Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through needs-based, high-level client service. - Deliver the full suite of wealth solutions, leveraging...
Title: Director, **Members Only** Law Staffing Job Responsibilities: - Embrace a client-facing role to collaborate with both US and Global teams, aiming to drive opportunities, enhance efficiencies, and continuously improve engagement delivery. This involves developing and maintaining relationships with external clients, vendors, company...
Title: Manager, Law Staffing Job Responsibilities: - Lead the delivery of large scale multidisciplinary and multijurisdictional projects. - Support the development of adjacent service offerings to existing tax and advisory practices. - Work collaboratively with US and Global teams to...
Title: Senior Associate, Company Law Staffing Job Responsibilities: - Play a pivotal role in delivering large-scale multidisciplinary and multijurisdictional projects, focusing on providing high-quality legal services to clients efficiently, with an emphasis on technology. - Embrace learning about adjacent service...
which include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. - Preparing and leading client meetings focused on compliance and consulting projects, which relate to tax planning o...
tax research of individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team, ensuring alignment with broader company objectives. - Lead initiatives in business development and client relations, focusing on establishing and nurturing executive-level client partnerships. - Oversee multiple projects,...