Job Title: Wealth Management Trusts & Estates... Tax Operations, Vice President Job Responsibilities: - Serve as a subject matter expert for fiduciary tax matters. - Support global trust teams on all tax matters including estate and gift tax, generation-skipping transfer tax, fiduciary income...
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable for... achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult solutions for a comprehensive wealth management strategy tailored for......
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable for... meeting revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - solutions for a comprehensive wealth management strategy tailored for......
Job Title: Wealth Advisor Job Responsibilities: - Accountable for... and coordinate the delivery of comprehensive wealth management strategies for individuals,... business owners, and families. - Lead the client relationship team, ensuring clients have access to all of the company's resources and solutions. - Coll...
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...
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: Trust Officer Job Responsibilities: - Administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of...
Title: Trust Officer VP, Wealth Management Solutions, Trust &... Estates Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues, ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its...
Title: **Members Only**, Executive Director Job Responsibilities: - Serve as a subject matter expert for fiduciary tax matters. - Support global trust teams on tax matters including estate and gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax...
Job Title: Tax and Wealth Planning Paralegal Job Responsibilities: - Manage... calendars, including tax-related deadlines and client calls/meetings. - Prepare Federal and State estate Tax Returns and Federal Gift Tax Returns. - Administer estates by preparing and filing probate documents, advising and responding to...
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...
Title: Legal Case Manager / Workflow Coordinator / Legal Assistant Job Responsibilities: - Manage and coordinate legal case workflows to ensure smooth progress from "Retained" to "Signed" status within the allotted time. - Prepare, review, and proofread legal documents for accuracy and compliance. -...
Title: Legal Administrative Assistant Job Responsibilities: As a Full Time Legal Administrative Assistant at the law firm, you will play an integral role in supporting the estate planning practice. Your responsibilities will include: - Preparing, editing, and finalizing essential legal documents, utilizing both...
Title: Legal Assistant – Estate Planning Job Responsibilities: The Legal Assistant will play a crucial role in supporting attorneys at the law firm, specifically in the estate planning department. The responsibilities include: - Assisting attorneys during client consultations, review meetings, and signing appointments...
healthcare directives. - Conduct thorough legal research across areas including estate planning, UCC law, tribal law & regulations, and other relevant legal fields to support case development. - Manage and organize client files using document management systems like iManage and... PCLaw, ensuring...
is ideal for an early-career attorney aiming to expand skills in drafting estate documents, advising clients on wealth-transfer strategies, and assisting with... estate administration. The ideal candidate will demonstrate strong communication abilities, attention to detail, and a commitment to...