Title: Wealth Strategist Job Responsibilities: - Partner with financial advisors to engage Ultra High Net Worth (UHNW) clients and prospects, typically with a net worth of $50 million and above, in discussions about advanced wealth transfer and philanthropic strategies, integrating these strategies...
Title: Probate Attorney Job Responsibilities: - The candidate will be responsible for managing and drafting probate filings, which include petitions for administration, inventories, and accountings, ensuring compliance with court rules and deadlines. - The attorney must handle a significant volume of cases within...
consulting, and planning services to a diverse clientele, including individuals, multi-generational families, fiduciaries, and charitable entities managed by ultra-high... net worth clients. The role involves: - Offering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private f...
Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private Wealth Services Tax Manager, the primary responsibilities include conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for high net worth, closely...
Title: Creditor's Rights Attorney Job Responsibilities: The Creditor's Rights Attorney will be tasked with supporting the Texas practice of a multi-state real estate and creditors' rights law firm. The primary responsibilities include handling a significant volume of cases within the field of...
Title: Estate Planning Partnership Track Associate Job Responsibilities: - Provide comprehensive estate planning services, including drafting wills, trusts, and powers of attorney. - Offer strategic advice to clients on wealth preservation, tax planning, and estate administration. - Assist clients through probate proceedings and related...
Vice President, Senior Counsel - Legal & Compliance Job Title: Senior Vice President, Senior Counsel Location: Westlake Village, California; Plano, Texas Salary: $174,000 - $305,000 Work Model: OFFICE PENNYMAC is a specialty financial services firm that focuses on...
state filings for exempt organizations. - Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution substantiation. - Interpret and... apply tax law to unique nonprofit is...
Title: Associate General Counsel – Individual Retirement & Life Job Responsibilities: - Provide legal advice, counsel, and guidance on a wide range of legal and regulatory issues within the Individual Retirement and domestic Life Insurance business. - Offer trusted advice and counsel to...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company Family Office is seeking a Vice President to craft innovative wealth planning strategies and provide family office services. The role...
clients from an income, trust, estate, and tax planning... individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated lifetime gifting strategies, transfer of closely held businesses, charitable giving, and trust administration... and restructuring. - Counsel... clients on asse...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company is seeking a Vice President to join its Family Office, with a focus on developing innovative wealth planning strategies and...
Title: Tax Senior - Private Wealth Job Responsibilities: As a Tax Senior in the Private Wealth Tax practice, the role involves performing high-level reviews of tax research related to individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers, as well...
variety of responsibilities aimed at delivering high-level tax services to individual clients, trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business... concerns. The key duties include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-...
Required Yes, 25% of the time Job Type Experienced Employee Status Regular Compensation Range: $90,000 - $150,000 Job Title: Tax Manager, Private Client Services Location: Houston, TX and other locations in the US Job Type:...
Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and aid in business growth, impacting the firm's success directly. - Mentor and coach a...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor and coach a group of...
Title: Probate Attorney Job Responsibilities: - The candidate will be responsible for managing and drafting probate filings, including petitions for administration, inventories, and accountings, ensuring compliance with court rules and deadlines. - The role requires resolving mortgage defaults involving deceased borrowers in state...
Title: Associate Attorney Job Responsibilities: - Develop compelling case strategies that effectively address and counter emotional arguments to drive favorable results. - Consistently set and adhere to high standards, challenging mediocrity and striving for excellence in all aspects of legal work. - Independently manage...
estate planning documents, including revocable trusts, wills, powers of attorney, and complex irrevocable trusts for gift, charitable, and tax planning. - Counsel... clients on wealth transfer, charitable giving, and asset-protection planning. -... Oversee trust and estate administration matters... as needed. - Collaborate...
such as witness interviews, undercover operations, examinations under oath, depositions, and civil investigative demands. - Represent the Office of the Attorney General and other state agencies in state and federal district and appellate courts in charitable trust and civil enforcement......
various methods including witness interviews, undercover operations, examinations under oath, depositions, and civil investigative demands. - Represent the Office of the Attorney General and other state agencies in state and federal district and appellate courts concerning charitable trust and civil enf......
witness interviews, undercover operations, and depositions. - Represent the Office of the Attorney General and other state agencies in state and federal district and appellate courts for cases related to charitable trust and civil enforcement. -... Perform all phases of civil litigat...
methods such as witness interviews, undercover operations, and depositions. - Represent the **Members Only** and other state agencies in state and federal district and appellate courts for charitable trust and civil enforcement... cases. - Draft and prepare legal documents including petitions, motions, pleadin...
witness interviews, undercover operations, and examinations under oath. - Represent the Office of the Attorney General and other state agencies in state and federal district and appellate courts in charitable trust and civil enforcement... cases, in accordance with the Texas Business...
witness interviews, undercover operations, examinations under oath, depositions, requests to examine, civil investigative demands, and other discovery. - Represent the **Members Only** and other state agencies before state and federal district and appellate courts in charitable trust and civil enforcement... cases pur...
investigative methods such as witness interviews, undercover operations, examinations under oath, depositions, and civil investigative demands. - Represent the Office of the Attorney General and other state agencies before state and federal district and appellate courts in charitable trust and...
Title: Assistant Attorney General I-III Job Responsibilities: Assistant Attorney General I: - Analyze complex factual and legal issues, developing evidence through various means such as witness interviews, undercover operations, examinations under oath, depositions, requests to examine, civil investigative demands, and other discovery methods. -...
witness interviews, undercover operations, and civil investigative demands. - Represent the Office of the Attorney General and other state agencies in state and federal district and appellate courts for charitable trust and civil enforcement... cases under laws like the Texas Busines...
Title: Creditor's Rights Attorney - Texas Job Responsibilities: The Creditor's Rights Attorney will support the Texas practice of a multi-state real estate and creditors' rights law firm. The attorney will handle a significant volume of cases within the field of creditor's...
and Benefits: • Competitive salary range of $170,000-$250,000, based on experience and location • Annual bonus potential based on performance • Comprehensive benefits package including medical, dental, and vision insurance • Life, accidental death, and disability insurance • 401(k)...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
OverviewA law firm seeks an experienced Estate Planning Partnership Track Associate to join their Houston, TX office. This role requires a minimum of three years of experience in estate planning, strong communication skills, and the ability to guide clients through...