Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1. Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current...
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is tasked with fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents local delivery for clients with specific...
Title: Patent Senior Associate Attorney / Counsel Job Responsibilities: - Evaluate the patentability of innovations across mechanical, electrical, and related technology fields. - Prepare and prosecute . patent applications, coordinate with foreign counsel on international filings, and enforce intellectual property rights. - Manage IP...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal... position within the Trusts & Estates Team at... both taxable and non-taxable estates. Key duties include: - Interacting... with a diverse range of clients in person, by phone, via email, and through...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The Paralegal... in the Trusts and Estates department at... both taxable and non-taxable estates. The key duties include: -... Interacting with a wide variety of clients in person, on the phone, via email, and...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: - Work... both taxable and non-taxable estates. - Interact with a wide... variety of clients in person, on the phone, via email, and video conferencing. - Draft, edit, and review probate and administration-related documents. - Assist...
Job Title: Trusts & Estates Associate Job Responsibilities: -... matters. - Work 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...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts... & Estates Team at... both taxable and non-taxable estates. The core responsibilities include: -... Interacting with a wide variety of clients in person, on the phone, via email, and video conferencing. - Drafting,...
Job Title: Trusts & Estates Associate Job Responsibilities: -... wills, revocable and irrevocable trusts, and powers of attorney -... Collaborate with Paralegals, Fiduciary Accountants, other Attorneys, and clients in probate and trust administration - Prepare and review gift tax returns, estate tax returns, and...
Attorney Law Firm Full-time Job responsibilities The associate attorney will handle a variety of legal matters, including residential real estate, foreclosure defense, landlord/tenant issues, estate planning, and/or probate. The successful candidate will have the opportunity to work in the practice areas in which they...
Bankruptcy Legal Assistant *Remote Opportunity* About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive...
Job Title: Trusts & Estates Associate Job Responsibilities: The... Trusts & Estates Associate will... a member of the Trusts and Estates practice at... the planning, including drafting wills, trusts, and other estate planning... the process of settling estates, including the preparation and......
Job Title: Private Client Trusts & Estates Associate Job Responsibilities: The... Private Client Trusts & Estates Associate will... private client matters involving trusts and estates planning and... administration. Their duties will include, but are not limited to, estate planning, estate and trust...
/ Senior-Level Trust & Estates Associate The candidate will... 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...
Junior / Mid-level Trusts & Estates Associate The... candidate will work alongside partners and senior associates in advising high net worth individuals and their advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration,...
Trusts and Estates Associate (Mid... in a law firm's Trusts & Estates/ Private Client... membership preferred. Should have strong drafting, writing, research, and communication skills. Should have experience drafting complex wills and trusts; experience drafting, explaining, recommending,... and finalizing sophisticate...
phone calls, please. **Members Only**, a full-service law firm, is committed to providing our clients with legal services of the highest quality. Our attorneys have expertise in a variety of practice areas, including business and commercial law, litigation, labor and...
Title: Estate Planning & Trust Administration Attorney Job Responsibilities: - Manage cases independently, providing strategic counsel to clients in the areas of estate planning and trust administration. - Conduct strong legal research to support case preparation and client advisement. - Draft and review legal...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays a crucial role in the success and growth of the business. The primary responsibilities include the...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm with offices in Connecticut (Stamford, Greenwich, and West Hartford) and Florida (Naples, Bonita Springs, and Palm Beach Gardens) is looking for an International Estate Planning Attorney with at least...
Tax and Trust & Estates Paralegal to join our... This is a full-time position with a competitive salary and benefits package, including health insurance, life insurance, 401(k) with employer contribution, and more. Job Title: Tax and Trust & Estates Paralegal Locat...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director in the Financial Services Tax practice within the Corporate Tax services, the role involves a blend of strategic leadership, client relationship management, and technical expertise. Key responsibilities include: - Setting...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team within the Corporate Tax services. - Lead business development initiatives to drive growth and identify new opportunities in the market. - Oversee multiple...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Technical preparation and review 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. -...
Part-time Trusts & Estates Associate The... candidate will be to work directly with and advise high net worth individuals and family businesses on tax, trust, and estate and business succession matters. Must have 5 years of experience practicing in a...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
Firm Seeking Discovery Litigation Staff Attorney for CT Offices, Parsippany, NJ, and Boston, MA Salary Information: Competitive salary based on experience and qualifications, with potential for bonuses and benefits. Job Title: Discovery Staff Attorney Experience: Minimum of...
Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...
Title: Fiduciary Tax Accountant Job Responsibilities: - Identifying, collecting, analyzing, abstracting, organizing, and maintaining facts and documents in accordance with correct legal practice and procedure. - Identifying, collecting, analyzing, abstracting, organizing, and maintaining financial statements and spreadsheets related to client investments. - Developing and...
tasks essential to the Trusts & Estates practice within... the law firm. Key responsibilities include: - Identifying, collecting, analyzing, abstracting, organizing, and maintaining facts and documents in accordance with legal practices and procedures. - Managing financial statements and spreadsheets related to client...
Title: Fiduciary Tax Accountant Job Responsibilities: - Identify, collect, analyze, abstract, organize, and maintain facts and documents in accordance with the appropriate legal practice and procedure. - Identify, collect, analyze, abstract, organize, and maintain financial statements and spreadsheets related to client investments. - Develop...
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...
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...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with various business advisory needs. The role involves helping clients improve...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The Tax Senior Associate in Personal Financial Services will be part of a team that aids private companies with various business advisory needs. This includes audit, tax compliance, and planning, all...
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...
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...
Bankruptcy Legal Assistant *Remote Opportunity* Job Responsibilities - Prepare and electronically file Proof of Claims - Analyze case status, docket and claims register activity, and account data/history - Process files in an expeditious manner - Provide timely notifications and documentation...
Change Management Manager About the Organization Law firm has been a trusted leader in the financial services and real estate industry for over 25 years with a commitment to helping our clients succeed. Our attorneys and staff drive solutions that...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing skills in identifying and addressing client needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather information...
Bankruptcy Legal Assistant *Remote Opportunity* Job Responsibilities - Manage hearing calendars and pre-/post-hearing processing - Draft and e-file various motions, objections, responses, orders - Work closely with attorney personnel - Holistically analyze case status, docket, and claims register activity - Decipher...
Title: Tax Senior, Private Client Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing skills 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,...
H1: Trusts & Estates Associate Opportunity... CT, is seeking a Trusts & Estates associate 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...
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 state and...