Title: Associate Attorney Job Responsibilities: - Host and speak at public workshops to educate potential clients on estate and financial planning options. - Conduct client consultations, gather necessary information, and assist clients in taking appropriate actions. - Design and review individualized estate plans to...
Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Supervise and develop team members to deliver exceptional outcomes. - Manage client service accounts and oversee engagement workstreams. - Independently solve and analyze complex problems to produce top-quality deliverables. - Utilize company's technical knowledge...
Asset and Wealth Management -... Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Job Title: Asset & Wealth Management -... Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience - Generate business results and acquire new assets, both from existing client base and new client acquisition - Advise clients on their overall balance sheet, including asset a...
targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and new client acquisition. Advise clients on their overall balance sheet, including asset allocation, investment...
providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investmen...
Title: Legal Sales Representative Job Responsibilities: The Legal Sales Representative will be responsible for a range of important tasks that are essential to the growth and success of the law firm. Key responsibilities include: - Receiving and returning calls from potential family law...
OverviewA law firm seeks an Associate Attorney in Tulsa, OK. This role involves engaging with clients to provide estate and financial planning services. The firm values innovative thinking and a commitment to client service, offering a supportive environment for professional...