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Attorney in Alpharetta, GA

In-House • **Members Only** Alpharetta, GA

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Posted On Sep 22, 26

Full-time 2 views Experience : 5-6 yrs required

Job Tags:

Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

Law Student - In-House in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 07, 26

Full-time 27 views

Job Tags:

banking child family finance higher education investment management lending mother spectrum wealth management

Wealth Management Summer Analyst -... Atlanta, Georgia, United States - 9 to 10 week internship About the Program - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immerse yourself in day-to-day...

Law Student - In-House in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 07, 26

Full-time 32 views

Job Tags:

banking child family finance higher education investment management lending mother spectrum wealth management

Conduct market research and analysis to assist with investment decisions Participate in team meetings and training sessions to enhance knowledge and skills Actively contribute to team projects and initiatives Job Title: Summer Analyst - Wealth Management Exper...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 21, 26

Full-time 4 views Experience : Min 6 yrs required

Job Tags:

Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management

Advice and Financial Planning Wealth Management Analyst Job Responsibilities: - Support... the wealth relationship team in creating... and delivering advanced planning advice to High and Ultra-High Net Worth clients and prospects. - Engage in activities that enhance the overall planning group, including contributing...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 14, 26

Full-time 1 views Experience : 4-7 yrs required

Job Tags:

banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work collaboratively... with divisional leadership and Wealth Planning & Advice (WP&A)... present content on various wealth management topics. - Serve as... resource to the US Wealth Management (USWM) field, providing... well as concentrated position management, corporate executive s...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Aug 25, 26

Full-time 1 views Experience : Min 8 yrs required

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...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Review and analyze financial data to prepare and file accurate tax returns. - Validate clients' compliance with tax laws...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Aug 31, 26

Full-time 1 views Experience : Min 4 yrs required

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,...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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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

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...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 16, 26

Full-time Experience : Min 2 yrs required

Job Tags:

family finance H-1B wealth management

Job Title Asset & Wealth Management - Renewable Energy... Tax Senior Associate Job Responsibilities - Navigating complex tax regulations to optimize client tax positions - Reviewing and analyzing financial data to prepare and file tax returns - Validating compliance with...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 16, 26

Full-time Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in preparing and filing tax returns to meet regulatory requirements. - Utilize analytical thinking to...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

family finance guardian H-1B wealth management

initiatives for asset and wealth management clients - Overseeing... the preparation and filing of complex tax returns, ensuring adherence to regulatory requirements - Analyzing financial data to identify tax optimization opportunities and minimize compliance risks - Developing and implementing innovative...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 22, 26

Full-time 1 views Experience : Min 4 yrs required

Job Tags:

family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Leading tax compliance workstreams and managing client expectations effectively. - Guiding teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilizing analytical thinking to review and analyze financial...

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 21, 26

Full-time 3 views Experience : Min 7 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in completing accurate estate plans that align with their wishes in an efficient manner. The attorney is expected to be available for an initial 'start' meeting within...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 21, 26

Full-time 29 views Experience : Min 8 yrs required

Job Tags:

banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Wealth Advisor III - Atlanta:... - Job Title: Wealth Advisor III - Location:... Georgia, USA - Category: Wealth, Brokerage and Premier Banking... Job Summary: The Wealth Advisor III position at... proven track record in wealth management. The role involves......

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 07, 26

Full-time 10 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 Title: Director, Wealth Strategist Job Responsibilities: -... Collaborate with existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 21, 26

Full-time 1 views Experience : Min 7 yrs required

Job Tags:

banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer

Job Title: Wealth Strategist II Job Responsibilities: - Deliver... management. - Partner closely with Wealth Advisors and collaborate with... external Centers of Influence to provide holistic planning guidance. - Conduct detailed analyses of financial, estate, and wealth transfer planning documents to... identify opportunities an...

Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 23, 26

Full-time 5196 views Experience : Min 10 yrs required 9 applications

Practice Area:

Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General

Job Tags:

Estate Planning Insurance

Senior Wealth Advisor Duties: Serve as... planning, investments, insurance, tax management, executive compensation, retirement analysis,... estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 25, 26

Full-time 1 views Experience : Min 5 yrs required

Job Tags:

Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership RICO 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...

Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 14, 26

Full-time 29 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

to work in a fast-paced and high-energy environment with a desire to succeed Strong team player with the ability to collaborate effectively with colleagues from various backgrounds and functions Proven track record of building and maintaining strong relationships...

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