, Private Company D&O, Employment Practices Liability, and Fiduciary Liability claims. - Analyze, investigate,... and resolve Management Liability claims of varying levels of severity with moderate supervision. - Prepare and present reports that accurately reflect loss development, potential/actual finan...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

engagements that span individual, fiduciary, partnership, closely held corporation,... estate, and gift tax matters. Review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. Contribute to tax...

Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

Posted On Sep 14, 26
Full-time 2 views Experience : 2-5 yrs required
Job Tags:
asset management fiduciary shareholders trusts
Job Tags:
asset management fiduciary shareholders trusts

expertise and knowledge of fiduciary rules and regulations. The... officer independently facilitates these processes in a fast-paced, high-volume environment. Key duties include assigning tasks to Specialized Fiduciary Administrators, monitoring progress, and... approving completed work. The officer is also responsible...

Posted On Sep 17, 26
Full-time 3 views Experience : 7-10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
appeals COBRA Deferred Compensation electric power employee benefits Energy ERISA fiduciary HIPAA Insurance Litigation M&A pension Severance
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
appeals COBRA Deferred Compensation electric power employee benefits Energy ERISA fiduciary HIPAA Insurance Litigation M&A pension Severance

Title: Senior Lawyer - Employee Benefits and Executive Compensation Job Responsibilities: - Serve as a specialist in employee benefits and executive compensation law, providing technical and expert legal services to the company's business units. - Plan, conduct, and supervise large and highly complex...

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