Wealth Management Jobs in Humble

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Posted On Jul 30, 26
Full-time 1 views Experience : Min 1 yrs required

Title: Legal Assistant - Transactional Job Summary: The Transactional Legal Assistant provides vital administrative and legal support to the transactional attorneys at the law firm. This role involves preparing, organizing, and managing legal documents, requiring strong organizational skills, attention to detail,...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Wealth Strategist II Job... Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients. - Collaborate with senior planning resources on complex matters and specific subject areas. - Partner in acquiring new clients...

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Posted On Sep 14, 26
Full-time 1 views Experience : 7-7 yrs required

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work collaboratively... present content on various wealth management topics. - Serve as... trust & estate planning strategies, concentrated position management, corporate executive services, and... pre-liquidity transaction planning. - Partner with field leadership and Practice Managemen...

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Posted On Sep 16, 26
Full-time 1 views Experience : Min 8 yrs required

Job Title Asset & Wealth Management Tax Director Job... initiatives for asset and wealth management clients. - Overseeing... the preparation and filing of complex tax returns to ensure adherence to regulatory requirements. - Analyzing financial data to identify tax optimization...

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Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required

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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Posted On Sep 16, 26
Full-time 2 views Experience : Min 6 yrs required

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients to ensure... adherence to complex tax regulations. - Review and analyze financial data to prepare and file accurate tax returns. - Validate clients' compliance with tax...

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Posted On Sep 16, 26
Full-time Experience : Min 4 yrs required

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical thinking to review...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 4 yrs required

Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical thinking to review and analyze financial...

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Posted On Sep 29, 26
Full-time 2 views Experience : Min 2 yrs required

Job Title: Asset & Wealth Management - Tax Senior... and client fact patterns to identify filing requirements and reporting implications. - Preparing tax workpapers, schedules, and draft submissions for asset and wealth management clients. - Interpreting complex... compliance issues and translating findi...

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Posted On Sep 07, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Estate Administration & Probate Paralegal Job Responsibilities: - Prepare and file core probate documents, including Notices to Creditors, inventories, accountings, and proposed distributions. - Submit and track court filings and deadlines with the Clerk of Court. - Coordinate with financial institutions, title companies,...

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Posted On Sep 30, 26
Full-time 23 views Experience : Min 5 yrs required

Title: Senior Probate/Wills/Trusts Paralegal Job Responsibilities: As a Senior Probate/Wills/Trusts Paralegal at the law firm, you will engage in a variety of tasks aimed at supporting families through probate administration and estate planning with a focus on compassion, efficiency, and excellence. Key...

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Full-time 35 views Experience : 7-18 yrs required

Job Title: Wealth Strategist Job Responsibilities: - Develop wealth... transfer strategies for ultra-high... net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does...

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Full-time 9 views Experience : Min 8 yrs required

Job Title: Private Wealth Senior Counsel Job Responsibilities: The... Private Wealth Senior Counsel is responsible... and business clients with wealth management, asset protection, and... addressing gift and estate tax issues. The candidate must demonstrate strong attention to detail and deliver high-quality,...

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Posted On Aug 07, 26
Full-time 1 views Experience : Min 8 yrs required

Title: Senior Trusts & Estates Tax Professional Job Responsibilities: The Senior Trusts & Estates Tax Professional is responsible for handling a comprehensive range of estate administration tasks. This includes assisting the firm's attorneys in administering estates, funding post-death irrevocable trusts, preparing various...

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Posted On Sep 14, 26
Full-time 3 views Experience : 2-3 yrs required

Title: Specialized Fiduciary Administrator II (SFA II), Estate Settlement Job Responsibilities: - Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, and National Executive. - Works independently but closely with Officers and Team Leaders to ensure accurate and efficient delivery of...

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Posted On Sep 01, 26
Full-time 4 views

Title: Legal Assistant Job Responsibilities: - Draft probate pleadings and supporting documents for attorney review, including applications to probate wills, applications for determination of heirship, small estate affidavits, affidavits of heirship, oaths, inventories or affidavits in lieu, and notices to beneficiaries and...

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Posted On Sep 16, 26
Full-time 3 views Experience : Min 5 yrs required

Law and Estate Planning. This position is crucial in providing leadership, quality control, and advanced legal support to ensure efficient case management, adherence to deadlines, and... exemplary client service. The Lead Paralegal acts as a vital link between attorneys, clients...

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Full-time 6 views Experience : Min 5 yrs required

Title: Estate Planning Attorney Job Responsibilities: - Lead clients through comprehensive estate planning matters from initial consultation through execution, supported by an experienced team and established systems. - Advise clients on estate planning strategies tailored to their specific goals and family dynamics. - Draft...

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Full-time 6 views

Title: Supervising Attorney – Heirs Property Program Job Responsibilities: The Supervising Attorney for the Heirs Property Program is responsible for leading and managing legal representation in probate, estate planning, and property preservation matters. This position involves direct supervision of staff attorneys, law...

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