Job Title: Trust & Estate Planning Associate Job... Responsibilities: The Trust & Estate Planning Associate... of sophisticated estate planning, trust administration, and wealth management... for high net worth individuals. - Creating complex charitable giving documents. - Counseling clients... on income, gift, estate, and generat...
Title: Assistant Attorney General V Job Responsibilities: - Conduct and supervise consumer protection investigations by analyzing complex factual and legal issues, obtaining and developing evidence through various means such as witness interviews, consumer complaints, undercover operations, examinations under oath, depositions, requests to...
Title: Senior VP Senior Counsel Job Responsibilities: The Senior Vice President Senior Counsel will provide legal support to various departments, including Capital Markets, Servicing, and Secondary Marketing. The role involves a wide range of legal duties such as: - Reviewing, negotiating, and drafting...
Title: Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Job Responsibilities: The Senior Philanthropic Advisor at the company plays a crucial role in guiding leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly...
Title: Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Job Responsibilities: - Advise leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex financial planning needs. - Lead the strategy and resolution of highly complex planning...
Title: Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Job Responsibilities: - Advise leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex financial planning needs. - Lead the strategy and resolution of highly complex...
Title: Senior Philanthropic Advisor - Senior Lead Fiduciary Advisory Specialist (LO) Job Responsibilities: In this role, the Senior Philanthropic Advisor will be responsible for advising leadership to develop or influence objectives, plans, specifications, resources, and long-term goals for highly complex financial...
and undercover operations. - Represent the **Members Only** and other state agencies before state and federal district and appellate courts in charitable trust and civil enforcement... cases. - Prepare legal opinions, memoranda, briefs, pleadings, motions, petitions, and other legal documents. - Participate in admi...
serving the unique administrative, investment, and risk-mitigation needs of the nonprofit community and charitable products. Key responsibilities include: -... Leading a team of specialists in the Philanthropic Solutions vertical with high-level expertise. - Acting as a subject matter expert for Philanthropic Solut...
Title: Deputy Corporate Secretary – Head of Subsidiary Governance Job Responsibilities: - Provide strategic advice and expert counsel to the Corporate Secretary, members of subsidiary boards of directors, and business personnel regarding corporate governance and legal entities. - Draft organizational documents, governance guidelines...
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...
Wealth Strategist - Private Wealth Management Los Angeles, CA, United States Be the First to Apply Job Description We are looking for a highly qualified candidate for a Private Wealth Strategist position within our Private Wealth Management group who...
around providing comprehensive financial and estate planning solutions for clients. The key responsibilities include: - Conducting cash flow analysis, income tax planning, asset protection, charitable planning, and developing estate... and wealth transfer strategies. A particular focus is on pre-liquidity event plan...
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...
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:...
Title: Tax Senior, Private Client Services Salary Range: $72,000 - $115,000 (depending on location and experience) Experience: 2+ years of relevant tax experience in private client services and/or public accounting, private industry accounting, or consulting/professional services Education: Bachelor's degree in...
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 Services - Tax Senior Associate Job Responsibilities: - Perform compliance services for complex tax returns. - Provide income, estate, and gift tax planning strategies for high net worth, closely held business, and family business clients. - Collaborate with the Private Wealth...
Title: Tax Partner - Family Office - High Net Worth Job Responsibilities: The Tax Partner will join the family office/high net worth tax practice, providing compliance and consulting services to high net worth multi-generational wealthy families, their private businesses, investment entities, and...
Title: Tax Partner - Family Office - High Net Worth Job Responsibilities: The Tax Partner role at the company involves providing compliance and consulting services to high net worth multi-generational families, their private businesses, investment entities, and family offices. The candidate will...
Title: Tax Partner - Family Office - High Net Worth Job Responsibilities: The Tax Partner role at the company involves providing compliance and consulting services to high net worth, multi-generational wealthy families, their private businesses, investment entities, and family offices. The responsibilities...
Title: Executive Director, Family Office Resources Generalist Job Responsibilities: - Assist Private Wealth Advisors (PWAs) and other Financial Advisors (FAs) in identifying services and resources offered by various teams within the company to address the complex needs of Ultra-High Net Worth (UHNW)...
accounting, law firm, or trust department - Bachelor or... graduate degree in accounting, finance, or a related field - CPA license or . degree and bar admission - Experience managing multiple client engagements Job Title: Tax Manager - Private...
the State’s interest in charitable trusts, deceptive trade practices,... and other civil matters. Key responsibilities include: - Analyzing complex factual and legal issues and developing evidence through witness interviews, undercover operations, and other discovery techniques. - Representing the Office of the Attorney...
