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United States
Posted On Sep 14, 26
Full-time 3 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options - Meet with clients in consultations, gather necessary information, and help clients take action - Design and review personalized estate plans to...

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Posted On Aug 20, 26
Full-time 3 views Experience : 1-5 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Insurance - Regulatory & Compliance Personal Injury Defense
Job Tags:
children Disability Benefits fiduciary Insurance Litigation marketing Mediation spouse
Practice Area:
Insurance Coverage Insurance Defense - General Insurance - Regulatory & Compliance Personal Injury Defense
Job Tags:
children Disability Benefits fiduciary Insurance Litigation marketing Mediation spouse

and processes. - Evaluate exposures and make substantive decisions on claims, providing support to other lines as needed. - Conduct coverage, liability, and damages analysis for Public Directors & Officers (D&O), Fiduciary Liability, and Fidelity claims. -... Proactively identify claim trends and e...

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Posted On Aug 20, 26
Part-time 2 views
Practice Area:
Divorce Law Elder Law
Job Tags:
abuse Domestic Violence family
Practice Area:
Divorce Law Elder Law
Job Tags:
abuse Domestic Violence family

Title Staff Attorney Job Responsibilities - Develop legal strategies in collaboration with social workers and other professionals. - Coordinate and deliver trainings and outreach to professional audiences. - Assist with grant writing and reporting. - Engage in policy and legislative...

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Posted On Sep 14, 26
Full-time 2 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

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Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

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Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage... businesses. - Interpretation and application of fiduciary principles and duties. -... Advising on advisory and brokerage service models and rela...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Responsibilities: - Engage in fiduciary oversight activities, proactively identifying... the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio... Oversight Group, Tax Services, Operations, and other stakeholders to ensure effective trust administration. - Collaborate with the Market Trust Director, Trust Officers,...

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Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

Title: Legal Assistant and Team Coordinator Job Responsibilities: The Legal Assistant and Team Coordinator position resides within the Trust and Estate Group of a well-established $20+ billion New York-based registered investment advisor that focuses on ultra-high-net-worth clients. The role involves three primary...

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Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients with a comprehensive review of their estate and wealth transfer plans, including making recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all...

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Posted On Jul 26, 26
Full-time 2 views Experience : Min 1 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate
Practice Area:
Probate Trusts and Estates - General
Job Tags:
doctors Energy inheritance Insurance personal injury Probate

Title: Probate Paralegal Job Responsibilities: - Monitor and analyze funded inheritance purchases throughout the probate process to assess payment status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in the creation of accurate and efficient estate plans that align with the clients' wishes. The role involves being available for an initial 'start' meeting within five...

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Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...

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Posted On Sep 18, 26
Full-time 17 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice is tasked with a multitude of responsibilities aimed at addressing the complex needs of affluent families and their family offices. The primary...

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Posted On Sep 18, 26
Full-time 21 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner in the Global Family Office Enterprise at the company is responsible for leading and growing tax engagements while advising on tax matters. This role requires collaboration across...

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Posted On Sep 24, 26
Full-time 13 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), Financial Institutions Errors and Omissions (E&O), Employment Practices Liability (EPL), Fiduciary, and Crime/Fidelity claims. - Handle... claims following Claim Handling Best Practices, covering all phases including initial contact, investigation, evaluation for coverage and reserving for exposure,...

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Posted On Sep 23, 26
Full-time 6 views Experience : 3-5 yrs required
Job Tags:
due diligence ERISA family fiduciary Fringe Benefits M&A Qualified Retirement Plans
Job Tags:
due diligence ERISA family fiduciary Fringe Benefits M&A Qualified Retirement Plans

merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, addressing issues related to complex controlled groups with multiple qualified plans. - Assist in identifying compliance issues in qualified retirement plans, calculate corrections, and...

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Posted On Sep 23, 26
Full-time 7 views Experience : Min 6 yrs required
Practice Area:
Insurance Coverage
Job Tags:
directors Disability Benefits family fiduciary Insurance underwriters
Practice Area:
Insurance Coverage
Job Tags:
directors Disability Benefits family fiduciary Insurance underwriters

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 within the required timeframe. - Complete a timely investigation...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

executors. - Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and... compliance (Forms 1041, 706, 709). - Interpret and apply federal, state, and local tax la...

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Posted On Jun 30, 26
Full-time 9 views Experience : Min 10 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
agreements corporate compliance Cybersecurity data privacy Data Protection ERISA Ethics family fiduciary Partnership Privacy wealth management
Practice Area:
Data Privacy - Transactional
Job Tags:
agreements corporate compliance Cybersecurity data privacy Data Protection ERISA Ethics family fiduciary Partnership Privacy wealth management

Title: Data Privacy & Compliance Counsel Job Responsibilities: The Data Privacy & Compliance Counsel at the company is responsible for leading the cybersecurity/data protection/privacy function and overseeing regulatory guidance and requirements applicable to the business. Reporting directly to the General Counsel,...

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Posted On Jul 03, 26
Full-time 7 views Experience : Min 10 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
agreements corporate compliance Cybersecurity data privacy Data Protection ERISA Ethics family fiduciary Partnership Privacy wealth management
Practice Area:
Data Privacy - Transactional
Job Tags:
agreements corporate compliance Cybersecurity data privacy Data Protection ERISA Ethics family fiduciary Partnership Privacy wealth management

Privacy & Compliance Counsel About the Company:

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