as part of the Private Client Department. The associate will be responsible for handling sophisticated private client matters involving trusts and estates planning and administration. Their duties... will include, but are not limited to, estate planning, estate and trust... administration,......
Job Title: Probate and Estate Planning Paralegal Job Responsibilities: - Assist... and detailed records of estate assets and transactions. - Communicate... financial institutions as required. - Ensure compliance with legal requirements and deadlines. - Draft estate planning documents such as... wills, trusts, and powers of...
practice areas, including but not limited to estate planning, environmental law, family... law, and securities law. Key responsibilities include: - Assisting attorneys with legal research using databases such as Westlaw and LexisNexis. - Preparing and reviewing various legal documents, including contracts, plead...
Job Title: Commercial Real Estate Finance Senior Associate/Special Counsel... responsibilities within the Real Estate Practice Group at the... ability to manage real estate finance deals independently. Key... responsibilities include: - Representing lenders in the origination, purchase, sale, securitization, refinancing, and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... on exceptional client service and technical excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax... engagements. - M...
Title . Private Bank - Private Banker - Managing Director Job Responsibilities - 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. - Generate...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, entertainers, and...
the law firm. The primary responsibilities include: - Supporting attorneys in the preparation and administration of estate planning documents, including wills,... trusts, powers of attorney, and health care directives. - Assisting with the preparation and filing of probate documents. - Managing Medicaid applications...
Associate Job Responsibilities: - Draft sophisticated estate planning documents and multi-generational... families, and fiduciaries on estate planning, tax-efficient wealth transfers,... and business succession planning. - Educate clients on the... implications of high-end planning strategies. - Assist in the... administration of sophisticated trust and investment...
Assist with preparation of estate planning and business succession... agreements. - Support attorneys with estate and trust administration, including... probate filings, asset collection, and beneficiary distributions. - Draft and file court submissions such as petitions, inventories, and accountings. - Assist with trust funding,...
Title: Fiduciary Strategist Job Responsibilities: The Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of the company by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the relationship management team, the Fiduciary Strategist represents the...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of Company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
The primary responsibilities include: - Estate planning: Developing and implementing... strategies for estate planning, including drafting wills,... trusts, and other estate planning documents. - Estate settlement:... Managing the process of settling estates, including the preparation and filing of necessary legal documents a...
a Dynamic and Sophisticated Estate Planning Practice at Hinckley... to join their highly-regarded estate planning and trust and... estate administration practice. This is... an excellent opportunity for an experienced attorney with at least four years of practice in the field...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax... Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays... of complex trust and estate fiduciary accountings, managing client... relationships, and ensuring compliance with all company processes and procedures. The role involves...
and commercial law, litigation, labor and employment, personal injury, real estate, probate and estate planning,... tax, and family law.... Our attorneys are admitted to practice in Connecticut and Massachusetts, as well as the federal courts in both states. Law...
- T&E [Trust & Estate] Job Responsibilities: - Review complex... gift, estate, and fiduciary income tax... planning net worth clients for estate and individual income taxes. -... Read and summarize estate planning documents, and provide... Research and consult on estate, gift, and...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction when required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. - Actively participate in...
Title: Practice Manager - Trusts & Estates Job Responsibilities: The Practice Manager for the Trusts & Estates Team at the law firm is tasked with a combination of strategic oversight and hands-on legal work. This role requires the individual to provide support...
Manager/Tax Senior Manager, Real Estate Boston, MA; Hartford,... CT 119983 At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your...
on tax, trust and estate and business succession matters.... Should have strong academic credentials (JD required; LLM is a plus). Must have 5+ years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership...
on primarily complex domestic estate and tax planning, trust... structuring, and estate and trust administration, including... working with business interests, investment vehicles, family enterprises and charitable organizations. Must have strong academic credentials (JD required; LLM is a plus). Admitted to,...
on tax, trust, and estate and business succession matters.... Must have 5 years of experience practicing in a law firm's relevant/Private Client group; strong academic credentials (JD required; LLM is a plus); Bar membership preferred; strong drafting, writing, research, and...
and Estates Associate (Mid / Senior-Level) The candidate should have strong academic credentials (JD required; LLM is a plus). Should have 5 years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership preferred....
