Job Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or... assist in all aspects of mock regulatory examinations and compliance program reviews, which includes preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Perform a broad scope of work during reviews...
Title: Legal Assistant - Probate and Estate Settlement Job Responsibilities: Administrative Legal Support for the Probate and Estate Settlement Teams: - Assist assigned Attorney(s) by preparing them for all meetings, which includes creating agendas, assembling documents, gathering necessary information, and ensuring...
Title: Estate Planning & Probate Attorney Job Responsibilities: The Estate Planning & Probate Attorney will be responsible for handling probate cases and matters related to guardianship and conservatorship. The attorney will work collaboratively with estate planning teams within the law firm. Key...
Title: Estate Planning, Trust Administration & Business Attorney Job Responsibilities: - Guide individuals and families through the complex processes of both federal and state taxable estate planning and administration. - Deliver white glove service by being hands-on with clients, ensuring they have confidence...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: The role of the Asset & Wealth Management - Renewable Energy... Tax Senior Manager involves providing strategic tax consulting services to clients, particularly in the renewable energy sector....
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 Company's technical knowledge...
Tax Manager - Private Wealth Job Responsibilities: As a... Manager in the Private Wealth Tax practice at the... company, the individual will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and...
team dedicated to addressing business advisory needs for private companies. Your responsibilities will include: - Assisting High Net Worth Individuals and private wealth management structures with advisory... needs such as audit, tax compliance, and planning. - Contributing to the development, design, an...
work in a fast-paced environment and handle multiple tasks simultaneously. · Must have excellent time management skills and be able... to meet deadlines. · Must be proficient in Microsoft Office Suite and other relevant software programs....
external professionals such as wealth managers, attorneys, and CPAs... to drive referrals and collaborative planning solutions. - Identify and pursue new trust opportunities from existing clients and referral networks. - Collaborate with internal leadership on marketing, client engagement, and growth strategies. - Represent...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: The Asset & Wealth Management - Renewable Energy... Tax Manager will play a pivotal role in the Financial Services Tax practice within the Corporate Tax services at the company....
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: - Advising clients on their local and overseas tax affairs while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. -...
Title: Legal Secretary/Assistant/Estate Planning Job Responsibilities: - Transcribe dictation and edit documents, ensuring accuracy and attention to detail in all legal documentation. - Draft legal documents and correspondence with precision, adhering to legal standards and requirements. - Interact with clients professionally, providing updates and...
Title: Tax Senior Manager - Private Companies Job Responsibilities: As a Tax Senior Manager within the company, the role involves working as part of the Entrepreneurial & Private Business (EPB) team to provide tax services to private companies. The responsibilities include: - Assisting...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with a comprehensive range of business advisory needs. These include audit, tax compliance, and...
Title: Tax Director - Personal Financial Services Job Responsibilities: - Support team efforts to disrupt, improve, and evolve ways of working when necessary. - Arrange and sponsor appropriate assignments and experiences to help people realize their potential and support their long-term aspirations....
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 develop top-quality deliverables. - Utilize company's technical knowledge 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...
Title: Estate Planning/Probate Paralegal Job Responsibilities: - Draft wills, trusts, powers of attorney, health care directives, and related estate planning documents. - Assist with probate and trust administration from opening to closing. - Prepare probate pleadings, notices, inventories, and court filings. - Gather and organize...
Title: Managing Attorney Job Responsibilities: As the Managing Attorney for the Portland, Oregon office, the candidate will assume a central leadership role within the law firm, supported by a highly skilled legal team and a robust infrastructure. The key responsibilities include: - Handling...
experience in estate planning and administration, including the autonomous management of client matters. The... role offers an opportunity to work with clients on creating and administering wills, trusts, and other related documents, while ensuring compliance with state and federal estate...