Legal Wealth Management Jobs Jobs in Towson, MD

Probate Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Towson, MD

Law Firm • **Members Only** Towson, MD

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Posted On Aug 07, 26

Full-time 81 views

Practice Area:

Probate Estate & Tax Planning Trusts and Estates - General

Job Tags:

Estate and Trust estates gift tax Probate trusts

Estates & Trusts Associate at HF&F Law Firm HF&F Law Firm, a leading Estates and Trusts specialty firm located in Towson, Maryland, is looking for an associate attorney to join their rapidly growing practice. This is an excellent opportunity...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Towson, MD

Law Firm • **Members Only** Towson, MD

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Posted On Jul 21, 26

Full-time Experience : Min 5 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Case Law Estate Planning Partnership title

Title: Managing Attorney Job Responsibilities: 1. Office Performance: - Oversee day-to-day operations of the legal team to ensure cases progress efficiently and meet firm benchmarks for timeliness and quality. - Monitor key performance indicators (KPIs) related to case flow, productivity, and client...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Towson, MD

Law Firm • **Members Only** Towson, MD

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Posted On Jul 21, 26

Full-time Experience : 5-10 yrs required

Practice Area:

Estate & Tax Planning Trusts and Estates - General

Job Tags:

Case Law Estate Planning Partnership title

Title: Managing Attorney Job Responsibilities: 1. Office Performance: - Oversee day-to-day operations of the legal team to ensure efficient case progression and adherence to firm benchmarks regarding timeliness and quality. - Monitor key performance indicators (KPIs) related to case flow, productivity, and...

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Legal Staff Paralegal in Timonium, MD

Law Firm • **Members Only** Timonium, MD

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Posted On Jul 07, 26

Full-time 6 views Experience : Min 3 yrs required

Practice Area:

Criminal Law - Defense Adoption Law Divorce Law Family Law - General Probate

Job Tags:

criminal depositions estates family health insurance pleadings Software trusts

firm is seeking a detail-oriented Paralegal to support our attorneys in Family, Criminal, and Estates & Trusts. The ideal candidate is highly organized, proactive, and skilled at managing case files, legal documents, and client communications. This role is essential to...

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Attorney in Baltimore, MD

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

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Posted On Aug 25, 26

Full-time 5 views Experience : Min 6 yrs required

Job Tags:

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

Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager Job Responsibilities: As an Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager, the primary responsibility is to provide advice and guidance to clients on tax...

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Attorney in Baltimore, MD

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

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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 Title Asset & Wealth Management Tax Director Job... specifically for asset and wealth management clients. - Oversee... the preparation and filing of tax returns, ensuring adherence to regulatory requirements and legal standards. - Analyze financial data to identify opportunities...

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Attorney in Baltimore, MD

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

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Posted On Aug 25, 26

Full-time 4 views Experience : Min 4 yrs required

Job Tags:

Code of Conduct family finance H-1B wealth management

Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: As a Manager within the Asset & Wealth Management Regulated Investment Company... (RIC) sector, you are expected to deliver significant impact and value by working collaboratively...

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Attorney in Baltimore, MD

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

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Posted On Aug 25, 26

Full-time 5 views Experience : Min 4 yrs required

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...

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Attorney in Baltimore, MD

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

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Posted On Aug 27, 26

Full-time Experience : Min 8 yrs required

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. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

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Attorney in Baltimore, MD

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

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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

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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Attorney in Baltimore, MD

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

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Posted On Jul 08, 26

Full-time Experience : 7-10 yrs required

Job Tags:

Estate Planning finance Insurance investment management marketing title wealth management

Title: National Wealth Manager Job Responsibilities: The National Wealth... Manager at the law... primary point of contact for wealth management clients, ensuring effective... communication and service delivery. - Assisting in the creation, delivery, execution, and management of complex financial plans... tailored to...

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Attorney in Baltimore, MD

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

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Posted On Aug 21, 26

Full-time 5 views

Job Tags:

higher education licensing Securities wealth management

Job Title: Wealth Advisor Job Responsibilities: - Accountable for... achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of coordinates on delivering comprehensive wealth management strategies tailored for......

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Attorney in Baltimore, MD

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

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Posted On Sep 11, 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

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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Attorney in Baltimore, MD

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

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Posted On Aug 26, 26

Full-time 11 views Experience : Min 8 yrs required

Job Tags:

equity Ethics family finance H-1B partnerships stage wealth management

and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...

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Attorney in Baltimore, MD

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

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Posted On Aug 26, 26

Full-time 16 views Experience : Min 4 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

their operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills ou...

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Attorney in Baltimore, MD

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

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Posted On Aug 26, 26

Full-time 14 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voice and invit...

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Attorney in Baltimore, MD

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

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Posted On Aug 26, 26

Full-time 10 views Experience : Min 6 yrs required

Job Tags:

equity Ethics family finance H-1B stage wealth management

efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...

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Attorney in Baltimore, MD

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

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Posted On Aug 13, 26

Full-time Experience : Min 6 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing RICO wealth management

consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax affairs, and provide insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operati...

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Estates and Trusts Associate Attorney

Recruiter • **Members Only** Towson, MD

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Posted On Jul 27, 26

Full-time 59 views Experience : 1-13 yrs required

Practice Area:

Estate & Tax Planning Probate Trusts and Estates - General

computer skills or aptitude, and a valuable background in business, accounting, or other financial areas. The successful candidate will also demonstrate management experience or aptitude as... the role involves supervising legal assistants performing estate and trust administration tasks, including probate...

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Wealth Management Jobs in Towson

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