Job Title: Wealth Management Tax Services Manager Job... Responsibilities: - The Wealth Management Tax Services Manager... is responsible for managing all aspects of tax compliance for highly complex accounts, including trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift...
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 the implementation of legal assessments, interpretations, recommendations, and...
(Paralegal) Job Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) role is part of the Paralegal Team supporting the Financial Services and Capital Markets business unit at the law firm. The primary responsibilities include: - Preparing various tax returns, such as Estate Tax Returns...
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 operations. At the law firm, we believe...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal for Trusts & Estates at the law firm is tasked with a comprehensive range of responsibilities in estate planning. The primary duties involve assisting attorneys and senior paralegals in managing estates, funding...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is tasked with handling a comprehensive range of estate administration matters. This role involves providing support to the firm’s attorneys in various...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) will be part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit at the law firm. The primary responsibilities include a full range of estate administration tasks. These duties...
and support to the Wealth Management Division of the... role requires advising senior management and other stakeholders on... and compliance issues within the company's full-service wealth management business, which includes... RIA,... Broker-Dealer, and Trust offerings and services. Key responsibilities...
Title: Estate Planning Attorney Job Responsibilities: - Oversee the workflow in the practice areas of Estate Planning and Elder Law. - Counsel clients on a wide range of estate planning matters, including wills, trusts, powers of attorney, and healthcare directives. - Conduct consultations with...
estate plans, including wills, trusts, powers of attorney, and advance directives. - Prepare and draft legal documents, including trust agreements, estate administration documents, and guardianship petitions, while demonstrating strong organization, planning, prioritization, and time management skills. - Conduct legal... resear...
law firm in Providence, RI, is seeking a dedicated and skilled Associate Attorney with a strong background in estate planning, elder law, probate/trust administration, and/or corporate commercial transactions. The candidate must demonstrate the ability to work independently and have a...