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Wealth Management Jobs in Swansea

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United States
Posted On Aug 31, 26
Full-time 1 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,...

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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
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...

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Posted On Sep 22, 26
Full-time 29 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
estates trusts

Information: The salary for this position will be determined based on the candidate's experience and qualifications. This is a full-time position with benefits including health insurance, vacation time, and sick leave. Job Title: Executive Assistant/Paralegal at Law Firm...

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Posted On Sep 09, 26
Full-time 3 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, asset protection, and... gift and estate tax issues. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business unit. - Deliver high-quality, personalized service with...

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Posted On Jul 22, 26
Full-time 3 views
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title: General Counsel and Chief Compliance Officer Job Responsibilities: Legal Counsel & Enterprise Legal Function - Serve as the company's founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on matters of investment adviser law, securities regulation,...

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Posted On Sep 08, 26
Full-time 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 Category: Paralegals Job Responsibilities: - Responsible for a full range of estate administration matters, providing assistance to the Firm’s attorneys in administering estates, funding post-death irrevocable trusts, and preparing documents. - Prepare probate and file estate-related...

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Posted On Sep 08, 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 estates gift tax Taxation trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estate tax estates gift tax Taxation trusts wealth management Wills

Title: Trusts & Estates Associate Job Responsibilities: - Handle high-level and strategic aspects of multiple legal matters simultaneously, from inception to conclusion. - Maintain strong attention to detail and exhibit good interpersonal skills for effective communication with attorneys and clients. -...

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Posted On Sep 25, 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...

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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... to business owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting c...

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Posted On Jul 28, 26
Full-time 2 views Experience : 7-10 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements brokers Commercial Contracts contracts Ethics finance Insurance special projects
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements brokers Commercial Contracts contracts Ethics finance Insurance special projects

Title: Senior Paralegal - Contracts Job Responsibilities: - Review, draft, negotiate, and administer commercial contracts, client agreements, amendments, and related legal documents. - Manage the full contract lifecycle, including contract intake, review, negotiation, approval, execution, and document retention. - Triage and prioritize contract requests...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 11 yrs required
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management

advice, planning, products, and services for High Net Worth (HNW) clients, focusing on wealth management and tax planning... needs. - Act as a subject matter expert for complex cases requiring extensive tax planning expertise and deep technical knowledge. Understand the impa...

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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...

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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...

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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...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
AML banking Commercial Lending developers ECOA FCRA finance Insurance Investment Banking lending marketing OFAC wealth management
Job Tags:
AML banking Commercial Lending developers ECOA FCRA finance Insurance Investment Banking lending marketing OFAC wealth management

serves as a key compliance risk management partner for the Bank's... commercial banking activities. This role is responsible for supporting and enhancing the commercial compliance program through various functions such as risk assessments, monitoring and testing, regulatory change management,...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance
Job Tags:
family finance

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

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Posted On Sep 22, 26
Full-time 3 views Experience : Min 20 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Compliance Corporate - M&A Corporate - General
Job Tags:
agreements contracts corporate governance directors due diligence entertainment Ethics fiduciary Insurance Investment Advisers Act of 1940 Litigation M&A Partnership regulatory compliance Securities wealth management

Title General Counsel & Chief Compliance Officer (GC/CCO) Job Responsibilities Legal Counsel & Enterprise Legal Function - Serve as the firm’s founding in-house legal counsel and primary legal advisor to the CEO, COO, and senior leadership on investment adviser law, securities regulation, corporate governance,...

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Posted On Aug 19, 26
Full-time 1 views Experience : Min 2 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family private client
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning family private client

estate planning. Key duties include: - Engaging in gift and estate tax planning to optimize clients' financial legacy. - Handling estate and trust administration to ensure proper management and distribution of assets. -... Facilitating charitable planning to aid clients in achieving their philant...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
equity fiduciary finance Insurance Mutual Funds Software special projects wealth management
Job Tags:
equity fiduciary finance Insurance Mutual Funds Software special projects wealth management

for fee revenue-producing accounts, collaborating with other disciplines within Wealth Management to develop and... retain high net worth client relationships. The role involves providing investment expertise and oversight on accounts that require decision-making and implementation. Key responsibilities include: - Developing and...

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Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

engagements involving significant family wealth, multiple entities, trusts, beneficiaries,... tax considerations, and fiduciary relationships. - Serve as the primary relationship lead during estate settlement engagements, providing guidance to beneficiaries, family members, co-fiduciaries, attorneys, accountants, and other professional advisors. - Develop and main...

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