clients and their beneficiaries. As a key member of the relationship management team, the Fiduciary Strategist... delivers fiduciary mandates, ensuring consistent advisory delivery and managing fiduciary risk. This role involves advising clients and identifying opportunities to protect, grow, and trans...
Title: Manager, Business Incentives Group Job Responsibilities: Research: - Identifies situations requiring research and conducts investigations on identified topics. - Confirms accuracy of facts and sources where necessary. - Prepares studies of tax implications and outlines alternative courses of action for clients. - Composes research memos...
Title: Trusts and Estates Administrative Paralegal Job Responsibilities: The trusts and estates administrative paralegal is tasked with managing and efficiently producing a high volume of complex and detailed work related to domestic estate administration, trust administration, and fiduciary accounting. The paralegal must...
Title: Personal Injury Litigation Attorney Job Responsibilities: - Day-to-day handling of both pre-litigation and litigation cases. - Drafting and filing of litigation documents, including pleadings, discovery requests, discovery responses, demands, motions, and memoranda. - Guiding clients through the case process. - Interacting with expert witnesses,...
Job Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1.... Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of...
high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents... local delivery for clients with specific revenue and advisory needs, collaborating with team members to attract, retain, and grow client relationships. Key responsibilities include: - Lea...
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 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 Director Job Responsibilities: -... Define strategic direction for the Default team. - Lead initiatives in business development and client relations. - Oversee multiple projects while maintaining exceptional delivery standards. - Build and maintain executive-level client relationships. - Mentor and...
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 - Renewable Energy... Tax Senior Manager Job Responsibilities: The role of a Senior Manager in the Asset & Wealth Management - Renewable Energy... Tax division involves a combination of tax compliance and consulting services tailored to...
Job Title Asset & Wealth Management Tax Manager Job... As an Asset & Wealth Management Tax Manager at... Company, the role primarily involves providing comprehensive tax services and guidance. The responsibilities include: - Supervising and developing team members to achieve...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice, you will be responsible for helping clients meet their tax obligations while managing the impact of tax on...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to deliver exceptional results. - Manage client service accounts and engagement workstreams, ensuring they align with client expectations. - Independently solve and analyze complex problems to produce top-quality...
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable... Consult and coordinate comprehensive wealth management strategies for individuals,... business owners, and families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered by the company....
Job Title: Senior Wealth Advisor Job Responsibilities: - Accountable... and coordinate the delivery of comprehensive wealth management strategies for individuals,... business owners, and/or families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered b...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager plays a pivotal role in advising clients on international assignment structuring and compliance with tax obligations. Key responsibilities include: - Conducting arrival and departure tax meetings for expatriates and inpatriates...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Tax Experienced Manager in the Global Employer Services department is responsible for several key duties, including: - Conducting arrival and departure tax meetings for expatriates and inpatriates as required. - Managing the retention...
Title: Japanese Business Network - Private Tax Senior Associate Job Responsibilities: As a Japanese Business Network - Private Tax Senior Associate, you will be an integral part of the team that provides business advisory services to private companies. Your responsibilities will include: -...
Title: Japanese Business Network - Private Tax Senior Associate Job Responsibilities: The role of a Japanese Business Network - Private Tax Senior Associate at the company involves working within the department to assist private companies with an array of business advisory needs....
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The role of the STS Expatriate Services Experienced Manager encompasses a wide array of responsibilities primarily focused on assisting clients with international assignment structuring and ensuring compliance with tax obligations. Key duties include: -...
- Lead the Client Management Process, ensuring a Branded... the full array of Private Bank and bank capabilities to meet specific client needs. - Ensure the retention of clients. - Lead the Client Process Management Process within the client... t...
network to achieve business development goals. Key responsibilities include leading the Client Management Process and collaborating across... the enterprise to provide a Branded Client Experience. This involves offering clients access to the full spectrum of Private Bank and company...
Summer Analyst - Asset Management Division Experience: Pursuing a... Bachelor's/Graduate degree Salary: Competitive, based on level and location About the Program: - Nine to ten week summer internship program - Fully immersed in day-to-day activities - Attend orientation to...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
Title: . Private Bank - Private Banker - VP 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 assets, both from...
Title . Private Bank - Private Banker - Managing 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...
Trusts & Estates Associate Opportunity at Top Law Firm in Hartford, CT H2: Join a Dynamic and Sophisticated Estate Planning Practice at Hinckley Allen Hinckley Allen, a top law firm in Hartford, CT, is seeking a Trusts & Estates...
and Estates Associate (Mid / Senior-Level) The candidate should have strong academic credentials (JD required; LLM is a plus). Should have 5 years of experience practicing in a law firm's Trusts & Estates/ Private Client group. Connecticut Bar membership preferred....
Trusts & Estates Associate The candidate will be to work directly with and advise high net worth individuals and family businesses on tax, trust, and estate and business succession matters. Must have 5 years of experience practicing in a law...
Law Firm in New Haven is seeking an experienced IT Support Analyst to join their team. This is a full-time, permanent position with a competitive salary and benefits package. The ideal candidate will have at least three years of...
Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession... planning. - Educate clients on the implications of high-end planning strategies. - Assist in the administration of sophisticated trust and investment structures. - Create tax-efficient...
Title: Tax Associate Job Responsibilities: The Tax Associate role is positioned within the Private Client and Tax Division of a global law firm, which is dedicated to the personal and private capital needs of high-net-worth individuals and families. This position is available...
– Estate Planning Job Title Paralegal – Estate Planning Job Responsibilities The Paralegal – Estate Planning is an integral part of the Private Client Services department, with a focus on drafting estate planning documents, assisting in the implementation of clients' estate plans, and preparing...
legal industry. We not only have the best **Members Only** positions, but we also have the most. Legal Secretary The candidate will assist with the preparation, proofreading, and mailing of correspondence and legal documents, data entry into client management soft...
esteemed law firm in Stamford is seeking a talented Senior International Estate Planning Associate Attorney to join their team. This pivotal role involves advising a diverse range of clients on complex international estate planning matters. The successful candidate will have...