Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team, ensuring alignment with business goals and market demands. - Lead initiatives in business development and client relations, fostering strong and sustainable relationships with executive-level clients. -...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: A... career in the Financial Services Tax practice at the company involves assisting clients in meeting their tax obligations while effectively managing the impact of tax on their business. As a Tax...
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 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...
Advisory Group of the Wealth Management Legal Department. The... Acting as a consolidated point of legal contact for branch and support personnel within the company's retail brokerage branch system. - Addressing legal inquiries from Complex/Branch Risk Officers, Branch Management, Financial Advis...
Title: Trust & Estate Attorney Job Responsibilities: The Trust & Estate Attorney will be responsible for working with clients to identify and meet their unique needs through customized estate planning. This includes designing wills, trusts, beneficiary designations, and other essential documents to...
Title: Trust & Estate Attorney (Several Openings) Job Responsibilities: - Work with clients to identify their unique needs and create plans that meet those needs. - Design wills, trusts, beneficiary designations, and other documents needed to transfer and protect assets....
Title: Family Law Associate Job Responsibilities: - Handle both contentious and non-contentious family law matters for a diverse client base. - Manage divorce cases involving complex financial disputes, property division, and spousal support. - Draft, review, and negotiate marital agreements, including prenuptial, postnuptial, and...
Title . Private Bank - Private Banker - Vice President/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 results and...
Accountant - Tax - Wealth and Asset Management -... State and Local Tax - Financial Services Office - Manager Job Responsibilities: - Analyze an evolving partnership state tax portfolio of complex operations to provide meaningful business insights. - Identify potential opportunities and risks...
estate administration files from inception to completion. This role requires the candidate to utilize the firm's proven systems, checklists, and procedures to ensure efficient file management. Key responsibilities include meeting... deadlines, maintaining organization, and paying attention to detail. The paralegal...
everyday needs in a productive and timely manner. - Adapt, work independently, and support families in delicate situations, prioritizing these tasks across all areas of the firm. - Maintain a professional demeanor and strong attention to detail. - Exhibit excellent time management a...
Title: Paralegal - Trusts and Estates Job Responsibilities: A Paralegal in the Trusts and Estates Department at the law firm is responsible for a range of duties that support the administration of both taxable and non-taxable estates. The primary responsibilities of this...
Available: Staff Attorney Job Title: Staff Attorney Job Responsibilities: The Staff Attorney at the organization will lead the development and implementation of the Trans Family Stabilization Program, funded by the New York State Department of Health’s AIDS Institute. The primary responsibilities include providing comprehensive,...
Senior Director, Head of Wealth Strategies Job Responsibilities: -... a national team of wealth strategists across the country,... governance, philanthropy, and family wealth and business succession strategies.... Serve as the Senior Wealth Strategist in the New... York City Tri-state market....
within the Taxation and Wealth Planning Department of the... law firm. Key responsibilities include: - Representing taxpayers before the IRS Independent Office of Appeals. - Handling civil and criminal tax controversy matters, including but not limited to fraud penalties, passive losses, hobby...
largely on the . wealth channel and related strategic... initiatives. - Advise on regulatory issues relevant to the . client-facing business, including SEC, CFTC, FINRA, and NFA requirements. - Advise on activities of limited-scope broker/dealer and retail-adjacent activities of the investment adviser,...
Title: Private Banker - 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 results and acquire new...
Title: Managing Associate (Investment Funds) Job Responsibilities: - Operate as a mid-level associate under the direction of partners within the law firm's Investment Funds group. - Advise investment managers on the offering, formation, and regulatory compliance of private investment funds. - Provide guidance to...
Associate General Counsel - Wealth Job Responsibilities: The Associate General Counsel... guidance to the senior management and business operations of... the Wealth Management Division at the... company.... pertaining to the company's wealth management services, including Registered... Investment... Adviser (RIA), Broker-Dealer, and Trust...
Title: Legal Assistant - Paralegal Job Responsibilities: The Legal Assistant - Paralegal role at the law firm involves a variety of responsibilities primarily centered around secretarial/administrative tasks, estate planning, estate administration, and Medicaid applications. The position requires the individual to undertake the...
Title: Paralegal Job Responsibilities: The Paralegal at the law firm will be tasked with a variety of responsibilities centered around estate planning and probate processes. Key duties include: - Drafting and preparing estate planning documents such as trusts, wills, and powers of attorney,...
Title:** Director, Elder Law Project **Job Responsibilities:** - Provide overall strategic direction to the Elder Law Project (ELP), assisting NYC-area seniors of limited means with life planning and other legal documents, facilitating aging with security and dignity. - Stay informed...
