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Fiduciary Jobs in Greenwood

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United States
Posted On Aug 04, 26
Full-time 12 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
advertising equity Estate and Trust Estate Planning fiduciary
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
advertising equity Estate and Trust Estate Planning fiduciary

that include, but are not limited to: - Providing expert counsel to clients on estate planning, trust and estate administration, and fiduciary services. - Managing general corporate... matters, with an emphasis on contract drafting and business succession planning. - Collaborating with a team...

Posted On Sep 07, 26
Full-time 6 views Experience : 11-20 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client is responsible for delivering sophisticated tax compliance, consulting, and planning services to a clientele that includes individuals, multi-generational families, fiduciaries, and other entities. The role requires...

Posted On Jun 30, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning Ethics fiduciary health insurance Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Real Estate - General Real Estate - Residential Transactions Trusts and Estates - General
Job Tags:
Estate Planning Ethics fiduciary health insurance Probate trusts Wills

real estate legal matters. Key responsibilities include: - Assisting attorneys with all aspects of trust and estate administration, including probate filings, trust funding, asset marshaling, preparing accountings and judicial forms, and managing client and fiduciary correspondence. - Gathering and organizing... client documen...

Posted On Jun 17, 26
Full-time 12 views Experience : Min 3 yrs required
Practice Area:
Elder Law
Job Tags:
abuse Affirmative Action Corporation crime criminal Domestic Violence Elder Law fiduciary fraud Genetics Guardianship health insurance Insurance Litigation pleadings power of attorney Scams Transportation
Practice Area:
Elder Law
Job Tags:
abuse Affirmative Action Corporation crime criminal Domestic Violence Elder Law fiduciary fraud Genetics Guardianship health insurance Insurance Litigation pleadings power of attorney Scams Transportation

Title: Staff Attorney or Senior Staff Attorney – LAVA Project Job Responsibilities: - Provide high-quality, victim-centered, trauma-informed civil legal services to older adults and endangered adults who are victims of crime, encompassing advice, negotiation, and litigation. - Maintain an...

Posted On Jul 14, 26
Full-time 3 views
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts Wills

Lateral Opportunities Job Title: Trusts and Estates Attorney Job Responsibilities: - Provide estate planning services, including drafting wills, powers of attorney, and other related legal documents. - Assist clients with probate matters and ensure the smooth administration of estates. - Counsel clients on various aspects...

Posted On Sep 24, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

Title: Private Client Junior Associate Job Responsibilities: The Private Client Junior Associate will engage in a variety of tasks related to sophisticated estate planning and administration. Key responsibilities include: - Drafting estate planning and administration documents. - Researching estate, trust, and tax law issues. -...

Posted On Sep 24, 26
Full-time
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

Title: Private Client Junior Associate Job Responsibilities: The Private Client Junior Associate will be responsible for working on sophisticated estate planning, estate and trust administration, and transfer tax matters. This includes: - Drafting estate planning and administration documents - Researching estate, trust, and tax...

Posted On Sep 07, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
downstream Estate Planning family fiduciary Insurance investment management LLC Retirement Planning wealth management
Job Tags:
downstream Estate Planning family fiduciary Insurance investment management LLC Retirement Planning wealth management

Title: Senior Managing Advisor, Wealth Advisory Job Responsibilities: - Lead and serve on a team of Wealth Management professionals serving high-net-worth clients. - Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies, which include: - Financial Planning...

Posted On Sep 07, 26
Full-time 7 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

Title: Director, Wealth Strategist Job Responsibilities: The Director, Wealth Strategist serves as a critical advisor within the company's Wealth Strategy platform, focusing on advanced estate and family enterprise planning. This role involves collaboration with various service lines to deliver comprehensive solutions...

Posted On Jul 21, 26
Full-time 4 views Experience : Min 9 yrs required
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements antitrust asset purchase agreements Collective Bargaining confidentiality agreements corporate governance corporate transactions Disability Benefits divestitures due diligence equity fiduciary finance information technology Insurance Intellectual Property Joint Ventures letters of intent Litigation M&A mergers Partnership private equity regulatory compliance
Practice Area:
Corporate - M&A Corporate - Private Equity Corporate - General
Job Tags:
acquisitions agreements antitrust asset purchase agreements Collective Bargaining confidentiality agreements corporate governance corporate transactions Disability Benefits divestitures due diligence equity fiduciary finance information technology Insurance Intellectual Property Joint Ventures letters of intent Litigation M&A mergers Partnership private equity regulatory compliance

Title: Associate General Counsel - Mergers & Acquisitions Job Responsibilities: - Oversee the legal aspects of the full transaction lifecycle, from initial structuring and term sheet negotiations through diligence, definitive documentation, regulatory approvals, closing, and post-close integration. - Provide comprehensive legal guidance and...

Posted On Sep 07, 26
Full-time 2 views Experience : 5-10 yrs required
Job Tags:
fiduciary investment management Retirement Planning wealth management
Job Tags:
fiduciary investment management Retirement Planning wealth management

Title: Managing Advisor, Wealth Advisory Job Responsibilities: - Serve on a team of Wealth Management professionals dedicated to high-net-worth clients. - Assist clients in creating, implementing, and monitoring comprehensive wealth management strategies, which include: - Financial Planning - Retirement Planning - Investment Management...

Posted On Sep 11, 26
Full-time Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

engagements that span individual, fiduciary, partnership, closely held corporation,... estate, and gift tax matters. Review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. Contribute to tax...

Posted On Sep 11, 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 returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

Posted On Sep 17, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

Posted On Aug 10, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Elder Law Estate Planning LLC Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Formation Elder Law Estate Planning LLC Probate Software trusts Wills

Title: Legal Assistant – Estate Planning, Probate & Elder Law Job Responsibilities: - Assist the senior paralegal and attorney in preparing estate planning documents, including wills, trusts, deeds, and business formation documents. - Assist with deed preparation and electronic recording. - Gather client information...

Posted On Jul 10, 26
Full-time 1 views
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family health insurance Insurance Medicaid Probate satellite trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Elder Law Estate Planning family health insurance Insurance Medicaid Probate satellite trusts Wills

Attorney Position Job Title: Associate Attorney Job Responsibilities: The Associate Attorney will join a dynamic estate and elder law firm to assist clients with various legal matters, including: - Estate Planning: This involves preparing and managing legal documents related to wills, trusts, and other...

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Posted On Aug 09, 26
Full-time 20 views Experience : 4-20 yrs required
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an experienced attorney in Indianapolis, IN. The ideal candidate will have a strong background in business, real estate, civil litigation, estate planning, and probate law, with a commitment to providing exceptional client real estate and...

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