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United States
Posted On Sep 08, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

Title: Relationship Manager, Trust Counsel Job Responsibilities: - Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and...

Posted On Sep 07, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in the Private Tax sector, the primary responsibilities include delivering personal and private tax advice and compliance support to business owners, business-owning...

Posted On Jul 06, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Living Trusts Probate

Title: Estate Planning Attorney Job Responsibilities: - Conduct 30-minute phone consultations with clients to determine appropriate estate planning solutions. - Select the appropriate trust type during consultations with clients. - Provide concise and effective legal consultations. - Participate in a streamlined process where estate plans...

Posted On Aug 14, 26
Full-time 1 views Experience : Min 20 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management M&A marketing Privacy spectrum Taxation wealth management wealth transfer Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management M&A marketing Privacy spectrum Taxation wealth management wealth transfer Women

Job Title: Managing Partner, Estate Planning - Regis ### Job Responsibilities: - Lead and grow the Regis estate planning practice, establishing the technical standard, practice philosophy, and quality bar for the team. - Build, lead, and mentor an elite team of estate planning...

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