Job Title: Private Client Trusts & Estates... Associate Job Responsibilities: The Private Client Trusts & Estates... as part of the Private Client Department. The associate... responsible for handling sophisticated private client matters involving trusts... and estates planning and administration. Their duties will...
Legal Practice Coordinator - Private Client Services Job Responsibilities: - Provide... the team to meet client needs in the estate... planning and administration process. - Work collaboratively with legal administrative assistants and paralegals to efficiently and effectively meet clients’ needs and attorney requirements. -...
Job Title: Private Client Advisor II Job Responsibilities:... Acquire new clients, deepen client relationships, and build both... goals. - Lead the Client Management Process, ensuring a... Branded Client Experience by providing access... the full array of Private Bank and bank capabilities... client...
Part-Time Legal Secretary, Private Client & Tax Duties:... Produces information by transcribing, formatting, inputting, editing, retrieving, copying, and transmitting text, data, and graphics; coordinating documents and case preparation. Conserves attorneys’ time by reading, researching, reviewing, verifying, and routing correspondence, reports...
Title . Private Bank - Private Banker... of work experience in Private Banking or Financial Services... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses...
Job Title: . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... assets, both from existing client base and new client... acquisition. - Advise clients on... their...
Job Title . Private Bank - Wealth Strategist... advocate 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...
Title Private Banker - Executive Director Job Responsibilities - Manage and earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... both from the existing client base and through new... client acquisition. - Advise clients on......
Job Title . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business... assets, both from existing client base and new client... acquisition. - Advise clients... on...
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 preferred. Must have strong drafting, writing, research and communicati...
Associate Job Responsibilities: - Join the Private Clients Group at the... with high net worth individuals and families to design and draft estate plans, including wills, revocable and irrevocable trusts, powers of attorney, and other estate planning documents. - Participate in client conferen...
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 communication skills; experience drafting complex wills and trust...
Title Marketing Assistant Job Responsibilities The Marketing Assistant will be based in the law firm's New Haven or New York office and will work closely with the US Marketing Department to provide administrative and digital marketing-related support. The responsibilities of the Marketing Assistant...
Senior 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...
Job Title: Tax Senior, Private Client Services Job Responsibilities: - Participates... in identifying and addressing 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...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities:... in identifying and 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...
Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager in the Private Client Services at the... and others with complex tax and financial structures. This role involves managing tax and consulting engagements, identifying and addressing client needs, tax pl...
Job Title: Private Investment Fund / Investment... formation and structuring of private investment funds, including private... equity, venture capital, credit,... and hedge funds. - Provide legal advice and guidance on investment adviser registration and compliance matters. - Draft and review fund documentation,...
Japanese Business Network - Private Tax Manager Job Responsibilities: A... career within the Private division at the company... the opportunity to assist private companies with various business... advisory needs, including audit, tax life cycle of a private company from inception to......
Japanese Business Network - Private Tax Senior Associate Job Responsibilities: As... Japanese Business Network - Private Tax Senior Associate, you... business advisory services to private companies. Your responsibilities will... include: - Assisting private companies with audit, tax... compliance, and planning to enhance operational...
Japanese Business Network - Private Tax Senior Manager Job... Japanese Business Network - Private Tax Senior Manager, you... will be expected to take on a leadership role within the tax services division of the company. Your responsibilities will include: -...
Japanese Business Network - Private Tax Senior Associate Job Responsibilities: The... Japanese Business Network - Private Tax Senior Associate at... the department to assist private companies with an array... of business advisory needs. This includes audit, tax compliance, and planning to enhance...
Chinese Business Network - Private Tax Manager The candidate... will develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their...
Korean Business Network - Private Tax Manager The candidate... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...
Job Title Private Partnership Solutions (PPS) -... Senior Associate within the Private Partnership Solutions team at... comprehensive tax services to private companies. These duties include:... - Working as part of a team of problem solvers to address complex business issues...
Tax Senior Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...
the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Encourage...
the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Develop...
