Legal Wealth Management Jobs Jobs in Baltimore, MD

Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 25, 26

Full-time 5 views Experience : Min 6 yrs required

Job Tags:

asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager Job Responsibilities: As an Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager, the primary responsibility is to provide advice and guidance to clients on tax...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 13, 26

Full-time Experience : Min 8 yrs required

Job Tags:

Code of Conduct family finance guardian H-1B wealth management

Job Title Asset & Wealth Management Tax Director Job... specifically for asset and wealth management clients. - Oversee... the preparation and filing of tax returns, ensuring adherence to regulatory requirements and legal standards. - Analyze financial data to identify opportunities...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 25, 26

Full-time 4 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B wealth management

Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: As a Manager within the Asset & Wealth Management Regulated Investment Company... (RIC) sector, you are expected to deliver significant impact and value by working collaboratively...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 25, 26

Full-time 5 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B Partnership partnerships RICO wealth management

Asset and Wealth Management Tax Manager The... candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 27, 26

Full-time Experience : Min 8 yrs required

Job Tags:

Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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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

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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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Jul 08, 26

Full-time Experience : 7-10 yrs required

Job Tags:

Estate Planning finance Insurance investment management marketing title wealth management

Title: National Wealth Manager Job Responsibilities: The National Wealth... Manager at the law... primary point of contact for wealth management clients, ensuring effective... communication and service delivery. - Assisting in the creation, delivery, execution, and management of complex financial plans... tailored to...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 21, 26

Full-time 5 views

Job Tags:

higher education licensing Securities wealth management

Job Title: Wealth Advisor Job Responsibilities: - Accountable for... achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of coordinates on delivering comprehensive wealth management strategies tailored for......

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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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

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time 11 views Experience : Min 8 yrs required

Job Tags:

equity Ethics family finance H-1B partnerships stage wealth management

and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time 16 views Experience : Min 4 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

their operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills ou...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 26, 26

Full-time 14 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voice and invit...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

Apply

Posted On Aug 26, 26

Full-time 10 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B stage wealth management

efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Aug 13, 26

Full-time Experience : Min 6 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing RICO wealth management

consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax affairs, and provide insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operati...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

Apply

Posted On Aug 13, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Within the Tax practice, will be providing strategic consulting on business analysis, working capital management, and profit sharing, while... advising on the tax implications of deals and pricing between related parties. Advising clients on local and international tax affairs...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

Apply

Posted On Aug 25, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Sep 02, 26

Full-time Experience : Min 8 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

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Posted On Sep 07, 26

Full-time 27 views

Job Tags:

ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa

Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve a range of tax consulting and tax return preparation duties. These duties include tax research, tax planning, and the preparation of supporting...

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Attorney in Baltimore, MD

In-House • **Members Only** Baltimore, MD

Apply

Posted On Sep 07, 26

Full-time 3 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank – Private Banker – Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...

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Attorney - Trusts and Estate Planning

Recruiter • **Members Only** Baltimore, MD

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Posted On Jul 27, 26

Full-time 3 views Experience : 4-20 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Overview A law firm seeks an experienced Trusts and Estates Attorney in Baltimore, MD. The position offers flexibility to work from an office or remotely. The ideal candidate will have significant experience in tax, estate planning, and probate clients on...

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