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Senior Fiduciary Counsel Jobs

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Job info
Company
In-House
Experience
Min 10 yrs required
Location
Philadelphia, PA
Posted Date
Mar 22, 19
Info Source
Employer
Total Views
500+
Private Wealth Services Senior Manager The candidate will... be responsible for leading the practice and providing tax consulting services to our clients. Work with other professionals in Private Wealth Services and General Tax to build a profitable practice, delivering high... read more
Company
In-House
Experience
2-4 yrs required
Location
Seattle, WA
Posted Date
Mar 22, 19
Info Source
Employer
Total Views
15
Private Wealth Services Senior Associate Duties: Manage client... engagements from start to finish, which includes planning, executing, directing, and completing tax projects and managing to budget. Provide tax planning and consulting to our firm’s high net worth clients for estate,... read more
Company
Law Firm, Calleton, Merritt, De Francisc...
Experience
Min 10 yrs required
Location
Pasadena, CA
Posted Date
Mar 19, 19
Info Source
Employer
Total Views
32
Estate Planning Senior Associate Candidate will be... responsible for the design, implementation and gift, estate, property, income and generation-skipping transfer tax analysis of estate and business plans with tax sensitive considerations, including charitable lead and remainder trusts, irrevocable insurance trusts,... read more
Company
In-House
Experience
Min 5 yrs required
Location
San Jose, CA
Posted Date
Mar 20, 19
Info Source
Employer
Total Views
13
Senior Product Counsel The candidate... will primarily work with the firm's Core Product and Technology organization, providing legal support on the roll out of new features and functionality, new categories and new products. As a strong issue spotter on regulatory,... read more
Company
In-House
Experience
Min 10 yrs required
Location
Beaverton, OR
Posted Date
Mar 20, 19
Info Source
Employer
Total Views
2
WM Senior Fiduciary Advisory Specialist (LO)... WM relationships by integrating fiduciary knowledge, wealth planning, investment... knowledge and client acquisition skills. Acquires new high net worth client (HNW) and ultra-high net worth relationships through consistent profiling on the 12 WM Issues... read more
Company
In-House
Experience
Min 8 yrs required
Location
Orlando, FL
Posted Date
Mar 23, 19
Info Source
Employer
Total Views
2
Senior Wealth Planner, Private Wealth... Management The candidate will develops financial plans and conducts client interviews as part of integrated team. Ensures high-quality data collection, analysis and compilation, and prepares plan presentations and client seminars. Accompanies team members to client... read more
Company
In-House
Experience
Min 5 yrs required
Location
Denver, CO
Posted Date
Mar 18, 19
Info Source
Employer
Total Views
37
Senior Trust Officer- Denver The... a highly experienced, well-rounded fiduciary professional who will partner... strategists, Office of Chief Fiduciary, etc.). Proactively identify and... areas of trust administration, fiduciary law, and estate and... order” to close sales. Fiduciary professional with CTFA, CFP,...... read more
Company
In-House
Experience
Min 3 yrs required
Location
Schaumburg, IL
Posted Date
Mar 14, 19
Info Source
Employer
Total Views
9
Private Client Service Tax Senior Associate The candidate will... staff. Recognize and inform senior management of opportunities to... increase level and types of services to clients. Ensure professional development through ongoing education and obtaining additional certifications as appropriate. Start providing... read more
Company
In-House
Experience
Min 12 yrs required
Location
Owings Mills, MD
Posted Date
Mar 16, 19
Info Source
Employer
Total Views
8
Senior Legal Counsel - Trust... Company The candidate will be in charge of handling legal matters for T. Rowe Price Trust Company, particularly as to its collective investment trust business. Responsible for providing legal advice to internal business units around... read more
Company
In-House, Baker Tilly Virchow Krause, LL...
Experience
Min 5 yrs required
Location
Southfield, MI
Posted Date
Mar 19, 19
Info Source
Employer
Total Views
68
Estate Tax Manager / Senior Manager The candidate will... lead the staff through counsel, guidance and coaching. Evaluate... performance on client engagements. Must have Bachelor's Degree in Accounting or equivalent. MST, LLM, or other applicable advanced degree is a plus.... read more
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