Join the Aeton Law Firm as a Paralegal in Litigation or Transactional Department H2: Aeton Law Firm is Hiring Paralegals for Litigation and Transactional Departments Are you a skilled paralegal looking for a new opportunity to work in a...
information: - Salary will be based on experience and qualifications - Competitive salary and benefits package offered Job Title: - Matter Management Coordinator Experience: - Minimum of two years of relevant administrative and/or finance related experience...
Management Coordinator Job at Top Law Firm in New Haven - Salary: Competitive and commensurate with experience - Job Title: Matter Management Coordinator - Experience: Minimum of 2 years in relevant administrative and/or finance role, preferably in a professional...
Firm Seeking Tax Controversy Associate in Connecticut, New York, or Massachusetts Job Title: Tax Controversy Associate Location: Connecticut Type: Permanent, Full Time The Law Firm, **Members Only**, is currently seeking a Tax Controversy Associate to join their Connecticut office....
Law Firm in New Haven is seeking an experienced IT Support Analyst to join their team. This is a full-time, permanent position with a competitive salary and benefits package. The ideal candidate will have at least three years of...
Information ? Competitive salary and benefits package offered ? Salary dependent on experience H1: Matter Management Coordinator Position at Law Firm in Greenwich H2: Join Our Team and Help Manage Matters for Successful Clients Overview: - Law...
client needs. - Works collaboratively with clients and their advisors to gather necessary information for tax return preparation. - Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, covering both Federal and State jurisdictions. Demonstrates the ability to follow...
Deliver the company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...
- 17 offices globally, allowing for a comprehensive understanding of the global market and legal issues that may arise - Practice areas include estate planning, tax and wealth... planning, corporate and finance, real... estate, intellectual property, immigration, and... more...
Title: 2026 Summer Associate Job Responsibilities: The 2026 Summer Associate position offers an exciting opportunity for second-year law students who are interested in practicing at a large, global law firm. Summer Associates will work alongside qualified attorneys worldwide to provide integrated solutions...
Friendly Job Title:] Litigation Associate (0-4 years) at **Members Only** Law Firm [H1 Friendly Heading:] Join Our Team as a Litigation Associate at **Members Only** Law Firm [H2 Friendly Heading:] **Members Only** Law Firm Seeks Litigation Associate with 0-4 Years of...
Tax Manager - Private Client Services (Hybrid) ID 2025-6703 Job Locations US-CT-Greenwich The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
the opportunity to assist private companies with various business advisory needs. The role involves helping clients improve operational efficiency and focus on business strategy. This includes providing audit, tax compliance, and planning services. The team assists... clients in developing, designi...
various business advisory needs. This includes audit, tax compliance, and planning, all aimed at improving... operational efficiency and allowing more focus on business strategy. The role involves helping clients develop, design, and implement plans to achieve personal wealth goals a...
- Focus on strategic planning and mentoring junior staff... to enhance their professional development. - Oversee project success, ensuring the maintenance of elevated standards and successful project execution. - Motivate, develop, and inspire team members to deliver quality work....
Tax Services - Research and Development Tax - Manager The candidate will help businesses navigate complex tax regulations and optimise their tax positions. Focus on providing tax advice and solutions to clients in complex and niche areas of taxation. Coach,...
addressing client needs, tax planning, and consulting opportunities. -... Work directly with clients and their advisors to gather information necessary for preparing tax returns. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
Title: . Private Bank - Private Banker - VP Job Responsibilities: - 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. - Generate business results and acquire...
Title Private Banker - Executive Director Job Responsibilities - 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. - Generate business results and acquire new assets, both from...
engagements, providing state and local property tax planning, consulting, and compliance services... to a diverse client base across various industry sectors. Your responsibilities will include: - Researching state and local property tax legislation and assisting with drafting client responses and memos....
strong background in real estate finance and lender representation... to join their Stamford, CT office. The ideal candidate will have at least six years of experience in commercial mortgage finance and the ability to manage deals lenders in the...