help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
Senior - FSO - Fiduciary Trust & Estate Tax Administration Services The candidate will be responsible for the preparation of complex trust & estate fiduciary accountings, managing client relationships, maximizing operating efficiency, and maintaining profitability. Ensure compliance with all in-house...
Title: Tax Liaison Sr. - Fiduciary and Estate Job Responsibilities: As a Senior Tax Liaison within the company's Trust Tax Compliance organization, the primary responsibilities involve acting as a liaison between an outside accounting firm and the company's Fiduciary Advisors. This...
Title: Tax Liaison Sr. - Fiduciary and Estate Job Responsibilities: The Senior Tax Liaison plays a crucial role within the company's Trust Tax Compliance organization, serving as a bridge between internal fiduciary advisors and external tax preparers. Key responsibilities include: - Coordinating with...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services to business clients, particularly focusing on pass-through entities and their business owners. Key responsibilities include: - Conducting tax planning, preparation, and...
owners. - Perform tax planning, preparation, and research for pass-through entities (S-corps, LLCs, Partnerships) and individual returns, including estates, trusts, and charitable entities. - Manage... client engagements, supervise and review work of team staff members, and work closely with clients and i...
Title: Tax Senior Manager Job Responsibilities: - Serve as the primary engagement manager, taking on economic responsibilities related to billing, realization, and collections. - Effectively leverage available technology and resources to maximize technical application in projects and ensure the engagement team adheres to...
Title: Tax Manager - Corporate Tax Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Develop and maintain relationships with clients, including engaging in networking...
clients with pass-through entities and their business owners. Key duties include: - Performing tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, Partnerships, and the individual returns of business owners, which may also involve estates, trusts, and charitabl...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job Responsibilities: The Vice President/Director role at the company involves dual responsibilities in both After-Tax Wealth Strategy and Investment Strategy. After-Tax Wealth Strategist Key Responsibilities: - Provide expertise on the intersection of investing, taxes,...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job Responsibilities: The Vice President/Director role at the company encompasses dual responsibilities as an After-Tax Wealth Strategist and an Investment Strategist. The After-Tax Wealth Strategist is primarily responsible for providing expertise on the...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job Responsibilities: As a Vice President/Director in the dual role of After-Tax Wealth Strategist and Investment Strategist, you will be tasked with a range of responsibilities that cater to the complex needs of...
Title: Vice President/Director, After-Tax Wealth Strategist & Investment Strategist Job Responsibilities: The role of Vice President/Director, After-Tax Wealth Strategist & Investment Strategist at the company involves a dual set of overlapping responsibilities, focusing on both after-tax wealth strategies and investment strategies. After-Tax Wealth...
role in growing the company's private client tax practice, focusing on ultra-high net-worth individuals, trusts, and estate clients. - Review... and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices. - S...
Title: Director, Advanced Planning Job Responsibilities: The Director, Advanced Planning serves in a client-facing role primarily as an estate planning subject matter expert for high net worth clients and their advisors within the company. As a key member of a regionally-aligned Advanced...
Title: Director, Advanced Planning - REMOTE Job Responsibilities: The Director, Advanced Planning is a key client-facing role that primarily serves as an estate planning subject matter expert for the company's high net worth clients and their advisors. As part of a regionally-aligned...
Title: Director, Advanced Planning - REMOTE Job Responsibilities: The Director, Advanced Planning is a client-facing role primarily focused on serving as an estate planning subject matter authority for high net worth clients and their advisors. This position is part of a regionally-aligned...
Title: Family Wealth Office Director Job Responsibilities: The Family Wealth Office Director is a senior advisory role dedicated to managing relationships with Ultra High Net Worth (UHNW) families, specifically those with a net worth greater than $25 million. The primary responsibilities of...
Title: . Private Bank - Private Banker - Senior Associate Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: . Private Bank - Private Banker - Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Family Wealth Office Director Job Responsibilities: - Serve as a senior advisor exclusively for Ultra High Net Worth (UHNW) families with net worth exceeding $25MM. - Act as the primary point of contact for UHNW families, managing day-to-day services and team interactions. -...
range of duties focused on providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other clients. The role involves: - Providing tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. -... Developing, building,...
Title: Tax Manager / Senior Manager, BTS, Family Office Job Responsibilities: - Serve as a trusted advisor to family offices on strategic, operational, and financial matters. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses through to owner-managed...
is seeking an experienced and highly motivated Associate General Counsel to join their . Wealth Management Legal team. This role will be based in Chicago, IL and will report to the General Counsel for . Wealth Management. The ideal candidate...
Title: Assistant General Corporate Counsel — Wealth Management, Personal Trust and Investments Attorney Job Responsibilities: The role involves providing legal support to the Law Division’s Wealth Management & Investment Services team, focusing on **MEMBERS ONLY**SIGN UP NOW***.’s personal trust and investment management accounts. Key...
Title: Assistant General Corporate Counsel — Wealth Management, Personal Trust and Investments Attorney Job Responsibilities: The Assistant General Corporate Counsel will join the company’s Law Division’s Wealth Management & Investment Services legal team, focusing on supporting the company’s personal trust and investments...
Title: Assistant General Corporate Counsel — Wealth Management, Personal Trust and Investments Attorney Job Responsibilities: The Assistant General Corporate Counsel for Wealth Management, Personal Trust and Investments Attorney at the company will be responsible for providing legal support related to fiduciary administration...
Title: Assistant General Corporate Counsel — Wealth Management, Personal Trust and Investments Attorney Job Responsibilities: The Assistant General Corporate Counsel will join the Law Division’s Wealth Management & Investment Services legal team at the company. This position involves providing legal support for...
