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United States
Full-time 4 views 1 applications

Title Attorney - Estate Planning Job Responsibilities - Assist tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients, providing estate planning services. - Collaborate with internal Legal Directors and other professionals. - Receive...

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Posted On Sep 07, 26
Full-time 9 views Experience : Min 9 yrs required

Title: Director, Wealth Strategist Job Responsibilities: The Director, Wealth Strategist plays a pivotal role within the company's Wealth Strategy platform, focusing on advanced estate and family enterprise planning. This position involves advising on complex Private Client engagements and collaborating with various service...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 7 yrs required

Title Microsoft Dynamics 365 ERP Operations Solution Architect Job Responsibilities Solution Architecture & Implementation - Lead the architecture, design, and implementation of Microsoft Dynamics 365 ERP Operations solutions aligned to client business objectives and industry best practices. - Design comprehensive solution architectures including system integrations,...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required

Title: Senior Estate and Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning analyses for clients with assets generally exceeding $25 million. Provide consultation on complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection,...

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Posted On Sep 07, 26
Full-time Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Tax Strategy and Transformation, the role is centered around supporting transformation in operations and finance. The consultant will collaborate with tax subject matter specialists, technologists, and...

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Posted On Sep 07, 26
Full-time Experience : 3-4 yrs required

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, you will undertake a variety of responsibilities designed to enhance service delivery within the Tax Transformation Office. Your core duties will involve: -...

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Posted On Sep 09, 26
Full-time 2 views

Title: Asset Wealth Management Division (AWM) Legal Associate/Analyst – Paralegal Job Responsibilities: The Asset Wealth Management Division (AWM) Legal Associate/Analyst role is designed for individuals with a keen interest in alternative investments, finance, and law. The position involves direct collaboration with attorneys...

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Posted On Sep 29, 26
Full-time Experience : Min 12 yrs required

Title: Tax Partner - M&A - Financial Products Job Responsibilities: - Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and company priorities on engagements involving debt restructuring and workouts. - Lead...

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Full-time 1 views

Title: Estate and Document Attorney Job Responsibilities - Collaborate with the tax and wealth management teams to provide estate planning services on a non-exclusive basis. - Engage directly with clients, ensuring a personalized approach to their estate planning needs. - Receive assignments from internal...

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Full-time 3 views Experience : 5-10 yrs required

Title: Senior Estate Planning Professional Job Responsibilities: The Senior Estate Planning Professional at the company is tasked with working directly with high-net-worth clients to assess their existing estate plans, identify any structural risks or planning gaps, and provide strategic guidance and education...

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Full-time 4 views Experience : 10-10 yrs required

Title: Corporate Lead In-House Counsel Job Responsibilities: The Corporate Lead In-House Counsel serves as the company's primary in-house legal advisor, providing strategic legal guidance to executive leadership while supporting all aspects of the organization's legal, regulatory, and compliance functions. Key responsibilities include: -...

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Posted On Sep 29, 26
Full-time 1 views Experience : 7-10 yrs required

Title: Associate Corporate Counsel Job Responsibilities: - Serve as a trusted legal advisor to business leaders, project managers, and internal teams on a broad range of commercial, operational, and risk-related legal matters. - Lead the drafting, review, negotiation, and lifecycle management of a...

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