Legal Wealth Management Jobs Jobs in Fulton, MD

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

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

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Posted On Aug 21, 26

Contract, Full-time 10 views

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

directors Estate Planning Insurance Living Trusts wealth management Wills

- Assist tax and wealth management teams with estate... planning on a non-exclusive basis. - Work directly with clients and collaborate with internal Legal Directors and other professionals. - Receive client hand-offs from Legal Directors to provide estate planning services....

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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

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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...

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Attorney in Columbia, MD

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

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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. -......

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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 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...

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Legal Staff Paralegal in Rockville, MD

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

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Posted On Aug 19, 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...

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Legal Staff Paralegal in Rockville, MD

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

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Posted On Aug 19, 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...

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Attorney in Chevy Chase, MD

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

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Posted On Aug 27, 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. -...

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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 4 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning

Job Tags:

child Insurance Investment Banking pension spouse title

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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 1 views 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 1 views 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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Attorney in Washington, DC

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

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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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Estate Planning Associate Attorney

Recruiter • **Members Only** Greenbelt, MD

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Posted On Jul 29, 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...

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