Legal Wealth Management Jobs Jobs in Burtonsville, MD

Attorney in Greenbelt, MD

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

Apply

Posted On Sep 28, 26

Full-time 1 views Experience : 6-10 yrs required

Job Tags:

family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. -...

Bankruptcy - Consumer Credit Attorney / Bankruptcy - (Chap. 13) Attorney / Estate & Tax Planning Attorney / Probate Attorney / Bankruptcy-General Attorney / Trusts and Estates - General Attorney in Silver Spring, MD

Law Firm • **Members Only** Silver Spring, MD

Apply

Posted On Aug 14, 26

Full-time 2 views

Practice Area:

Bankruptcy - Consumer Credit Bankruptcy - (Chap. 13) Estate & Tax Planning Probate Bankruptcy-General Trusts and Estates - General

Job Tags:

Bankruptcy Chapter 7 Consumer Bankruptcy creditors Estate and Trust Estate Planning estates health insurance Insurance LLC pleadings trusts Wills

Title Bankruptcy & Estates and Trusts Attorney Job Responsibilities - Manage a caseload involving consumer bankruptcy and estates and trusts matters. - Represent clients in Chapter 7 and Chapter 13 bankruptcy proceedings, including preparation and filing of petitions, schedules, motions, and related pleadings. - Attend...

Guardianship and Conservatorship Attorney / Probate Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Adoption Law Attorney / Divorce Law Attorney / Family Law - General Attorney / Trusts and Estates - General Attorney in Columbia, MD

Law Firm • **Members Only** Columbia, MD

Apply

Posted On Sep 11, 26

Full-time 2 views Experience : Min 1 yrs required

Practice Area:

Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Plaintiffs Adoption Law Divorce Law Family Law - General Trusts and Estates - General

Job Tags:

depositions Estate Planning Family Law Guardianship Insurance Litigation pleadings Probate Software

Title: Associate Attorney Job Responsibilities: - Manage a caseload that includes family law, estate planning, guardianship, probate, and estate litigation. - Draft various legal documents including motions, pleadings, discovery requests, and financial statements. - Conduct depositions and affidavits of clients and witnesses. - Perform and...

Attorney in Columbia, MD

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

Apply

Posted On Aug 20, 26

Full-time 1 views Experience : Min 6 yrs required

Job Tags:

family finance Software

Title Manager/Director - National Accounting for Income Taxes Job Responsibilities - Serve clients in a high impact manner, demonstrating command of a major area of specialization. - Demonstrate deep technical skills - Excel at engagement management and operational excellence. -......

Attorney in Columbia, MD

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

Apply

Posted On Sep 28, 26

Full-time 1 views Experience : 6-10 yrs required

Job Tags:

family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities...

Attorney in North Bethesda, MD

In-House • **Members Only** North Bethesda, MD

Apply

Posted On Sep 28, 26

Full-time Experience : 6-10 yrs required

Job Tags:

family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities...

Legal Staff Paralegal in Rockville, MD

Law Firm • **Members Only** Rockville, MD

Apply

Posted On Sep 20, 26

Full-time 10 views Experience : 2-3 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

company policies Estate and Trust Estate Planning estates family fiduciary finance Financial Institutions health insurance Insurance Probate Profit Sharing Software trusts wealth management Wills

Title: Paralegal (Estate Planning) Job Responsibilities: The Paralegal in Estate Planning is responsible for providing essential support to attorneys within the Trusts & Estates Practice Group. The role involves assisting with estate planning, trust and estate administration, and probate matters. Key duties...

Legal Staff Paralegal in Rockville, MD

Law Firm • **Members Only** Rockville, MD

Apply

Posted On Sep 20, 26

Full-time Experience : 7-7 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

company policies Estate Planning estates family finance Financial Institutions health insurance Insurance Profit Sharing Software trusts wealth management Wills

Trusts & Estates Practice Group. Key responsibilities include: - Managing all aspects of estate planning matter management, including workflow and deadlines. -... Coordinating the preparation of estate planning documents such as wills, trusts, powers of attorney, and advance directives. - Ensuring quality con...

Attorney in Chevy Chase, MD

In-House • **Members Only** Chevy Chase, MD

Apply

Posted On Sep 14, 26

Full-time 4 views Experience : 12-18 yrs required

Job Tags:

asset management banking credit facilities mortgage loans private client shareholders

goals. - Leading the Client Management Process and partnering across... the enterprise to provide a Branded Client Experience. - Ensuring retention of clients and delivering a comprehensive range of Private Bank and the bank's capabilities and services to meet specific client needs. -...

Legal Staff Paralegal in Bethesda, MD

Law Firm • **Members Only** Bethesda, MD

Apply

Posted On Jun 03, 26

Full-time 7 views Experience : 1-3 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

estates fiduciary Financial Institutions Guardianship Insurance LLC Probate Profit Sharing trusts

Title: Estates & Trusts Paralegal / Legal Assistant Job Responsibilities: - Prepare, copy, scan, and mail court filings and service packets; track and maintain proof of service. - Draft and send routine correspondence to clients, heirs, courts, and financial institutions. - Prepare exhibits and...

Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Bethesda, MD

Law Firm • **Members Only** Bethesda, MD

Apply

Posted On Sep 23, 26

Full-time 87 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

agreements Estate Planning estates Family Law Financial Institutions Government Insurance marketing Media Probate trusts Wills

Firm Seeking Experienced Trusts & Estates Attorney Join our growing family law firm, **Members Only,**, as a Trusts & Estates attorney and take your career to new heights. We are a highly regarded firm with offices in Bethesda, MD and...

Estate & Tax Planning Attorney in Bethesda, MD

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

Apply

Posted On Sep 21, 26

Full-time 4 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

child Insurance Investment Banking pension spouse title

Attorney in Washington, DC

In-House • **Members Only** Washington, DC

Apply

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 Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Manager, you will be responsible for guiding clients through the complexities of tax planning, compliance, and strategy within...

Attorney in Washington, DC

In-House • **Members Only** Washington, DC

Apply

Posted On Sep 02, 26

Full-time 1 views 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...

Attorney in Washington, DC

In-House • **Members Only** Washington, DC

Apply

Posted On Sep 16, 26

Full-time Experience : Min 6 yrs required

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. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with...

Attorney in Washington, DC

In-House • **Members Only** Washington, DC

Apply

Posted On Sep 16, 26

Full-time 1 views Experience : Min 2 yrs required

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 tax...

Estate Planning Associate Attorney

Recruiter • **Members Only** Greenbelt, MD

Apply

Posted On Aug 18, 26

Full-time 53 views Experience : 1-6 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

join its team. The ideal candidate will have 2-3 years of substantive experience in tax or estate planning, estate administration, wealth management, probate, wills and... trusts, and trust administration for businesses and individuals. This role requires a highly skilled indivi...

Wealth Management Jobs in Burtonsville

Preview Results

Filter by

Create a Job Alert for this Search

Job Tags:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Job Tags:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Practice Area:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Job Tags:

Practice Area:

Practice Area:

By Employer Type