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Manager - Private Client Services
The candidate should have a Bachelor's and/or Master's degree. Accounting, Finance, Economics or related degree preferred. A minimum GPA of 3.0 is required. Advanced credential allowing for client representation before the Internal Revenue Service (i.e. CPA or J.D. degree) required. Must have 5+ years of relevant work experience with an accounting or law firm, including 3+ years of PCS experience.
Wealth Management - Client Advisor - Private Bank - Vice President/Executive Director
Duties: 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. Drive business results and acquire new assets, both from existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset al...
The candidate will show a potential increase in new business with one or more of the following: Financial investment or backing from the firm; Firm resources dedicated to marketing business or practice; Other team members for cross-selling or getting extra help; Aversion to firm politics and controversy. Will serve in following practice areas: Corporate; Securities; M&A; Tax (any, but partnership, corporate); Estate planning; Real estate transaction; Litigation (an...
The candidate should have 4-7 years experience. Must have excellent drafting and communications skills with solid organizational abilities, and should be able to make recommendations on how clients can achieve their estate planning objectives (both financial and personal). Financial background (LLM, CPA or MBA) a plus.
Development Counsel - Planned Giving Officer / Foundation
The candidats works closely with the Chief Development Officer and General Counsel on all legal matters within the Foundations. Serves as liaison between the Foundation and Legal departments and manages the planned giving program for all the WCHN hospitals. Works with professional advisors and donors to encourage, plan and close planned gifts. Must have J.D. degree and 3+ years of job-related experience. Should also...
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Trusts and Estates Associate
The candidate will participate in client conferences; draft estate planning documents; work with paralegals, fiduciary accountants, other attorneys, and clients in probate and trust administration; prepare gift tax returns; review estate tax returns and fiduciary income tax returns; conduct tax research; and assist other attorneys and clients with charitable planning. Must have 1-4 years of trusts and estates experience. Must have experience wo...
Trust And Estate Planning Associate
The candidate must have experience in tax and business matters. Must have 3-6 years of experience handling estate planning and estate administration matters, particularly in connection with family-owned businesses, as well as estate tax and fiduciary income tax experience. Experience in the areas of mergers, acquisitions and dispositions, reorganizations and other tax-related transactions is preferred. An LL.M. in Tax or Estate Planning ...
Trust and Estate Planning Lawyer
The candidate should have experience in business, tax and corporate matters for a client’s Connecticut-based practice. Should have 7-15 years of experience handling estate planning and estate administration matters, particularly in connection with family-owned businesses. Experience in the areas of mergers, acquisitions and dispositions, reorganizations and other tax-related transactions is preferred. LLM in Tax is a plus.