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Wealth Management Jobs in Washington

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United States
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...

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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 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, ensuring that... all activities align with the relevant tax laws and regulations. - Oversee the preparation and filing of tax returns, confirming adherence to regulatory...

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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 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...

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Posted On Aug 25, 26
Full-time 7 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 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
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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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,...

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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
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 Aug 25, 26
Full-time 1 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...

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Posted On Sep 03, 26
Full-time Experience : Min 2 yrs required
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
Business Law civil litigation Estate Planning Family Law pleadings Probate Software
Practice Area:
Corporate - General Real Estate - General Estate & Tax Planning Probate
Job Tags:
Business Law civil litigation Estate Planning Family Law pleadings Probate Software

Title: Legal Assistant Job Responsibilities: Client Communications and Call Handling - Answer incoming calls to the law firm in a professional, friendly, and polished manner. - Serve as a primary point of contact for existing clients, prospective clients, courts, opposing offices, vendors, and other...

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Posted On Sep 09, 26
Full-time 6 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. - Deliver high-quality, personalized service with strong attention to detail. - Collaborate primarily with attorneys in the Financial Services &...

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Posted On Jul 17, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Property Management trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate Planning estates Property Management trusts

Law firm was founded by entrepreneurial-minded attorneys with the goal of modernizing estate planning by integrating 21st-century business practices and technology. The firm is dedicated to providing ultra-high net worth families with contemporary estate planning strategies in a transparent, proactive,...

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Posted On Jul 20, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates fiduciary gift tax Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates fiduciary gift tax Probate Software trusts Wills

Title: Probate Paralegal Job Responsibilities: The Probate Paralegal at the law firm will be responsible for assisting attorneys in the Trusts & Estates Practice Group with a variety of duties related to estate planning and administration. The role promises substantial client contact...

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Posted On Jul 20, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Residential) General Practice - Real Estate & Corporate General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
Business Law Estate Planning Litigation Probate Real Estate Law
Practice Area:
Estate & Tax Planning Probate Real Estate - General Real Estate - Purchase and Sale (Residential) General Practice - Real Estate & Corporate General Practice - Transactional & Litigation Trusts and Estates - General
Job Tags:
Business Law Estate Planning Litigation Probate Real Estate Law

executive team, ensuring effective management of tasks and schedules. -... Anticipate the needs of executives and address them proactively. - Work in a fast-paced environment and manage multiple tasks efficiently. - Maintain composure and diplomacy in all interactions. - Provide comprehensive support in estate...

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Posted On Aug 07, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Business Law Estate and Trust estate tax estates fiduciary Litigation pleadings Probate Software trusts

range of estate administration tasks. This includes assisting attorneys in the administration of estates, funding post-death irrevocable trusts, preparing necessary legal documents, and filing estate-related tax returns. The professional is also tasked with client case management, ensuring effective communication a......

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Posted On Aug 14, 26
Full-time 1 views Experience : 3-4 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Probate Software
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Estate and Trust estate tax fiduciary Probate Software

Title: Trust and Estate Administration Paralegal Job Responsibilities: The Trust and Estate Administration Paralegal is responsible for managing all aspects of estate and trust administration. Key responsibilities include: - Handling probate processes. - Engaging in extensive communication with clients, financial planners, and accountants to...

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Posted On Sep 01, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family Insurance matrimonial private client trusts Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate Planning estates family Insurance matrimonial private client trusts Wills

Title: Legal Assistant Job Responsibilities: - Screen potential new clients over the phone and by email, and send referrals where appropriate. - Handle new client intake, including drafting engagement letters, performing conflict checks, and assisting clients in the completion and submission of new...

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Posted On Sep 04, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

role within the Private Wealth Public Funds (PWPF) Legal... Development Companies (BDCs) within the Private Wealth Group. The primary responsibilities... include: - Participating in the design, launch, and ongoing management of new and existing... registered funds and other vehicles. - Assisting...

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Posted On Sep 04, 26
Full-time 6 views Experience : Min 7 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

specifically in the Private Wealth Public Funds (PWPF) Legal... Group. This role is integral to supporting the legal needs of Blackstone Real Estate Income Trust (BREIT) and involves a wide range of responsibilities focused on global fundraising, marketing initiatives, and...

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Posted On Jul 27, 26
Full-time 19 views Experience : 2-8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General

OverviewA law firm seeks a Probate and Estate Planning Supervising Attorney in Washington, District of Columbia. This role involves leading a dynamic legal team, supporting equity initiatives, and fostering innovative approaches to enhance the firm's impact. The attorney will guide...

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