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...
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...
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: 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...
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...
large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and...
Title: Finance/Corporate Trust Lawyer Job Responsibilities: - Join the Corporate Trust practice, which is nationally recognized for its work in transactional law. - Collaborate with the capital markets and loan agency departments of major national banks and other financial institutions. - Represent these institutions...
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...
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...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
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 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...
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: Private Client Advisor II Job Responsibilities: - Acquire new clients, deepen client relationships, and build both internal and external networks to meet business development goals. - Lead the Client Management Process, ensuring a Branded Client Experience by providing access to...
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...
for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. Key responsibilit......
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
Privacy Engagement Director Job Responsibilities: The Privacy Engagement Director is responsible for providing technical legal guidance to support the company's outreach and advocacy strategy across the evolving . privacy, data, and AI regulatory landscape. The role involves close collaboration with the ....
and Summary Senior Counsel, Services Job Responsibilities - Serve as counsel for the Business & Market Intelligence (B&MI) Product Development and Product Management functions in the North America region, with primary responsibility for product portfolios including data & analytics, business...
Title: Senior Managing Counsel, Financial Institutions Job Responsibilities: The Senior Managing Counsel, Financial Institutions at the company will be tasked with a broad range of responsibilities within the US region, which is the largest region at the company. The key...
all aspects of trust and estate administration. Key duties include: - Administering decedents’ estates and establishing and monitoring conservatorships and trusts. - Filing petitions and accompanying... documents with Probate Court and locating assets and debts. - Gathering and reviewing documents necessary for settling...
Job Title: Trusts & Estates Associate Job Responsibilities: The... Trusts & Estates Associate is... wills - Handling probate proceedings - Administering revocable and irrevocable trusts for high net worth... individuals and business owners Education and Experience Information: Candidates must have five to seven years of exp...
Job Title: Paralegal - Trusts and Estates Job Responsibilities: The Trusts... & Estates Team at... the law firm is seeking a Paralegal to assist multiple attorneys with estate administration matters for both taxable and non-taxable estates. The core responsibilities include: - Interacting with...
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...
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...
you have difficulties using this form, please . Law Firm Seeking Experienced Attorney for Corporate Trust Practice H1: Join Our Renowned Corporate Trust Practice at a Top...
We not only have the best **Members Only** positions, but we also have the most. Trusts & Estates Paralegal The candidate should be an experienced Trusts & Estates paralegal. Should... have experience with all aspects of estate and trust administratio...
large full service firm is very women-oriented, and it has created many benefits to appeal particularly to women, including flexible work arrangements and 12-week paid maternity leave. Many of the firm’s attorneys are active in many community, professional and...
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...
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...
Title: Asset & Wealth Management - Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with clients...
also has a strong trusts and estates practice that... represents many high net worth individuals. Associates are treated well, and they receive interesting work and good formal and informal training. The firm is now looking to hire more first-class attorneys...
also has a strong trusts and estates practice that... represents many high net worth individuals. Associates are treated well, and they receive interesting work and good formal and informal training. The firm is now looking to hire more first-class attorneys...
also has a strong trusts and estates practice that... represents many high net worth individuals. Associates are treated well, and they receive interesting work and good formal and informal training. The firm is now looking to hire more first-class attorneys...
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...
also has a strong trusts and estates practice that... represents many high net worth individuals. Associates are treated well, and they receive interesting work and good formal and informal training. The firm is now looking to hire more first-class attorneys...
team luncheons, snacks, and a fully stocked kitchen with all the goodies you can dream of! Fun team outings and summer hours! Free onsite gym and wellness classes. Casual dress code and a dog-friendly office! #...
Charitable Planning Attorney - **Members Only** **Members Only** is looking for an experienced Charitable Planning Attorney with 6+ years of experience to join their team. This position can be based in either the Stamford, Connecticut, or Naples or Palm Beach Gardens,...
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...
Title: International Corporate Tax Advisory Manager Job Responsibilities: - Manage various responsibilities, including technical planning, advising, and global project management. - Coach and develop a highly trained team with a focus on quality and commercial value. - Maintain the company's reputation as trusted advisors...
Title: Banking & Capital Markets Tax Senior Manager Job Responsibilities: The Banking & Capital Markets Tax Senior Manager plays a critical role within the Financial Services Tax practice, which is part of the broader Corporate Tax services. The primary responsibility is to...
law firm seeks a Trusts and Estates Associate for... its Greenwich, CT office. This role offers a partnership track within a collaborative team, focusing on sophisticated estate planning and trust administration for high net worth in client conferences and...