Job Title: Executive Director, Wealth Planner Job Responsibilities: - Collaborate with... divisional and wealth planning & advice leadership... present content on various wealth management topics. - Serve as... a resource to the field in areas of tax and trust & estate planning strategies,...
present content on diverse wealth management topics. - Act as... a resource for the field in both simple and sophisticated tax and trust & estate planning strategies, and in areas such as concentrated position management, corporate executive services, and pre-liquidity transaction...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists and Wealth Strategists... and deliverables. - Analyze clients’ current financial situations and identify appropriate planning strategies and techniques. - Educate clients using advanced modeling through the Comprehensive Wealth Assessment. - Support...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
individuals, families, and business owners on complex estate and wealth transfer strategies, asset protection... structures, trust administration, business succession planning, and charitable and philanthropic strategies. - Draft and implement a wide range of planning documents, including revocable and irrevocable trusts, generatio...
domestic and international tax, wealth transfer, and succession structures... for high net worth and ultra-high net worth individuals and families. - Develop personal, often multi-generational relationships with clients and their trusted advisors. - Counsel clients on core estate planning, privacy structures, advanced...
Title: Legal Summer Associate Job Responsibilities: As a Legal Summer Associate at the law firm, you will be entrusted with the opportunity to deliver legal services to paying clients, similar to the responsibilities of a litigation attorney. The position involves practical legal...
Title: Legal Summer Associate Job Responsibilities: As a Legal Summer Associate at the law firm, you will have the opportunity to engage in various legal tasks that are akin to those performed by practicing attorneys. Your primary responsibilities will include delivering legal...
Title: Associate Attorney** **Job Responsibilities:** The Associate Attorney will be responsible for managing a diverse caseload with minimal supervision across the following key areas: - **Estate Planning:** Drafting comprehensive wills, trusts, powers of attorney, succession plans, and ancillary documents. - **Trust Administration & Probate:**...
advice on estate planning and wealth transfer strategies to individuals,... couples, and business owners. - Review and customize legal documents related to trusts and estates, such as wills, trusts, powers of attorney, and trust transfer documentation. - Oversee the administration... of trusts...
Job Title: Wealth Strategist Job Responsibilities: The Wealth Strategist... member of the Strategic Wealth Advisory Group, focusing on... clients' goals. This role is highly visible within the Private Wealth Management (PWM) sector and... involves close collaboration with advisors and management in designate...
Firm Seeking Experienced Trust and Estates Paralegal in South Orange County Salary Information: - Competitive salary based on experience and qualifications - Benefits package available, including health insurance, 401(k), and paid time off Job Title: - Experienced...
Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal... research and prepare memoranda on estate, tax, and trust issues. -...
Title: Trusts & Estates Associate Job Responsibilities: - Draft estate plan documents, including wills, trusts, powers of attorney, and advance directives. - Assist with estate, gift, and generation-skipping transfer tax matters. - Conduct legal... research and prepare memoranda on estate, tax, and trust issues. -...
is responsible for delivering a comprehensive range of estate planning services tailored for high-net-worth clients. These responsibilities include: - Drafting both revocable and irrevocable trusts incorporating generation-skipping transfer tax provisions. - Possessing significant... knowledge and understanding of Irrevocable Life Insurance Trusts (IL...
Title: - Estate & Gift Tax Senior (Partnership Track) Associate Salary Information: - Competitive pay and comprehensive benefits - Modest billable hour requirements (1600 hours for Senior Associates) - Unlimited time off for Associates who are attaining their billable...
Job Title: Transfer Tax Planning Partner (or... Group) Job Responsibilities: - Assume a leadership role in the estate planning practice of the law firm. - Collaborate with nationally recognized experts in the estates and trusts practice to serve high-end estate planning clients. - Engage...
complex estate, tax and wealth planning. Must have 3... years experience directly applicable to firm’s area of emphasis. Equivalent experience eligible for re-positioning include: tax-oriented real property and transactional practice. Will involve in primary areas include estate and tax planning...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing estate plans for high-net-worth clients, including creating and drafting various types of irrevocable trusts. These trusts include Crummey trusts, intentionally defective grantor trusts, irrevocable...
