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Retirement Planning Jobs in Batavia

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United States
Posted On Sep 19, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships

Title: Estate & Tax Planning Associate Attorney Job Responsibilities:... The Estate & Tax Planning Associate Attorney at the... of estate and tax planning. Key responsibilities include: -... implementing estate and tax planning strategies for clients, particularly... high-net-worth (HNW) and ultra-high-net-worth...

Posted On Sep 25, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Profit Sharing Software
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Profit Sharing Software

Paralegal Job Responsibilities: - Assist Estate Planning and Administration attorneys with... relevant plans, ancillary documents, client communications, and tax documents. - Coordinate and communicate with financial planners, Certified Public Accountants, and other external individuals for asset transfers during a client’s lifetime or after...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 1 yrs required
Practice Area:
Personal Injury Plaintiffs Insurance Plaintiffs - General
Job Tags:
health insurance Insurance partnerships personal injury Personal Injury Law Retirement Planning
Practice Area:
Personal Injury Plaintiffs Insurance Plaintiffs - General
Job Tags:
health insurance Insurance partnerships personal injury Personal Injury Law Retirement Planning

Title: Attorney Job Responsibilities: - Independently manage a caseload of Personal Injury matters, advocating for victims to secure the justice and compensation they deserve. - Utilize strong analytical, research, and writing skills to build compelling cases. - Collaborate effectively with...

Posted On Sep 24, 26
Full-time 16 views Experience : Min 8 yrs required
Job Tags:
finance health insurance Software
Job Tags:
finance health insurance Software

and implement comprehensive tax planning strategies for clients to... align with their financial objectives and minimize tax liabilities. - Manage a portfolio of tax engagements, supervise tax staff, and review their work to ensure accuracy and compliance with firm standards....

Posted On Sep 16, 26
Full-time 7 views Experience : Min 10 yrs required
Job Tags:
advertising Ethics Insurance marketing Media Privacy Visa
Job Tags:
advertising Ethics Insurance marketing Media Privacy Visa

Title: Director of Marketing and Communications Job Responsibilities: - Direct the development of visual and written content in collaboration with the Chief Business Development Officer (CBDO), creative team, communications team, and external vendors to support campaigns and collateral needs. - Develop and execute...

Posted On Sep 19, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Bioinformatics Biotechnology Copyright data security directors Energy equity finance Insurance Intellectual Property IP life sciences marketing Patent pharmaceuticals Privacy technology transactions Trademark Visa
Job Tags:
Bioinformatics Biotechnology Copyright data security directors Energy equity finance Insurance Intellectual Property IP life sciences marketing Patent pharmaceuticals Privacy technology transactions Trademark Visa

Title: Business Development Manager - Life Sciences Job Responsibilities: - Manage a portfolio that includes the Life Sciences Industry Team, associated practice groups including Intellectual Property (IP) and Data, Digital Assets & Technology (DDAT), and key client teams. - Make independent decisions related...

Posted On Sep 19, 26
Full-time 5 views Experience : Min 3 yrs required
Job Tags:
Computer Science emerging technologies information technology Insurance Software Visa
Job Tags:
Computer Science emerging technologies information technology Insurance Software Visa

Title: Business Analyst, Legal Innovation Job Responsibilities: - Serve as the primary contact for AI-related project requests, conducting structured intake conversations with attorneys, legal professionals, and business professionals to fully understand their needs, workflows, and desired outcomes. - Document findings comprehensively to enable...

Posted On Sep 11, 26
Full-time 5 views Experience : 3-5 yrs required
Practice Area:
Information Technology
Job Tags:
Disability Benefits domestic partner emerging technologies Energy family fiduciary Insurance Software
Practice Area:
Information Technology
Job Tags:
Disability Benefits domestic partner emerging technologies Energy family fiduciary Insurance Software

Title: Practice Innovation Attorney Job Responsibilities: The Practice Innovation Attorney is an integral part of the Practice Innovation Team at the law firm, tasked with advancing innovative technologies and processes to enhance the firm's legal services across its six practice groups. Key...

Posted On Sep 19, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
directors Energy equity finance Insurance marketing partnerships project finance Visa
Job Tags:
directors Energy equity finance Insurance marketing partnerships project finance Visa

Title: Business Development Manager - Energy Job Responsibilities: - Manage a portfolio that includes the Energy Industry Team, associated practice groups, and initiatives, including data centers and public-private partnerships, and key client teams. - Make independent decisions related to business development priorities, resource...

Posted On Jul 16, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Litigation - Commercial
Job Tags:
commercial litigation health insurance Insurance Litigation partnerships
Practice Area:
Litigation - Commercial
Job Tags:
commercial litigation health insurance Insurance Litigation partnerships

Title: Attorney - Litigation Department Job Responsibilities: The attorney position in the litigation department involves managing commercial litigation cases, which requires the ability to handle immediate client interaction effectively. The role demands a strong understanding of legal processes and the ability to...

