Job Title: Wealth Management Attorney - Vice... businesses within . Morgan Wealth Management. - Advise on a... wide range of projects and initiatives that help define retail Wealth Management businesses. - Provide timely... and strategic legal counsel by leveraging legal experience and...
Assistant Job Title: Legal Assistant Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, and healthcare directives. - Assist with mailing/filing income tax returns, gift tax returns, and estate tax returns. - Maintain and create Corporate Records. - Organize and maintain electronic...
Title: Paralegal – Real Estate and Estate Planning Job Responsibilities: Estate Planning & Legal Document Preparation - Draft, revise, and finalize estate planning documents, including wills, trusts, powers of attorney, advance directives, and related instruments. - Coordinate execution and notarization of legal documents with...
Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice, the primary responsibilities encompass selling, leading, and delivering large client engagements while serving as a strategic advisor in areas of...
Job Title: GPB Wealth Management Investment Solutions Attorney... the Private Bank / Wealth Management Investment Solutions Legal... team, the primary responsibilities include: - Providing strategic legal support to the US Wealth Management business of the... company. - Advising on managed...
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 - 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...
Title: Legal Practice Specialist - Private Client Job Responsibilities: The Legal Practice Specialist is a vital member of the law firm's legal team, specifically supporting the Private Client Practice Group. The role involves delivering a high level of service and support to...
and maintaining efficient case management. Key responsibilities include: - Providing... exceptional attention to detail by meticulously reviewing documents and catching errors before they progress. - Organizing and managing multiple deadlines to ensure nothing is overlooked or delayed. - Acting as a motivated...
Title: Attorney - Family Law or Estate Planning Probate Real Estate Job Responsibilities: - Provide knowledgeable, compassionate, and effective legal counsel in Family Law or Estate Planning/Probate/Real Estate matters. - Manage cases from initial consultation through resolution, ensuring clear communication and timely follow-through. Education...
Title: Estate & Probate Attorney Job Responsibilities: - Lead and mentor the Probate team. - Oversee full-cycle probate and trust litigation cases. - Develop and supervise litigation strategy. - Ensure consistent, high-quality client experience. - Collaborate with law firm leadership on department growth and improvements. Education and...
Title: Counsel Job Responsibilities: - Advising on regulatory issues relevant to the . client-facing business, including SEC, CFTC, FINRA, NFA requirements. - Advising on activities of limited-scope broker/dealer and retail-adjacent activities of the investment adviser, including licensing, marketing, and disclosure rules. - Assisting in...
and confidence with Family Wealth clients and position the... team as Trusted Advisors. - Develop a thorough understanding of each Family Wealth client's entire financial and... family situation. Sales - Serve as...
Title: Senior Compliance Officer - Credit Job Responsibilities: The Senior Compliance Officer will support the Asset Management’s Credit Investments Group (CIG), which manages over $50 billion in assets globally. The responsibilities include acting as a subject-matter expert for compliance and operational risk...
Title: Legal Secretary Job Responsibilities: - Draft estate planning documents, including wills, trusts, powers of attorney, advance healthcare directives, and related amendments. - Collect and organize financial, personal, and asset information from clients. - Manage and maintain client files, both digital and physical, in...
and overall business strategy. - Collaborate with fellow Partners to drive firm growth, innovation, and operational excellence. - Represent the firm in high-level client, community, and business engagements. Client Advisory & Relationship Management: - Serve as a trusted... advisor to ultra-high-net-worth (UHNW) clients, offeri...
Tax Manager Job Responsibilities: Leadership & Management - Lead, coach, and mentor... a team of tax professionals in a supportive, high-performance environment. - Collaborate with law firm Partners on recruitment, training, and ongoing professional development initiatives. Tax Compliance & Planning - Manage and review complex tax...
business planning and performance management platform that helps businesses... make better-informed decisions. We offer a range of benefits that help you balance your career with your personal life. Competitive salary and benefits Comprehensive medical, dental, and vision...
Title: Summer Analyst - Wealth Management Company: Goldman Sachs... Department: Wealth Management, Private Wealth Management... Experience: Pursuing a bachelor's/graduate... degree Location: Chicago, Illinois, United States Salary Range: $65,000 - $100,000 About the Program: - Nine to ten week summer...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: The role of Asset & Wealth Management - Renewable Energy... Tax Senior Manager involves working within the Financial Services Tax practice, part of Corporate Tax services. The primary...
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,...
Job Title: Wealth Management Trusts & Estates... Tax Operations, 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,...
Job Title Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities A career in the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the...
Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: - Provide advisory and guidance to clients on tax planning, compliance, and strategy. - Navigate complex tax regulations to optimize clients' tax positions. - Validate clients' compliance with tax laws...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Lead the Financial Services Tax team to deliver benefits through digitization, automation, and increased efficiencies. - Supervise, develop, and coach teams to deliver exceptional client deliverables and manage client service accounts. - Drive...
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...
Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Senior Manager Job Responsibilities: - Manage and lead large-scale projects to achieve successful outcomes - Innovate and refine processes to enhance efficiency and effectiveness - Maintain exceptional standards of...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) at the law firm will function as part of the Paralegal Team within the Financial Services and Capital Markets business unit. The primary responsibilities include: - Preparing various tax returns, including Estate Tax Returns and...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Locations: Multiple locations available Job Details Description Law firm is a full-service litigation and business law firm with numerous locations across the United States, catering to clients...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position is part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. This role involves a comprehensive range of estate administration tasks, which include assisting the law firm's attorneys...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal - Trusts & Estates at the law firm is tasked with managing a comprehensive range of estate planning matters to assist the firm's attorneys and senior paralegals. The responsibilities include: - Preparing and...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is entrusted with a comprehensive range of duties centered around estate administration. Key responsibilities include assisting the firm’s attorneys in the administration...
Title: 40 Act Attorney Job Responsibilities: The 40 Act Attorney at the company will be responsible for several key duties related to registered investment products, including privately offered business development companies (BDCs), non-traded BDCs, and non-listed real estate investment trusts (REITs). The...
North Barrington, Illinois Salary: The salary for this position ranges from $55,000 to $65,000 per year, depending on experience and qualifications. Law Firm in North Barrington, Illinois is seeking an experienced Estate Planning and Administration Paralegal to...
with client and case management and perform tasks necessary... is not exhaustive, common responsibilities include: - Case File and Client Portal Management - Create file trees... for clients and cases - Add new contacts and matters to the case management databas...
Job Title: Investment Management Associate - Junior -... Mid-level Job Responsibilities: The Investment Management Associate will be part... of the Investment Management sub-group within the Corporate... include: - Engaging in investment management transactional work, particularly in... private fund formation. - Demonstrating familiarity with the...
and Trust Administration Attorney Job Type Full-time Description Key Responsibilities Trust & Estate Administration - Guide trustees and executors through all phases of trust and estate administration. - Review and interpret trust instruments, wills, and related estate planning documents. - Prepare required notices, inventories, accountings, and distribution schedules. -...
Title: Legal Practice Specialist - Private Client Job Responsibilities: The Legal Practice Specialist plays a crucial role in supporting the Private Client Practice Group at the law firm. This position involves providing high-level service and support to assigned attorneys...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice at the... company, you will have a range of responsibilities centered around delivering compliance and consulting services to individual clients. These clients may include trusts,...
Provide sophisticated estate planning, wealth transfer and tax advice... to high-net worth individuals and families. Develop and maintain strong relationships with current clients and cultivate new client relationships. Serve as a business advisor to clients, guiding them through...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the Private department provides the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning...
Title: 2027 State and Local Tax (SALT) Intern Job Responsibilities: As a State and Local Tax (SALT) Intern, you will be involved in a variety of tasks that contribute to the financial health and compliance of organizations. Your responsibilities will include: -...
Title: National Tax Office & Transactional Specialist Entry Level Staff Job Responsibilities: As an Entry Level Staff in the National Tax Office & Transactional Specialist role, you will play a crucial role in ensuring the financial health of organizations, both large...
Title: State and Local Tax (SALT) Entry Level Staff Job Responsibilities: As an Entry Level Staff member in the State and Local Tax (SALT) department, your primary responsibilities will include providing tax consulting services specific to state and local taxes such...
Title: International Tax Services Entry Level Staff Job Responsibilities: The role involves providing international tax consulting services for businesses engaged in inbound and outbound cross-border activities. The responsibilities include offering tax services for individuals working in the . and foreign countries,...
significant experience in estate planning and probate administration, working directly with high-net-worth clients and family offices. This role involves immediate responsibility for client relationships, drafting, and matter management, supported by experienced partners... and clients on estate, gift, and generation-skipping...