Title: Associate Attorney (Hybrid) Job Responsibilities: - Supervise all aspects of trust and estate planning, administration, and estate litigation, including probate proceedings. - Review and oversee the drafting of complex estate planning documents, such as revocable and irrevocable trusts and wills. - Advise clients...
ensuring comprehensive understanding and management of their legal needs. -... Draft wills and trusts, ensuring all documents are legally sound and cater to the client's specific requirements and wishes. - Handle surrogate’s court proceedings with due diligence and expertise, representing clients effectively. -...
Job Title: Senior Wealth Strategy Associate Job Responsibilities: - Assist... financial advisors in client conversations by providing analytic information and aiming to understand the client’s goals. - Develop customized asset allocation strategies and investment solutions for clients. - Provide support for client relationship building...
Job Title: Senior Wealth Strategy Associate Job Responsibilities: - Assist... financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. - Develop customized asset allocation strategies and investment solutions for clients. - Provide support for client relationship building and...
Job Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth... Strategist is responsible for... collaborating with the Wealth Management Advisor to initiate... these clients into Private Wealth Management, participating in client... processes, and working alongside wealth management specialists to deepen... and expand...
Title: Legal Administrative Assistant Job Responsibilities: - Handle office correspondence and administrative tasks, which include responding to emails and phone calls, communicating with opposing attorney offices, taking dictation, and notifying the team about upcoming deadlines. - Be prepared to undertake any other necessary...
Title Family Law Associate Job Responsibilities The Family Law Associate will be a key member of the Family Law team, situated in the New York office. The role involves handling both contentious and non-contentious family law matters for a diverse client base. Responsibilities...
Title: **Members Only** Relationship Manager Job Responsibilities: The Relationship Manager (RM) at **Members Only** is central to fulfilling the company's promise to clients by acting as the primary advisor. The RM's responsibilities include recommending banking, borrowing, and investment solutions tailored to help clients achieve...
Job Title: Wealth Management Attorney - Vice... retail businesses. - Advise on a wide range of projects and initiatives to help define retail Wealth Management businesses. - Provide timely,... strategic legal counsel by leveraging legal experience and deep understanding of business pr...
Job Title: VP, Wealth Management Advisory Attorney Job Responsibilities: -... legal support for Company's Wealth Management's investment advisory business. -... Offer legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading, best execution, trade allocation,...
Summer Analyst Program in Wealth Management H2: About the... banking, securities and investment management firm, is currently seeking... bachelor's or graduate degree to join their Summer Analyst Program in Wealth Management. This nine to... ten... week summer internship provides han...
Summer Analyst Program at Goldman Sachs H2: About the Program H2: Submitting Your Application H2: About the Division H2: Job Information H2: We Offer Best-In-Class Benefits The Goldman Sachs Summer Analyst Program is a highly competitive nine to ten...
Title: Summer Analyst - Wealth Management, Financial Planning Experience:... Internship for students pursuing a bachelor's/graduate degree Location: Albany, New York, United States Salary Range: $55,000 - $60,000 About the Program: - Nine to ten week summer internship program...
Job Title Asset & Wealth Management Tax Manager Job... As an Asset & Wealth Management Tax Manager at... in the asset and wealth management industry. Your primary... duties will include: - Supervising and developing team members to achieve exceptional deliverables....
Job Title: Asset & Wealth Management Regulated Investment Company... (RIC) - Manager Job Responsibilities: The role of Asset & Wealth Management Regulated Investment Company... (RIC) - Manager involves a range of responsibilities aimed at providing tax services and leading teams to deliver...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: As... an Asset & Wealth Management Tax Manager at... Company, you will focus on providing expert advice and guidance to clients on tax planning, compliance, and strategy. Your role is integral in...
Job Title Wealth Management Tax Services Manager... Job Responsibilities As a Wealth Management Tax Services Manager,... you will be a key player in leading and managing the delivery of tax services to clients. Your primary responsibilities include: - Managing client...
Job Title: Asset & Wealth Management - Renewable Energy... in the Asset & Wealth Management sector with a... focus on Renewable Energy Tax, you will be part of a team dedicated to solving complex business issues related to tax compliance...
Job Title: Asset & Wealth Management - Vice President... Marketing Supervisory Manager Job Responsibilities: - Collaborate with Compliance and Legal teams to ensure adherence to SEC, FINRA, and company regulations and guidelines. - Attend alternative investments team meetings to foster relationships and track...
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 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 to deliver top-quality outcomes. - Utilize the company's technical knowledge...
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: Trusts and Estates Legal Assistant Job Responsibilities: The Trusts and Estates Legal Assistant is tasked with a range of administrative and client-specific responsibilities that ensure the law firm meets its business and client service objectives. Key responsibilities include: - Managing, producing, and...
York. The role involves guiding clients through wealth transitions with clear, creative,... and enduring estate planning a full range of private client practice and trust and estate on complex wealth structures and draft estate... planning tax analy...