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United States
Full-time 1 views Experience : Min 7 yrs required

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...

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Full-time 1 views Experience : Min 7 yrs required

Title: Relationship Manager, Trust Counsel (Hybrid) 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,...

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Full-time Experience : Min 7 yrs required

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...

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Full-time Experience : Min 7 yrs required

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...

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Full-time 2 views Experience : 4-6 yrs required

and income tax planning strategies, including wealth-transfer structuring, business succession planning, and tax-efficient entity structuring. Draft and structure revocable living trusts, irrevocable gift trusts, and... advanced transfer instruments, including GRATs, IDGTs, and SLATs. Manage trust administration matters for high-net-worth...

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Full-time Experience : 8-12 yrs required

Title: Estate Planning Director Job Responsibilities: The Estate Planning Director is part of the Wealth Solutions group, a dynamic team dedicated to providing and implementing planning strategies for high-net-worth clients. The role involves serving as an in-house resource in estate planning to...

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Full-time 2 views Experience : 4-6 yrs required

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...

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

Title: State & Local Tax Manager - Income Tax & Residency Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals on state residency and domicile matters. This includes evaluating potential residency changes, understanding clients’ personal and financial circumstances,...

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Posted On Aug 17, 26
Full-time 1 views

Title: Japanese Bilingual Paralegal / Legal Assistant Job Summary Company is seeking a Japanese-English Bilingual Paralegal / Legal Assistant to support its attorneys and clients. The position is based in Irvine, CA, and offers a full-time role with competitive pay ranging from...

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Full-time 9 views Experience : Min 10 yrs required

Title: Tax Partner - High Net Worth - Private Client Services Job Responsibilities: The Tax Partner in the High Net Worth - Private Client Services role is responsible for providing expert tax compliance and consulting services to high-net-worth individuals, multi-generational wealthy...

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Full-time Experience : Min 8 yrs required

Title: High Net Worth Tax Managing Director Job Responsibilities: - Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and...

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Full-time Experience : 7-10 yrs required

Title: Senior Corporate Counsel Job Responsibilities: - Contract Drafting and Negotiation: The Senior Corporate Counsel will be responsible for drafting, reviewing, negotiating, and managing the full lifecycle of a wide variety of commercial contracts across the business. This includes logistics and supply...

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