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United States
Posted On Jul 29, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Data Privacy - Transactional Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - General Corporate - Compliance Corporate - Contract Law Intellectual Property - General IP_ - Trademark/Copyright-Transaction Intellectual Property - Trademark/Copyright - Litigation
Job Tags:
agreements artificial intelligence Case Law Commercial Contracts contracts corporate governance Cybersecurity data privacy emerging technologies Employment Law Insurance Intellectual Property Investment Advisers Act of 1940 IP Litigation Mergers and Acquisitions Partnership partnerships Privacy Securities Securities Act of 1933 securities laws technology transactions wealth management
Practice Area:
Data Privacy - Transactional Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - M&A Corporate - General Corporate - Compliance Corporate - Contract Law Intellectual Property - General IP_ - Trademark/Copyright-Transaction Intellectual Property - Trademark/Copyright - Litigation
Job Tags:
agreements artificial intelligence Case Law Commercial Contracts contracts corporate governance Cybersecurity data privacy emerging technologies Employment Law Insurance Intellectual Property Investment Advisers Act of 1940 IP Litigation Mergers and Acquisitions Partnership partnerships Privacy Securities Securities Act of 1933 securities laws technology transactions wealth management

and risk issues affecting wealth technology businesses. - Engage in... contract review, negotiation, and drafting; counsel company personnel on business, technology, privacy, and compliance-related legal matters. - Offer practical, risk-based guidance on new initiatives and strategic projects. - Support SaaS products, AI in...

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Posted On Aug 14, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family finance
Job Tags:
family finance

Nonprofit industries in a high-impact manner, demonstrating command of a major area of specialization. - Demonstrate deep technical skills and possess industry-specific knowledge. - Excel in engagement management and operational excellence. - Assist... clients with meeting their tax and day-to-day compliance needs. - Res...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
ETFs Financial Services Law FINRA investment management Mutual Funds Partnership private equity title
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
ETFs Financial Services Law FINRA investment management Mutual Funds Partnership private equity title

in supporting the Personal Wealth business, specifically focusing on... the retail brokerage and wealth platform that serves over... nine million clients. The position requires the attorney to function as a strategic legal partner, sitting at the intersection of trading, investment...

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Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary marketing Media special projects Taxation title Visa wealth management wealth transfer

Senior Estate and Tax Specialist Job Responsibilities: The Senior Estate and Tax Specialist is responsible for deepening client relationships and delivering exceptional estate and tax planning services to the company's highest-net-worth and most complex clients. This role is recognized as a subject...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Overseeing the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyzing financial data to identify tax optimization opportunities and mitigate compliance...

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Posted On Aug 25, 26
Full-time 8 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Aug 25, 26
Full-time 5 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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Posted On Aug 25, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
family finance H-1B Profit Sharing regulatory compliance wealth management

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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Posted On Aug 03, 26
Full-time Experience : Min 2 yrs required
Job Tags:
Code of Conduct family finance H-1B wealth management
Job Tags:
Code of Conduct family finance H-1B wealth management

Job Title: Wealth Management Tax Services Senior... Associate Job Responsibilities: - Navigate complex tax regulations to optimize client tax positions. - Review and analyze financial data to ensure compliance with tax laws. - Prepare and file accurate tax returns to assist businesses in meeting...

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... specifically for asset and wealth management clients to ensure... they meet all regulatory requirements. - Oversee the preparation and filing of tax returns, ensuring full adherence to regulatory requirements and minimizing the...

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Posted On Aug 31, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Posted On Aug 31, 26
Full-time Experience : Min 2 yrs required
Job Tags:
Code of Conduct family finance H-1B wealth management
Job Tags:
Code of Conduct family finance H-1B wealth management

Job Title: Wealth Management Tax Services Senior... Associate Job Responsibilities: - Provide strategic tax planning, compliance, and advisory services to clients. - Help clients navigate complex tax regulations and optimize their tax positions. - Validate clients' compliance with tax laws and regulations. - Review and...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

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Posted On Aug 25, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management

Asset and Wealth Management - Tax Senior... Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while...

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Posted On Aug 17, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

while regularly interacting with management. - Oversees legal research,... legal compliance and risk management. - Responsible for managing... the expense for outside counsel relationships, providing strategic direction on when to leverage outside counsel. - Works with outside counsel, combining th...

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Posted On Aug 26, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

Job Title: Wealth Strategist II Job Responsibilities: - Develops,... consults on, and implements tax, estate, and financial plans for clients. - Collaborates with more senior planning resources on complex matters and specific subject matters. - Partners in acquiring new clients and works to retain,...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

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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Posted On Sep 07, 26
Full-time 26 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... Work on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision-making. - Present information in an easily digest...

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Posted On Aug 18, 26
Full-time 21 views Experience : 8-8 yrs required
Practice Area:
Trucking and Auto Defense Insurance Trucking and Auto Plaintiffs Insurance Plaintiffs - General Insurance Defense - General Insurance Coverage Insurance - Regulatory & Compliance Personal Injury Defense Personal Injury Plaintiffs
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management
Practice Area:
Trucking and Auto Defense Insurance Trucking and Auto Plaintiffs Insurance Plaintiffs - General Insurance Defense - General Insurance Coverage Insurance - Regulatory & Compliance Personal Injury Defense Personal Injury Plaintiffs
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

Job Title: Wealth Advisor Job Responsibilities: - Serve as... Responsible for delivering a full suite of wealth solutions, including financial planning... and advisory services, to high net worth individuals. - Meet revenue growth, profitability, and client retention goals by acquiring new clients thro...

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Posted On Aug 18, 26
Full-time 7 views Experience : 8-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

Job Title: Wealth Advisor III Job Responsibilities: - Serve... and ultra-high net worth wealth clients, focusing on developing... full suite of company wealth solutions, leveraging personal financial... concepts to provide a comprehensive range of wealth products and services. - Meet... revenue growth, pro...

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