Post Jobs Upload Your Resume Log in

Legal jobs

19 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Ohio
  4. Richfield
  5. Wealth Management
  6. In-House

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Sign Up

United States
Posted On Sep 22, 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... owners, business-owning families, and owners of private wealth. The role includes: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in wealth...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 13, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

with producers, brokers, MGAs, and financial advisors to deliver complex case design, underwriting strategy, and tailored solutions for high net worth and business owner clients. - Provide expertise on advanced market strategies, including estate planning, wealth transfer, business succession, and... execu...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 22, 26
Full-time 1 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
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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 01, 26
Full-time 4 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Title: Tax Senior Manager, High Net Worth Job Responsibilities: As a Senior Manager on the High Net Worth Tax team at the company, the successful candidate will be responsible for providing personalized, high-touch service to high net worth individuals and families with...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance Software
Job Tags:
family finance Software

a major area of specialization. - Demonstrate deep technical skills and general industry knowledge. - Excel at engagement management and operational excellence. - Drive... the global tax provision process and coordinate with specialists. - Lead engagement teams and provide technical instruction. - Manage client relationship...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 08, 26
Full-time 1 views Experience : 7-10 yrs required
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management

Title: National Wealth Manager Job Responsibilities: The National Wealth... Manager is tasked with... point of contact for wealth management clients, ensuring that... their financial, investment, insurance, tax, and estate planning needs are met client's unique circumstances. The Wealth Manager is responsible for......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning 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:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

complex legal work while regularly interacting with management. Key duties include overseeing... legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. The role involves managing... expenses for outside counsel relationships and providing strategic direc...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 05, 26
Full-time 1 views
Practice Area:
Trusts and Estates - General
Job Tags:
estates Privacy trusts Women
Practice Area:
Trusts and Estates - General
Job Tags:
estates Privacy trusts Women

Title: Senior Counsel Trusts and Estates Job Responsibilities: - Provide legal advice and support on trusts and estates matters to ensure compliance with applicable laws and regulations. - Represent the company in legal proceedings related to trusts and estates. - Draft, review, and negotiate...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 21, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Wealth Strategist III Position Overview At the... company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our company’s success. As a Wealth Strategist III within the......

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General
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... a Manager in the Wealth Tax Advisory Practice at... business-owning families, and private wealth holders. Your key responsibilities... will include: - Leading the delivery of tailored tax advice and compliance solutions for...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 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 III Job Responsibilities: - Develop,... consult on, and implement tax, estate, and financial plans for clients, including complex cases. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Oct 01, 26
Full-time Experience : Min 2 yrs required
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family H-1B marketing Partnership partnerships stage wealth management

Title: Private Partnership Solutions (PPS) - Tax Senior Associate Job Responsibilities: A career within the company Private will provide the opportunity to assist private companies with a range of business advisory needs such as audit, tax compliance, and planning to help...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 30, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. - Managing tax compliance and structuring for financial services clients in asset and wealth management. - Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. - Drafting and reviewing tax documents to validate accuracy and compliance with regulations. - Facilitating...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 22, 26
Full-time 1 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
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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

(Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and advise on matters impacting wealth planning, succession, and family... tax strategy. - Develop and implement advanced tax planning st...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 14, 26
Full-time 1 views Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders

Lead the Client Process Management Process within the client... Lead the client team to deliver meaningful interactions and a Branded Client Experience. - Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to... changes i...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer

within the company's Private Wealth practice, the primary responsibilities... include leading federal tax compliance and consulting engagements for a diverse portfolio of clients. This role involves advising clients on compliance and consulting matters, serving as a trusted advisor, and working...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend