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...
for various tasks, focusing on complex tax issues related to ultra-high net worth individuals and their estates. Key responsibilities include: - Reviewing... ultra-high net worth 1041s and addressing technical questions related to multi-state filings, complex pass-through entity analysis, hedge funds, part...
Title: Estate Planning Strategist, Vice President Job Responsibilities: - Work collaboratively with senior estate planning strategists and investment teams to offer clients and prospective clients objective information and analyses on estate, gift, and income tax planning. - Build and manage...
Title: Virtual Paralegal Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines. - Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
on multiple engagements for a diverse range of sophisticated clients. These clients include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The key... responsibilities of a Senior Associa...
Title Wealth Management - Philanthropic Advisor 2 Job Responsibilities The role of a Philanthropic Advisor involves serving as a dedicated advisor for selected high net worth and ultra-high net worth organizations, individuals, or families within a specific market or region. The...
Title: Wealth Management - Philanthropic Advisor 2 Job Responsibilities: The Philanthropic Advisor is responsible for serving high net worth and ultra-high net worth clients, including organizations, individuals, and families, within a specified market or region. The advisor works in close collaboration with...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or...
Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts, and dispute resolution. Key... responsibilities include: - Leading complex initiatives with broad impact...
with a specialization in the administration and restructuring of trusts. - Interpret and understand trust... and related documents, utilizing senior staff and internal and external counsel as necessary. - Act as the main point of contact and dedicated manager providing oversight for...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: As a Tax Manager focused on Estate, Gift & Trust at Company, you will have the opportunity to deliver tax and business advisory services and tax compliance to small business clients....
Title Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President Job Responsibilities The Family Office Financial Planning Advisor at the Vice President level is responsible for managing client relationships and leading a team of financial planners and...
Title: Estate Planning Strategist, Vice President Job Responsibilities: The Estate Planning Strategist, Vice President at the company is responsible for collaborating with senior estate planning strategists and teams of investment professionals to provide clients and prospective clients with objective information and analyses...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. - Deliver point-in-time estate planning guidance and education or lead comprehensive financial and...
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced Planning is responsible for serving as a financial planning and estate planning expert for high-net-worth clients and their advisors at the company. The role involves delivering estate planning guidance and education...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a financial planning and estate planning subject matter authority for high net worth clients and their advisors. - Deliver point-in-time estate planning guidance and education or lead comprehensive financial and estate planning engagements,...
Title: Executive Director, Wealth Planner Job Responsibilities: - Collaborate with divisional and wealth planning & advice leadership to develop and present content on various wealth management topics. - Serve as a resource to the field in areas of tax and trust & estate...
Title: Executive Director-Wealth Planner Job Responsibilities: - Collaborate with divisional and department leadership to develop and present content on diverse wealth management topics. - Act as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies,...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager in Private Client Services at the company is tasked with leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
Title: Private Banker Job Responsibilities: - Develop and manage relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure relationship profitability and portfolio...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Title: International Private Bank- Private Banker- Managing 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 business results...
Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at Company is tasked with providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers. Key...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax Experienced Senior, Private Client Services (PCS) is tasked with a variety of responsibilities that leverage their educational background and professional expertise to deliver tax compliance and consulting services to high net-worth...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing skills in identifying and addressing client needs, tax planning, and consulting opportunities. - Works directly with clients and their advisors to gather information necessary for preparing...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax Experienced Senior in the Private Client Services (PCS) is responsible for providing tax compliance and consulting services to high net-worth clients. The role involves: - Participating in tax and consulting engagements, identifying...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients. This involves leveraging their educational background and professional...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager within the Private Client Services practice is responsible for providing high-level tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The role...
guardianship, and special needs trusts. - Ensure correctness and... clarity on Medicaid eligibility and Supplemental Security Income (SSI) application processes. - Provide expert feedback to improve dataset quality. - Collaborate asynchronously and meet all deadlines. Educa...
Title: Tax JD Intern - Summer 2026 Job Responsibilities: - Support tax teams with various tasks. - Participate in diverse projects to gain practical experience. - Conduct research to assist in tax-related assignments. - Observe and learn from professional work environments. - Develop your personal brand...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in...
Director - Estate & Trusts Job Responsibilities: - Provide tax compliance... and consulting services to Estate, Gift, and Trust clients. - Develop and deliver innovative planning ideas to meet or exceed client expectations. - Oversee complex tax research projects related to Estate, Trust, and...
planning documents, including wills, trusts, powers of attorney, and... advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries and...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Financial Services Tax - Real Estate Director at the company, you will be expected to lead and drive the strategic direction of the Financial Services Tax team. Your responsibilities will...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Provide technical preparation and review of complex trust and estate accountings. - Conduct complex calculations and reconstruction when necessary. - Research state-specific principal and income acts as needed. - Manage client relationships and work to...
Title: Tax Supervisor - Trust & Estate (Compliance Focused) Job Responsibilities: - Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709). - Ensure timely and accurate filing of...
Title: Tax Director - Trust & Estate (Consulting Focused) Job Responsibilities: The Tax Director in the Trust & Estate group is responsible for delivering comprehensive tax compliance and consulting services to Estate, Gift, and Trust clients. The role focuses on strategic...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a director in the Financial Services Tax practice, your responsibilities will encompass a variety of strategic and operational tasks aimed at supporting clients in the real estate sector. You will: - Set...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the tax impact on their business. As...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Financial Services Tax - Real Estate Director, you will be positioned within the Corporate Tax services, specifically focusing on Financial Services Tax practice. Your role will encompass advising clients on...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team. - Lead business development initiatives to drive growth. - Oversee multiple projects to ensure top-quality delivery. - Maintain executive-level client relationships. - Provide technical proficiency...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: The Financial Services Tax - Real Estate Director role involves a combination of strategic leadership, technical proficiency, and client relationship management within the Financial Services Tax practice. The primary responsibilities include: - Leading...
Estate Tax Manager ID 2025-6636 Job Locations US-CA-Los Angeles US-CA-Costa Mesa The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a trusted leader of the company's tax services, providing federal tax compliance and consulting services to construction and real estate clients, which will positively impact clients through: - Acting as a valued...