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United States
Full-time 1 views

or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers of attorney,... healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided document templates. - Stay in...

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Full-time 2 views Experience : Min 5 yrs required

Title: Counsel, Mergers & Acquisitions Job Responsibilities: - Provide legal counsel and support to the company on a wide range of corporate, transactional, and commercial matters, with a primary focus on mergers and acquisitions, strategic transactions, and complex commercial contracts. - Support the...

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Full-time 1 views Experience : 3-5 yrs required

and income taxation, charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel to ensure comprehensive estate planning. - Utilize prior experience with wills, revocable trusts, premarital agreements, generation-skipping trusts,... ILITs, G...

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Full-time 3 views Experience : Min 8 yrs required

Title: Senior Counsel - Trusts and Estates Job... Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

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Full-time 1 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 to gather necessary information and assist clients in taking action. - Design and review personalized estate plans...

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Full-time 3 views Experience : Min 8 yrs required

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA), Department...

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Posted On Sep 14, 26
Full-time 26 views Experience : Min 9 yrs required

Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the...

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Posted On Sep 23, 26
Full-time 2 views Experience : 1-8 yrs required

Title: Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international tax compliance forms and collaborate with a dedicated international tax team. - Prepare analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate...

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