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United States
Posted On Sep 29, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Southcentral) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping,...

Posted On Jul 15, 26
Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

Title: Associate Estate Planner - Hybrid Job Responsibilities: - Prepare estate reviews for clients, including reviewing documents, preparing firm-specific summaries, and presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession...

Posted On Sep 14, 26
Full-time 4 views 1 applications
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

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...

Posted On Sep 18, 26
Full-time 12 views Experience : 2-2 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
banking document review Energy estates family finance Insurance power of attorney trusts
Practice Area:
Trusts and Estates - General
Job Tags:
banking document review Energy estates family finance Insurance power of attorney trusts

Title: Durable Power of Attorney (DPOA) Specialist Job Responsibilities: - Create an outstanding experience for clients to build and maintain client loyalty. - Focus primarily on legal document review and establishing client roles on existing and new accounts. - Assist in overseeing the review...

Posted On Sep 10, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning special projects

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection...

Posted On Sep 22, 26
Full-time 5 views Experience : 5-7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Title: Estate Planning Attorney Job Responsibilities: - Serve as the primary point of contact for estate planning clients. - Assist clients in completing accurate estate plans that fulfill their wishes efficiently. - Be available for a 'start' meeting within 5 business days and set...

Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Corporate - Compliance Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media
Practice Area:
Corporate - Compliance Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media

Title: Paralegal Job Responsibilities: Client Interaction: - Assign and answer client-submitted questions. - Perform structure clarification consultations with clients. - Conduct binder reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for accuracy and escalate...

Posted On Aug 24, 26
Full-time 4 views
Practice Area:
Corporate - Contract Law Land Use & Zoning Litigation - Real Estate - Defense Estate & Tax Planning
Job Tags:
acquisitions agreements commercial litigation contracts depositions Employment Law Environmental Law Estate Planning Government health insurance Insurance Joint Ventures Land Use leasing Litigation personal injury Real Estate Law regulatory compliance spectrum tenants
Practice Area:
Corporate - Contract Law Land Use & Zoning Litigation - Real Estate - Defense Estate & Tax Planning
Job Tags:
acquisitions agreements commercial litigation contracts depositions Employment Law Environmental Law Estate Planning Government health insurance Insurance Joint Ventures Land Use leasing Litigation personal injury Real Estate Law regulatory compliance spectrum tenants

Title: Associate General Counsel - Real Estate Job Responsibilities: - Lead and manage all legal aspects of real estate transactions, including acquisitions, dispositions, leasing, and development projects. - Draft, review, and negotiate complex contracts related to property agreements, joint ventures, and land use...

Posted On Sep 08, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning Guardianship Probate Software
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning Guardianship Probate Software

Title: Probate, Guardianship, Conservatorship, and Estate Administration Paralegal Job Responsibilities: The role involves working on probate, guardianship, conservatorship, and estate administration matters from start to finish. The candidate will manage estate planning, estate administration, and/or probate cases primarily in the states of...

Posted On Sep 14, 26
Full-time 2 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Work...

Posted On Sep 15, 26
Full-time 3 views Experience : Min 10 yrs required
Job Tags:
asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management
Job Tags:
asset management banking corporate governance due diligence estates fiduciary finance investment management marketing trusts wealth management

legal and tax advisors to drive business development initiatives, aiming to grow revenue and assets under management for the Trusts & Estates practice. Conduct... due diligence on closely held business interests to support the new business acceptance process. - Fiduciary Manag...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
agreements asset management child contracts Energy estates fiduciary Insurance investment management lease pension Probate Property Management Real Estate Law royalty spouse title trusts
Job Tags:
agreements asset management child contracts Energy estates fiduciary Insurance investment management lease pension Probate Property Management Real Estate Law royalty spouse title trusts

of oil, gas, mineral, and other specialty assets held in trusts, estates, agency accounts, and... investment management relationships. You will: - Manage a portfolio of complex energy and mineral assets, ensuring compliance with fiduciary obligations, governing documents, policies, and regulatory requi...

Posted On Sep 07, 26
Full-time 9 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

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...

Posted On Sep 24, 26
Full-time 13 views Experience : Min 15 yrs required
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software

Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice, the candidate will be primarily responsible for the following: - Selling, leading, and delivering large client engagements while serving as a...

Posted On Sep 24, 26
Full-time 13 views Experience : Min 15 yrs required
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software

Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice, the primary responsibilities include selling, leading, and delivering large client engagements while serving as a strategic advisor to clients. The...

Posted On Sep 14, 26
Full-time 2 views
Job Tags:
agreements Business Formation construction document review due diligence estates fiduciary fiduciary duty Litigation trusts wealth management Wills
Job Tags:
agreements Business Formation construction document review due diligence estates fiduciary fiduciary duty Litigation trusts wealth management Wills

Title: New Business Review Officer VP/ ED Job Responsibilities: - Partner with the Trust Practice to review, perform due diligence, evaluate, and onboard new trust and estate business, balancing commercial opportunity with prudent risk management. - Bring a holistic view of each new...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action emerging technologies Litigation LLC Partnership
Job Tags:
Affirmative Action emerging technologies Litigation LLC Partnership

Title eDiscovery Customer Success Manager Job Responsibilities The eDiscovery Customer Success Manager is a strategic, client-facing role dedicated to ensuring the long-term success of Managed Services clients. Key responsibilities include: - Leading the client-side implementation experience and driving adoption of...

Posted On Sep 29, 26
Full-time Experience : 1-8 yrs required
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer

family offices, high-net-worth individuals, trusts, estates, and closely held... businesses by delivering strategic tax planning, compliance, and advisory services. - Lead and oversee complex individual, gift, estate, trust, partnership, and business tax engagements, including matters involving family-owned operating businesses, investment...

Posted On Sep 07, 26
Full-time 46 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Description Wealth Management, Private Wealth Management, Summer Analyst, Dallas Job ID 2021-6968 Schedule Type Full Time Level Analyst Function(s) Summer Region Americas Division Consumer and Wealth Management Business Unit PWM Sales and...

Posted On Sep 14, 26
Full-time 40 views Experience : Min 2 yrs required
Job Tags:
criminal estates family finance H-1B LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B LLC private client trusts Visa wealth transfer

Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...

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