Job Title: Wealth Management Attorney - Vice... contact supporting the company's Wealth Management's broker-dealer and investment... range of projects and initiatives that will help define retail Wealth Management businesses. - Provide timely,... strategic legal counsel by leveraging legal experience and deep...
Job Title: Wealth Management Attorney - Vice... contact supporting . Morgan Wealth Management’s broker-dealer and investment... projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely,... strategic legal counsel by leveraging legal experience and a de...
Job Title: GPB Wealth Management Investment Solutions Attorney... the Private Bank / Wealth Management Investment Solutions Legal... team, the primary responsibilities include: - Providing strategic legal support to the US Wealth Management business of the... company. - Advising on managed...
Job Title: Wealth Management Attorney - Vice... businesses. - Advise on a wide range of projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely,... strategic legal counsel by leveraging legal experience and a deep understanding o...
Job Title: GPB Wealth Management Investment Solutions Attorney... - Vice President, Assistant General Counsel Job Responsibilities: - Provide legal advice and support to the investment solutions business team, with a primary focus on managed investment solutions. - Address SEC regulatory and bank regulatory...
Advisory Group of the Wealth Management Legal Department. The... Acting as a consolidated point of legal contact for branch and support personnel within the company's retail brokerage branch system. - Addressing legal inquiries from Complex/Branch Risk Officers, Branch Management, Financial Advis...
Job Title: Wealth Strategist Job Responsibilities: - Develop wealth... transfer strategies for ultra-high... net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does...
Title: Paralegal Job Responsibilities: The Paralegal will be tasked with a variety of responsibilities aimed at supporting attorneys and ensuring the smooth progress of legal processes. Key duties include: - Assisting attorneys with the preparation of legal documents, ensuring accuracy and compliance with...
Manager Job Title: Paralegal Manager (Probate/Estate Planning) Job Location: Covington, KY Employment Type: Full Time Experience Level: Mid Level Job Responsibilities The Paralegal Manager is tasked with overseeing a team of paralegals and managing the systems and technologies they use for creating...
Title Paralegal Job Responsibilities Legal Support - Prepare, review, and organize legal documents including pleadings, motions, contracts, discovery requests, and correspondence across various practice areas such as business transactions, litigation, real estate, probate/estate matters, regulatory compliance, labor and employment, and more. - Conduct legal research...
to the appropriate personnel and taking messages when necessary. - Assist with legal drafting and preparation of documents as needed. - Maintain organized filing systems, both physical and electronic, ensuring easy access to case files. - Utilize document management systems effectively to ......
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will provide comprehensive support to multiple attorneys within the Trusts and Estates Department at a law firm. The role entails a variety of legal secretarial and administrative...
Title: Paralegal - Estates and Trusts Job Responsibilities: - Draft basic and advanced estate planning documents, including wills, powers of attorney, and trust instruments. - Prepare and file probate pleadings, notices, inventories, and accountings. - Assist with trust funding, asset collection, and property transfers. -...
Title: Associate Attorney** **Job Responsibilities:** - Work collaboratively as part of a team of attorneys and support staff to provide exemplary legal services to clients. - Focus on specific practice areas including Family Law, Criminal Defense, Probate & Estate Planning, and Real Estate...
Title: Trusts & Estates Attorney - Senior Associate/ Junior Partner Job Responsibilities: - Develop comprehensive estate plans tailored for individuals across various income levels, with a particular focus on both middle-income and high-net-worth clients. - Provide expert guidance on tax-efficient strategies, including the...
Title: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will be responsible for working with clients to identify their unique needs and creating plans that address those needs. This includes designing wills, trusts, beneficiary designations, and other essential documents...
Title: Trusts & Estates Senior-Level Associate Job Responsibilities: - Draft complex, strategic estate planning documents tailored to clients’ personal and business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical rigor,...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... firm as a trusted advisor for sophisticated tax and wealth planning solutions. - Strategic... Partner Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into acti...
Title: Relationship Manager - Private Wealth & Tax Solutions (SoCAL... Region) Job Responsibilities: 1. Develop, nurture, and manage relationships with Strategic Partners and their clients, establishing the law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Convert qualified......
