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United States
Full-time 2 views Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on estate and financial planning options. - Meet with clients in consultations, gather necessary information, and assist clients in taking action. - Design and review personalized estate plans to...

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Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on estate planning processes, focusing on tax perspectives such as cash flow projections, distribution of income, business succession, estate preservation, and estate...

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Posted On Sep 03, 26
Full-time 4 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on the estate planning process to create plans based on tax perspectives, focusing on cash flow projections, income distribution, business succession, estate...

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Full-time 8 views Experience : Min 7 yrs required

Title Compliance Counsel Job Responsibilities Regulatory Compliance & Risk Management - Identify, assess, and mitigate compliance risks across . and international operations. - Monitor and ensure compliance with applicable laws, regulations, and industry requirements, including BSA, AML/KYC, OFAC (. and...

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Posted On Jul 07, 26
Full-time

Estate Planning Paralegal Job Description: The Estate Planning Paralegal plays a crucial role in supporting attorneys on a day-to-day basis, collaborating closely with clients, legal assistants, and other team members. The primary focus is on ensuring effective and timely management of...

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