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United States
Full-time 5195 views Experience : Min 10 yrs required 9 applications

Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...

Full-time 3 views Experience : Min 7 yrs required

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in completing accurate estate plans that align with their wishes in an efficient manner. The attorney is expected to be available for an initial 'start' meeting within...

Posted On Sep 21, 26
Full-time 5 views Experience : 10-10 yrs required

Responsibilities: - Administer and provide fiduciary advice and oversight for... accounts. - Manage a portfolio of accounts with varying complexity and asset size. - Understand and interpret legal and fiduciary documents to deliver fiduciary... advice directly to clients... or client teams. - Partner wi...

Posted On Sep 07, 26
Full-time 10 views Experience : Min 9 yrs required

Title: Director, Wealth Strategist Job Responsibilities: - Collaborate with existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients,...

Full-time 3 views Experience : Min 9 yrs required

Title: Associate General Counsel - Mergers & Acquisitions Job Responsibilities: The Associate General Counsel - Mergers & Acquisitions at the company is tasked with overseeing the legal dimensions of the entire transaction lifecycle. This includes activities from the initial structuring and term...

Full-time 1 views Experience : Min 6 yrs required

Title Sr. Technical Claim Manager/Attorney-D&O/EPL (hybrid) Job Responsibilities - Handle claims proactively to achieve optimum payout results by resolving claims fairly, expeditiously, and economically. - Assess coverage issues on claims and issue appropriate coverage letters/documentation in the required timeframe. -...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required

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...

Full-time 1 views Experience : Min 8 yrs required

Title: Senior Trial Attorney Job Responsibilities: - Independently demonstrate trial advocacy skills as lead counsel or part of a team, ensuring efficiency, proactive case management, work ethic, and quality work product in accordance with Nationwide Trial Division (NTD) guidelines, as well as...

Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

Posted On Sep 21, 26
Full-time Experience : Min 10 yrs required

all Trust Administration activities, New Business Engagement Risk Oversight, Compliance, and Client Delivery commitments for their respective segment(s). The individual in this role reports to the Fiduciary Director and is accountable... for the performance of Trust Administration Advisors within thei...

Full-time 2 views Experience : 6-8 yrs required

Title: Attorney Specializing in Asset Management Job Responsibilities: - Serve as a legal advisor to the company's retirement business, providing guidance on a broad range of legal issues related to the provision of investment management services. - Advise business partners on complex legal...

Posted On Sep 22, 26
Full-time 1 views Experience : 12-15 yrs required

Title: Vice President, Global Benefits Job Responsibilities: - Define and execute a comprehensive global benefits and wellbeing strategy aligned with the company's business priorities, workforce needs, and People Team objectives. - Establish enterprise-wide principles and standards that balance global consistency with regional flexibility...

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