Title: Trust and Estates Legal Assistant Job Responsibilities: The Trust and Estates Legal Assistant plays a crucial role in supporting the Trust and Estates practice group by enhancing attorney efficiency through effective management of information and assistance... in the delivery of legal...
Trusts and Estates / Wealth Planning Attorney Job Responsibilities: - Engage... planning services for high-net-worth individuals and multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated... on relevant legal trends and changes in estate planning laws and r...
Title: Of Counsel / Staff Attorney – Estate Planning & Elder Law Job Responsibilities: - Draft, review, and finalize estate planning documents such as wills, trusts, powers of attorney, and advance directives. - Counsel clients on estate planning and elder law issues, including...
Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
Job Title: Senior Wealth Strategist Job Responsibilities:... The Senior Wealth Strategist serves as the... expert and resource in wealth planning for high net... worth prospects and client relationships involving complex financial issues and strategies. This role typically involves working...
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...
tax returns. Ensure accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts, charitable entities, and wealth transfer techniques. - Fiduciary Accounting:... Review trust and estate acc...
Title: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: - Building a Financial Services State and Local Tax group within the company. - Providing multistate consulting and compliance services, including technical review of partnership and corporate state and local...
Title: 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 acquire new...
Title Paralegal Job Responsibilities - Draft estate planning documents, including wills, trusts, powers of attorney, and health care directives. - Prepare and file probate pleadings while managing court deadlines effectively. - Coordinate with clients, financial advisors, and court clerks to...
the Job Role The role of a Paralegal at the law firm is crucial to the legal team's success. The firm is seeking an organized, detail-oriented, and experienced paralegal to handle various legal tasks. These include drafting legal documents such as affidavits,...
Title: Executive Assistant Job Responsibilities: - Manage and coordinate the CEO’s and COO’s calendars, ensuring alignment between personal and business schedules. - Organize meetings, conferences, and networking events. - Triage emails, screen calls, and ensure timely responses to communications. - Handle complex travel arrangements for...
and business operations. This is a management-level position with a compensation... plan that includes a salary, benefits, and incentives driven by performance towards defined and tracked goals and KPIs. Compensation: $65,000 yearly + health insurance stipend + retirement benefits. C...
Title: Estate Planning Legal Assistant Job Responsibilities: The Estate Planning Legal Assistant is responsible for providing essential support to attorneys and paralegals in the law firm, specifically in the preparation and assembly of estate planning documents. Key responsibilities include: - Drafting, editing, and...
Title: Private Client Trusts & Estates Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate/Senior Associate at the law firm will be involved in handling sophisticated private client matters, specifically focusing on trusts and estates. The primary responsibilities include: - Engaging...
Title: Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney will be responsible for managing and executing various tasks related to estate and trust planning and administration. The attorney will work closely with clients, including high and ultra-high net worth families and...
- Job Title: Wealth Advisor III - Palm... 2 locations - Category: Wealth, Brokerage and Premier Banking... - Posted Date: 08/28/2024 - Language Fluency: English (Required) - Work Shift: 1st and ultra-high net worth wealth clients - Develop and......
Wealth Advisor III - Palm... in 2 locations Category Wealth, Brokerage and Premier Banking... Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
Job Title: Senior Wealth Strategist Job Responsibilities:... The Senior Wealth Strategist acts as the... expert and resource for wealth planning for high net... worth clients. This role involves managing complex financial issues and strategies, including multi-generational trusts, closely held...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will have the opportunity to work with the anti-money laundering (AML) and sanctions team to support client service delivery. Your responsibilities will include: - Managing a small team of investigators. -...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will play a crucial role in supporting the client service delivery within the AML and sanctions team. Your responsibilities will include the following: - Performing case investigations...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Title: AML Consultant Job Responsibilities: As an AML Consultant under the Project Delivery Talent Model at the company, the primary responsibilities involve supporting client service delivery within the AML and sanctions team. The role includes: - Performing case investigations. - Assessing potential AML and...
returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth transfer techniques. - Fiduciary Accounting:... Review trust and es...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will work within the AML and sanctions team to support client service delivery. Your primary responsibilities will include: - Performing case investigations to assess potential AML and sanctions risks. - Making...
Title: AML Project Delivery Specialist Job Responsibilities: As an AML Project Delivery Specialist, you will work collaboratively in a technology-driven environment. Your primary responsibilities will include: - Managing a small team of investigators who are responsible for conducting case investigations....
Tax Senior in the Wealth & Asset Management practice,... advisory work for clients, particularly in the asset management industry. - Collaborating with Managers... through Partners on key client issues in domestic federal, international, and state and local taxation. - Focusing on implementing...
Bold Headline: Join Our Wealth Management Summer Analyst Program... Miami, FL H1: Wealth Management Summer Analyst Program... Program About the Wealth Management Summer Analyst Program:... - A nine to ten week summer internship for students pursuing a...
SEO Friendly Job Title: Wealth Management Summer Analyst in... H1 Heading: Join Our Wealth Management Summer Analyst Program... Heading: About Goldman Sachs' Wealth Management Division About... the Program - Nine to ten week summer internship for students pursuing...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: The Asset & Wealth Management - Renewable Energy... Tax Senior Manager is an integral part of the Financial Services Tax practice within the Corporate Tax services at the...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy... Tax Manager at the company, you will be part of the Financial Services Tax practice, which operates within the Corporate...
Job Title: Wealth Management Solutions, Trust &... Estates- Estate Officer - Vice President Job Responsibilities: - Analyze Wills and trust documents to address legal, tax, administrative, and investment issues. - Coordinate the delivery of services related to estate and trust administration. - Make informed...
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 - 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...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and drive engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team within the department. - Lead business development initiatives and maintain executive-level client relations. - Oversee multiple projects ensuring exceptional delivery. - Build and maintain executive-level client relationships. -...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice within Corporate Tax services, the candidate will be responsible for helping clients meet their tax obligations while managing...
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,...
Title: Trust & Estates Administration Paralegal Job Responsibilities: The Trust & Estates Administration Paralegal will be responsible for managing all aspects of estate and trust administration within the law firm. Key responsibilities include: - Handling all phases of estate and trust administration, including...
Title: Probate Paralegal Job Responsibilities: - Coordinate law office activities, including drafting subpoenas and coordinating with process servers. - Draft legal documents, pleadings, and correspondence such as interrogatories, subpoenas, deposition notices, complaints, pretrial orders, legal briefs, and affidavits under the guidance of a...
Title: Estate Planning Paralegal (Hybrid – Miami, FL) Job Responsibilities: - Supporting Attorneys in Estate Planning: Draft and review wills, trusts, powers of attorney, and healthcare directives to ensure documents are accurate, thorough, and aligned with client needs. - Managing Probate & Guardianship...
Title: Legal Assistant/Paralegal - Trust & Estates Job Responsibilities: - Provide comprehensive administrative support to attorneys in estate planning and the administration of estates and trusts, ensuring high-quality work is consistently produced. - Possess working knowledge of the procedural rules governing estate and...
will transition from case management to focusing on business... engaging in client acquisition while supporting the team with meaningful and implement strategies to attract new clients and generate case management processes to effectively support... the a man...