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Posted On Sep 07, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
asset management estates Guardianship Investment Banking trusts
Practice Area:
Elder Law Probate Trusts and Estates - General
Job Tags:
asset management estates Guardianship Investment Banking trusts

Responsibilities: - Advise business management on legal issues related... to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorney. - Analyze company and client documents associated with client accounts. - Coordinate with branch personnel...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements construction Energy family finance Insurance Litigation spectrum title Transportation
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements construction Energy family finance Insurance Litigation spectrum title Transportation

Senior Counsel, Procurement Job Responsibilities: The Senior Counsel, Commercial (Procurement) at the company will act as the primary global legal partner for procurement and sourcing matters. This role involves providing senior legal leadership across the entire procurement spectrum and helping shape the...

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Posted On Aug 27, 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: -... 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 opportunities for tax optimization and mitigate...

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Posted On Aug 28, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
fiduciary marketing Securities
Practice Area:
Trusts and Estates - General Probate
Job Tags:
fiduciary marketing Securities

Title: Trust Strategist and Legal Administrative Assistant Job Responsibilities: - Support a team of trust strategists throughout the Baird Trust footprint by performing a variety of administrative functions, which include scheduling meetings, managing CRM entries, and providing general support. - Assist with the...

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Posted On Aug 27, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act board of directors contracts equity ETFs investment management Partnership reorganization Software
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act board of directors contracts equity ETFs investment management Partnership reorganization Software

Title: Mutual Fund ('40 Act) Paralegal Job Responsibilities: - Assist attorneys with the preparation and update of fund registration statements including Part Cs, and supplements to prospectuses. - Assist attorneys in the preparation of documentation related to the organization, reorganization, modification,...

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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: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

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Posted On Aug 20, 26
Full-time Experience : Min 6 yrs required
Job Tags:
family finance Software
Job Tags:
family finance Software

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 relationships...

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Posted On Sep 07, 26
Full-time 8 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

Job Title: Director, Wealth Strategist Job Responsibilities: -... Collaborate with existing and external advisors to create, recommend, and implement complex tax and estate plans for clients. - Simplify complex tax, estate, and legacy planning concepts into actionable recommendations for clients,...

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Posted On Aug 18, 26
Full-time 3 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... a full suite of wealth solutions. - Acquire new clients... by leveraging external networks and community presence to provide comprehensive wealth management advice and solutions. -... Meet revenue growth, profitability, and client...

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Posted On Sep 07, 26
Full-time 24 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Information This position is for an Executive Director or Vice President within the . Private Bank at . Morgan, located in Nashville, TN. The salary range for this position is $150,000-$250,000, depending on experience and qualifications. Additional benefits, such...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Executive Director Job Responsibilities: - Manage and maintain client relationships by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...

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Posted On Sep 07, 26
Full-time Experience : Min 5 yrs required
Job Tags:
ADA Estate Planning estate tax estates family finance LLC partnerships Software trusts
Job Tags:
ADA Estate Planning estate tax estates family finance LLC partnerships Software trusts

High Net Worth/ Family Wealth Services Job Responsibilities: - Oversee tax... preparation and perform the technical review process for high-net-worth individuals, related family partnerships, and trust tax returns. - Consult on complex tax matters involving compliance with state and federal tax regulations. - Provide...

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Posted On Sep 07, 26
Full-time Experience : Min 2 yrs required
Job Tags:
ADA estate tax family finance LLC Partnership partnerships trusts
Job Tags:
ADA estate tax family finance LLC Partnership partnerships trusts

High Net Worth (Family Wealth Services) practice group. The... primary responsibilities include preparing and performing technical reviews of tax returns for high-net-worth individuals, related family partnerships, and trusts to ensure compliance with state and federal tax regulations. This involves: - Preparing...

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Posted On Sep 07, 26
Full-time Experience : Min 5 yrs required
Job Tags:
ADA Estate Planning estate tax estates family finance LLC partnerships Software trusts
Job Tags:
ADA Estate Planning estate tax estates family finance LLC partnerships Software trusts

- High Net Worth/Family Wealth Services Job Responsibilities: - Oversee tax... preparation and perform technical review processes for high-net-worth individuals, related family partnerships, and trust tax returns. - Consult on complex tax matters and ensure compliance with state and federal tax regulations. - Provide...

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Posted On Sep 07, 26
Full-time Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...

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Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy,...

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Posted On Aug 27, 26
Full-time Experience : Min 10 yrs required
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

burdens. Ensure adherence to company policies, standards, and the Tax Quality Manual (TQM). Manage engagements to achieve management metrics and practice hands-on... client service delivery. Responsible for overall client service by encouraging the team’s adherence to TQM policies. - **Resear...

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Posted On Aug 24, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action Software
Job Tags:
Affirmative Action Software

Title: Tax Manager Job Responsibilities: - Serve as a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. - Work side-by-side with firm leadership to serve clients and build the business, having a direct impact on the...

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Posted On Aug 18, 26
Full-time 1 views Experience : 10-15 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning family fiduciary finance Insurance pension Software Taxation
Job Tags:
banking Corporation Deferred Compensation Estate Planning family fiduciary finance Insurance pension Software Taxation

clients. - Collaborate with the Wealth Advisor and Investment Manager... to deliver client or prospect goals and objectives, utilizing specialists where appropriate. - Engage proactively with clients to deliver non-investment and banking services, including financial planning guidance in estate planning, estate administration,...

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Posted On Aug 07, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
AML board of directors fiduciary investment management operating agreements Partnership registered investment companies Software
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
AML board of directors fiduciary investment management operating agreements Partnership registered investment companies Software

Title: AO/Alternatives Paralegal Job Responsibilities: As a Paralegal within the Alternatives Legal Team at the company, you will work in a fast-paced and dynamic environment, executing your responsibilities in partnership with team members. Your role involves managing competing priorities and providing thoughtful,...

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