Job Title: Asset & Wealth Management - Tax Senior... Associate Job Responsibilities: - Lead efforts in digitization and automation to enhance efficiencies within the department. - Analyze complex tax problems and develop effective solutions. - Mentor and guide junior team members,...
Title: Heirs’ Property Attorney Job Responsibilities: - Maintain an active caseload of heirs’ property clients, handling all aspects of their legal needs related to heirs’ property issues. - Provide comprehensive client advice and counsel on matters involving real estate, probate, and other homeownership...
Job Title: Wealth Fiduciary Account Opening Advisor... Location: Remote (Preference for Truist geography) Company: **Members Only** Department: Wealth Management Category: Wealth, Brokerage... and Not specified H1: Wealth Fiduciary Account Opening Advisor... Summary: - Wealth Fiduciary Account Opening Advisor......
Job Title: Wealth Fiduciary Account Opening Advisor Job... Responsibilities: The Wealth Fiduciary Account Opening Advisor... is tasked with overseeing and managing all aspects of onboarding new fiduciary business. This includes the production and acceptance of account paperwork, coding on the SEI/Trust 3000...
Senior in the Private Wealth Tax practice at **Members Only**,... a leading professional services firm. The role involves providing compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, and closely-held business concerns. The Tax Senior...
Title: Tax Manager-Investment Mgmt-Private Wealth (East Region City Locations)... 3 years in investment management) Salary: $84,980 to $193,440... role in **Members Only**'s Private Wealth Tax practice - Responsible... for delivering compliance and consulting services to individual clients and their trusts, estates,...
- Financial Services - Wealth and Asset Management Client... Delivery Services - EDGE The candidate will deliver tax compliance and consulting work for clients. Support new and existing client relationships. Provide compliance and consulting delivery services to meet deadlines for...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice at the... company, your primary responsibilities include performing high-level reviews of tax research related to individuals, fiduciaries, partnerships, closely-held corporations, estates, and gifts. You will...
Title: Legal Director of Youth Justice Program Job Responsibilities: The Legal Director of the Youth Justice Program (YJP) at the organization will lead a team of attorneys and organizers in advocating for youth justice. The responsibilities include providing strategic vision and guidance...
Title: Tax Manager - Private Client Salary: Competitive and based on experience Experience: Minimum 5 years in public accounting, law firm, or trust department Department: Private Client Tax Location: Multiple Locations - Richmond, VA and Norfolk, VA H1:...
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: The Tax Senior Manager in Personal Financial Services at the company will be part of a team focused on aiding private companies with a variety of business advisory needs, which include audit,...
help improve their 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...
the Fiduciary Services, Private Wealth, or Institutional Investment Management... industry, with 5+ years... in Trust Administration. - Strong knowledge of estate planning, fiduciary and tax laws. - Intermediate or advanced PC skills, including standard Microsoft Office products and database applications....
and/or functions. This role involves executing compliance risk management activities to ensure adherence... to the Compliance Risk Management Policy and Framework. Key... duties include: - Maintaining an understanding of applicable laws, rules, and regulations relevant to coverage areas, and providing...
to the Compliance Risk Management Policy and Framework. - Maintain... an understanding of all applicable laws, rules, and regulations relevant to coverage areas and provide regulatory guidance to assigned business units and/or function associates. - Review regulatory changes and assess their impact...
in managing and administering wealth trust accounts, including personal... special needs trusts, investment management, custodial, and guardianship accounts.... The advisor is responsible for overseeing a portfolio of accounts that vary in complexity and asset size. Key responsibilities include: - Providing fiduciary...
Title: Managing Director, Forensics Job Responsibilities: The Managing Director is tasked with developing business through fostering relationships, leveraging contacts, and capitalizing on various opportunities. This role involves leading, managing, and directing staff to perform detailed analysis, examination, review, assessment, and testing across...
Title: Estate Planning Attorney Job Location: Richmond, VAJob Overview: A reputable law firm in Richmond, VA, specializing in a wide range of legal services, seeks an experienced Estate Planning Attorney to join its team. This role offers a collaborative environment,...