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Client Associate - High & Ultra High Net Worth
Responsibilities: Act as trusted advisor to, and an advocate for, clients and prospects; facilitate integrated recommendations that encompass multiple products and services as needed. Prospect, network and develop new business opportunities....
- Senior Manager - Family Wealth Services
Candidate will provide high level personal financial and estate planning services. Review trust, estate and foundation tax returns. Research tax laws, prepare tax memorandums on technical topics, and develop tax savings strategies. Manage...
Partner - Private Client Services - High Net Worth
The candidate will use expertise in taxation to provide compliance and consulting services to multi-generational wealthy families and their private businesses and/or investment entities. Will also help lead and manage growth,...
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Director - Estate, Gift and Trust
Duties: Will be responsible for driving the success of the firm and the Private Client Service (PCS) group through serving entrepreneurs and family groups, with related multiple entities. Will help lead the local office...
of Donor Relations & Stewardship
Duties: Under the supervision of the Dean of the Shepard Broad College of Law, provides leadership, supervision, and day-to-day management of an integrated program of donor support for new and existing charitable gifts, including clinical...
- Partner - Private Client Services (PCS) - High Net Worth
The candidate will: Help lead and manage our growth, identify and seize new business opportunities, supervise staff and work closely with other Partners, clients and family offices. Must have:...
Planning and Corporate Associate
The candidate will work closely with partners in income tax planning projects for high-net-worth individuals. Draft estate planning documents, including trusts, wills, and advance directives. Consult with clients for tax and business planning matters. Must have...
Trust and Estate/Tax Attorney
The candidate should have... years of experience in probate, estate administration, trust administration,... guardianships/conservatorships, estate planning and related tax areas, pre-immigration tax planning, inbound, and outbound transactions, to assist client with growing practice. Should have a...