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Retirement Planning Jobs in Swansea

31 jobs
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  3. Illinois
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United States
Posted On Jul 21, 26
Full-time Experience : Max 5 yrs required
Practice Area:
Guardianship and Conservatorship
Job Tags:
Conservatorship Elder Law Estate Planning estates family Insurance Medicaid Probate
Practice Area:
Guardianship and Conservatorship
Job Tags:
Conservatorship Elder Law Estate Planning estates family Insurance Medicaid Probate

and timelines of estate planning, trust administration, Medicaid, and... other file types as assigned. - Perform basic administrative and front desk duties, including answering phones. - Draft and edit correspondence and legal documents. - Manage workflow of cases, including deadlines, calendar management for...

Posted On Sep 23, 26
Full-time 17 views Experience : Min 3 yrs required
Practice Area:
Litigation - Commercial Litigation - Appellate Litigation - eDiscovery General Litigation - Document Review
Job Tags:
appeals civil litigation depositions Insurance Litigation Partnership pleadings
Practice Area:
Litigation - Commercial Litigation - Appellate Litigation - eDiscovery General Litigation - Document Review
Job Tags:
appeals civil litigation depositions Insurance Litigation Partnership pleadings

Title: Senior Associate – St. Louis Job Responsibilities: The Senior Litigation Associate Attorney at the law firm is expected to manage a diverse caseload of complex civil litigation matters from inception to resolution. This includes handling any appeals that may arise. The...

Posted On Jul 26, 26
Full-time Experience : 3-10 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management marketing Registered Investment Advisor regulatory compliance Retirement Planning Securities spectrum
Job Tags:
banking Estate Planning fiduciary Insurance investment management marketing Registered Investment Advisor regulatory compliance Retirement Planning Securities spectrum

all aspects of financial planning. - Maintain frequent communication with... the Partner regarding team and client issues. - Lead client meetings to understand financial goals, needs, and risk tolerance through comprehensive consultations and assessments. - Prepare and/or review financial action plans and projections...

Posted On Aug 25, 26
Full-time 1 views
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager, Private Client Services is responsible for providing tax compliance and consulting services to high net worth clients. This role requires a significant understanding of taxation related to personal income,...

Posted On Sep 24, 26
Full-time 11 views Experience : 5-8 yrs required
Job Tags:
finance health insurance Software
Job Tags:
finance health insurance Software

and implement international tax planning strategies that align with... client business goals while minimizing global tax liabilities. - Oversee a portfolio of international tax engagements, ensuring compliance with . international tax regulations such as GILTI, Subpart F, BEAT, FDII, and foreign...

Posted On Sep 08, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
agreements Business Law due diligence equity Insurance licensing Litigation Media special projects
Job Tags:
agreements Business Law due diligence equity Insurance licensing Litigation Media special projects

Manager Job Responsibilities: Strategic Leadership & Planning: - Implement lateral paralegal and... attorney recruiting and hiring efforts in collaboration with the Managing Director of Growth, Director of Legal Recruiting, and firm leadership. - Regularly meet with SBU leadership to provide updates on candidates and...

Posted On Sep 08, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
agreements Business Law due diligence equity Insurance licensing Litigation Media special projects
Job Tags:
agreements Business Law due diligence equity Insurance licensing Litigation Media special projects

Manager Job Responsibilities: Strategic Leadership & Planning: - Implement lateral paralegal and... attorney recruiting and hiring efforts in selected strategic business units (SBUs). - Collaborate with Managing Director of Growth, Director of Legal Recruiting, and Chief Diversity, Equity & Inclusion Officer on diversity hiring...

Posted On Jul 20, 26
Full-time 6 views Experience : 3-5 yrs required
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General Corporate - Contract Law
Job Tags:
acquisitions agreements confidentiality agreements construction contracts corporate governance corporate transactions divestitures document review due diligence family finance IP Joint Ventures letters of intent licensing M&A purchase and sale agreements Securities Transportation Visa
Practice Area:
Corporate - M&A Corporate - Securities and Capital Markets Corporate - General Corporate - Contract Law
Job Tags:
acquisitions agreements confidentiality agreements construction contracts corporate governance corporate transactions divestitures document review due diligence family finance IP Joint Ventures letters of intent licensing M&A purchase and sale agreements Securities Transportation Visa

Title: Senior Attorney, Corporate & Commercial Job Responsibilities: - M&A, Joint Ventures, and Strategic Transactions: Support legal workstreams for acquisitions, divestitures, joint ventures, minority investments, internal reorganizations, and other strategic corporate transactions. Manage due diligence, draft and negotiate agreements, coordinate signing and...

