Title: Attorney Job Responsibilities: - Manage a diverse caseload in the attorney's preferred practice areas, handling each case from start to finish. - Cultivate and maintain client relationships with the flexibility to select clients. - Actively seek out new business opportunities both within the...
Title: Trust & Estate Planning Attorney Job Responsibilities: - Supervise administrative staff, paralegals, and law clerks to ensure efficient operation within the department. - Perform estate tax analysis, including credit shelter trust funding and disclaimer options, to optimize estate planning strategies. - Prepare and...
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 include selling, leading, and delivering large client engagements while serving as a strategic advisor to clients in...
to lead the Advanced Wealth Planning & Consulting Planning... Strategist team. The role involves providing strategic leadership in support of the higher net worth advice mission. This includes liaising with senior leaders and key partners across the organization. The position...
Title . Private Bank – Private Banker – Vice President or 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...
General Corporate Counsel — Wealth Management, Personal Trust and... to the Law Division’s Wealth Management & Investment Services... personal trust and investment management accounts. Key responsibilities include: -... Interpreting and assessing laws and regulations relevant to personal trust and investments business...
Senior Wealth Planning Strategist to join... package. Salary Information: - Competitive salary based on experience and qualifications - Comprehensive benefits package including medical, dental, and vision insurance - Retirement savings plan with company match - Paid time off and holidays Job Title: Senior Wealth Planning Strategist Experience In...
materials for meetings. - Manage and maintain multiple calendars and schedules. - Review electronic and paper mail. - Maintain files both in hard-copy and in the law firm’s document management system. - Perform general administrative... tasks including copying, scanning, and processing timesheets and expen...
derivatives investors, coordinating efforts with internal legal counsel to resolve complex issues and present final documents. This includes documentation such as investment management agreements, derivative trading agreements,... limited partnership agreements, non-disclosure agreements, ISDAs, and ISDA trade confirmations. - Review a...
team for the Midwest Region within the company. This role involves driving growth in planning activities, offering thought leadership, and providing coaching within the **MEMBERS ONLY**SIGN UP NOW***. Private Wealth Management (PWM) division. The... individual will be responsible for building strong internal partners...
- Tax, Trusts, and Estates Paralegal (#3868) position available at a law firm in Minneapolis, MN. - Seeking an experienced tax professional with at least 3 years of experience in a law firm, financial institution, family office, or accounting...
Join Our Team as a Trust & Estates Administrative Staff Attorney in Minneapolis, MN H2: Work with High Net-Worth Clients in a Collaborative Environment at Fredrikson Law Firm Fredrikson Law Firm, a premier Midwest-based law firm, is seeking a...
Administrative Assistant (Tax, Trusts, & Estates) Salary: $55,000-$77,000 Department: Tax, Trusts, & Estates Experience: 3-4 years Job Title: Legal Administrative Assistant (LAA) H1: Legal Administrative Assistant (LAA) - Tax, Trusts, & Estates H2: Join our team at a top...
Manager, Investment Management, Private Wealth (Central Region Office Locations)... Join **MEMBERS ONLY**SIGN UP NOW***.'s Growing Private Wealth Practice as a Tax... Manager H2: Deliver Compliance and Consulting Services to High Net Worth Clients Bullet Points: - Seeking a leader and strategic...
to travel to client sites that may also require occasional overnight travel Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or...
Tax Manager, Private Wealth Apply BT Logo ... locations USA MN Minneapolis USA WI Janesville USA WI Milwaukee USA WI Oak Creek USA WI Eau Claire locations USA MN Saint Paul USA...
Tax Manager, Private Wealth Apply BT Logo ... locations USA MN Minneapolis USA WI Janesville USA WI Milwaukee USA WI Oak Creek USA WI Eau Claire locations USA MN Saint Paul USA...
Tax Manager - Business Tax Services - Tax Exempt Location: 19 locations nationwide Salary Range: $84,980 - $193,440 (depending on experience and qualifications) Position Summary: - Seeking experienced tax professional for **MEMBERS ONLY**SIGN UP NOW***.'s Business Tax Services Tax-Exempt practice -...
Paralegal- Estate Administration and Real Estate Rochester, MN About the Job - Full-time paralegal position at a top-rated Minnesota law firm with a focus on estate planning, estate administration, and real estate matters - Fast-paced environment...
position in **MEMBERS ONLY**SIGN UP NOW***.'s Private Wealth practice - Responsible for... delivering compliance and consulting services to high-net-worth individuals, trusts, estates, family offices, and closely-held businesses - Must have 8+ years of public 3 years in investment management - Bachelor's degree in......
Friendly Job Title: Lead Financial Crimes Officer, OFAC Sanctions H1: Join **MEMBERS ONLY**SIGN UP NOW***. as a Lead Financial Crimes Officer for OFAC Sanctions H2: Drive Global Sanctions Compliance as a Lead Financial Crimes Officer at **MEMBERS ONLY**SIGN UP NOW***. Bold...
Legal Assistant - Private Client (Minneapolis) at Taft Law Firm H2: Join Our Team as a Legal Assistant in Minneapolis Taft, a full-service law firm with over 1,000 attorneys, is seeking a Legal Assistant to support our Private Client...
understanding to clients Ability to work independently and collaboratively in a team environment Strong attention to detail and organizational skills Proficient in Microsoft Office and other legal software programs Ability to handle confidential and sensitive information...
Wealth Strategies Advisor at **MEMBERS ONLY**SIGN UP NOW***.... **MEMBERS ONLY**SIGN UP NOW***. is seeking a Wealth Strategies Advisor to join... our team and help make financial lives better through the power of every connection. As a company, we are committed to Responsible Growth and creating a...
Bullet Points: - Wealth Transition Services Manager/Senior Manager... position available at **MEMBERS ONLY**SIGN UP NOW***., a top 25 CPA and business advisory firm in the nation - Full-time, remote/hybrid/in-office position available in multiple locations across the Midwest and western United States...
Mgr-Central Supervision Unit - Marketing Compliance H2: Sales Supervision Manager - Advisor Created Material Review (ACMR) Salary Information: - Estimated base salary: $85,700 - $115,700 / year - Pay-for-performance compensation philosophy - Variable pay in the form of bonus,...
Assistant - Trusts & Estates at Law Firm Experience: 2+ years in trusts & estates and litigation in a law firm Salary: $51,000 - $80,000 annually Location: Minneapolis, MN Winthrop & Weinstine, a leading corporate law firm, is seeking...
strong written and verbal communication skills, attention to detail, and ability to work both independently and in a team setting. Knowledge of case management system Aderant Total Office... preferred. Responsibilities: - Manage physical and electronic files, pleading, discov...
attorney to join its expanding estate planning division. This position involves managing a broad range of estate-related matters, including wealth preservation strategies, probate administration,... and long-term legacy planning. The ideal candidate will bring a minimum of four years of speci...