Title: Estate Paralegal Job Responsibilities: The Estate Paralegal at the law firm will be primarily responsible for handling estate planning and estate administration matters, specifically for non-taxable estates. The role involves a variety of tasks, including: - Interacting with a wide range of...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing all facets of tax compliance for highly complex accounts, which include trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift...
Friendly Job Title: Private Clients Associate at Law Firm in Rochester, NY H1: Join Our Growing Team as a Private Clients Associate at **Members Only** in Rochester, NY H2: Opportunity for Experienced Associate in Private Clients Practice Group...
Title: Estate and Trust Paralegal - Entry Level Job Responsibilities: The entry-level Estate and Trust Paralegal will be responsible for assisting in the preparation of documents related to trusts and estates within a busy law firm. This position requires a transition into...
& Estates Senior Associate (Rochester) - Join Leading Regional Law Firm Barclay Damon LLP is seeking a highly skilled and experienced Trusts & Estates Senior Associate to join their team in Rochester. This is an excellent opportunity for a...
Title: Trust & Estate Associate Job Responsibilities: The Trust & Estate Associate will be responsible for representing individuals and trusts in estate, income, and gift tax planning matters. The role involves active participation in trust and estate administration, requiring the associate to...
Title: Trusts & Estates Associate Job Responsibilities: The Trusts & Estates Associate will be part of a growing trusts and estates practice primarily serving high-net-worth clients. The responsibilities include: - Providing advice and counsel on general estate planning matters, tax planning, asset protection,...
Damon LLP, a leading regional law firm, is seeking a Trusts & Estates Junior Partner to join its Rochester office. This partner will support a growing trusts and estates practice, primarily representing high-net-worth clients. The ideal candidate will have at...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Perform case investigations and assess potential AML (Anti-Money Laundering) and sanctions risks during investigations. - Recommend decisions regarding case dispositions and utilize feedback to improve investigations. - Communicate regularly with Engagement Managers, project team members,...
Title: AML Project Delivery Specialist Job Responsibilities: In the role of an AML Project Delivery Specialist, the candidate will work collaboratively with the AML and sanctions team to support client service delivery. The responsibilities include managing a small team of investigators, performing...
Title: Tax Senior Manager - Private Companies Job Responsibilities: The Tax Senior Manager in the Private Companies sector at Company plays a crucial role in addressing a range of business advisory needs, including audit, tax compliance, and planning. The position provides an...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Tax Senior Manager in the Personal Financial Services practice within the company, you will be an integral part of a team that provides business advisory needs to private companies, including...
Title: AML Consultant Job Responsibilities: As an AML Consultant, you will play a critical role in supporting client service delivery within the Anti-Money Laundering (AML) and sanctions team. Your responsibilities will include managing a small team of investigators, performing case investigations, and...
Title Private Banker - Vice President 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 assets, both from...
Title . Private Bank - Private Banker - Vice President 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...
Title: . Private Bank - Private Banker - Vice President 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...
Title: . Private Bank - Private Banker - Vice President 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...
Overview: A law firm is seeking to hire a Private Clients Associate with 3-5 years of experience to join its growing Private Clients Practice Group. The ideal candidate will have experience working with high-net-worth individuals, trusts, partnerships, limited liability companies,...