Tax Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that...
this dynamic, large Connecticut firm that specializes in representing high tech and Internet companies in the areas of corporate law, litigation, and IP. The firm also has a strong trusts and estates practice that represents many high net worth individuals....
Title: Corporate Associate (Mid-Level) Salary: Dependent on experience Experience: 3-6 years of general corporate transactional experience Law Firm: Confidential Department: Corporate H1 Heading: Corporate Associate (Mid-Level): Job Description and Requirements H2 Heading: Ideal Candidate Profile - Minimum of 3-6 years of general corporate transactional experience - Experience in...
product quality in accordance with **Members Only** Trial Division (NTD) standard methodology guidelines, as well as claims and client expectations. - Operate with low... to moderate managerial oversight and guidance from the Managing Trial Attorney and NTD Leadership in all core dutie...
for clients in the Venture Capital, Private Equity, Hedge Fund, and... Real Estate sectors. Key responsibilities include: - Tax Compliance: - Ensuring that clients adhere to all applicable legal authorities while minimizing their tax and reporting burdens. - Ensuring co...
This involves evaluating and selecting alternative actions to reduce tax burden and cost of compliance, identifying different methods of complying with tax regulations, and acting as the primary client contact for complex tax... issues. Key responsibilities include: - Ensuring clients c...
is responsible for supporting client service delivery in collaboration... with the AML and sanctions team. This role involves managing a small team of investigators, performing case investigations, and conducting Quality Control (QC) of case investigations, requests for information, and case...
crucial role in supporting client service delivery within the... AML and sanctions team. Your responsibilities will include: - Conducting case investigations to evaluate potential AML and sanctions risks. - Making recommended decisions regarding case dispositions. - Utilizing feedback and input to enhance case...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: - Advising clients on the tax implications of their business objectives with a focus on partnership-specific items such as section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section...
Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice, you will be responsible for helping clients meet their tax obligations while managing the impact of tax on their...
burdens. - Ensure self and client service teams comply with... all company policies, standards, and the BDO Tax Quality Manual (TQM). - Prepare required filings (tax returns) using a system of review and documentation to ensure full compliance, while minimizing the client’s...
Manager, International Tax - Join a dynamic team at one of the world's top tax firms and make a difference in the global business landscape. At **Members Only**, we are committed to investing in our people and providing the resources and...
Percentage None Tax Senior, Core Tax Services - Responsible for tax compliance, research, ASC 740-10 tax accruals, tax consulting, and strategy development. May supervise and review work of Core Tax Services Associates. Company offers competitive salaries based on...
Title: Tax Senior, Core Tax Services Job Responsibilities: - **Tax Compliance**: Ensure clients comply with applicable authorities while minimizing tax and reporting burdens. Ensure compliance with company policies, standards, and the BDO Tax Quality Manual (TQM). Manage projects, plan tax processes, and...
Title: Tax Senior, Alternative Investments Job Responsibilities: 1. Tax Compliance: - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Ensure compliance with company policies, standards, and the BDO Tax Quality Manual. - Prepare required filings...
role involves evaluating and selecting alternative actions to minimize tax burdens and compliance costs, identifying various methods of adhering to tax regulations, and serving as the primary client contact for complex tax... issues. The Tax Manager is expected to appl...
funds, funds of funds, private equity, and real estate.... - Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience. - Review tax calculations and information presented on state income tax...
burdens. Ensure self and client service teams comply with... Quality Manual. - Prepare required filings (tax returns) using a system of review and documentation to ensure full compliance while keeping the client's tax and reporting burdens... as low as...
sanctions team to support client service delivery. Key responsibilities... include: - Managing a small team of investigators. - Performing case investigations and quality control of case investigations, information requests, and case escalations. - Assessing potential AML and sanctions risks during case investigations. - Making...
law firm seeks a Private Client Trusts and Estates... Associate Attorney with a minimum of two years of experience to join their practice in Greenwich, CT. The ideal candidate will have expertise in estate planning and administration, with knowledge of...