Posted On Jul 23, 26
Full-time 3 views
Practice Area:
Criminal Law - Prosecution
Job Tags:
criminal Criminal Law document review Ethics evidence FLSA Harassment Insurance title
Practice Area:
Criminal Law - Prosecution
Job Tags:
criminal Criminal Law document review Ethics evidence FLSA Harassment Insurance title

to Training/Professional Responsibility and Discovery is a crucial position within the organization, tasked with several key responsibilities: - Planning, creating, organizing, and conducting... at least 12 hours of in-house Continuing Legal Education (CLE) annually, with a mandatory focus on Professional Responsibili...

Posted On Sep 16, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
finance Insurance M&A marketing private equity Visa
Job Tags:
finance Insurance M&A marketing private equity Visa

Title: Senior Business Development Manager Job Responsibilities: - Lead business development strategy for the Corporate, M&A, Private Equity, and other transactional practices. - Partner with industry teams, key client programs, and firm leadership to drive growth and revenue generation. - Collaborate with attorneys and...

Posted On Sep 16, 26
Full-time 1 views Experience : 1-3 yrs required
Job Tags:
Insurance Software Visa
Job Tags:
Insurance Software Visa

Title: Information Governance Assistant Job Responsibilities: - Manage the life cycle of physical and electronic records in accordance with the law firm’s record retention and attorney departure policies. - Utilize the law firm’s retention and governance software to execute and coordinate processes for...

Posted On Aug 11, 26
Full-time 2 views Experience : 3-8 yrs required
Job Tags:
Computer Science data security finance health insurance information technology Insurance licensing Partnership Privacy renewals special projects
Job Tags:
Computer Science data security finance health insurance information technology Insurance licensing Partnership Privacy renewals special projects

Title: Enterprise Applications Manager Job Responsibilities: - Lead the enterprise applications strategy and roadmap in alignment with the Director of Technology, focusing on application investments that enhance attorney productivity, client service, security, compliance, and operational efficiency, while meeting the business objectives of...

Posted On Sep 05, 26
Full-time Experience : 4-6 yrs required
Job Tags:
family finance Insurance Partnership spectrum
Job Tags:
family finance Insurance Partnership spectrum

Matter Budgeting and Strategic Planning: - Collaborate with attorneys,... and anticipated work activities. - Analyze historical matter data and comparable engagements to support accurate budget development and matter planning. - Assist in developing... alternative fee arrangement budgets and matter plan...

Posted On Aug 25, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Corporate - Compliance Corporate - Securities and Capital Markets Corporate - General Data Privacy - Transactional
Job Tags:
Biotechnology contracts corporate compliance corporate governance Data Protection employee benefits Endocrinology general litigation Government Immigration Labor and Employment Litigation Medical Device Oncology physicians Privacy Securities
Practice Area:
Corporate - Compliance Corporate - Securities and Capital Markets Corporate - General Data Privacy - Transactional
Job Tags:
Biotechnology contracts corporate compliance corporate governance Data Protection employee benefits Endocrinology general litigation Government Immigration Labor and Employment Litigation Medical Device Oncology physicians Privacy Securities

Title: Attorney Job Responsibilities: - Provide or arrange for legal services to support enterprise-wide or entity-wide administrative functions. - Act as a point of contact for global privacy, data protection, and compliance matters. - Advise on . Securities Law, government contracting, and immigration issues. -...

Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

to high net-worth clients using their educational background and professional experience. The responsibilities include: - Managing tax and consulting engagements to identify and address client needs, tax planning, and consulting opportunities. -... Working directly with clients and their advisors t...

Posted On Sep 16, 26
Full-time 1 views Experience : 10-15 yrs required
Job Tags:
finance Insurance Visa
Job Tags:
finance Insurance Visa

Title: Senior Director of Strategic Pricing and Client Value Job Responsibilities: - Own and evolve the firm's pricing and client value function, including its operating model, priorities, resources, service delivery standards, and continuous improvement agenda. - Align pricing and...

Posted On Sep 16, 26
Full-time Experience : Min 2 yrs required
Job Tags:
Insurance marketing Media Visa
Job Tags:
Insurance marketing Media Visa

Title: Business Development Coordinator Job Responsibilities: - Provide day-to-day support to the Senior Business Development Manager (SBDM) or Business Development Manager (BDM) in managing timelines and benchmarks for Practice Groups and Industry Teams. - Assist with client pursuit efforts including...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Intellectual Property - Litigation General IP - Litigation - Defense IP_ - Patent Licensing Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Intellectual Property - Patent - Hard Sciences General
Job Tags:
agreements Case Law Computer Science contracts Immigration Infringement Insurance Intellectual Property IP ITC Naturalization Patent patent prosecution Physics USPTO
Practice Area:
Intellectual Property - Litigation General IP - Litigation - Defense IP_ - Patent Licensing Physics Electrical Engineering Computer Science Hardware Software Computer Engineering Mechanical Intellectual Property - Patent - Hard Sciences General
Job Tags:
agreements Case Law Computer Science contracts Immigration Infringement Insurance Intellectual Property IP ITC Naturalization Patent patent prosecution Physics USPTO

Title Senior Intellectual Property (IP) Counsel Job Responsibilities - Manage Intellectual Property (IP) matters that impact team quality and effectiveness. - Contribute toward policy and standard work within the IP team. - Engage with FLIGHT DECK elements pertinent to the...

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