Job 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...
Job 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...
Title: Paralegal Job Responsibilities: The part-time Paralegal position at a law firm involves several key responsibilities integral to the smooth operation of the firm's front-end processes. The paralegal will be required to work three full days on-site each week in a pleasant...
Title: Trust and Estates Paralegal Job Responsibilities: The Trust and Estates Paralegal is responsible for supporting attorneys in the Tax/Employee Benefits/Trusts & Estates department at the law firm. This role involves a variety of tasks centered around estate planning and trust administration....
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney in the civil litigation domain is primarily responsible for protecting the elder and vulnerable adult population in California from abuse and neglect. This role is positioned within the Division of Medi-Cal...
everyday needs in a productive and timely manner. - Adapt, work independently, and support families in delicate situations, prioritizing these tasks across all areas of the firm. - Maintain a professional demeanor and strong attention to detail. - Exhibit excellent time management a...
and correspondence with precision and attention to detail. This role involves managing case files using document management systems like Clio to... ensure all documents are organized and up-to-date. The candidate will review legal documents for accuracy and consistency, performing proofr...
Title: Paralegal Job Responsibilities: The paralegal position at the law firm in Hackensack, NJ, involves handling files from inception to completion under the supervision of an attorney. The candidate will be responsible for a variety of tasks that include, but are not...
Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal in the Trusts and Estates Department at the law firm is responsible for a range of duties that support the administration of both taxable and non-taxable estates. The primary responsibilities of this...
Title: Regional Ombudsman - Client Advocate Job Responsibilities: The Regional Ombudsman, working under the title of Client Advocate at the **Members Only**, is tasked with providing professional advocacy and client resource services for individuals with developmental disabilities, mental illness, and substance use disorder....
team. Key responsibilities include: - Assisting with the preparation and management of legal documents within... the trusts and estates and commercial real estate practice areas. - Maintaining meticulous attention to detail to ensure the accuracy and completeness of all documentation and co...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney (Civil Litigation) within the Department of Justice's Division of Medi-Cal Fraud and Elder Abuse (DMFEA) focuses on protecting the elder and vulnerable adult population from abuse and neglect. The attorney is...
Title Elder Abuse Attorney (Civil Litigation) Job Responsibilities The Elder Abuse Attorney (Civil Litigation) position involves significant responsibilities within the Division of Medi-Cal Fraud and Elder Abuse (DMFEA), specifically as part of the Facilities Enforcement Team (FET). The primary duties include: - Representing the...
Title: Elder Abuse Attorney (Civil Litigation) Job Responsibilities: The Elder Abuse Attorney (Civil Litigation) serves within the Division of Medi-Cal Fraud and Elder Abuse (DMFEA), specifically as part of the Facilities Enforcement Team (FET). The primary responsibilities include: - Representing the People of...
Title: Elder Abuse Attorney (Civil Litigation) Job Responsibilities: - Represent the People of the State of California in civil litigation phases, from investigation through trial and appeal. - Manage own caseload and develop case strategies in collaboration with the Facilities Enforcement Team (FET)...
Title: Associate Attorney Job Responsibilities: The Associate Attorney at the law firm will engage in a wide range of legal practice areas, providing comprehensive legal solutions and supporting the firm's mission of exceptional legal services. Key responsibilities include: - Conducting thorough legal research...
Title: Attorney - Family Law or Estate Planning Probate Real Estate Job Responsibilities: - Provide knowledgeable, compassionate, and effective legal counsel in Family Law or Estate Planning/Probate/Real Estate matters. - Manage cases from initial consultation through resolution, ensuring clear communication and timely follow-through. Education...
Title: Estate & Probate Attorney Job Responsibilities: - Lead and mentor the Probate team. - Oversee full-cycle probate and trust litigation cases. - Develop and supervise litigation strategy. - Ensure consistent, high-quality client experience. - Collaborate with law firm leadership on department growth and improvements. Education and...
Job Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: -... Develops, consults on, and implements complex tax, estate, and financial plans for clients, collaborating with other planning resources on specific subject matters and partnering in the acquisition of new clients. - Conducts and...
