Job Title: Senior Associate, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding of a client's business or family structure to address cli
Job Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success. The General Counsel will lead a dynamic team dedicated to providing legal advice and support to all departments. Key responsibilities includ
Job Title: Attorney Job Responsibilities: - Conduct legal research and analysis to support various legal proceedings and decision-making processes. - Draft and prepare legal documents, including contracts and agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a range of matters such as estate planning, securities law, and corporate law. - Collaborate with clients to understand their legal needs and provide solutions that
Job Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate in the Banking, Lending & Trust (BL&T) section of the Wealth & Investment Management (WIM) division will be responsible for: - Providing routine legal guidance on well-defined issues or claims against the company, under the direction of more senior counsel. - Conducting research on various legal matters to support senior counsel. - Developing subject matter knowledge
Job Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate will be responsible for providing legal support for banking, lending, and trust products and services within the Banking, Lending & Trust (BL&T) section of the Wealth & Investment Management (WIM) division of the Legal Department. Key responsibilities include: - Offering routine legal guidance on well-defined issues or claims against the company, under the direction of s
Job Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: - Provide routine legal guidance on well-defined issues or claims against the company, working under the direction of more senior counsel. - Conduct research on various legal matters, in support of more senior counsel. - Develop subject matter knowledge and risk assessment skills, and build relationships with internal and external clients. - Monitor legal and regulatory changes, escalatin
Title: 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 advanced estate, income tax, and trust administration matters. This full-time position is available due to growth within the department and offers exceptional opport...
Legal Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual family goals while preserving family wealth for future generations. We are seeking a Legal Counsel to support the General Counsel on a
Job 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 the clients' goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate
Job Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with a focus on regulatory compliance and company policies. - Assess risks and provide advice on various issues and agreements within key operations and ad...
Job Title: Corporate Counsel – Global Fund Services Job Responsibilities: The Corporate Counsel for Global Fund Services at the company will be responsible for providing legal advice and interpretation across all areas of the Global Fund Services (GFS) business. Key responsibilities include: - Preparing, reviewing, and negotiating customer contracts and other legal documents with a focus on regulatory compliance and company policies. - Assessing risks and advising on vari...
Job OverviewMultiple leading law firms across the United States — including Am Law firms, respected mid-sized practices, boutique private-client groups, and wealth-focused practices — are actively seeking Trusts & Estates Attorneys with 1–10+ years of experience. Demand for sophisticated estate planning and administration work is rising sharply as high-net-worth individuals, families, and business owners seek advanced g
Job OverviewMultiple firms across the United States — including elder law boutiques, private client practices, and mid-sized firms — are actively seeking Elder Law Attorneys with 1–10+ years of experience. With aging populations, increased long-term care needs, and major wealth transfer underway, demand for elder-focused legal advisors is rising quickly and firms are expanding now.If you have experience in elder law
Job OverviewMultiple firms across the United States — including elder law boutiques, private client groups, and community-focused practices — are actively seeking Elder Law Attorneys with 1–10+ years of experience. With the country’s senior population growing and families seeking trusted legal guidance, demand for compassionate and knowledgeable elder law counsel is rising rapidly.If you have experience or inte
Job OverviewMultiple leading law firms across the United States — including private client boutiques, mid-sized firms, and Am Law practices — are actively seeking Trusts & Estates Attorneys with 1–10+ years of experience. With unprecedented wealth transfer underway and record client demand for sophisticated estate planning, firms are expanding their private client groups nationwide.If you have experience in trust
