Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Sandy

43 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Utah
  4. Sandy
  5. Wealth Management

Preview Results

Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Posted On Jul 20, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Media Privacy Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Media Privacy Software trusts Wills

Title: Estate Planning Administrative Assistant Job Responsibilities: Client Communication: - Maintain communication with clients, addressing simple inquiries that do not require an attorney's input. - Direct clients to appropriate individuals for specific questions and service requests. - Provide timely updates to clients regarding the status...

Posted On Jul 23, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Corporate - General Corporate - Contract Law Corporate - Compliance Corporate - Venture Capital/Emerging Companies
Job Tags:
advertising agreements Asset Protection bylaws contracts depositions entity formation Estate Planning guardian health insurance Insurance Litigation marketing operating agreements organizational documents partnerships pleadings regulatory compliance trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General Corporate - General Corporate - Contract Law Corporate - Compliance Corporate - Venture Capital/Emerging Companies
Job Tags:
advertising agreements Asset Protection bylaws contracts depositions entity formation Estate Planning guardian health insurance Insurance Litigation marketing operating agreements organizational documents partnerships pleadings regulatory compliance trusts Wills

Title: Associate Attorney Job Responsibilities: As an Associate Attorney at the law firm, you will work closely with the Managing Attorney to provide legal support across various practice areas. Your responsibilities will include: - Estate Planning: - Drafting legal documents such as wills,...

Posted On Aug 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning Media special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning Media special projects

Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations providing information to clients regarding legal business issues. - Consult with clients on estate plans and strategies, offering tailored legal advice. - Engage in special projects related to asset protection and business planning. Document Drafting...

Posted On Aug 03, 26
Full-time Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Media Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Media Probate special projects Wills

Planning Attorney Overview Salary Range: - per year Description Job Purpose: The primary responsibility of the Estate Planning Attorney is to provide expert legal advice and services in the realm of estate planning. This includes drafting living trusts, wills, and other essential estate...

Posted On Aug 26, 26
Full-time 1 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills

Title: Estate Planning Attorney Job Responsibilities: - Client Consultation: - Draft and consult with clients on living trusts and estate plans, primarily conducted by phone with clients nationwide. - Meet with prospective clients to design estate plans and offer services. - Consult...

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
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...

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 Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... specifically for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring compliance with regulatory requirements. - Analyze financial data to identify opportunities for tax optimization and mitigate...

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 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...

Posted On Aug 25, 26
Full-time 6 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
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,...

Posted On Aug 25, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships RICO wealth management
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...

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
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,...

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
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 Aug 25, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Ethics family finance H-1B partnerships Profit Sharing wealth management
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...

Posted On Sep 04, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax Insurance Personal Property pleadings Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax Insurance Personal Property pleadings Probate Software trusts Wills

Title: Legal Assistant - Estate Planning Job Responsibilities: - Maintain hardcopy and electronic client files to ensure organization and accessibility. - Draft estate planning documents, including wills, trusts, certificates of trusts, powers of attorney, health care directives, and tangible personal property lists. - Research...

Posted On Aug 26, 26
Full-time 2 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Estate Planning Living Trusts Probate special projects Wills

Title: Estate Planning Attorney Job Purpose: The primary purpose of this position is to provide expert legal advice and services related to estate planning. This includes drafting living trusts, wills, and other essential estate planning documents. The role requires working closely with...

Posted On Sep 11, 26
Full-time 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 08, 26
Full-time 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... Private Tax within the Wealth Tax Advisory Practice, you... and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and...

Posted On Jul 14, 26
Full-time 5 views Experience : 3-5 yrs required
Practice Area:
Water Law
Job Tags:
agreements construction due diligence Energy Insurance Litigation Natural Resources purchase and sale agreements Water water law wealth management
Practice Area:
Water Law
Job Tags:
agreements construction due diligence Energy Insurance Litigation Natural Resources purchase and sale agreements Water water law wealth management

the Utah State Engineer. - Support water-related litigation through research and drafting briefs. - Prepare and defend claims in water rights general adjudication. - Advise clients regarding the management and use of water... rights. - Assist with water transactions, including conducting due diligence, va...

Posted On Jul 14, 26
Full-time 7 views Experience : 3-5 yrs required
Practice Area:
Water Law Land Use & Zoning Real Estate - General Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial)
Job Tags:
agreements closing documents commercial real estate construction contracts due diligence easements Energy Insurance Land Use leasing Litigation Natural Resources purchase and sale agreements title Water water law wealth management zoning
Practice Area:
Water Law Land Use & Zoning Real Estate - General Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial)
Job Tags:
agreements closing documents commercial real estate construction contracts due diligence easements Energy Insurance Land Use leasing Litigation Natural Resources purchase and sale agreements title Water water law wealth management zoning

proceedings before the Utah State Engineer. - Support water-related litigation through research and drafting briefs. - Prepare and defend claims in water right general adjudications. - Advise clients regarding management and use of water... rights. - Assist with water transactions, including conducting due dili...

Posted On Jul 14, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Finance - General Finance - Banking Finance - Structured Finance
Job Tags:
acquisition finance agreements banking blockchain cryptocurrency debt finance finance Insurance Intellectual Property lending M&A Mergers and Acquisitions private equity purchase and sale agreements structured finance Subordinated debt transactions wealth management
Practice Area:
Finance - General Finance - Banking Finance - Structured Finance
Job Tags:
acquisition finance agreements banking blockchain cryptocurrency debt finance finance Insurance Intellectual Property lending M&A Mergers and Acquisitions private equity purchase and sale agreements structured finance Subordinated debt transactions wealth management

Title: Finance Attorney Job Responsibilities: - Represent banks, non-banks, lenders, agents, borrowers, private equity sponsors, and public/private companies in a broad range of domestic and international finance transactions. - Handle senior secured, mezzanine, and subordinated debt transactions, structured finance, debt facilities for companies...

By Employer Type

In-House Law Firm
Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend