agreements within the SS&C Wealth & Investment Technology (WIT)... business division. - Address legal aspects of business or corporate initiatives, ensuring compliance with data privacy laws. - Provide legal advice to internal clients in a high-profile, fast-paced position, interfacing with...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: - The Wealth Management Tax Services Manager... is responsible for managing all aspects of tax compliance for highly complex accounts, including trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) role is part of the Paralegal Team supporting the Financial Services and Capital Markets business unit at the law firm. The primary responsibilities include: - Preparing various tax returns, such as Estate Tax Returns...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international operations. At the law firm, we believe...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal for Trusts & Estates at the law firm is tasked with a comprehensive range of responsibilities in estate planning. The primary duties involve assisting attorneys and senior paralegals in managing estates, funding...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is tasked with handling a comprehensive range of estate administration matters. This role involves providing support to the firm’s attorneys in various...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) will be part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit at the law firm. The primary responsibilities include a full range of estate administration tasks. These duties...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will collaborate with the AML and sanctions team to support client service delivery. Your primary responsibilities will include: - Performing case investigations and assessing potential AML and...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will have the opportunity to work closely with the AML and sanctions team to support client service delivery. Your responsibilities will include managing a small team of investigators and...
Title: AML Project Delivery Specialist Job Responsibilities: As an AML Project Delivery Specialist, you will play a pivotal role in supporting client service delivery within the AML and sanctions team. Your responsibilities will include: - Managing a small team of investigators - Performing case...
Title: Associate General Counsel Wealth Job Responsibilities: - Provide commercial and... legal guidance to senior management and the business, supporting... entirety of the company's Wealth Management business. - Advise senior... management... and other stakeholders on... within the company's full-service wealth management business, which includes......
agreements for the SS&C Wealth & Investment Technology (WIT)... businesses, with an emphasis on customer licensing and service agreements. - Engaging in the legal aspects of business or corporate initiatives, including ensuring compliance with applicable data privacy laws. - Providing...
Job Title: Experienced Wealth Management Associate Job Responsibilities: - Focus... through estate and gift tax planning. - Collaborate with in-house investment and trust administration professionals. - Work with ultra-high net worth clients on various sophisticated wealth planning issues, including: -... Developing long-term estate p...
SEO friendly job title: Wealth Management Summer Analyst at... H1: Goldman Sachs Wealth Management Summer Analyst Program... in Boston, Massachusetts H2: About the Program and Division Bold Headlines: - Nine to Ten Week Summer Internship at Goldman Sachs...
Job Title: Wealth Management Summer Analyst in... H1: Join Our Wealth Management Summer Analyst Program... in Boston, Massachusetts H2: Gain Experience and Training in the Financial Industry Our Firm's Summer Analyst Program in Boston, Massachusetts offers students pursuing...
Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: - Supervise and develop team members to deliver exceptional work. - Manage client service accounts and oversee engagement workstreams. - Independently solve and analyze complex problems to produce high-quality deliverables. -...
Job Title: Vice President, Wealth Planner Job Responsibilities: - Develop and... present content on various wealth management topics in collaboration... with divisional leadership and Wealth Planning & Advice (WP&A)... resource for the US Wealth Management (USWM) field by... expertise in concentrated position management, corporate executive services, and......
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: - The Wealth Management Tax Services Manager... is tasked with managing all aspects of tax compliance for highly complex accounts. This includes handling trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual...
Job Title Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities As a Senior Manager in the Tax Services department, the candidate will work as part of a team to address complex business issues from strategy to...
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 - Provide advice and guidance on tax planning, compliance, and strategy to clients. - Navigate complex tax regulations and optimize tax positions for businesses. - Validate clients' compliance with tax...
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 operational...
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...
We not only have the best **Members Only** positions, but we also have the most. Litigation and Private Wealth Paralegal The candidate will... assist attorneys in all stages of litigation and estate planning matters. Legal fact and basic legal researc...
Assistant at a law firm, to be part of their Estate Planning Department. The ideal candidate must have experience with Microsoft programs, document formatting, Outlook, Excel spreadsheets, document management software, and time and... billing software. ## Responsibilities The...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) position at the law firm involves a variety of responsibilities, primarily within the Financial Services and Capital Markets (FSCM) business unit. The role is integral to estate administration and involves several key tasks: -...
Professional (Paralegal) Job Category: Paralegals Requisition Number: TAXPR002697 Posting Details Posted: November 7, 2025 Full-Time Job Details Description Law firm is a full-service litigation and business law firm with multiple locations across the United States, serving clients with domestic and international...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position at the law firm involves a variety of responsibilities primarily centered on estate administration and financial services. The role is part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM)...
estate planning responsibilities. The role involves assisting attorneys and senior paralegals with the administration of estates, funding of revocable and irrevocable trusts, preparation of necessary documents, and management of client cases. Essential... duties include: - Preparing and assisting with the preparat...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is tasked with a comprehensive range of estate administration responsibilities. This includes assisting the firm’s attorneys in administering estates, funding post-death irrevocable...
Title: Associate General Counsel Wealth Job Responsibilities: - Advise senior management... within the bank's full-service wealth management business, which includes... RIA, Broker Dealer, and Trust (including Delaware trust) offerings and services. - Develop and support implementation of legal assessments, interpretations, recommendations, and opinions...
commercial agreements for the Wealth & Investment Technology (“WIT”)... division, including customer licensing and service agreements. - Handling legal aspects of business or corporate initiatives, ensuring compliance with data privacy laws. - Providing legal advice to internal clients in a fast-paced environment,...
Title: Fiduciary Litigation Associate Job Responsibilities: - Manage a docket of contested fiduciary matters, serving as lead on motion practice, deposition preparation, courtroom hearings, and client strategy meetings. - Draft pleadings, motions, briefs, affidavits, petitions, and related litigation documents. - Oversee discovery, including drafting...
Title: Trusts & Estates Partner Job Responsibilities: The Trusts & Estates Partner will play a crucial role in the Private Client practice at the law firm, one of the largest teams of its kind in Massachusetts. The primary responsibilities include: - Designing and...
and services within the Wealth & Investment Management (WIM)... division of the Legal Department. The specific duties include: - Providing routine legal guidance on well-defined issues or claims against the company, under the direction of more senior counsel. - Conduct...
Title: Counsel Job Responsibilities: - Advising on regulatory issues relevant to the . client-facing business, including SEC, CFTC, FINRA, and NFA requirements. - Providing legal guidance on activities related to limited-scope broker/dealer and retail-adjacent activities of the investment adviser, including licensing, marketing, and...
Title: AML Project Delivery Senior Analyst Job Responsibilities: In the role of an AML Project Delivery Senior Analyst, you will work collaboratively within the AML and sanctions team to support client service delivery. Your responsibilities will include performing case investigations, assessing potential...
Title: AML Consultant Job Responsibilities: As an AML Consultant in the Risk, Compliance, and Governance department with a focus on Financial Crime, the role involves working as a Project Delivery Specialist in the Regulatory, Risk & Forensic Operate division. The position is...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will work collaboratively with the AML and sanctions team to support client service delivery. The responsibilities include: - Managing a small team of investigators. - Performing case investigations and...
provides a range of advisory needs to private companies, focusing on improving operational efficiency and strategic planning. The role involves helping high net worth individuals and private wealth management structures with audit,... tax compliance, and planning. Key responsibilities include: - Solv...
office of our client seeks a trust and estates associate attorney with 5+ years of probate and trust administration experience. The candidate will work on both probate and trust administration, issues of taxation, and trust accountings. Draft, read, and interpret...