Title: Senior Trusts & Estates Attorney Job Responsibilities: The Senior Trusts & Estates Attorney is responsible for designing comprehensive estate plans for high-net-worth clients. This includes the creation and drafting of various irrevocable trusts such as Crummey trusts, intentionally defective grantor trusts,...
and manage dockets. - Marshal and obtain values of estate assets. - Assist in the preparation of federal estate and gift tax returns. - Prepare and file documents to transfer assets into trusts, including... real estate deeds, assignment of interests, and transfer form...
Tax Director, Transfer Pricing Los Angeles, CA,... The Tax Director, Transfer Pricing is instrumental in... of our specialty practices (., GVC, Intercompany Finance, M&A, etc.). The Tax Director, Transfer Pricing will drive the... goals of the practice through partners...
Job Title: Vice President, Wealth Planner Job Responsibilities: The Vice President,... Wealth Planner at the company... presenting content on various wealth management topics in collaboration... with divisional and Wealth Planning & Advice (WP&A)... resource within the company’s Wealth Management field, offering expertise......
Wealth Strategist / Client Development... Remote/Hybrid Job Title: Wealth Strategist / Client Development... Remote/Hybrid Company: **Members Only** Department: Wealth Strategist Team Experience: 10+... years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary Range: $180,000-210,000 per year...
Job Title: Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. - Collaborating with staff to ensure estate and GST tax returns are completed accurately and by the required deadlines,...
Tax Manager - Private Client Services ID 2025-6639 Job Locations US-CA-Los Angeles The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams catering to a diverse range of sophisticated clients. These clients may include some of the...
Title: Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services practice at the company are responsible for overseeing multiple engagement teams for a diverse range of sophisticated clients. These clients may include some of...
with providing tax and consulting services to high net worth individuals, particularly in areas such as individual income tax, wealth transfer and succession planning,... and international tax. - Handling tax compliance for individual tax clients and working proficiently with specific t...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice within the company, the primary role involves working as part of a team to address complex business issues. The responsibilities include,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with business advisory needs, including audit, tax compliance, and planning. This role...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company will offer the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, aimed...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Services practice at the company involves assisting private companies with various business advisory needs such as audit, tax compliance, and planning to enhance operational efficiency and...
Title . Private Bank - Private Business Advisory - Executive Director Job Responsibilities - Provide thought leadership and expertise to business owner clients and internal partners. - Discuss transition options and the current market environment in group and one-on-one settings....
Title . Private Bank - Private Business Advisory - Executive Director Job Responsibilities - Provide thought leadership and expertise to business owner clients and internal partners. - Discuss transition options and the current market environment in group and one-on-one settings....
Associate - Winter 2026 Newport Beach, CA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning,...
Associate - Winter 2026 San Francisco, CA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Title: Tax Manager, International Tax Services Job Responsibilities: - Advise multinational clients on tax implications related to their business objectives across various industries. - Recommend alternate courses of action and identify methods for tax regulation compliance. - Manage international tax consulting...
/ Mid-level Trust And Estate Litigation Associate The candidate will work alongside partners and senior associates in advising high net worth individuals and their advisors on primarily complex domestic estate and tax planning, trust structuring, and estate and trust administration,...
firm, renowned for its specialization in estate planning, taxation, and business transactions, is seeking an experienced Paralegal for the Estates and Trusts practice group. The firm is situated in San Francisco’s Financial District and is committed to providing exceptional legal...
Attorney Job Title Associate Attorney Job Responsibilities The Associate Attorney will be part of the Estates and Trusts practice group at a law firm specializing in estate planning, taxation, and business transactions. The key responsibilities include: - Representing trustees, executors, heirs, and beneficiaries in managing...
OverviewA law firm seeks an Estate Planning Attorney with at least 4 years of relevant experience to join their team in Palo Alto, CA. This role offers the chance to make a meaningful impact on clients' lives while advancing your...