Job title: Analyst - **MEMBERS ONLY**SIGN UP NOW***. Family Office, Dallas - Salary: Competitive and commensurate with experience - Experience: 1-2 years in . tax, trust and/or estate advisory, law or pre-law, paralegal studies, estate settlement, or trust administration - Location: Dallas, Texas...
Title: Infrastructure Team Lead, Associate - Albany Experience: 4+ years of relevant experience at Goldman Sachs in Operations, Technology and/or Regulatory Controllers Salary: $80,000 - $250,000 annually Location: Albany, New York, United States Company: Goldman Sachs...
Title: Paralegal Job Responsibilities: - Provide support to a specialized area within the Legal Department using a high degree of analytical, communication, and organizational skills. - Research and resolve issues and matters that may involve substantial legal or factual complexity through...
General Counsel – Tax Planning and Legal Bullet Points: - **MEMBERS ONLY**SIGN UP NOW***. is seeking an Associate General Counsel to join their tax planning and legal team. - The role will report to the Sr. Managing Associate General Counsel and...
Title: Wealth Management Senior Trust Officer Job Responsibilities: The Wealth Management Senior Trust Officer is responsible for the administration, risk management, and servicing of assigned fiduciary and investment management accounts. The role supports the ultra-high net worth clients of Ascent Private Capital...
Trust Officer - New York, New York Position: Senior Trust Officer Location: New York, New York Salary: Competitive Experience: Minimum 5 years of trust administration and estate planning experience Job Description: The Senior Trust Officer position at **MEMBERS ONLY**SIGN UP NOW***....
Trust Officer - Norfolk, Virginia At **MEMBERS ONLY**SIGN UP NOW***., we are dedicated to helping make financial lives better for our clients through the power of every connection. We strive to drive Responsible Growth and deliver exceptional service for our clients, teammates,...
Trust Officer - Chicago, Illinois Salary: Competitive, based on experience Job Title: Senior Trust Officer Experience: Minimum 5 years of trust administration and estate planning experience Department: Trust and Investment Management Company: **MEMBERS ONLY**SIGN UP NOW***. Location:...
opportunities for growth and development from Day One - Responsible for administering, managing risk, and servicing assigned fiduciary and investment management accounts - May include Relationship Management responsibilities and specialized product knowledge (IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc.) - Works...
years in trust and estates legal practice **MEMBERS ONLY**SIGN UP NOW***.,... a leading financial institution, is seeking a Senior Trust Officer to join our team in Gresham, OR. In this role, you will be responsible for the administration, risk management, and servicing...
Counsel - Negotiate and draft contracts for land acquisitions and assist with pending transactions, land entitlements, due diligence, and closings. Employment Duration: Regular Full Time Location: Edison, NJ Job ID: 23541 Salary: Not specified Company Overview: K. Hovnanian...
Title: Director, Trust Administration Experience: 5+ years of trust administration experience Salary: $100, - $185, Location: Chicago, IL, USA Job Requisition ID: R250004833 Overview: BMO Financial Group is seeking an experienced Director of Trust Administration to join their...
Title: Corporate Paralegal Job Responsibilities: Maintain Corporate Records and Corporate Compliance: - Draft agendas and minutes for annual and quarterly shareholder and board of director meetings. - Maintain stock registers and prepare all stock transfers. - Prepare and file annual compliance in over 20 states...
**MEMBERS ONLY**SIGN UP NOW***. company is looking for a Staff Attorney to join our team in Oklahoma City, OK. This is a full-time position with a competitive salary based on experience, as well as a comprehensive benefits package. The Staff Attorney will work...
Title: Sr. Associate Legal Counsel Job Responsibilities: The Sr. Associate Legal Counsel will be an integral part of the Legal and Compliance Department at the company, specifically within the Corporate & Operations team. The primary responsibilities include: - Providing strong legal support in...
Title: Strategic Negotiator, Energy Market Development, Central Region Job Responsibilities: - Collaborate with internal and external technical teams to identify, define, and pursue new site expansion projects and initiatives to meet **MEMBERS ONLY**SIGN UP NOW***.'s ongoing data center needs. This includes procuring infrastructure for both...
Title: Tax Experienced Manager, Private Client Services Job Responsibilities: A Tax Experienced Manager within the Private Client Services is tasked with providing comprehensive tax compliance and consulting services to high net-worth clients. This role involves managing tax and consulting engagements, identifying and...
Title: Tax Experienced Manager, Private Client Services Job Responsibilities: A Tax Experienced Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients, leveraging their educational background and professional experience. They manage tax...
Title: Tax Experienced Manager, Private Client Services Job Responsibilities: A Tax Experienced Manager in the Private Client Services at the company is tasked with managing tax and consulting engagements for high net-worth clients. This includes identifying and addressing client needs, tax...
Counsel Job Category: Shared Services Legal Requisition Number: CORPO010599 Posting Details Posted: April 22, 2025 Full-Time On-site Job Details Description The Corporate Counsel position is designed to support the day-to-day business activities of the company by addressing legal inquiries, advising on agency and real estate...
Strategist - City National Rochdale: $122,535 - $208,715 per year Experience: Minimum 8 years of financial planning or related experience, minimum 8 years of experience within Banking, Brokerage, or Insurance culture Location: San Francisco, California; Los Angeles, California; Beverly Hills,...
business development officers to attract new prospective clients - Support senior wealth strategist and wealth strategist team in developing client-facing materials in areas such as estates and trusts, income taxation, philanthropy, asset... protection, and investments - Focus on business o...