Davie PLC is seeking an experienced Trusts & Estates Paralegal to become a key member of our collegial, high?performing estate planning and trust administration team in Brentwood, Tennessee. This is a long?term role for someone who enjoys real responsibility, owns...
for various types of Wealth trust accounts, including personal... special needs trusts, investment management, custodial, and guardianship accounts. -... Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and converse with financial and estate planning strategies,...
clients. The advisor participates as part of a broader client-facing wealth team to expand existing... relationships and capture new opportunities from both internal and external sources. Essential duties and responsibilities include: - Engaging with the Wealth Advisor and Investment Manager... a...
Job Title: Wealth Management Advisory Attorney Job Responsibilities: -... Advise business management on legal issues pertaining... to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate...
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... Define strategic direction for the Default team within the department. - Lead initiatives in business development and client relations to foster growth. - Oversee multiple projects ensuring exceptional delivery standards are maintained. - Establish...
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...
Job Title: Senior Wealth Strategist Job Responsibilities: The Senior Wealth... Strategist serves as the... primary Wealth Planning expert and resource... for high net worth prospects and client relationships involving complex financial issues and strategies. These typically include multi-generational trusts, closely held business...
Job Title: Wealth Management Advisor II Job Responsibilities: The... Wealth Management Advisor II serves... articulate and achieve their wealth goals. The primary responsibilities... credentialed specialists to provide wealth planning, investments, private banking,... risk management, and trust services. - Ensuring... the delivery and execution...
Job Title: Consultant/Wealth Management Compliance Job Responsibilities: The Consultant/Wealth Management... Compliance role involves a... variety of responsibilities aimed at ensuring compliance with regulatory requirements and promoting effective governance within the financial services sector. Key responsibilities include: - Leading or assisting in mock regulatory...
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 - Renewable Energy... Tax Senior Manager Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services at Company provides an opportunity to assist clients in meeting their tax obligations while...
providing administrative support to attorneys within the Private Wealth Practice Group. This role... involves managing multiple projects and priorities, as well as delegating specific duties to other teams. Key responsibilities include: - Coordinating workflow for assigned attorneys, delegating tasks, and ensurin...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) will be part of the Paralegal Team in the Financial Services and Capital Markets business unit. This role involves a variety of estate administration duties, which include assisting attorneys in administering estates, funding post-death...
Title: Accountant (Paralegal) Job Responsibilities: The Accountant (Paralegal) will be part of the Paralegal Team supporting the Financial Services and Capital Markets (FSCM) business unit. The primary responsibilities include providing assistance to the law firm's attorneys in estate administration matters. This involves...
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...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position at the law firm is integrated within the Paralegal Team, specifically supporting the Financial Services and Capital Markets (FSCM) business unit. The role encompasses a comprehensive range of estate administration tasks which include...
Title: CPA (Paralegal) Job Responsibilities: The CPA (Paralegal) position at the law firm is a crucial role within the Paralegal Team, specifically supporting the Financial Services and Capital Markets (FSCM) business unit. This role is designed for individuals with an accounting background...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Paralegal in the Trusts & Estates department is tasked with a comprehensive range of responsibilities to support the attorneys and senior paralegals at the law firm. Key duties include: - Preparing and assisting with...
Title: Paralegal - Trusts & Estates Job Responsibilities: The Trusts & Estates Paralegal is responsible for assisting attorneys and senior paralegals in a range of estate planning matters. Key responsibilities include: - Preparing and assisting with the preparation of Gift Tax Returns, Estate...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal at the law firm is responsible for managing a comprehensive range of estate administration tasks. This includes assisting attorneys with estate administration, funding post-death irrevocable trusts,...
Title: Senior Trusts & Estates Tax Paralegal Job Responsibilities: The Senior Trusts & Estates Tax Paralegal is responsible for handling a comprehensive range of estate administration matters. This includes providing assistance to the firm’s attorneys in the administration of estates, managing the...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice at the... company, the primary responsibilities include: - Conducting high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and...
Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager... in the Private Wealth Tax practice, the individual... will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and...
and inside tax capital accounts, and tracking and allocations of IRC 704(c) built-in gains and losses. - Responsible for project management, quality, and development of... staff members. - Keep team and client informed of engagement progress and issues encountered. -...
- Lead the Client Management Process within the client... meaningful interactions and a Branded Client Experience by leading the client team. - Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, while being responsive... to changes...
analytical skills with the ability to analyze complex financial information and develop recommendations for clients Ability to work effectively in a team environment and collaborate with colleagues from different backgrounds and functions Salary Information...
Information This position is for an Executive Director or Vice President within the . Private Bank at . Morgan, located in Nashville, TN. The salary range for this position is $150,000-$250,000, depending on experience and qualifications. Additional benefits, such...
including the creation and management of wills, trusts, powers... of attorney, and tax planning. - Represent fiduciaries, beneficiaries, and heirs in probate proceedings, including handling contested matters. - Draft and review estate planning documents, trust agreements, and probate pleadings to ensure accuracy...
Job Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: -... Develop, consult on, and implement tax, estate, and financial plans for clients, including those with the greatest complexity. - Collaborate with other planning resources on specific complex subject matters and partner in acquiring...
Title Head of Advisory Job Responsibilities The Head of Advisory is tasked with a comprehensive array of responsibilities that require a deep understanding of . sanctions laws and regulations, particularly those administered by the Office of Foreign Assets Control (OFAC). The...
Title: KYC Reviews Analyst Job Responsibilities: The KYC Reviews Analyst is tasked with supporting the Institutional Client Lifecycle Services for the Investment Bank. This role is primarily front office and client-facing, which involves gathering and analyzing Know Your Customer (KYC) information to...
OverviewA law firm seeks a knowledgeable and dedicated Associate Attorney to join its practice in Johnson City, TN. This role focuses on estate and trust planning, estate and trust administration, and small business legal matters. The ideal candidate will work...