Posted On Sep 08, 26
Full-time Experience : 3-5 yrs required
Job Tags:
Business Law Computer Science downstream information technology Insurance Litigation Privacy Software
Job Tags:
Business Law Computer Science downstream information technology Insurance Litigation Privacy Software

Title: Data Engineering Manager Job Responsibilities: The Data Engineering Manager at the law firm is responsible for leading the design and development of the firm's cloud-based data platform. This includes establishing the foundational infrastructure required to ensure high-quality data availability for analytics,...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Business Law Insurance Litigation marketing
Job Tags:
Business Law Insurance Litigation marketing

Business Development Manager Job Title: Senior Business Development Manager Job Responsibilities: The Senior Business Development Manager (SBDM) is responsible for overseeing business development and marketing strategies across a range of business units within the law firm. Key responsibilities include: - Providing strategic leadership...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Business Law Insurance Litigation marketing
Job Tags:
Business Law Insurance Litigation marketing

Business Development Manager Job Title: Senior Business Development Manager Job Responsibilities: The Senior Business Development Manager (SBDM) is tasked with leading business development and marketing strategies across a portfolio of business units within a law firm. The SBDM is responsible for creating and...

Posted On Aug 03, 26
Full-time 1 views Experience : 5-5 yrs required
Practice Area:
Government Contracts
Job Tags:
agreements child confidentiality agreements Contract Law contracts criminal equity family FDA Government health insurance Insurance Intellectual Property licensing agreements patent licensing
Practice Area:
Government Contracts
Job Tags:
agreements child confidentiality agreements Contract Law contracts criminal equity family FDA Government health insurance Insurance Intellectual Property licensing agreements patent licensing

Title: Contract Liaison Job Responsibilities: - Serve as the liaison between University stakeholders and external entities, including companies, major national and international foundations, non-profit organizations, and government agencies. - Manage contracting responsibilities across the University, including drafting and negotiating industry-sponsored clinical trial agreements...

Posted On Aug 07, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Litigation - Commercial
Job Tags:
antitrust asbestos Bribery civil litigation class action Code of Conduct company policies construction depositions family fraud Government government investigations Insurance Intellectual Property IP Litigation personal injury pleadings toxic tort Transportation Visa
Practice Area:
Litigation - Commercial
Job Tags:
antitrust asbestos Bribery civil litigation class action Code of Conduct company policies construction depositions family fraud Government government investigations Insurance Intellectual Property IP Litigation personal injury pleadings toxic tort Transportation Visa

Title Litigation & Compliance Counsel Job Responsibilities - Provide strategic advice and counsel on litigation strategy, dispute resolution, and risk mitigation to business clients and senior legal leadership. - Manage a broad range of litigation and pre-litigation matters, including commercial...

Posted On Sep 08, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour

responsible for overseeing employee benefits, payroll, retirement, and well-being programs. Reporting... to the Senior Director of HR Operations & Total Rewards, the role provides operational leadership, technical expertise, and strategic consultation to support the firm's Total Rewards objectives. Key responsib...

Posted On Sep 08, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour
Job Tags:
brokers Business Law COBRA employee benefits Employee Health ERISA fiduciary finance HIPAA information technology Insurance Litigation Partnership partnerships Qualified Retirement Plans regulatory compliance renewals wage and hour

for employee benefits, payroll, retirement, and well-being programs at... the law firm. This role reports to the Senior Director of HR Operations & Total Rewards and is responsible for operational leadership, technical expertise, and strategic consultation to support the firm's...

Posted On Aug 18, 26
Full-time 1 views Experience : Min 11 yrs required
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management

in delivering high-quality advice, planning, products, and services for... (HNW) clients, focusing on wealth management and tax planning needs. - Act as a... subject matter expert for complex cases requiring extensive tax planning expertise and deep technical... knowledge. Understand the impa...

Posted On Aug 21, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Education - Higher Education Education - General
Job Tags:
child criminal equity Ethics family health insurance Software title
Practice Area:
Education - Higher Education Education - General
Job Tags:
child criminal equity Ethics family health insurance Software title

Specialist Senior Compliance (Hybrid) - Office of the Vice Chancellor for Research Job Title: Specialist Senior Compliance Job Responsibilities: - Provide programmatic support for the University's research ethics and compliance programs by implementing and monitoring compliance review activities in accordance with University policies and...

Posted On Aug 24, 26
Full-time Experience : 5-5 yrs required
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance Workers\' Compensation Law - Employers Workers\' Compensation Law - General
Job Tags:
Insurance personal injury subrogation
Practice Area:
Insurance Coverage Insurance - Regulatory & Compliance Workers\' Compensation Law - Employers Workers\' Compensation Law - General
Job Tags:
Insurance personal injury subrogation

Title: Manager, Paralegal Operations Job Responsibilities: - Lead and develop a team of 4-5 Team Leads responsible for overseeing approximately 40 Legal Assistants and Administrative professionals. - Establish performance expectations, accountability standards, and leadership routines for Team Leads. - Coach Team Leads on workforce...

Posted On Aug 25, 26
Full-time 1 views
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

and applying foundational tax knowledge to identify potential tax issues. This includes gathering client information necessary for filing, participating in tax planning, recognizing and communicating potential... risks, preparing tax accrual workpapers, and using tax software applications to complete tax retur...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

tax and reporting burdens. - Comply with all company policies, standards, and the Tax Quality Manual (TQM). - Manage projects by planning the tax process and... procedures with quality. - Answer preparer questions and coordinate engagement by communicating expectations and procedures. - Conduct detail...

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