Wealth Management Jobs in Englewood Cliffs

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Full-time 4 views Experience : Min 1 yrs required

Title: Estate Administration & Litigation Attorney Job Responsibilities: Case Strategy & Client Leadership - Strategic Counsel: Serve as the primary legal advisor to executors, administrators, trustees, and guardians. Provide clear and empathetic explanations of complex fiduciary roles and legal mechanisms. - Department Oversight: Collaborate...

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Posted On Sep 10, 26
Full-time 1 views Experience : 1-3 yrs required

correspondence in both English and Spanish. - Conduct legal research using platforms such as Westlaw and LexisNexis to support litigation strategies. - Manage case files through MyCase and other document management systems, ensuring confidentiality and... organization. - Interview clients, witnesses, and other sta...

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Posted On Sep 11, 26
Full-time 3 views Experience : Min 1 yrs required

the Position Our established boutique law firm is dedicated to assisting clients in growing their businesses, safeguarding their assets, and planning for the future. We are currently seeking an organized and dependable Legal Assistant to join our team, specifically to support...

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Posted On Sep 22, 26
Full-time 2 views Experience : 2-4 yrs required

Services - Tax - Wealth and Asset Management -... Tax Compliance within the Wealth & Asset Management practice,... you will be responsible for managing and implementing tax compliance strategies. Your role will involve providing essential support for tax provision, direct...

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Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required

Services - Tax - Wealth and Asset Management -... Manager Job Responsibilities: As a Tax Compliance Manager within the Wealth & Asset Management Tax... practice, the primary responsibilities include managing and implementing tax compliance strategies for clients such as hedge funds, private...

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Full-time 1 views Experience : Min 5 yrs required

and online/mobile banking, cash management products, and payment services. -... Monitor and analyze legal and regulatory developments impacting the business and consumer deposits and payments business in the United States. - Provide expert legal advice to business divisions on legal frameworks, issues,...

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Full-time 1 views Experience : Min 5 yrs required

in the areas of business and consumer deposits, retail and online/mobile banking, cash management products, and payment services.... The responsibilities include: - Acting as the primary contact for legal and regulatory matters related to business and consumer deposits and payment s...

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Full-time 2 views Experience : Min 12 yrs required

to the Executive Director, Management, and the Board of... Directors. - Provide strategic counsel on legal and regulatory matters, corporate governance, fiduciary duties, and policy matters. - Ensure compliance with laws governing tax-exempt organizations, including lobbying and privacy regulations. -...

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Full-time 3 views Experience : Min 12 yrs required

to the Executive Director, Management, and Board of Directors. ... - Provide strategic counsel on a wide range of legal and regulatory matters, corporate governance, fiduciary duties, and policy issues. - Ensure compliance with all relevant laws governing tax-exempt organizations, including...

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Posted On Sep 22, 26
Full-time Experience : 2-4 yrs required

Services - Tax - Wealth and Asset Management -... Senior Job Responsibilities: - Implement and optimize tax compliance and reporting processes that align with business strategies to increase efficiency. - Support the development of governance and compliance frameworks. - Provide tax compliance and reporting...

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Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required

Services - Tax - Wealth and Asset Management -... Manager Job Responsibilities: As a Tax Compliance Manager within the Wealth & Asset Management Tax... practice, you will play a critical role in managing and implementing tax compliance strategies for clients, particularly those...

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Full-time 5 views Experience : 8-8 yrs required

be expected to provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth. This involves advising on... matters involving family, business entities, and private wealth management. Specific responsibilities include: -... Leading the...

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Posted On Sep 22, 26
Full-time 5 views Experience : 5-5 yrs required

forefront of providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures....

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of family clients by protecting, improving, and growing their financial, social, and human capital. - Manage various responsibilities, including consulting and advising high-net-worth individuals. - Review family office governance, operations, and...

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Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required

- Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs,... IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and compliance (Forms 1041, 706, 709). - Interpret and apply federal, state, and local...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

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Posted On Aug 06, 26
Full-time 1 views

& Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise,... train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. - Develop, implement, and maintain office systems, procedures, and best...

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Full-time Experience : Min 23 yrs required

planning, probate, estate administration, trust administration, and contested Surrogate’s Court matters. The firm is seeking a motivated and capable associate attorney who is prepared to develop deep expertise in this area while contributing meaningfully to client service and case management...

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Posted On Aug 11, 26
Full-time 11 views Experience : 5-20 yrs required

OverviewA law firm seeks an experienced Non-Equity Partner to join its Trusts & Estates practice in Midtown Manhattan. The successful candidate will collaborate with the Practice Lead to enhance the planning and administration aspects of the Trusts & Estates and...

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