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United States
Full-time 5 views Experience : Min 3 yrs required

Title: Associate Estate Planner - Hybrid Job Responsibilities: - Prepare estate reviews for clients, including reviewing documents, preparing firm-specific summaries, and presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession...

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Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 yrs required

Title: Paralegal Job Responsibilities: Client Interaction: - Assign and answer client-submitted questions. - Perform structure clarification consultations with clients. - Conduct binder reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for accuracy and escalate...

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Posted On Sep 08, 26
Full-time 2 views Experience : Min 7 yrs required

Title: Probate, Guardianship, Conservatorship, and Estate Administration Paralegal Job Responsibilities: The role involves working on probate, guardianship, conservatorship, and estate administration matters from start to finish. The candidate will manage estate planning, estate administration, and/or probate cases primarily in the states of...

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Full-time 2 views Experience : 2-5 yrs required

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection...

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Full-time 4 views 1 applications

Title Attorney - Estate Planning Job Responsibilities - Assist tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients, providing estate planning services. - Collaborate with internal Legal Directors and other professionals. - Receive...

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Full-time 12 views Experience : 2-2 yrs required

Title: Durable Power of Attorney (DPOA) Specialist Job Responsibilities: - Create an outstanding experience for clients to build and maintain client loyalty. - Focus primarily on legal document review and establishing client roles on existing and new accounts. - Assist in overseeing the review...

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Full-time 5 views Experience : 5-7 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Serve as the primary point of contact for estate planning clients. - Assist clients in completing accurate estate plans that fulfill their wishes efficiently. - Be available for a 'start' meeting within 5 business days and set...

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Posted On Jul 15, 26
Full-time 1 views

Job Title: Fiduciary Advisory Director Job Responsibilities:... develop a team of Fiduciary Strategists responsible for business... development and the onboarding of new and expanded client relationships for the company's Trust platform in the Midwest and Texas regions. - Drive awareness...

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

Title: Director, Wealth Strategist Job Responsibilities: The Director, Wealth Strategist plays a pivotal role within the company's Wealth Strategy platform, focusing on advanced estate and family enterprise planning. This position involves advising on complex Private Client engagements and collaborating with various service...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 5 yrs required

of oil, gas, mineral, and other specialty assets held in trusts, estates, agency accounts, and investment management relationships. You will: - Manage a portfolio of complex energy and mineral assets, ensuring compliance with fiduciary obligations, governing documents, policies,... and regulatory requi...

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Posted On Sep 18, 26
Full-time 21 views Experience : Min 12 yrs required

Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice at the company is responsible for leading and growing tax engagements. This includes advising on tax matters and collaborating across service lines and lines...

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Posted On Sep 18, 26
Full-time 20 views Experience : Min 12 yrs required

Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: - Lead and grow tax engagements, providing strategic guidance on tax matters to affluent families and their family offices. - Collaborate across service lines and lines of business to deliver innovative solutions that...

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Posted On Sep 23, 26
Full-time 7 views Experience : 3-5 yrs required

merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, including 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 07, 26
Full-time 4 views Experience : Min 4 yrs required

Title: Associate - Asset & Wealth Management, Private Wealth Management, Family Office, Digital Estate Planning Job Responsibilities: - Serve as the primary contact for publishing and scaling the Digital Estate Planning solution, working at the intersection of Wealth Strategy, Artificial Intelligence,...

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Posted On Sep 14, 26
Full-time 2 views Experience : 5-18 yrs required

Manage a book of fiduciary and investment management accounts... for high-net-worth clients and beneficiaries involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Work with team members to ensure trust product...

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Posted On Sep 14, 26
Full-time 2 views

Title: New Business Review Officer VP/ ED Job Responsibilities: - Partner with the Trust Practice to review, perform due diligence, evaluate, and onboard new trust and estate business, balancing commercial opportunity with prudent risk management. - Bring a holistic view of each new...

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Full-time 1 views Experience : Min 5 yrs required

Title: Claims Counsel Job Responsibilities: - Serve as a trusted advisor to clients and internal stakeholders within the Global Professional & Executive Risk Practice. - Provide strategic guidance on complex claims involving management liability, employment practices liability, cyber liability, professional liability, private company...

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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...

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Posted On Sep 25, 26
Full-time 7 views Experience : Min 3 yrs required

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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