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United States
Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Media Privacy Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Media Privacy Software trusts Wills

Title: Estate Planning Administrative Assistant Job Responsibilities: Client Communication: - Maintain communication with clients, addressing simple inquiries that do not require an attorney's input. - Direct clients to appropriate individuals for specific questions and service requests. - Provide timely updates to clients regarding the status...

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Posted On Aug 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning Media special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning Media 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 and business planning. Document Drafting...

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Posted On Aug 03, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Media Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Media Probate special projects Wills

Planning Attorney Overview Salary Range: - per year Description Job Purpose: The primary responsibility of the Estate Planning Attorney is to provide expert legal advice and services in the realm of estate planning. This includes drafting living trusts, wills, and other essential estate...

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Posted On Aug 26, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills

Title: Estate Planning Attorney Job Responsibilities: - Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily conducted by phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult...

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Posted On Jul 29, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Compliance Data Privacy - Transactional Data Privacy - Litigation Intellectual Property - General IP_ - Trademark/Copyright-Transaction Corporate - General
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:
Corporate - Technology Transactions Corporate - Asset/Investment Management Corporate - Compliance Data Privacy - Transactional Data Privacy - Litigation Intellectual Property - General IP_ - Trademark/Copyright-Transaction Corporate - General
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 the company's wealth technology businesses. - Engage in... contract review, negotiation, and drafting. - Counsel company personnel on business, technology, privacy, and compliance-related legal matters. - Provide practical, risk-based guidance on new initiatives and strategic projects. - Support SaaS prod...

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Posted On Aug 26, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills

Title: Estate Planning Attorney Job Responsibilities: Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily via phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult with existing clients over the...

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Posted On Aug 23, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
artificial intelligence contracts Cybersecurity data privacy Data Protection emerging technologies Ethics GDPR Insurance Privacy privacy laws regulatory compliance wealth management
Practice Area:
Data Privacy - Transactional
Job Tags:
artificial intelligence contracts Cybersecurity data privacy Data Protection emerging technologies Ethics GDPR Insurance Privacy privacy laws regulatory compliance wealth management

Title: Privacy & AI Governance Counsel Job Responsibilities: - Serve as the primary enterprise advisor for privacy and AI governance, partnering with business leaders to integrate privacy and responsible AI principles into processes, products, services, and decision-making. - Develop, maintain,...

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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 13, 26
Full-time 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. - Oversee the... preparation and filing of tax returns, ensuring compliance with regulatory requirements. - Analyze financial data to identify opportunities for tax optimization and mitigate...

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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, confirming 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 6 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 4 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 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 Sep 02, 26
Full-time 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 4 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 26, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills

Title: Estate Planning Attorney Job Purpose: The primary purpose of this position is to provide expert legal advice and services related to estate planning. This includes drafting living trusts, wills, and other essential estate planning documents. The role requires working closely with...

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Posted On Sep 11, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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Posted On Sep 08, 26
Full-time Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... Private Tax within the Wealth Tax Advisory Practice, you... and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and...

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Posted On Aug 26, 26
Full-time 5 views Experience : Min 8 yrs required
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management

and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...

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Posted On Aug 26, 26
Full-time 5 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...

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