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Wealth Management Jobs in Waterbury

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United States
Posted On Sep 02, 26
Full-time 1 views
Practice Area:
Criminal Law - Defense Adoption Law Divorce Law Family Law - General Real Estate - Residential Transactions Real Estate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Law Estate Planning Family Law medical providers personal injury pleadings
Practice Area:
Criminal Law - Defense Adoption Law Divorce Law Family Law - General Real Estate - Residential Transactions Real Estate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Criminal Law Estate Planning Family Law medical providers personal injury pleadings

Title: Part-Time Paralegal / Legal Assistant Job Responsibilities: - Answer incoming telephone calls, assist callers professionally, and take and relay accurate messages. - Manage attorney calendars, professional appointments, court dates, closings, and deadlines, and provide timely reminders. - Prepare and electronically file attorney appearances,...

Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family International Law private client Software stage Taxation trusts wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning estates family International Law private client Software stage Taxation trusts wealth transfer Wills

comprehensive range of estate planning documents, including wills (with tax-planned structures), revocable and irrevocable trusts, advanced wealth transfer planning documents, powers... of attorney, healthcare directives, and ancillary documents such as deeds, funding schedules, and assignment documents. - Customize documentation ba...

Posted On Sep 20, 26
Full-time
Practice Area:
Trusts and Estates - General
Job Tags:
document review health insurance Insurance International Law private client stage
Practice Area:
Trusts and Estates - General
Job Tags:
document review health insurance Insurance International Law private client stage

is an exciting opportunity to join the law firm at an early stage and play a key role in supporting the growth of its . Private Client practice. The Legal Secretary will provide high-level administrative and practice support to attorneys, helping...

Posted On Sep 14, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a portfolio of fiduciary and investment management accounts for high-net-worth clients... and beneficiaries, including multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Collaborate... with team members to...

Posted On Sep 01, 26
Full-time 2 views
Practice Area:
Probate Estate & Tax Planning Real Estate - Purchase and Sale (Residential) Trusts and Estates - General Real Estate - General
Job Tags:
Elder Law Estate Planning health insurance Medicaid Probate residential real estate title trusts Wills
Practice Area:
Probate Estate & Tax Planning Real Estate - Purchase and Sale (Residential) Trusts and Estates - General Real Estate - General
Job Tags:
Elder Law Estate Planning health insurance Medicaid Probate residential real estate title trusts Wills

Title: Paralegal Job Responsibilities: The Paralegal at our law firm is expected to provide comprehensive support to attorneys and the internal team, primarily in the areas of Estate Planning, Probate Administration, Elder Law/Medicaid, and Real Estate. Key responsibilities include: - Assisting with residential...

Posted On Sep 14, 26
Full-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders

Title: Specialized Fiduciary Administrator II (SFA II), Estate Settlement Services Job Responsibilities: - Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Managers, and National Executives. - Works independently, closely collaborating with Officers and Team Leaders to ensure accurate and...

Posted On Jul 30, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance pleadings Probate Software trusts Wills
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates fiduciary Financial Institutions health insurance Insurance pleadings Probate Software trusts Wills

Title: Probate & Estate Administration Paralegal Job Responsibilities: - Assist attorneys with probate, trust administration, and estate planning matters. - Prepare and file Connecticut Probate Court pleadings, forms, fiduciary accountings, and related documents. - Manage probate and trust administration files from opening through closing. -...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
asset management family finance H-1B regulatory compliance wealth management
Job Tags:
asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Review and analyze financial data to prepare and file accurate tax returns. - Validate clients' compliance with tax laws...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
family finance guardian H-1B wealth management
Job Tags:
family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations and optimizing clients' tax positions. - Oversee preparation and filing of complex tax returns, confirming compliance with regulatory requirements,...

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...

Posted On Sep 23, 26
Full-time Experience : 5-10 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estates family gift tax LLC Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Domestic Violence Estate and Trust estates family gift tax LLC Probate trusts

Title: Trusts and Estates Paralegal Job Responsibilities: - Administration of complex estates and trusts, ensuring all legal and procedural requirements are met from probate through final settlement. - Preparation of estate and gift tax returns, with a particular emphasis on understanding the intricacies...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
commercial real estate Estate and Trust estate tax estates family fiduciary Financial Institutions LLC Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
commercial real estate Estate and Trust estate tax estates family fiduciary Financial Institutions LLC Probate trusts

Title: Trusts & Estates Paralegal Job Responsibilities: The Trusts & Estates Paralegal will work closely with attorneys on a variety of trusts and estates matters, assisting with the administration of estates and trusts from inception through final distribution. Key responsibilities include: - Managing...

Posted On Aug 19, 26
Full-time Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
appellate commercial real estate construction criminal Domestic Violence Energy Estate Planning estates Financial Institutions Financial Restructuring government compliance Harassment Human Rights Law Immigration Intellectual Property Labor and Employment life sciences Litigation mass torts Partnership political law power of attorney Probate product liability Public Finance public sector Software trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
appellate commercial real estate construction criminal Domestic Violence Energy Estate Planning estates Financial Institutions Financial Restructuring government compliance Harassment Human Rights Law Immigration Intellectual Property Labor and Employment life sciences Litigation mass torts Partnership political law power of attorney Probate product liability Public Finance public sector Software trusts

Title: Legal Administrative Assistant Job Responsibilities: The Legal Administrative Assistant will join the Trusts & Estates practice group at the law firm and will be responsible for a variety of administrative tasks to support multiple attorneys and paralegals effectively. Key responsibilities include: -...

Posted On Sep 25, 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
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 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...

Posted On Sep 02, 26
Full-time 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...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

Posted On Aug 15, 26
Full-time 3 views Experience : 3-20 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 an experienced attorney to join their trusts and estates practice in New Haven, CT. The ideal candidate will have a strong background in drafting wills and trusts, managing estate administration matters in Connecticut probate courts, and...

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