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Financial Institutions Jobs in Newtown

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United States
Posted On May 27, 26
Full-time 5 views Experience : Min 10 yrs required
Job Tags:
depositions Litigation
Job Tags:
depositions Litigation

Title: Of Counsel Job Responsibilities: - Possess a strong litigation background, including trial litigation experience. - Prepare motions and discovery demands/responses. - Conduct depositions and make court appearances. - Provide advice and counsel, preferably in public entity law. - Attend Board meetings and offer strategic legal...

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Posted On Aug 07, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
asset management Asset Protection Conservatorship Elder Law Estate and Trust family fiduciary Financial Institutions Guardianship health insurance Litigation Medicaid partnerships Social Services Software trusts Wills
Practice Area:
Guardianship and Conservatorship Estate & Tax Planning Elder Law General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
asset management Asset Protection Conservatorship Elder Law Estate and Trust family fiduciary Financial Institutions Guardianship health insurance Litigation Medicaid partnerships Social Services Software trusts Wills

Title: Associate Elder Law Attorney Job Responsibilities: The Associate Elder Law Attorney will work closely with the managing partner and other professionals at the law firm to provide clients with peace of mind regarding their estate and elder law needs. The primary...

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Posted On Aug 24, 26
Full-time Experience : 2-4 yrs required
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Litigation Medicaid pleadings Software
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
Elder Law Estate Planning Financial Institutions Government health insurance Litigation Medicaid pleadings Software

Title: Paralegal Job Responsibilities: The paralegal role involves supporting attorneys in various client matters related to estate planning, administration, Medicaid applications, litigation, and other aspects of estate and elder law practice. Key duties include: - Utilizing templates to draft legal documents such as...

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Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

Title: Experienced Estate Planning and Elder Law Attorney Job Responsibilities: - Draft wills, trusts, powers of attorney, and healthcare directives. - Develop complex asset-protection and Medicaid planning strategies. - Advise clients on estate, inheritance, and tax implications. - Manage estate and trust administration matters. - Prepare...

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Posted On Jul 23, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Financial Institutions Government inheritance Litigation pleadings Probate Software trusts Wills

Title: Trusts & Estates Paralegal Job Responsibilities: The Trusts & Estates Paralegal will play a pivotal role in assisting clients and their families throughout the estate planning or probate and trust administration processes. Key responsibilities include: - Drafting estate planning documents such as...

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Posted On Aug 20, 26
Full-time 31 views Experience : Min 15 yrs required
Practice Area:
Finance - Financial Services Regulation
Job Tags:
acquisitions board of directors corporate governance Employment Law equity finance Financial Institutions indemnity Insurance lending Litigation mergers regulatory compliance securities laws Workouts
Practice Area:
Finance - Financial Services Regulation
Job Tags:
acquisitions board of directors corporate governance Employment Law equity finance Financial Institutions indemnity Insurance lending Litigation mergers regulatory compliance securities laws Workouts

SUMMARY Company seeks a Senior Vice President & Deputy General Counsel to join the legal department. This role provides strategic leadership across regulatory engagement, corporate governance, lending, enterprise risk management, employment law, and litigation oversight, and serves as a key advisor...

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Posted On Sep 22, 26
Full-time Experience : Min 4 yrs required
Job Tags:
asset management banking Capital Markets construction due diligence family Financial Institutions Insurance pension regulatory compliance spectrum
Job Tags:
asset management banking Capital Markets construction due diligence family Financial Institutions Insurance pension regulatory compliance spectrum

Job Title: Financial Services - Customer Tax... critical role in supporting financial institutions with regulatory compliance... and tax reporting. Your responsibilities will include managing the end-to-end process for FATCA and CRS compliance, ensuring accuracy and timeliness. You will advise clients...

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Posted On Sep 22, 26
Full-time 1 views Experience : 2-4 yrs required
Job Tags:
asset management banking Capital Markets construction due diligence family Financial Institutions Insurance pension regulatory compliance spectrum
Job Tags:
asset management banking Capital Markets construction due diligence family Financial Institutions Insurance pension regulatory compliance spectrum

Job Title: Financial Services - Customer Tax... crucial role in assisting financial institutions and clients in... navigating complex regulatory requirements. Your responsibilities will include: - Gathering and verifying customer documents in accordance with the Foreign Account Tax Compliance Act (FATCA) and...

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Posted On Sep 03, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
family Financial Institutions hedge funds marketing Partnership private equity special projects Venture Capital
Job Tags:
family Financial Institutions hedge funds marketing Partnership private equity special projects Venture Capital

Title: Tax Manager - Financial Services (Hybrid In-office) Job Responsibilities: -... Responsible for managing and coordinating tax compliance and advisory work for clients. - Review Federal, Multi-National, Multi-State Partnership tax returns. - Lead client relationships on day-to-day tax matters, supporting partners with service execution...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance pension regulatory compliance Securities spectrum
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance pension regulatory compliance Securities spectrum

Job Title: Financial Services - Customer Tax... compliance and delivering comprehensive tax reporting services to financial institutions. The role involves... gathering and verifying customer documents in adherence to FATCA and CRS guidelines, updating client records, and providing indirect tax re...

