Title: Summer Analyst - Wealth Management Experience: Pursuing a... leading global investment banking, securities and investment management firm with a strong... commitment to diversity and inclusion in the workplace. We offer a dynamic and challenging work environment for talented individ...
Specialists DIVISION Asset & Wealth Management YOUR IMPACT The... focus on developing innovative wealth planning strategies and providing... family office services. The role is designed to assist clients in achieving their income tax, estate tax, philanthropic, and financial planning goals....
Private Wealth Strategist - Private Wealth... Management Los Angeles, CA,... candidate for a Private Wealth Strategist position within our... Private Wealth Management group who is... analytical skills. The Private Wealth Strategist will support advisory... teams located in New York, Chicago,...
Job Title: Wealth Strategist, Vice President Job Responsibilities: -... perspective. - Advise individuals and families on wealth transmission, including tax-efficient estate... planning structures, sophisticated lifetime gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. - Counsel clients on asse...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: The role of the Asset & Wealth Management - Renewable Energy... Tax Manager in the company involves providing tax services within the Financial Services Tax practice, which is a...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: As... an Asset & Wealth Management Tax Director, you... will play a critical role in our Financial Services Tax practice within the Corporate Tax services at the company. Your primary responsibilities will...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: The role of the Asset & Wealth Management - Renewable Energy... Tax Senior Manager involves working as part of a team to solve complex business issues, ranging from...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems. - Utilize the company's technical knowledge and industry insights to...
Job Title Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities A career in the Financial Services Tax practice within Corporate Tax services involves helping clients meet their tax obligations while managing the tax impact on their...
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 Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical knowledge...
attorneys in managing Private Wealth Management matters, including estate... planning, trust administration, and tax compliance. - Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns. - Manage and update gift tax...
Title: Senior Probate/Wills/Trusts Paralegal Job Responsibilities: As a Senior Probate/Wills/Trusts Paralegal at the law firm, you will engage in a variety of tasks aimed at supporting families through probate administration and estate planning with a focus on compassion, efficiency, and excellence. Key...
Title: Probate Litigation Paralegal Job Responsibilities: - Assist attorneys with all phases of litigation from case inception through discovery, resolution or trial, post-trial, and case closure - Prepare court filings and assemble exhibits - Draft and respond to discovery demands (interrogatories, requests to produce...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) at the law firm is tasked with a comprehensive range of responsibilities that support the Financial Services and Capital Markets (FSCM) business unit. The primary duties include assisting the firm's attorneys in estate...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the law firm, we believe...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) at the law firm will be a crucial part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. The role encompasses a wide range of estate administration matters. The...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal in the Trusts & Estates department at the law firm is tasked with a comprehensive range of responsibilities to support the attorneys and senior paralegals. Key duties include: - Preparing and assisting with...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal is responsible for handling a comprehensive range of estate administration matters. This includes assisting attorneys at the law firm in administering estates, funding post-death irrevocable trusts,...
saved to the document management system. - Assist with the... execution of estate planning documents. - Draft initial versions of various state and federal tax reports and returns, including Texas Franchise Tax No Tax Due Reports, Texas Franchise Tax...
what you need to know: The Law Firm of Bryan Fagan is seeking an experienced Estate Planning & Probate Attorney to join our growing team. This position offers a competitive salary range of $70,000 to $130,000 a year, based...
Offer strategic advice to clients on wealth preservation, tax planning, and... estate administration. - Assist clients through probate proceedings and related legal processes. - Guide clients in the distribution of assets and the execution of estate plans. - Represent clients in court proceedin...
Title: Experienced Attorney Job Responsibilities: - Client Representation: Provide expert legal advice and representation in estate planning matters, such as wills, trusts, powers of attorney, and healthcare directives. - Elder Law Focus: Address legal challenges faced by elderly clients, including long-term care planning,...
Title: Estate Planning Attorney Job Responsibilities: - Advise clients on estate planning strategies, including wills, trusts, powers of attorney, and advanced directives. - Draft and review estate planning documents with accuracy and attention to detail. - Manage client relationships with professionalism, empathy, and strong...
Job Title: Legal Wealth Advisor II Job Responsibilities: A Legal... Wealth Advisor II is tasked... the origination and ongoing management of a profitable portfolio... that includes loans, deposits, fee income, and non-interest income from attorneys and small to mid-sized law firms. The...
Job Title: Wealth Advisor III Job Responsibilities: - Serve... high-level client service. - Deliver the full suite of wealth solutions, leveraging external networks... and the firm's community presence to provide comprehensive wealth management advice and solutions. -... Meet revenue growth, profitability, and client r...
Job Title: Private Wealth Tax Manager Job Responsibilities: - Deliver... tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor and coach a group...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice at the... company, you will be responsible for several key duties, which include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held...
$100,000 - $150,000 Private Client Advisor - Houston, Texas At **Members Only**, we are dedicated to helping individuals and businesses achieve financial success and security. As a Private Client Advisor, you will be a key player in driving Responsible...
Title: Civil Litigation Paralegal Job Responsibilities: - Draft, file, and serve pleadings, motions, and discovery in state and federal courts. - E-file documents and maintain accurate case calendars and deadlines. - Manage litigation dockets and assist attorneys with case organization. - Prepare exhibits, trial binders,...
Title: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: The Tax Director will play a pivotal role in developing and managing the Financial Services State and Local Tax (SALT) group at the company. Responsibilities include: - Providing...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Manager, Core Tax Services - ASC 740 Dallas, TX, United States and 2 more Job Description Job Summary: The Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business...
Manager, Core Tax Services Houston, TX, United States and 3 more Job Description Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative...
Title: . Private Bank - Private Banker - Vice President or 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...
in conducting traditional large firm M&A tax consulting, including deal structuring, due diligence, post-deal integration, tax attribute management, and special projects. - Work... closely with partners and internal support functions such as business development and marketing to identify new marketplace opportunitie...
Title: Tax Associate - Winter 2026 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve a range of tax-related tasks. These include tax consulting and tax return preparation duties, such as tax research, tax planning, and the...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at Company, your primary responsibilities will involve tax consulting and tax return preparation. This includes engaging in tax research, tax planning, and preparing supporting digital work papers for various tax...
law firm in Houston, TX, is seeking a Senior Associate Attorney with at least 6 years of substantive experience in practicing commercial/civil litigation, bankruptcy, probate, estate planning, real estate, or business/family law. The successful candidate will be responsible for managing...