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United States
Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Affirmative Action estates family fiduciary fiduciary litigation finance Insurance trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Affirmative Action estates family fiduciary fiduciary litigation finance Insurance trusts

areas offering trust and fiduciary administration for high-net-worth individuals... and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver proactive legal, regulatory, and general risk management advice and...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse title trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse title trusts

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. - Manages the expense for outside...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title

Title: Wealth Strategist II Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients. - Collaborates with senior planning resources on complex matters and specific subject areas. - Engages in the acquisition of new clients and retains, expands, and...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

Title Wealth Strategist II Job Responsibilities As a Wealth Strategist II at the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients. The role involves collaboration with more senior planning resources on complex...

Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Title: Wealth Strategist III Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of greater complexity. - Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of...

Posted On Sep 21, 26
Full-time 10 views Experience : Min 8 yrs required
Job Tags:
child family fiduciary finance guardian Insurance investment management pension spouse title trusts
Job Tags:
child family fiduciary finance guardian Insurance investment management pension spouse title trusts

Job Title: Fiduciary Advisor Senior - PNC... Responsibilities: - Engage in fiduciary decision-making by executing the... Administer the most complex fiduciary accounts and sensitive high-profile... with all legal and fiduciary regulations, policies, and procedures.... - Possess an in-depth understanding of...

Posted On Sep 18, 26
Full-time 6 views Experience : 8-10 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

a wide range of tax services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance. You will lead engagement teams focused on entity, individual, fiduciary, and gift/estate taxation, ensuring... that client tax engagements exceed client expectations a...

Posted On Sep 25, 26
Full-time 1 views 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 21, 26
Full-time 2 views Experience : 5-7 yrs required
Practice Area:
Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse title
Practice Area:
Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse title

Title Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities - Perform significant and complex legal work while regularly interacting with management. - Oversee legal research, analysis, consultation, and documentation within a framework of...

Posted On Aug 27, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Litigation - Commercial Insurance Defense - General Insurance Coverage Personal Injury Defense
Job Tags:
ADA civil litigation fiduciary Harassment Insurance insurance defense Litigation partnerships pension Practice of Law Software subrogation
Practice Area:
Litigation - Commercial Insurance Defense - General Insurance Coverage Personal Injury Defense
Job Tags:
ADA civil litigation fiduciary Harassment Insurance insurance defense Litigation partnerships pension Practice of Law Software subrogation

Title: Senior Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team. - Efficiently manage cases with minimal managerial oversight, adhering to company and client expectations. - Utilize technology effectively and collaborate with support staff...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management child criminal fiduciary Financial Industry Regulatory Authority FINRA Insurance licensing marketing pension spouse title
Job Tags:
asset management child criminal fiduciary Financial Industry Regulatory Authority FINRA Insurance licensing marketing pension spouse title

with team members and other business leaders/employees to provide solutions and support the delivery of an exceptional client experience. - Serves as an additional point of contact for escalated fiduciary, compliance, and operational matters.... - Assists the Director in mo...

Posted On Sep 25, 26
Full-time 1 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 supporting the Individual Tax Services – High Net Worth group within the company, the responsibilities include: - Preparing and reviewing complex federal, state,...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Wealth Strategist Job Title: Senior Wealth Strategist Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborate with other planning resources on specific subject matters of greatest complexity and partner in...

Posted On Sep 25, 26
Full-time 1 views 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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