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Posted On Sep 19, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Litigation - Commercial Litigation - Consumer Finance- Defense
Job Tags:
banking civil litigation commercial litigation consumer protection Consumer Protection Laws depositions equity family FCRA FDCPA Financial Institutions financial services litigation Insurance Litigation pleadings stage TCPA TILA title wealth management
Practice Area:
Litigation - Commercial Litigation - Consumer Finance- Defense
Job Tags:
banking civil litigation commercial litigation consumer protection Consumer Protection Laws depositions equity family FCRA FDCPA Financial Institutions financial services litigation Insurance Litigation pleadings stage TCPA TILA title wealth management

Title: Financial Services Litigation Attorney -... Commercial Job Responsibilities: - Defend leading financial institutions, banks, mortgage lenders,... servicers in sophisticated consumer financial services litigation in state... and federal courts. - Take ownership of matters from strategy through resolution, including drafting pleadings and dispositive...

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Posted On Sep 03, 26
Full-time 4 views Experience : Min 6 yrs required
Job Tags:
family Financial Institutions Software
Job Tags:
family Financial Institutions Software

Title: Sales Tax Consulting Manager - State and Local Tax (SALT) Job Responsibilities: - Managing the sales tax compliance process for clients' sales tax returns - Conducting sales tax research projects - Managing information and personnel related to sales tax compliance -...

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Posted On Sep 03, 26
Full-time 8 views Experience : 4-10 yrs required
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Tax - Federal
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Tax - Federal
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts

Title: Tax Senior Manager – Real Estate Job Responsibilities: - Conduct research and analysis on various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, and accounting methods. - Perform transactional analysis and tax structuring related...

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Posted On Sep 03, 26
Full-time 5 views Experience : Min 10 yrs required
Job Tags:
family Financial Institutions Software
Job Tags:
family Financial Institutions Software

Title: Sales Tax Senior Manager - Consulting (SUT & SALT) Job Responsibilities: - Managing the sales tax compliance process for clients' sales tax returns - Conducting sales tax research projects - Managing information and personnel related to sales tax compliance -...

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Posted On Sep 03, 26
Full-time 3 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Title: Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international tax compliance forms and collaborate with a dedicated international tax team. - Prepare analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based...

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Posted On Sep 03, 26
Full-time 5 views Experience : 5-7 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution
Job Tags:
agreements appeals family Financial Institutions Government Taxation
Practice Area:
Tax - Controversy and Dispute Resolution
Job Tags:
agreements appeals family Financial Institutions Government Taxation

Title:** Tax Controversy Manager (JD Required) **Job Responsibilities:** - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests and relief requests for missed elections. - Address collection...

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Posted On Sep 03, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation

Title: Tax Controversy Senior Associate - National Tax Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, which includes responding to Information Document Requests, Notices of Proposed Adjustments, and preparing appeals protests. - Help in preparing penalty abatement requests and...

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Posted On Aug 04, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials
Practice Area:
Insurance Defense - General
Job Tags:
artificial intelligence brokers depositions fiduciary Financial Institutions FMLA Insurance Litigation marketing trials

Liability Claims, including Public Company D&O, Private Company D&O, Employment Practices Liability, and Fiduciary Liability claims. - Conduct thorough investigations, analysis, evaluation, and resolution of Management Liability claims with moderate supervision. - Prepare and present reports reflecting loss development, potential/actual financial...

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Posted On Sep 03, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
agreements corporate transactions Deferred Compensation document review due diligence employee benefits Employee Benefits Tax equity ERISA family Financial Institutions Fringe Benefits M&A private equity Qualified Retirement Plans Severance Taxation
Job Tags:
agreements corporate transactions Deferred Compensation document review due diligence employee benefits Employee Benefits Tax equity ERISA family Financial Institutions Fringe Benefits M&A private equity Qualified Retirement Plans Severance Taxation

Title: Tax Director - Employee Benefits Group Job Responsibilities: - Work with the Employee Benefits tax practice, focusing on service delivery, practice development, and talent development. - Serve as the firm's senior technical authority on: - Section 457 plans for tax-exempt and governmental...

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Posted On Sep 06, 26
Full-time 1 views Experience : 7-15 yrs required
Job Tags:
due diligence family Financial Institutions Partnership restructuring Taxation
Job Tags:
due diligence family Financial Institutions Partnership restructuring Taxation

Title: Tax Partner - State and Local Tax (SALT) Job Responsibilities: The Tax Partner for the State & Local Tax (SALT) team at the company will be responsible for a range of tasks that involve both new business opportunities and servicing...

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