Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team within the department, focusing on leveraging technology to enhance tax advisory services through digitization, automation, and increased efficiencies. - Lead initiatives in business development 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...
Title: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Administrative Assistant will provide comprehensive support to multiple attorneys within the Trusts and Estates Department at a law firm. The role entails a variety of legal secretarial and administrative...
Title: Trusts & Estates Senior-Level Associate Job Responsibilities: - Draft complex, strategic estate planning documents tailored to clients’ personal and business needs. - Advise clients on asset-protection strategies, business-succession planning, and methods to minimize income, gift, and estate tax exposure. - Apply analytical rigor,...
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...
Paralegal JOB OVERVIEW Law firm, one of the largest and most prestigious law firms in Western Massachusetts, is proactively seeking capable candidates for a full-time Medicaid Paralegal to join our Estates Practice Group. The ideal candidate will have prior legal experience...
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...
Title: Associate Attorney (Hybrid) Job Responsibilities: The Associate Attorney will be responsible for engaging in various legal functions within the realms of Family Law and Estate Planning. Key responsibilities include: - Drafting pleadings and making discovery requests. - Appearing in...
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...
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...
Title: Probate Paralegal Job Responsibilities: - Conduct review meetings with clients to assess their needs and provide legal advice. - Participate in meetings with referral partners to foster relationships and gain insights into client needs. - Attend team meetings and manage cases to ensure...
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: Tax Manager- Wealth Management Job Responsibilities: - Proactively manage... advisory teams to optimize wealth management goals for clients... local tax returns, estimated payments, extensions, and audits. - Engage in estate planning and wealth transfer projects. - Determine tax... objectives, scope, and methodol...
Title: Tax Manager - Wealth Management Job Responsibilities: - Proactively... advisory teams to optimize wealth management goals. - Manage... estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer projects. - Determine... appropriate tax objectives, scope, and methodolo...
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......
Title: Tax Senior Manager Wealth Management Job Responsibilities: -... team to optimize the wealth management goals of the... client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, and...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all... advisory team to optimize wealth management goals for clients... and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy...
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...
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...
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...
Attorney Job Responsibilities: - Handle case management from the inception of... the file to the closure of the matter for all estate administration and probate matters within the law firm. - Manage probate and trust administration projects, including settling probate estates and trust...
is searching for an experienced Staff Attorney to join its Trust & Estates Practice. This position can be part-time or full-time with a hybrid or fully remote work schedule. ## Job Summary Law Firm is looking for an experienced Staff Attorney...
is an Equal Opportunity Employer. We are committed to creating an inclusive environment for all employees and applicants and we do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran...
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,...
Salary is competitive and commensurate with experience. Benefits include health and dental insurance, a 401K plan, and paid time off. Job Title: Trusts and Estates Attorney Experience: 7+ years Location: Springfield, MA Salary: Competitive and...
Information: The salary for this position will be competitive and commensurate with experience. In addition, benefits such as health insurance, retirement plans, and paid time off will be provided. Job Title: Associate Attorney – Estate Planning, Probate and Trust...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist... in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax...
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 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...
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...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager is responsible for advising clients on international assignment structuring and presenting researched conclusions and recommendations of alternative courses of action. Additional responsibilities include identifying various methods of complying with...
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 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...
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...
pipeline, and actively driving the growth of the law service line by developing multiple practices. - Cross-Selling: Collaboratively work across the company's other service lines such as tax, wealth, and capital to maximize... cross-selling opportunities and provide comprehensive solutions to cl...
goals. - Lead the Client Management Process and partner across... the enterprise to provide a Branded Client Experience. - Ensure retention of clients by meeting their specific needs through the full array of Private Bank capabilities and services. - Source new clients in...
to high-net-worth individuals and families, developing into a trusted advisor role. - Collaborate with specialists in areas like International tax, state and local tax, and asset management to deliver comprehensive client... solutions. - Manage, coach, and develop a team of tax profess...
execution of engagements and meeting or exceeding client expectations. The manager supports the delivery of the national TAS strategy, focusing on M&A Tax services such as deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling... requests....
firm seeks an Experienced Wealth Management Associate in Boston,... Massachusetts. The role involves providing comprehensive estate, philanthropic, and tax planning advice to ultra-high net worth clients, collaborating with a team of investment and trust administration on sophisticated estate planning...