Relationship Manager - Private Wealth & Tax Solutions Job Responsibilities:... for sophisticated tax and wealth planning solutions. - Convert qualified... leads generated by the Lead Generation Department into active Strategic Partners through consultative selling and demonstration of expertise. - Maintain and grow assigned...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... law firm as a trusted advisor for sophisticated tax and wealth planning solutions. 2. Strategic Partner... Conversion: Meet with qualified leads generated by the Lead Generation Department and convert prospects into act...
Relationship Manager - Private Wealth & Tax Solutions (SoCAL... for sophisticated tax and wealth planning solutions. - Meet with... qualified leads generated by the Lead Generation Department and convert prospects into active Strategic Partners through consultative selling and demonstration of expert...
Job Title: Wealth Strategist Job Responsibilities: - Partner with... in discussions about advanced wealth transfer and philanthropic strategies,... these strategies with their investment portfolios. - Prepare comprehensive analyses and reviews of clients' estate and wealth transfer planning, educate clients... on additional planning opportun...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
customized tax advisory services. - Collaborate closely with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. - Develop... and train team members to help them build inspired careers. - Expand technical and prof...
customized tax advisory services. - Work closely with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. - Develop... and train team members to help them build inspired careers. - Expand technical and profess...
to provide customized tax advisory services. - Collaborate with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. - Develop... and train team members to support their career growth. - Expand technical and profe...
- Work closely with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. -... Develop and train team members to help them build inspired careers. - Expand technical and pro...
Title: . Private Bank - AWM Program 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 new...
Title . Private Bank - Private Banker - Vice President/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...
Title . Private Bank – 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...
(High-net-worth) Job Responsibilities: - Client relationship management: Responsible for building and... planning and compliance services aimed at building long-term wealth for clients. - Tax compliance... oversight: Oversee the preparation and review of complex tax returns for individuals, trusts, and related entities. Ensure complian...
Title: . Private Bank - AWM Program Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
Job Title: Asset & Wealth Management - Tax Senior... within the Asset and Wealth Management team at the... with top asset and wealth management clients globally. Your... key responsibilities will include: - Leading and managing large-scale projects to achieve successful outcomes. -...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: A... of the Asset & Wealth Management Tax Director includes... advising clients on their local and overseas tax affairs and acting as a strategic consultant in relation to business analysis, managing work...
Job Title Asset & Wealth Management Tax Director Job... in the Asset & Wealth Management Tax division, you... will play a pivotal role in shaping the strategic direction of the Default team. Your responsibilities will include: - Defining the strategic...
Job Title Asset & Wealth Management - Tax Senior... within the Asset & Wealth Management sector, you will... be tasked with a variety of responsibilities aimed at leading and managing the firm's tax services for financial services clients. Your key...
Job Title: Asset & Wealth Management - Tax Senior... within the Asset & Wealth Management team at the... company, you will be entrusted with a range of responsibilities designed to leverage your expertise and leadership skills. These responsibilities include: - Leading...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: As an Asset & Wealth Management - Tax Senior... Manager, you will be part of the Financial Services Tax practice within Corporate Tax services. Your primary responsibility is to assist...
Job Title: Asset & Wealth Management - Tax Senior... Manager Job Responsibilities: As an Asset & Wealth Management - Tax Senior... Manager, you will be part of a dynamic team within the Financial Services Tax practice, focusing on helping clients meet their...
Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities A career in the Financial Services Tax practice within the Corporate Tax services at the company involves helping clients manage their tax obligations and understand the impact of tax...
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... within the Asset and Wealth Management team, the role... involves leading and managing large-scale projects, innovating and streamlining processes to enhance efficiency and effectiveness, and maintaining exceptional standards of operational excellence....
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team, ensuring alignment with the overarching goals of the department. - Lead initiatives in business development and client relations, focusing on fostering long-term partnerships and expanding...
Job Title: Asset & Wealth Management - Tax Senior... in the Asset & Wealth Management Tax team, the... candidate will be expected to: - Lead and manage large-scale projects to ensure successful outcomes. - Innovate and streamline processes to enhance efficiency and...
OverviewA law firm seeks an Estate Planning Associate Attorney in Savannah, Georgia. This full-time position involves managing a diverse caseload in probate, estate planning, wills, and trusts. The role requires collaboration with clients to design strategic estate plans and mentorship...