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Wealth Management Jobs in Mars

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United States
Posted On Sep 24, 26
Full-time 22 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates Software
Practice Area:
Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estates Software

elder law, and estate and trust administration. The primary responsibilities include: - Proficiency in Lackner Software for estate management. - Preparation of Pennsylvania... Inheritance Tax Returns. - Proficient use of Microsoft Office for documentation and communication. - Management of multip...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

Job Title Wealth Strategist II Job Responsibilities As... a Wealth Strategist II at the... complex matters and specific subject matters. The Wealth Strategist II is also... responsible for partnering in the acquisition of new clients while retaining, expanding, and deepening exi...

Posted On Sep 02, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
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...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title

Job Title: Wealth Strategist II Job Responsibilities: - Develops,... consults on, and implements tax, estate, and financial plans for clients. - Collaborates with senior planning resources on complex matters and specific subject areas. - Engages in the acquisition of new clients and retains, expands,...

Posted On Sep 07, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements branding estates health insurance Insurance Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements branding estates health insurance Insurance Software trusts Wills

a Legal Assistant, you will be tasked with providing comprehensive administrative support to the Estates & Trusts Practice Group and its clients. The ideal candidate for this position will possess a strong work ethic, have exceptional problem-solving skills, and be...

Posted On Sep 23, 26
Full-time 33 views Experience : 5-10 yrs required
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Insurance Litigation pleadings Probate trusts Wills
Practice Area:
Estate & Tax Planning Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates Insurance Litigation pleadings Probate trusts Wills

Title: Associate - Estate & Trust Litigation; Estate Planning and Administration Job Responsibilities: The Associate in the Estate & Trust Litigation; Estate Planning and Administration practice group at a law firm is expected to undertake a variety of responsibilities aimed at effectively...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse title trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse title trusts

while regularly interacting with management. - Oversees legal research, analysis,... legal compliance and risk management. - Manages the expense for... outside counsel relationships and provides strategic direction on when to leverage outside counsel. - Works with outside counsel, combining their advice with analys...

Posted On Jul 29, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements contracts Estate and Trust Estate Planning estates Ethics family fiduciary Litigation LLC pleadings trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements contracts Estate and Trust Estate Planning estates Ethics family fiduciary Litigation LLC pleadings trusts Wills

exceptional legal services and guiding clients through complex estate and succession planning matters. Your key responsibilities will include: - Case Management: You will take ownership... of assigned matters from start to finish, reviewing, analyzing, and developing strategies to achieve successful outco...

Posted On Jul 17, 26
Full-time 2 views Experience : 3-7 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law Estate Planning Litigation Probate trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Business Law Estate Planning Litigation Probate trusts Wills

Description Law firm has been serving clients throughout the Greater Pittsburgh Region since 1933. It offers comprehensive legal services to individuals and businesses, covering business law, estate planning, litigation, and property transactions. The firm is committed to delivering high-quality legal solutions...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Affirmative Action estates family fiduciary fiduciary litigation finance Insurance trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Affirmative Action estates family fiduciary fiduciary litigation finance Insurance trusts

families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver proactive legal, regulatory, and general risk management advice and support, with... the ability to spot and address issues early...

Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Job Title: Wealth Strategist III Job Responsibilities: - Develops,... consults on, and implements tax, estate, and financial plans for clients, including those of greater complexity. - Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition...

Posted On Sep 21, 26
Full-time 6 views Experience : Min 8 yrs required
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Job Title: Wealth Strategist Sr. - PNC... Private Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand,...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
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...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
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. The key responsibilities include: -... Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting cl...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

Posted On Sep 02, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

Posted On Sep 01, 26
Full-time 4 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

(Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and advise on matters impacting wealth planning, succession, and family... tax strategy. - Develop and implement advanced tax planning st...

Posted On Aug 12, 26
Full-time 15 views Experience : 2-17 yrs required
Practice Area:
Litigation - Trusts & Estates Estate & Tax Planning Trusts and Estates - General
Practice Area:
Litigation - Trusts & Estates Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a highly motivated and industrious attorney to join its Estate and Trust Litigation, Estate Planning, and Administration practice group in Pittsburgh, PA. The successful candidate will demonstrate expertise in handling complex estate matters and possess a...

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