Legal Wealth Management Jobs Jobs in Largo, MD

Attorney in Greenbelt, MD

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

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Posted On Sep 28, 26

Full-time 1 views Experience : 6-10 yrs required

Job Tags:

family finance

Title: Tax Manager or Director Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. -...

Attorney in Washington, DC

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

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Posted On Sep 16, 26

Full-time Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Manager, you will be responsible for guiding clients through the complexities of tax planning, compliance, and strategy within...

Attorney in Washington, DC

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

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Posted On Sep 02, 26

Full-time 1 views 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...

Attorney in Washington, DC

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

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Posted On Sep 16, 26

Full-time Experience : Min 6 yrs required

Job Tags:

asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with...

Attorney in Washington, DC

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

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Posted On Sep 16, 26

Full-time 1 views Experience : Min 2 yrs required

Job Tags:

family finance H-1B wealth management

Job Title Asset & Wealth Management - Renewable Energy... Tax Senior Associate Job Responsibilities - Navigating complex tax regulations to optimize client tax positions - Reviewing and analyzing financial data to prepare and file tax returns - Validating compliance with tax...

Attorney in Washington, DC

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

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Posted On Sep 16, 26

Full-time 3 views Experience : Min 8 yrs required

Job Tags:

family finance guardian H-1B wealth management

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

Attorney in Washington, DC

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

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Posted On Sep 29, 26

Full-time 2 views Experience : Min 2 yrs required

Job Tags:

family finance H-1B wealth management

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...

Legal Staff Paralegal in Washington, DC (Remote)

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

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Posted On Sep 03, 26

Full-time 1 views 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...

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 &...

Legal Staff Paralegal in Washington, DC

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

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Posted On Jul 17, 26

Full-time 1 views 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,...

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...

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...

Legal Staff Paralegal in Washington, DC

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

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Posted On Aug 07, 26

Full-time 1 views 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......

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...

Legal Staff Paralegal in Washington, DC

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

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Posted On Sep 14, 26

Full-time 1 views Experience : 3-18 yrs required

Practice Area:

Probate Trusts and Estates - General

Job Tags:

Estate and Trust estates Probate shareholders trusts

Title: Settlement Officer III - Estate Settlement Job Responsibilities: - Manage and settle larger and more complex probate estates and deceased grantor trusts, requiring advanced technical expertise and knowledge in estate and trust administration. - Build and maintain relationships with internal support partners...

Corporate - Asset/Investment Management Attorney / Corporate - Securities and Capital Markets Attorney / Corporate - General Attorney in Washington, DC

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

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Posted On Sep 04, 26

Full-time 5 views Experience : Min 5 yrs required

Practice Area:

Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General

Job Tags:

Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

role within the Private Wealth Public Funds (PWPF) Legal... Development Companies (BDCs) within the Private Wealth Group. The primary responsibilities... include: - Participating in the design, launch, and ongoing management of new and existing... registered funds and other vehicles. - Assisting...

Estate Planning Associate Attorney

Recruiter • **Members Only** Greenbelt, MD

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Posted On Aug 16, 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...

Wealth Management Jobs in Largo

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