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United States
Posted On Aug 27, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
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 Coverage Insurance - Regulatory & Compliance
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 D&O, EPL, Fiduciary, Crime, Cyber/Tech, Professional Liability,... Financial Institutions, Surety, Trade Credit/Credit & Political Risk. - Advise underwriters, product managers, and busine...

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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

Liability Claims, including Public Company D&O, Private Company D&O, Employment Practices Liability, and Fiduciary Liability claims. - Conduct thorough... investigations, analysis, evaluation, and resolution of Management Liability claims with moderate supervision. - Prepare and present reports reflecting loss development, potential/actual financial...

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Posted On Sep 18, 26
Full-time 2 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

wealth transfer, charitable and retirement planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate... taxation. This includes planning and executing client tax engagements. - Collaborate with specialists regarding state and local taxatio...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

transfer, charitable and retirement planning, and tax compliance. - Lead the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate... taxation. This includes planning and executing client tax engagements that exceed client expectations and company profitability thresholds. - A...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy fiduciary Partnership private client Taxation
Job Tags:
Energy fiduciary Partnership private client Taxation

Title: Not For Profit Tax Supervisor Job Responsibilities: - Review annual employee benefit tax returns and unrelated business income tax returns for a diverse client base. - Review relevant state income tax returns and annual state charitable registration forms. - Research and resolve tax-exempt...

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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

and wealth transfer planning, including strategies such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise on fiduciary income tax planning and... compliance, specifically focusing on Forms 1041, 706, and 709. - Interpret and apply federal, state, and local ta...

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Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

healthcare directives. - Develop complex asset-protection and Medicaid planning strategies. - Advise clients on estate, inheritance, and tax implications. - Manage estate and trust administration matters. - Prepare fiduciary accounts and estate and... inheritance tax returns. - Guide Medicaid spend-down strategies and application processes. - Repres...

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Posted On Jul 02, 26
Full-time 7 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance Defense - General Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

Liability Claims (EPL, D&O, Fiduciary, and Crime) for Private... and Non-Profit businesses based on Claim Guidelines. - Within authority limit, thoroughly analyze, investigate, negotiate, and resolve all levels of severity claims. - Selects, directs, and manages defense counsel including approval of budgets. -...

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Posted On Aug 20, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

Liability Claims, which include Employment Practices Liability (EPL), Directors and Officers Liability (D&O), Fiduciary Liability, and Crime claims... for private and non-profit businesses. The role involves: - Analyzing, investigating, negotiating, and resolving claims within authority limits while adhering to Claim Guid...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance
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 Coverage Insurance - Regulatory & Compliance
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 across management liability and specialty coverages, including D&O, EPL, Fiduciary, Crime, Cyber/Tech, Professional Liability,... Financial Institutions, Surety, Trade Credit/Credit & Political Risk. - Advise underwriters, product managers, and bus...

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Posted On Oct 01, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters
Practice Area:
Insurance Defense - General
Job Tags:
brokers company policies family fiduciary FLSA Insurance Litigation shareholders trials underwriters

appropriate valuation and settlement strategies while ensuring adherence to company policies. - Experience with Fiduciary claims is advantageous, though... not mandatory. - Attending mediations and monitoring trials as necessary to support claims management. - Drafting coverage correspondence on primary claims, negotiating complex co...

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Posted On Sep 14, 26
Full-time 1 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 planning tools landscape to identify gaps...

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Posted On Aug 20, 26
Full-time 1 views Experience : 3-7 yrs required
Practice Area:
Insurance Coverage Insurance Defense - General Insurance - Regulatory & Compliance Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance Defense - General Insurance - Regulatory & Compliance Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

and Officers Liability (D&O), Fiduciary Liability, and Crime claims... for private and non-profit businesses according to Claim Guidelines. - Analyze, investigate, negotiate, and resolve claims of varying severity within authority limits. - Select, direct, and manage defense counsel, including...

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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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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 in the Individual Tax Services – High Net Worth group at the company, the candidate will be responsible for a variety of tasks...

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Posted On Sep 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

Title: Estates and Trusts Attorney Job Responsibilities: The Estates and Trusts Attorney will be responsible for supporting clients with their estate planning needs and managing estate and trust administration clients. Key duties include: - Meeting with clients to design and...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Probate
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, Operations, and other stakeholders. - Collaborate with the Market Trust Director, Trust Officers, Senior Trust Officers, and Trust Senior...

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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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