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United States
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

Title Legal Assistant Job Responsibilities - 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 for internal client...

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Posted On Aug 12, 26
Full-time 1 views Experience : 5-15 yrs required
Job Tags:
banking conservator equity fiduciary finance guardian
Job Tags:
banking conservator equity fiduciary finance guardian

Position: Senior Fiduciary Officer Job Responsibilities: The Senior Fiduciary... Officer is responsible for... subject matter expert for fiduciary activities and providing direct... supervision to assigned trust administration staff. The officer will administer an assigned book of trust business and ensure customer satisfaction....

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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

Title: Managing Director of Wealth Transfer Strategy Job Responsibilities: Client Strategy and Advice: - Engage with ultra-high-net-worth (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,...

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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

Title: Advisor, CFP Job Responsibilities: - Conduct In-depth Financial Analysis: Perform thorough analyses of clients' financial 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...

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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

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 to beneficiaries, family members, co-fiduciaries, attorneys, accountants, and other professional advisors. - Develop and main...

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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

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 a desire to exceed client expectations. - Manage high-net-worth clients and their families and multigenerational relationships. - Develop...

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Posted On Sep 22, 26
Full-time 3 views Experience : Min 20 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the firm’s founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation, corporate governance,...

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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

Administrative Paralegal Job Responsibilities: - Provide administrative and substantive 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...

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Posted On Sep 30, 26
Full-time Experience : Min 6 yrs required
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

CQA Lead Analyst - Fiduciary Job Responsibilities: The Compliance Quality Assurance... (CQA) Lead Analyst is tasked with the administration and execution of testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. Key responsibilities include: - Partnering with WCIB Business...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

Lead Testing Analyst - Fiduciary Oversight and Testing Job Responsibilities: The... Compliance Quality Assurance (CQA) Lead Analyst is tasked with administering and executing testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. The key responsibilities include: - Partnering with...

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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

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 and Fiduciary Taxation, which includes planning... and executing client tax engagements. - Collaborate with specialists...

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Posted On Jul 22, 26
Full-time 3 views
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title: General Counsel and Chief Compliance Officer Job Responsibilities: Legal Counsel & Enterprise Legal Function - Serve as the company's founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on matters of investment adviser law, securities regulation,...

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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

Title: Senior Advisor Job Responsibilities: - Work closely with Partner teams and serve as a subject matter expert on all aspects of financial planning. - Maintain frequent communication with the Partner regarding team and client issues. - Lead client meetings to understand financial goals,...

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Posted On Jul 26, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
board of directors fiduciary Insurance Securities Software
Job Tags:
board of directors fiduciary Insurance Securities Software

acts as a primary fiduciary contact for client relationships,... working closely with the Director of the Trust and partnering with internal stakeholders to ensure exceptional trust administration. The role requires strict adherence to applicable regulatory requirements and internal policies. Job Responsibili...

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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

Title: Tax Senior Manager, Private Client Advisors Job Responsibilities: - Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on business...

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Posted On Sep 25, 26
Full-time 2 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...

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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...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities As a Tax Senior within the company's Individual Tax Services – High Net Worth group, you will be responsible for: - Preparing and reviewing complex federal, state, and local...

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