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Wealth Management Jobs in Albany

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United States
Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities:... with all aspects of wealth management, asset protection, and... gift and estate tax issues. - Deliver high-quality, personalized service with strong attention to detail. - Work primarily with attorneys in the Financial...

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Posted On Jul 15, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates Probate trusts

Title: Associate Attorney - Trusts & Estates Job Responsibilities: The Associate Attorney for the Trusts & Estates practice group at the law firm will collaborate closely with partners and other associate attorneys. The primary responsibilities include working on sophisticated estate planning, trust...

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Posted On Jul 28, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation Partnership Probate trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Litigation Partnership Probate trusts

Title: Trusts & Estates Associate Attorney Job Responsibilities: The Trusts & Estates Associate Attorney will be an integral part of the Trusts & Estates practice group within the law firm. This role involves managing a variety of responsibilities, including but not limited...

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Posted On Jul 26, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation
Practice Area:
Corporate - General Litigation - Real Estate - Defense Probate Trusts and Estates - General
Job Tags:
civil litigation depositions evidence Litigation Mediation Partnership pleadings Probate probate litigation real estate litigation

Title: Civil Litigation Paralegal Job Responsibilities: As a Civil Litigation Paralegal at the law firm, you will be responsible for managing cases from initiation to resolution. Your duties will encompass a wide range of tasks essential for the successful navigation of civil...

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Posted On Sep 07, 26
Full-time 8 views Experience : Min 7 yrs required
Job Tags:
employee benefits Estate and Trust Estate Planning family finance FINRA Insurance investment management private equity wealth management wealth transfer
Job Tags:
employee benefits Estate and Trust Estate Planning family finance FINRA Insurance investment management private equity wealth management wealth transfer

Job Title Asset & Wealth Management, Private Family Office... Financial Planning Advisor, Vice President Job Responsibilities The Family Office Financial Planning Advisor at the Vice President level is responsible for managing client relationships and leading a team of financial planners...

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Posted On Aug 06, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
banking Estate Planning finance health insurance licensing Software title wealth management
Job Tags:
banking Estate Planning finance health insurance licensing Software title wealth management

Job Title: Wealth Management Advisor II Job Responsibilities: -... articulating and achieving their wealth goals. - Develop streams of... credentialed specialists to provide wealth planning, investments, private banking,... risk management, and trust services. - Ensure... delivery and execution of Private Bank experience and client...

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Posted On Sep 16, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
asset management family finance H-1B regulatory compliance wealth management
Job Tags:
asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Review and analyze financial data to prepare and file accurate tax returns. - Validate clients' compliance with...

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Posted On Sep 16, 26
Full-time 2 views Experience : Min 8 yrs required
Job Tags:
family finance guardian H-1B wealth management
Job Tags:
family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job... specifically for asset and wealth management clients - Overseeing... the preparation and filing of complex tax returns to ensure adherence to regulatory requirements - Analyzing financial data to identify opportunities for...

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Posted On Sep 29, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family finance H-1B wealth management
Job Tags:
family finance H-1B wealth management

Job Title: Asset & Wealth Management - Tax Senior... fact patterns to identify filing requirements and reporting implications - Preparing tax workpapers, schedules, and draft submissions for asset and wealth management clients - Interpreting... complex compliance issues and translating fin...

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Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

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Posted On Sep 16, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
family finance H-1B wealth management
Job Tags:
family finance H-1B wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Associate Job Responsibilities: - Navigating complex tax regulations to optimize client tax positions - Reviewing and analyzing financial data to prepare and file tax returns - Validating compliance with...

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Posted On Sep 16, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical...

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Posted On Sep 22, 26
Full-time Experience : Min 4 yrs required
Job Tags:
family finance H-1B regulatory compliance wealth management
Job Tags:
family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical thinking to review and analyze financial...

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Posted On Sep 23, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Litigation Probate trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Estate Planning estates Insurance Litigation Probate trusts

Title: Senior Trusts & Estates Paralegal Job Responsibilities: The Senior Trusts & Estates Paralegal is entrusted with a range of duties that require a high level of expertise and experience in the field of Trusts & Estates. These responsibilities include: - Performing legal...

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Posted On Jul 02, 26
Full-time 4 views Experience : 2-5 yrs required
Practice Area:
Family Law - General Probate
Job Tags:
civil procedure depositions document review estates family Family Law Insurance Litigation pleadings Probate probate litigation Software spouse trusts
Practice Area:
Family Law - General Probate
Job Tags:
civil procedure depositions document review estates family Family Law Insurance Litigation pleadings Probate probate litigation Software spouse trusts

Litigation Paralegal Job Responsibilities: - Case Management: The paralegal will be... responsible for managing case files, tracking crucial deadlines, and coordinating attorney calendars for hearings, depositions, and mediations. This involves taking ownership of case files from inception through resolution and working directly...

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Posted On Sep 18, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts

Title: Senior Trust & Estates Paralegal Job Responsibilities: - Manage substantial portions of complex estate and trust administrations. - Prepare asset inventories and assist with valuation, retitling, and distribution of assets. - Assist with the preparation and coordination of federal estate and gift tax...

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Posted On Aug 12, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
deeds of trust Estate and Trust Estate Planning estates family fiduciary Financial Institutions gift tax Government Harassment Immigration limited liability companies Litigation mental capacity organizational documents Partnership partnerships private client Probate restructuring title trusts

Title Paralegal Job Responsibilities The paralegal role at the law firm involves a range of responsibilities primarily centered around trust and estate administration, with additional support for real estate, entity, and nonprofit matters. The key duties include: - Managing substantial portions of complex estate...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family Insurance partnerships Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning family Insurance partnerships Taxation trusts wealth management wealth transfer Wills

Overview Law firm is a boutique estate planning law firm dedicated to providing sophisticated, personalized planning solutions for high-net-worth individuals, families, and closely held business owners. We are seeking an experienced Estate Planning Attorney to join our team. This is an...

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Posted On Aug 17, 26
Full-time 20 views Experience : 1-12 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an Estate Planning Attorney in Richmond, CA. The ideal candidate will have 1-6 years of experience specializing in estate planning and estate and review estate planning clients on estate administration legal research related...

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