Senior Director, Head of Wealth Strategies Job Responsibilities: -... a national team of wealth strategists across the country,... governance, philanthropy, and family wealth and business succession strategies.... Serve as the Senior Wealth Strategist in the New... York City Tri-state market....
Job Title: Wealth Strategist Senior - Private... Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and...
Job Title: Wealth Strategist Senior - **Members Only** Job... Responsibilities: - Develop, consult on, and implement comprehensive tax, estate, and financial plans for clients, including those of the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring...
Job Title: Wealth Strategist Senior - **Members Only** Job... Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen...
Job Title Wealth Strategist Sr - **Members Only**... Private Bank Job Responsibilities - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of...
Job Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: -... Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest complexity and partners...
Job Title Senior Wealth Strategist - **Members Only** Job... Responsibilities As a Senior Wealth Strategist within the Private... Bank organization of the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients, especially those...
Title: Legal Administrative Assistant - Trusts & Estates Job Responsibilities: - Provide administrative and legal support to attorneys within the Trusts & Estates practice. This includes tasks such as document preparation, calendar management, and filing. - Coordinate and... manage daily office operations. This...
within the Taxation and Wealth Planning Department of the... law firm. Key responsibilities include: - Representing taxpayers before the IRS Independent Office of Appeals. - Handling civil and criminal tax controversy matters, including but not limited to fraud penalties, passive losses, hobby...
join the Taxation and Wealth Planning Department at the... law firm and will be responsible for handling a variety of tax litigation and controversy matters. Key responsibilities include representing taxpayers before the IRS Independent Office of Appeals, managing civil and...
join the Taxation and Wealth Planning Department at a... law firm with multiple offices. The primary responsibilities include: - Representing clients in tax litigation and controversy matters. - Handling cases involving civil and criminal tax controversy, including fraud penalties, passive losses, hobby...
of the Taxation and Wealth Planning Department at the... law firm. The primary responsibilities include: - Representing clients in tax litigation, primarily in Tax Court. - Handling civil and criminal tax controversy matters including but not limited to fraud penalties, passive losses,...
join the Taxation and Wealth Planning Department at the... law firm, working across multiple office locations. The primary responsibilities include: - Representing taxpayers before the IRS Independent Office of Appeals. - Handling civil and criminal tax controversy matters, including cases involving fraud...
Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in Tax Compliance and Oversight: - Oversee the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax...
Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance and Oversight: - Manage the preparation and review of advanced estate, gift, and trust tax returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local...
Title: Sr. Tax Planner Job Responsibilities: - Review clients’ past tax returns during the financial planning process to identify incremental opportunities. - Collect, analyze data, and provide recommendations. - Ensure that all tax-related research and data gathering is complete, create deliverables (“Tax Plan”), and...
Title: Sr. Tax Planner Job Responsibilities: The Sr. Tax Planner will be a part of the entrepreneurial and fast-paced Planning Services team, which focuses on creating the next generation of services to help advisors provide comprehensive financial planning to their clients. Key...
Title: Sr. Tax Planner Job Responsibilities: - Review clients’ past tax returns during the financial planning process to identify incremental opportunities. - Collect and analyze data, providing recommendations on short and long-term tax strategies such as investments, retirement plan savings, business structure, and...
Title: . Private Bank – Private Banker – Associate 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...
connection with tax, benefits, wealth planning, and corporate law... - Draft and prepare estate and probate documents and various corporate documents - Assist clients in completing forms and other documents - Manage court filings and track deadlines - Handle client...
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...
market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning,... and brokerage. - Ensure relationship profitability and portfolio risk management, focusing on profitable portfolio... growth. - Serve as a segment or industry specialist, acting as a...
specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning,... and brokerage. - Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - May act as a segment or industry specialist, se...
- Lead the Client Management Process within the client... team to identify new business development opportunities. - Source new clients in alignment with the bank's established risk appetite. - Deliver meaningful interactions and a Branded Client Experience by leveraging the...
goals. - Lead the Client Management Process and partner across... the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. - Ensure retention of...
full-time, on-site position involves guiding trustees and executors through all phases of trust and estate administration, ensuring compliance and efficient management of trustees and... executors through trust and estate and interpret trust instruments, wills, and related n...