Wealth Management Summer Analyst -... Atlanta, Georgia, United States - 9 to 10 week internship About the Program - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immerse yourself in day-to-day...
Conduct market research and analysis to assist with investment decisions Participate in team meetings and training sessions to enhance knowledge and skills Actively contribute to team projects and initiatives Job Title: Summer Analyst - Wealth Management Exper...
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 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 - Utilize company's technical knowledge...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Tax Services category, specializing in Industry Tax Practice, you will be part of a team addressing complex business issues from strategy to...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define and implement strategic direction for the Default team. - Lead business development initiatives and manage client relations at an executive level. - Oversee multiple projects ensuring exceptional delivery and adherence to professional...
manage legal documents including pleadings, discovery, and settlement packages - Request, track, and summarize medical records and bills - Maintain organized and up-to-date case files using case management software - Communicate professionally with... clients, providers, insurance companies, and court staff - Support case prepara...
personnel from the legal industry. We not only have the best **Members Only** positions, but we also have the most. Tax and Wealth Planning Paralegal The candidate... will calendar management, including tax-related deadlines and... client calls/meetings. Estate administration, including p...
Title: Certified Estate Planning Paralegal Job Responsibilities: - Draft a broad range of legal documents, including client engagement letters, deeds, limited liability company (LLC) formation documents, probate court petitions, powers of attorney, and health care directives, while tracking specific tasks for each...
which includes the proper management of accounts, preparation of... letters, and completion of transfer forms. - Assist in drafting estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Help manage and organize estate and probate...
Legal Assistant Job Responsibilities: - Document Management: Review, organize, and save... scanned documents, including Medicaid-related notices and client files. - Case Initiation: Prepare project binders and initial spreadsheets for new cases, ensuring all information is accurate and well-organized. - Client Engagement: Assist in client...
and comply with legal standards. - Provide expert advice on estate planning matters to clients, helping them understand their options and make informed decisions about the management and distribution of their... assets. - Ensure that the management of estates is handled......
Title: Litigation Attorney (Georgia-Barred) Job Responsibilities: - Handle all phases of civil litigation, including: - Drafting pleadings, motions, and demand letters. - Managing written discovery. - Preparing cases for court. - Appear in court to argue motions and hearings. - Take and defend depositions. -...
Wealth Advisor III - Atlanta:... - Job Title: Wealth Advisor III - Location:... Georgia, USA - Category: Wealth, Brokerage and Premier Banking... Job Summary: The Wealth Advisor III position at... proven track record in wealth management. The role involves......
Senior Wealth Advisor Duties: Serve as... planning, investments, insurance, tax management, executive compensation, retirement analysis,... estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the...
growth and success of the firm. Key responsibilities include: - Developing and maintaining profitable client relationships. - Managing a transportable book of business worth at least $250,000 in specific practice areas such as transactions and contracts, management-side employment counseling, executive compensation,... immi...
Title: Litigation Paralegal - Family Law Job Responsibilities: - Assist attorneys and clients in navigating family law issues, including divorces, child custody, and adoptions. - Apply experience in family law and litigation to manage cases with minimal supervision. - Insert appropriate objections in response...
to work in a fast-paced and high-energy environment with a desire to succeed Strong team player with the ability to collaborate effectively with colleagues from various backgrounds and functions Proven track record of building and maintaining strong relationships...
Friendly Job Title: Tax Manager - Partnerships H1 Heading: Join **Members Only** as a Tax Manager - Partnerships in Atlanta, GA! H2 Heading: Make a Difference and Advance Your Career with **Members Only** Overview: - Work at **Members Only**,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance...
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...
Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice at the company, you will have a multifaceted role that includes selling, leading, and delivering large client engagements, and serving...
Associate - Winter 2026 Atlanta, GA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
Title: . Private Bank – Private Banker – Vice President 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 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...
Title: Tax Manager - High-net-worth Job Responsibilities: - Client Relationship Management: The Tax Manager is... responsible for developing and maintaining strong relationships with clients. This involves providing personalized tax planning and compliance services aimed at building long-term wealth, ensuring high levels of......
Responsibilities: - Lead the client management process (CMP) within the... the client team to deliver meaningful interactions and a branded client experience. - Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy; respond to changes... in the business environme...
advice and oversight for Wealth trust accounts, including personal... special needs trusts, investment management, custodial, and guardianship accounts. -... Manages a portfolio of accounts with varying complexity and asset sizes. - Understands and interprets financial and estate planning strategies, as well as...
of the broader client-facing wealth team to expand existing... capture new opportunities from both internal and external sources. - Collaborate with Wealth Advisor and Investment Manager... to provide advice and solutions meeting client or prospect goals and objectives, utilizing other spec...
office of a **Members Only** Top Ranked Law Firm seeks an attorney with 4+ years of legal experience in the area of succession planning and asset protection. The candidate should preferably have at least a $250,000 transportable book of...