Legal Wealth Management Jobs Jobs in Chevy Chase, MD

Attorney in Chevy Chase, MD

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

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Posted On Aug 27, 26

Full-time 3 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. -...

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Legal Staff Paralegal in Bethesda, MD

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

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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...

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

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

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Posted On Aug 04, 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...

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Estate & Tax Planning Attorney in Bethesda, MD

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

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Posted On Aug 17, 26

Full-time 3 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

child Insurance Investment Banking pension spouse title

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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

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Posted On Aug 14, 26

Full-time

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...

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Attorney in Rosslyn, VA

In-House • **Members Only** Rosslyn, VA

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Posted On Sep 11, 26

Full-time 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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Estate & Tax Planning Attorney / Probate Attorney / Trusts and Estates - General Attorney in Arlington, VA

Law Firm • **Members Only** Arlington, VA

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Posted On Jul 16, 26

Full-time Experience : 3-5 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

Job Tags:

Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

& Trusts Attorney About the Job A law firm is seeking a Virginia-licensed Estates and Trusts attorney to join its growing practice group. This opportunity is available to Virginia-based candidates and does not necessitate working in the Annapolis office. There is office...

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Attorney in Arlington, VA

In-House • **Members Only** Arlington, VA

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Posted On Aug 21, 26

Full-time 14 views Experience : Min 15 yrs required

Job Tags:

ADA agreements Equity Compensation FMLA Insurance pension Software

Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice, your primary responsibilities will include selling, leading, and delivering large client engagements while serving as a strategic advisor to clients...

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Attorney in Arlington, VA

In-House • **Members Only** Arlington, VA

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Posted On Sep 07, 26

Full-time 4 views Experience : Min 5 yrs required

Job Tags:

ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation

and partnering across multiple solution families, such as Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions. You... will address complex and cross-functional tax matters, collaborating with WNTO leadership and staff and working closely with Tax Business L...

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Attorney in Arlington, VA

In-House • **Members Only** Arlington, VA

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Posted On Aug 20, 26

Full-time Experience : Min 10 yrs required

Job Tags:

family finance

demonstrating command of a major area of specialization. - Demonstrate deep technical skills and have the above related industry knowledge. - Excel at engagement management and operational excellence. -... Assist clients with meeting their tax and day-to-day compliance needs....

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Attorney in Arlington, VA

In-House • **Members Only** Arlington, VA

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Posted On Aug 20, 26

Full-time Experience : Min 6 yrs required

Job Tags:

family finance Software

major area of specialization. - Demonstrate deep technical skills and general industry knowledge. - Excel at engagement management and operational excellence. - Drive... the global tax provision process and coordinate with specialists. - Lead engagement teams and provide technical instruction. - Manage client relationships...

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Attorney in Arlington, VA

In-House • **Members Only** Arlington, VA

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Posted On Aug 20, 26

Full-time Experience : Min 6 yrs required

Job Tags:

directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic accounting methods changes. This encompasses overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and written communication skills...

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Attorney in Washington, DC

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

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Posted On Aug 25, 26

Full-time 3 views Experience : Min 6 yrs required

Job Tags:

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

Asset and Wealth Management - Renewable Energy... Tax Senior Manager The candidate will play a pivotal role in advising clients on their local and international tax affairs, acting as a strategic consultant in business analysis, managing working capital, and profit...

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Attorney in Washington, DC

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

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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 Responsibilities: -... initiatives for asset and wealth management clients, ensuring that... all activities align with the relevant tax laws and regulations. - Oversee the preparation and filing of tax returns, confirming adherence to regulatory...

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Attorney in Washington, DC

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

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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. - Overseeing the... preparation and filing of tax returns, confirming adherence to regulatory requirements. - Analyzing financial data to identify tax optimization opportunities and mitigate compliance...

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Attorney in Washington, DC

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

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Posted On Aug 25, 26

Full-time 7 views Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Attorney in Washington, DC

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

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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 Washington, DC

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

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Posted On Aug 31, 26

Full-time Experience : Min 4 yrs required

Job Tags:

Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

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Trusts And Estates Attorney

Recruiter • **Members Only** Bethesda, MD

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Posted On Jul 27, 26

Full-time 78 views Experience : 4-20 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Overview: A law firm specializing in Trusts and Estates is seeking a dedicated attorney to join its team in Bethesda, MD. The ideal candidate will draft estate planning documents, handle probate filings, administer trusts, and maintain strong client estate...

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Wealth Management Jobs in Chevy Chase

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