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 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...
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 - Work as part of a team to solve complex business issues from strategy to execution. - Encourage team participation and invite opinions from all members,...
role of a Family, Wealth, and Estate Planning Legal... Assistant at the law firm involves a variety of tasks requiring strong organizational skills, a positive attitude, and the ability to work both independently and as part of a team. Key...
Title: Paralegal Job Responsibilities: The Paralegal position at the law firm involves a variety of duties within the Personal & Succession Planning practice group. The responsibilities include but are not limited to: Estate Administration: - Preparing initial probate papers. - Valuing assets manually or using...
Firm Seeking Estate Planning Associate with 3-5+ Years of Experience Salary Information: Competitive salary and benefits package offered Job Title: Estate Planning Associate Experience Required: 3-5+ years Department: Estate Planning and Tax **Members Only**, a reputable...
Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success....
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice, the primary... responsibilities include: - Performing high-level reviews of tax research pertaining to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. -...
Job Title: Senior Wealth Strategist Job Responsibilities: - Serve as... the primary Wealth Planning expert for high... services to clients through the development, delivery, and implementation of customized wealth plans. - Develop proactive, high-impact,... multi-generational planning solutions tailored to each client’s unique circumstances....
external counsel. Provide timely and practical legal counsel on a wide range of banking matters, including consumer, commercial, and wealth management issues. - Contract Negotiation... & Drafting: Draft, review, and negotiate various commercial agreements, including vendor contracts, service agreements, and third-party...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution....
Title: Private Partnership Solutions (PPS) - Tax Senior Associate Job Responsibilities: As a Tax Senior Associate in the Private Partnership Solutions, the candidate will be part of a team that assists private companies with a variety of business advisory needs, including audit,...
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. Develop new skills outside of comfort z...
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...
support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. - Risk Management: Identify, evaluate, and mitigate... risk i...
Overview:A law firm in Columbus, OH, is seeking a motivated and skilled Estate Planning Associate Attorney to join its team. The ideal candidate will have 3-5 years of experience drafting estate plan documents and advanced planning tools. This role requires a...