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United States
Posted On Sep 14, 26
Full-time Experience : 10-18 yrs required
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management

Title: Portfolio Manager III Job Responsibilities: This position involves working with complex, high-net-worth investors to develop customized investment strategies. The primary responsibilities include: - Evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management, including asset allocation, portfolio construction, security/manager selection,...

Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

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...

Posted On Aug 04, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
artificial intelligence brokers crime depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
artificial intelligence brokers crime depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials

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...

Posted On Aug 04, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials

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 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 Aug 27, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Insurance - Regulatory & Compliance Insurance Coverage
Job Tags:
ADA Case Law contracts crime Employee Rights endorsements fiduciary finance Financial Institutions Harassment Insurance insurance coverage partnerships pension professional liability regulatory compliance Securities underwriters
Practice Area:
Insurance - Regulatory & Compliance Insurance Coverage
Job Tags:
ADA Case Law contracts crime Employee Rights endorsements fiduciary finance Financial Institutions Harassment Insurance insurance coverage partnerships pension professional liability regulatory compliance Securities underwriters

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 25, 26
Full-time 2 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: - 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 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...

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...

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

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
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...

Posted On Jul 20, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - General Litigation - Labor & Employment
Job Tags:
acquisitions agreements child divestitures domestic partner due diligence Employment Law employment litigation ERISA fiduciary Government Harassment health benefits Immigration international business Litigation M&A Mediation mergers pension pleadings Privacy restructuring Severance Visa wage and hour
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - General Litigation - Labor & Employment
Job Tags:
acquisitions agreements child divestitures domestic partner due diligence Employment Law employment litigation ERISA fiduciary Government Harassment health benefits Immigration international business Litigation M&A Mediation mergers pension pleadings Privacy restructuring Severance Visa wage and hour

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,...

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

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...

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

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,...

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