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United States
Full-time 2 views Experience : Min 8 yrs required

Title: Senior Counsel, Employment & Litigation Job Responsibilities: - Advise and support Human Resources and business partners on employment-law related matters in North America offices and other global locations as assigned. This includes providing guidance on hiring, performance management, terminations,...

Part-time 1 views

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...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required

Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying... the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio... Oversight Group, Tax Services, and Operations, to address trust administration activities. - Partner with the Market Trust Director, Trust Officers, Senior Trust Officers,...

Posted On Jul 26, 26
Full-time 1 views Experience : Min 1 yrs required

Title: Estates and Trust Paralegal/Case Analyst 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...

Posted On Jul 26, 26
Full-time Experience : Min 1 yrs required

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...

Full-time 1 views Experience : 1-5 yrs required

systems and processes. - Evaluate exposures and make substantive claim decisions, supporting other lines as needed. - Provide coverage, liability, and damages analysis for Public Directors & Officers (D&O), Fiduciary Liability, and Fidelity claims. -... Proactively identify claim trends and emerging exposures affecti...

Full-time 2 views Experience : 1-5 yrs required

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...

Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required

is centered on managing fiduciary and investment management accounts... for high-net-worth clients, including multi-generational families. Key responsibilities entail overseeing the administration and business development of complex investment management and trust accounts. The role requires collaboration with team members to ensure...

Posted On Aug 17, 26
Full-time

charitable, and retirement planning, as well as tax compliance. - Manage and oversee the engagement team, focusing on individual, fiduciary, gift, generation skipping, and... estate taxation. This involves planning and executing client tax engagements. - Collaborate with specialists regarding state and loc...

Full-time 2 views Experience : Min 3 yrs required

including Private Company D&O, Employment Practices Liability, Fiduciary Liability, and Commercial Crime... claims. - Analyze, investigate, and resolve Management Liability claims of varying levels of severity with moderate supervision. - Prepare and present reports that accurately reflect loss development, potential/actual financial expos...

Full-time Experience : Min 5 yrs required

D&O, Private Company D&O, Employment Practices Liability, and Fiduciary Liability claims. - Conduct thorough... investigations, analysis, evaluation, and disposition of claims and claim litigation with a focus on Public D&O claims. - Analyze, investigate, and resolve Management Liability claims of varying le...

Posted On Sep 11, 26
Full-time 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 2 views Experience : Min 6 yrs required

complex specialty insurance lines. - Draft, review, and negotiate policy forms and endorsements for management liability and specialty coverages, including Directors & Officers (D&O), Employment Practices Liability (EPL), Fiduciary, Crime, Cyber/Tech, Professional Liability,... Financial Institutions, Surety, Trade Credit/Credit & Political R...

Posted On Sep 07, 26
Full-time Experience : Min 15 yrs required

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...

Posted On Aug 19, 26
Full-time 11 views Experience : Min 10 yrs required

- 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...

Posted On Aug 31, 26
Full-time 30 views Experience : Min 8 yrs required

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...

Full-time 3 views Experience : 3-5 yrs required

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...

Posted On Aug 27, 26
Full-time Experience : Min 3 yrs required

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,...

Posted On Sep 07, 26
Full-time 2 views

Title: Estate Administrator - Associate Job Responsibilities: - Work with the Account Opening Group to open estate or trust accounts. - Interpret the governing instrument and applicable law to ensure proper setup of account records, payments, fee schedules, and tax records. - Communicate with...

Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required

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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