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United States
Posted On Aug 27, 26
Full-time 1 views Experience : 2-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders

Job Title: Specialized Fiduciary Administrator II (SFA II),... administrative support to Specialized Fiduciary Officers, Team Leaders, Group... accurate and efficient delivery of services. - Coordinates information and activities with external business partners such as Attorneys, CPAs, Fiduciary Accountants, and third-party ......

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Posted On Aug 27, 26
Full-time 35 views Experience : 7-18 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer

Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...

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Posted On Sep 08, 26
Full-time 1 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: - Develop, consult on, and implement tax, estate, and financial plans for clients. - Collaborate with senior planning resources on complex matters and specific subject areas. - Partner in acquiring new clients and...

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Posted On Aug 18, 26
Full-time 31 views Experience : 8-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through needs-based, high-level client service. - Deliver the full suite of wealth solutions, leveraging...

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Posted On Sep 07, 26
Full-time 7 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

Title: Director, Wealth Strategist Job Responsibilities: - Collaborate with existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients, advisors, and relationship...

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Posted On Aug 17, 26
Full-time 4 views
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

on a comprehensive range of tax services. This includes structuring and modeling, succession planning, wealth transfer planning, and tax compliance. - Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation. Responsibilities... include planning and executing c...

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Posted On Jul 05, 26
Full-time 4 views Experience : 3-7 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Defense - General
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

Directors and Officers Liability, Fiduciary Liability, and Crime claims... for private and non-profit businesses based on Claim Guidelines. - Analyze, investigate, negotiate, and resolve claims within authority limits across all levels of severity. - Select, direct, and manage defense counsel, including the...

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Posted On Aug 17, 26
Full-time
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

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

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Posted On Aug 17, 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

on a comprehensive range of tax services, including wealth transfer, charitable and retirement planning, and tax compliance. The role involves leading engagement teams focused on individual, fiduciary, gift, generation-skipping, and estate... taxation. This includes planning and executing client tax en...

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Posted On Aug 17, 26
Full-time 1 views Experience : Min 8 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

Title: Tax Senior Manager - Family Office Job Responsibilities: As a Tax Senior Manager, you will be responsible for a variety of duties that leverage your technical expertise and collaborative abilities to deliver outstanding client service. Your responsibilities include: - Advising...

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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 Insurance Defense - General ERISA - General ERISA/Executive Compensation - Litigation - Defense Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance Insurance Defense - General ERISA - General ERISA/Executive Compensation - Litigation - Defense Personal Injury Defense
Job Tags:
crime directors family fiduciary Insurance Litigation marketing partnerships Profit Sharing trials Visa

Directors and Officers Liability, Fiduciary Liability, and Crime claims... for Private and Non-Profit businesses in accordance with Claim Guidelines. - Conduct thorough analysis, investigation, negotiation, and resolution of claims within authority limits, addressing all levels of severity. - Select, direct, and m...

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Posted On Aug 23, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa

Claims Examiner, Management Liability The candidate will resolve moderate to high complexity and moderate to high exposure claims which can be subject to disputes that must be resolved in mediation or litigation. Handle claims from coverage enquiry through legal liability...

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Posted On Aug 23, 26
Full-time Experience : Min 10 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth Strategist is tasked with collaborating with Private Wealth Advisors to develop and establish new client relationships with individuals typically possessing a net worth exceeding $10 million within the Private Wealth Management sector. Responsibilities...

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Posted On Sep 11, 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 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

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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Posted On Aug 27, 26
Full-time 4 views Experience : 15-15 yrs required
Practice Area:
Insurance Defense - General Insurance Coverage Trucking and Auto Defense Litigation - Construction Defect (Defense) Personal Injury Defense
Job Tags:
ADA civil litigation commercial litigation construction defect developers electronic discovery Ethics fiduciary Harassment indemnity Insurance insurance coverage insurance defense Litigation Mediation partnerships pension Practice of Law Software subrogation trials
Practice Area:
Insurance Defense - General Insurance Coverage Trucking and Auto Defense Litigation - Construction Defect (Defense) Personal Injury Defense
Job Tags:
ADA civil litigation commercial litigation construction defect developers electronic discovery Ethics fiduciary Harassment indemnity Insurance insurance coverage insurance defense Litigation Mediation partnerships pension Practice of Law Software subrogation trials

Title: Senior Trial Attorney Job Responsibilities: - Independently manage a complex caseload of commercial litigation, construction defect, insurance defense, and subrogation matters from inception through trial or resolution. - Serve as lead trial counsel and demonstrate advanced trial advocacy skills in jury trials,...

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