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Personal Trust Administrator
The candidate will work with high net worth clients to develop estate planning techniques and asset management strategies. Manages an existing book of trust and investment management accounts. Coordinates the client's overall investment, financial, estate, and income tax planning to assist the client in achieving specific trust and asset management objectives. Reviews, initiates, and reports account activity in compliance with legal requiremen... read more
Seeking a Wealth Strategies Associate with 2+ years of estate planning, probate, trust and estate tax experience. Candidate should have excellent academic credentials, strong writing and communication skills and independent, practical critical-thinking skills.
Wealth Strategies Associate Attorney
The candidate should have 2+ years of estate planning, probate, trust and estate tax experience for its Overland Park office. Should have excellent academic credentials, strong writing and communications skills and independent, practical critical-thinking skills.
Estate Planning Attorney
The candidate will review and summarize current and prospective client estate plans for wealth managers to communicate with clients and to identify problems/inefficiencies and opportunities in estate planning. Will directly consults with wealth managers regarding estate planning issues for individual clients.
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Trust and Estate Administration Attorney
The candidate works directly with clients to administer trusts and estates. Serves as the primary point of contact for trust and estate administration clients. Takes primary responsibility for completion of trust and estate administration cases. Displays a positive attitude and willingness to adapt in a rapidly changing environment.
Tax Senior - Private Client Services
The candidate will be supporting our managers through to partners in providing tax services. Will between compliance and planning, focusing on and interacting directly with clients. Will be including high-profile individuals of extremely high net worth, and expectations to match. Advisor and role model for our people across multiple teams, making this a great place to develop a diverse network of collaborative colleagues. Research tax i...