Post Jobs Upload Your Resume Log in

Wealth Management Jobs in Surprise

19 jobs
  1. Legal Jobs
  2. Browse Legal Jobs
  3. Arizona
  4. Surprise
  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

Sign Up

United States
Posted On Oct 01, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Code of Conduct family finance H-1B wealth management
Job Tags:
Code of Conduct family finance H-1B wealth management

Job Title: Wealth Management Tax Services Senior... Associate Job Responsibilities: - Navigate complex tax regulations to optimize client tax positions. - Review and analyze financial data to ensure compliance with tax laws. - Prepare and file accurate tax returns to assist businesses in meeting...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Oct 01, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Code of Conduct family finance H-1B wealth management
Job Tags:
Code of Conduct family finance H-1B wealth management

Job Title: Wealth Management Tax Services Senior... Associate Job Responsibilities: - Navigate complex tax regulations to optimize client tax positions. - Review and analyze financial data to ensure compliance with tax laws. - Prepare and file accurate tax returns, assisting businesses in meeting their...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 30, 26
Full-time 13 views Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate
Job Tags:
civil litigation Conservatorship Estate Planning Guardianship personal injury Probate probate litigation Software
Practice Area:
Guardianship and Conservatorship Probate
Job Tags:
civil litigation Conservatorship Estate Planning Guardianship personal injury Probate probate litigation Software

Title: Probate Paralegal Job Responsibilities: - Interacting with current and potential clients, various agencies, offices, and court staff - Answering the phone, making calls, and returning calls - Scheduling appointments - Drafting and responding to emails and letters - Mailing correspondence...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 09, 26
Full-time 8 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
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. - Provide guidance on... asset protection and gift and estate tax issues. - Deliver high-quality, personalized service with strong attention to detail. - Collaborate primarily with attorneys in the...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Jul 21, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning family Financial Institutions Guardianship health insurance Insurance pleadings Probate Profit Sharing Software trusts Wills
Practice Area:
Guardianship and Conservatorship Probate Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning family Financial Institutions Guardianship health insurance Insurance pleadings Probate Profit Sharing Software trusts Wills

Title: Paralegal Job Responsibilities: - Draft protective pleadings, including petitions for guardianship and conservatorship. - Prepare court filings such as initial inventories, annual accountings, and budgets. - Draft estate planning documents, including revocable trusts, wills, and powers of attorney. - Manage probate matters from opening...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 08, 26
Full-time 1 views Experience : 8-10 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts

Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: - Responsible for a full range of estate administration matters, assisting attorneys in administering estates. - Handle funding of post-death irrevocable trusts, preparation of documents, probate, and filing estate-related tax returns. - Manage client cases...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Aug 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements closing documents due diligence entity formation Estate Planning health insurance Identity Theft Insurance Profit Sharing
Practice Area:
Corporate - General Estate & Tax Planning
Job Tags:
agreements closing documents due diligence entity formation Estate Planning health insurance Identity Theft Insurance Profit Sharing

Title: Estate Planning Paralegal Job Responsibilities: The Estate Planning Paralegal at the law firm operates under the general supervision of designated attorneys and the Chief Human Resources Officer. The essential duties and responsibilities include: - Managing and updating Corporate/Estate Planning records such...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 22, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Litigation Partnership Software special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Business Law Litigation Partnership Software special projects

Client Delivery Specialist (Private Wealth Legal Assistant) Job Responsibilities: 1. Strategic... Workflow Ownership: - Manage the full lifecycle workflow for assigned attorneys. - Anticipate attorneys' needs, manage priorities, and resolve administrative challenges with minimal supervision. - Coordinate and track ongoing projects to...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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... a Manager in the Wealth Tax Advisory Practice, the... and owners of private wealth. This involves advising on... business entities, and private wealth management, including High Net... Worth Individuals’ personal business...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 28, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
CCPA Estate Planning estates Insurance Privacy private client Probate Profit Sharing trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
CCPA Estate Planning estates Insurance Privacy private client Probate Profit Sharing trusts

Planning Legal Administrative Assistant Jobtitle: Estate Planning Legal Administrative Assistant Job Responsibilities: Legal Administrative Support: - Manage files, open new matters as requested by attorneys, and maintain all relevant document inclusions for the files. - Ensure that all documents have been proofread, edited, and revised...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 30, 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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

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...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 15, 26
Full-time 10 views
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services specifically tailored for business clients that operate through pass-through entities, as well as servicing the individual financial needs of their...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 15, 26
Full-time 2 views
Job Tags:
global trade international trade marketing NAFTA Software Taxation
Job Tags:
global trade international trade marketing NAFTA Software Taxation

Title: Tax Manager, Customs & International Trade Job Responsibilities: Technical Duties: - Advise clients on potential trade issues and opportunities across various industries, focusing on import and export matters. - Develop ideas, structures, and transactions centered on customs and international trade to optimize clients'...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic accounting methods changes such as overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and...

Sign In or Sign Up in seconds to view this job on LawCrossing.

Associate Attorney

Recruiter • **Members Only** Sun City, AZ

Apply
Posted On Aug 17, 26
Full-time 5 views Experience : 1-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Practice Area:
Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks an Associate Attorney in Sun City, AZ. This role involves engaging with clients to provide estate and financial planning services. The successful candidate will join a dynamic team dedicated to making a significant impact on clients'...

Sign In or Sign Up in seconds to view this job on LawCrossing.

By Employer Type

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