Asset Management Jobs in Danielson

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Posted On Aug 05, 26
Full-time 1 views Experience : Min 3 yrs required

administration of estates and trusts, ensuring compliance with legal standards. - Gathering, identifying, and valuing assets as part of estate management. - Conducting the retitling of... assets and performing related administrative activities to ensure proper documentation. - Preparing probate documents and financial accountings...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required

company, specifically within the Asset Finance division. This role... is responsible for several key tasks: - Determining appropriate financing documents and ensuring they are properly prepared, authorized, and executed. - Confirming that all conditions precedent to closing have been met and compl...

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Full-time 2 views Experience : 1-2 yrs required

Title: Estate Planning Attorney (1-2+ Years Experience) Job Responsibilities: - Meet with clients to evaluate their estate planning goals and develop customized legal strategies. - Draft and review estate planning documents including wills, revocable and irrevocable trusts, powers of attorney, healthcare directives, and...

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Posted On Jun 30, 26
Full-time 9 views Experience : Min 3 yrs required

plans, including wills, trusts, powers of attorney, and advance directives. - Prepare and draft legal documents, including trust agreements, estate administration documents, and guardianship petitions with strong organization, planning, prioritization, and time management skills. - Conduct legal research... on complex estate...

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Posted On Sep 10, 26
Full-time 5 views Experience : Min 5 yrs required

and Local Tax - Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies...

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Posted On Sep 22, 26
Full-time 1 views Experience : 2-4 yrs required

Tax - Wealth and Asset Management - Senior Job Responsibilities: As... within the Wealth & Asset Management practice at the... company, the responsibilities encompass managing and implementing tax compliance strategies. This involves providing essential support for tax provision, direct and indirect tax...

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Posted On Sep 22, 26
Full-time 1 views Experience : 4-6 yrs required

Tax - Wealth and Asset Management - Manager Job Responsibilities: As... within the Wealth & Asset Management Tax practice at... the company, you will play a pivotal role in managing and implementing tax compliance strategies for clients. Your responsibilities will include: - Managing...

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Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required

Title: Tax Senior Manager, Asset Management Job Responsibilities: - Provide... for a variety of Asset Management clients. - Work... as part of a multi-disciplinary team to provide industry knowledge and experience. - Oversee a portfolio of clients of varying size and...

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Posted On Sep 20, 26
Full-time 2 views Experience : Min 5 yrs required

Senior Manager, SALT Asset Management Duties: The candidate... services to partnerships for Asset Management clients. Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. Assist multi-state companies with...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required

Manager, Salt Asset Management The candidate will... participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment...

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Posted On Sep 18, 26
Full-time 3 views Experience : 5-8 yrs required

or Senior Manager, SALT Asset Management (remote option) Job Responsibilities:... - Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance - Work as part of a multi-disciplinary team helping...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required

Manager, SALT Asset Management Duties: The candidate... will participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping to provide subject matter/alternative...

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Posted On Sep 22, 26
Full-time Experience : Min 2 yrs required

Title: Senior Associate, SALT Asset Management (remote option) Job Responsibilities:... - Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues, including compliance, advising, planning, and controversies. - Engage in...

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Full-time 2 views Experience : Min 6 yrs required

Senior Associate – Investment Management, Private Funds and Family... operation of various private funds such as hedge funds, private equity, venture capital, private credit, and real estate funds. Key responsibilities include: - Drafting and negotiating sophisticated investment management and fund...

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Full-time 20 views Experience : 2-5 yrs required

Have experience in joint ventures and capital raises, preferably within the commercial real estate industry. - Draft, review, and negotiate merger agreements, stock purchase agreements, asset purchase agreements, letters of... intent, and related agreements. - Ensure all appropriate internal stakehold...

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Full-time 21 views Experience : 3-5 yrs required

Title: Trusts & Estates Attorney Job Responsibilities: - Provide legal guidance and advice to clients on various aspects of estate planning, business formation, special needs planning, high net worth estate planning, and related areas of law. - Draft legal documents, including trusts, wills,...

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Full-time 9 views Experience : Min 8 yrs required

of wealth management, including asset protection and handling gift... and estate tax issues. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with strong attention to detail. - Articulate legal strategies and cou...

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Posted On Aug 18, 26
Full-time 20 views Experience : 1-6 yrs required

OverviewA law firm seeks an experienced Estate Planning and Elder Law Attorney to join their team in East Greenwich, RI. The ideal candidate will manage their own caseload, provide strategic advice, and contribute to the firm's growth with their own...

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