Legal Wealth Management Jobs Jobs in Greenbelt, 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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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 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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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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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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Attorney in Washington, DC

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

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Posted On Aug 25, 26

Full-time 1 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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Legal Staff Paralegal in Washington, DC (Remote)

Law Firm • **Members Only** Washington, DC

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Posted On Sep 03, 26

Full-time Experience : Min 2 yrs required

Practice Area:

Corporate - General Real Estate - General Estate & Tax Planning Probate

Job Tags:

Business Law civil litigation Estate Planning Family Law pleadings Probate Software

Title: Legal Assistant Job Responsibilities: Client Communications and Call Handling - Answer incoming calls to the law firm in a professional, friendly, and polished manner. - Serve as a primary point of contact for existing clients, prospective clients, courts, opposing offices, vendors, and other...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Sep 09, 26

Full-time 6 views Experience : Min 8 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: - Design... with all aspects of wealth management, asset protection, and... gift and estate tax issues. - Deliver high-quality, personalized service with strong attention to detail. - Collaborate primarily with attorneys in the Financial Services &...

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Legal Staff Paralegal in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Jul 17, 26

Full-time Experience : Min 3 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

Estate Planning estates Property Management trusts

Law firm was founded by entrepreneurial-minded attorneys with the goal of modernizing estate planning by integrating 21st-century business practices and technology. The firm is dedicated to providing ultra-high net worth families with contemporary estate planning strategies in a transparent, proactive,...

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Legal Staff Paralegal in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Jul 20, 26

Full-time Experience : Min 3 yrs required

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate Planning estates fiduciary gift tax Probate Software trusts Wills

Title: Probate Paralegal Job Responsibilities: The Probate Paralegal at the law firm will be responsible for assisting attorneys in the Trusts & Estates Practice Group with a variety of duties related to estate planning and administration. The role promises substantial client contact...

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Legal Staff Paralegal in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Jul 20, 26

Full-time Experience : 2-5 yrs required

Practice Area:

Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Residential) General Practice - Real Estate & Corporate General Practice - Transactional & Litigation Trusts and Estates - General

Job Tags:

Business Law Estate Planning Litigation Probate Real Estate Law

executive team, ensuring effective management of tasks and schedules. -... Anticipate the needs of executives and address them proactively. - Work in a fast-paced environment and manage multiple tasks efficiently. - Maintain composure and diplomacy in all interactions. - Provide comprehensive support in estate...

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Legal Staff Paralegal in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Aug 07, 26

Full-time Experience : Min 8 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts

range of estate administration tasks. This includes assisting attorneys in the administration of estates, funding post-death irrevocable trusts, preparing necessary legal documents, and filing estate-related tax returns. The professional is also tasked with client case management, ensuring effective communication a......

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Legal Staff Paralegal in Washington, DC

Law Firm • **Members Only** Washington, DC

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Posted On Aug 14, 26

Full-time 1 views Experience : 3-4 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

Estate and Trust estate tax fiduciary Probate Software

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal is responsible for managing all aspects of estate and trust administration. Key responsibilities include: - Handling probate processes. - Engaging in extensive communication with clients, financial planners, and accountants to...

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Estate Planning Associate Attorney

Recruiter • **Members Only** Greenbelt, MD

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Posted On Jul 27, 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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Wealth Management Jobs in Greenbelt

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