in areas such as charitable trusts, deceptive trade practices,... and other civil matters. Responsibilities include reviewing, evaluating, and rendering legal opinions, preparing cases for trial, and assisting in drafting bills for legislative consideration. The role requires managing cases from start...
the State’s interest in charitable trusts, deceptive trade practices,... and other civil matters. - Review, evaluate, and render legal opinions. - Prepare cases for trial and assist in drafting bills for legislative consideration. - Manage cases from start to finish, including drafting memos,...
the State’s interest in charitable trusts, deceptive trade practices,... and other civil matters. This includes reviewing, evaluating, and rendering legal opinions, preparing cases for trial, and assisting in drafting bills for legislative consideration. The position involves working with the Consumer...
the State’s interests in charitable trusts, deceptive trade practices,... and other civil matters. Key responsibilities include: - Analyzing complex factual and legal issues and developing evidence through various methods, including witness interviews, undercover operations, examinations under oath, depositions, and civil...
matters, primarily focusing on charitable trusts, deceptive trade practices,... and other civil issues. The AAG is responsible for reviewing, evaluating, and rendering legal opinions, preparing cases for trial, and assisting in drafting legislation. The position may be based in Houston,...
the State's interests in charitable trusts, deceptive trade practices,... and other civil matters. The role includes reviewing, evaluating, and rendering legal opinions; preparing cases for trial; and assisting in drafting bills for legislative consideration. The AAG will be responsible for...
the State’s interest in charitable trusts, deceptive trade practices,... and other civil matters. - Review, evaluate, and render legal opinions. - Prepare cases for trial and assist in drafting bills for legislative consideration. - Protect Texas consumers and the business community by investigating...
the State's interest in charitable trusts, deceptive trade practices,... and other civil matters. The role includes reviewing, evaluating, and rendering legal opinions, preparing cases for trial, and assisting in drafting bills for legislative consideration. The AAG will work within the...
the State's interest in charitable trusts, deceptive trade practices,... and other civil matters. 2. Reviewing, evaluating, and rendering legal opinions. 3. Preparing cases for trial and assisting in drafting bills for legislative consideration. 4. Managing cases from start to finish, including drafting memos,...
interviews, undercover operations, examinations under oath, depositions, requests to examine, civil investigative demands, and other discovery methods. - Represent the **Members Only** and other state agencies in state and federal district and appellate courts in cases related to charitable trusts and civi...
in matters related to charitable trusts, deceptive trade practices,... and other civil matters. Key responsibilities include: - Analyzing complex factual and legal issues and developing evidence through various methods such as witness interviews, undercover operations, examinations under oath, depositions, and civil...
oath, depositions, requests to examine, civil investigative demands, and other discovery. - Represent the **Members Only** and other state agencies in state and federal district and appellate courts in charitable trust and civil enforcement... cases under the Texas Business Organizations Code, Tex...
under oath, depositions, requests to examine, civil investigative demands, and other discovery methods. - Represent the Office of the Attorney General and other state agencies before state and federal district and appellate courts in charitable trust and civil enforcement... cases, pursuan...
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 pertinent to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns....
Title: Tax Senior - Private Wealth Job Responsibilities: As a Tax Senior in the Private Wealth Tax practice, the candidate will engage in high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers, and tax...
Title: Tax Senior - Private Wealth Job Responsibilities: As a Tax Senior in the Private Wealth Tax practice, the incumbent will engage in high-level reviews of tax research for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gifts. The role involves preparing for...
Title: Tax Senior - Private Wealth Job Responsibilities: As a Tax Senior in the Private Wealth Tax practice at the company, the individual will be responsible for performing high-level reviews of tax research on individual, fiduciary, partnership, closely-held corporations, estate, and gift...
Title:** Tax Senior - Private Wealth **Job Responsibilities:** As a Tax Senior in the Private Wealth Tax practice, the primary responsibilities include performing high-level reviews of tax research related to individuals, fiduciaries, partnerships, closely-held corporations, estates, and gifts. The role involves...
Title: Tax Senior - Private Wealth Job Responsibilities: As a Tax Senior in the Private Wealth Tax practice at the company, the role requires performing high-level reviews of tax research related to various entities such as individual, fiduciary, partnership, closely-held corporations, estate,...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the candidate will be responsible for performing high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax...
Title Tax Manager - Private Wealth Job Responsibilities As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Performing high-level reviews of tax research, focusing on individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. -...
law firm seeks a Trust and Estate Planning Associate... candidate will provide sophisticated estate planning, trust administration, and wealth management... advice to individuals, businesses, and charitable complex estate plans... and business succession planning documents for high net worth individuals....