Legal Wealth Management Jobs Jobs in Fishers, IN

Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 25, 26

Full-time 9 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 Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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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 Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 25, 26

Full-time Experience : Min 5 yrs required

Job Tags:

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

Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 25, 26

Full-time Experience : Min 6 yrs required

Job Tags:

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

Job Title: Asset & Wealth Management - Renewable Energy... projects for asset and wealth management clients in the... renewable energy sector. - Advising clients on local and international tax strategies to optimize their financial outcomes. - Managing the preparation and...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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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 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 Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 24, 26

Full-time Experience : Min 4 yrs required

Job Tags:

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

Job Title: Asset & Wealth Management - Renewable Energy... include advising clients on their local and international tax obligations, managing the effects of tax on business operations, and serving as a strategic consultant for business analysis, working capital management, an...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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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 Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 25, 26

Full-time 6 views Experience : Min 5 yrs required

Job Tags:

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

Asset and Wealth Management - Tax Senior... 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, while...

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Elder Law Attorney in Indianapolis, IN

Public Interest • **Members Only** Indianapolis, IN

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Posted On Jun 17, 26

Full-time 11 views Experience : Min 3 yrs required

Practice Area:

Elder Law

Job Tags:

abuse Affirmative Action Corporation crime criminal Domestic Violence Elder Law fiduciary fraud Genetics Guardianship health insurance Insurance Litigation pleadings power of attorney Scams Transportation

Title: Staff Attorney or Senior Staff Attorney – LAVA Project Job Responsibilities: - Provide high-quality, victim-centered, trauma-informed civil legal services to older adults and endangered adults who are victims of crime, encompassing advice, negotiation, and litigation. - Maintain an...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 07, 26

Full-time 1 views Experience : Min 7 yrs required

Job Tags:

downstream Estate Planning family fiduciary Insurance investment management LLC Retirement Planning wealth management

Title: Senior Managing Advisor, Wealth Advisory Job Responsibilities: - Lead... on a team of Wealth Management professionals serving high-net-worth... implementing, and monitoring comprehensive wealth management strategies, which include:... Planning - Investment Management - Education Planning... - Estate &...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 07, 26

Full-time 7 views Experience : Min 9 yrs required

Job Tags:

Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

Job Title: Director, Wealth Strategist Job Responsibilities: The Director,... Wealth Strategist serves as a... advisor within the company's Wealth Strategy platform, focusing on... advanced estate and family enterprise planning. This role involves collaboration with various service lines to deliver comprehensive solutions...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 07, 26

Full-time 1 views Experience : 5-10 yrs required

Job Tags:

fiduciary investment management Retirement Planning wealth management

Job Title: Managing Advisor, Wealth Advisory Job Responsibilities: - Serve on... a team of Wealth Management professionals dedicated to... implementing, and monitoring comprehensive wealth management strategies, which include: ... Retirement Planning - Investment Management - Education Planning -... Estate & Legacy Planning -...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 17, 26

Full-time 13 views Experience : Min 8 yrs required

Job Tags:

child Insurance Investment Banking pension spouse title

Job Title Wealth Strategist Sr - **Members Only,**... Private Bank Job Responsibilities - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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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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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Sep 08, 26

Full-time 3 views Experience : 4-6 yrs required

Job Tags:

Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... business owners, business-owning families, and owners of private wealth. Your responsibilities will include: -... Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clien...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 26, 26

Full-time 11 views Experience : Min 6 yrs required

Job Tags:

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

help improve 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. Encourage ever...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 26, 26

Full-time 10 views Experience : Min 4 yrs required

Job Tags:

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

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 outside of comfort zone. Act to...

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Attorney in Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 26, 26

Full-time 3 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 Indianapolis, IN

In-House • **Members Only** Indianapolis, IN

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Posted On Aug 26, 26

Full-time 4 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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Experienced Attorney

Recruiter • **Members Only** Indianapolis, IN

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Posted On Jul 27, 26

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

Practice Area:

Corporate - General Real Estate - General Estate & Tax Planning Probate Trusts and Estates - General

OverviewA law firm seeks an experienced attorney in Indianapolis, IN. The ideal candidate will have a strong background in business, real estate, civil litigation, estate planning, and probate law, with a commitment to providing exceptional client real estate and...

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