Title: Private Client Trusts & Estates Associate Job Responsibilities: The Private Client Trusts & Estates Associate will join the law firm's nationally recognized practice in Greenwich, CT, as part of the Private Client Department. The associate will be responsible for handling sophisticated...
International Estate Planning Senior Associate/Counsel/Junior Partner **Members Only**, a law firm with offices in Connecticut (Stamford, Greenwich, and West Hartford) and Florida (Naples, Bonita Springs, and Palm Beach Gardens) is looking for an International Estate Planning Attorney with at least...
/ Mid-level Trusts & Estates 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, including...
. Private Bank - Wealth Strategist - Executive Director Job... - Deliver the company's wealth planning resources to clients... the use of the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on... deep client discovery and...
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 various business advisory needs. The role involves helping clients improve...
various business advisory needs. This includes audit, tax compliance, and planning, all aimed at improving operational efficiency and allowing more focus on business strategy. The role involves helping clients develop, design, and implement plans to achieve personal wealth goals a...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager plays a pivotal role in advising clients on international assignment structuring and compliance with tax obligations. Key responsibilities include: - Conducting arrival and departure tax meetings for expatriates and inpatriates...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Tax Experienced Manager in the Global Employer Services department is responsible for several key duties, including: - Conducting arrival and departure tax meetings for expatriates and inpatriates as required. - Managing the retention...
Tax Manager - Private Client Services (Hybrid) ID 2025-6703 Job Locations US-CT-Greenwich The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession... planning. - Educate clients on the implications of high-end planning strategies. - Assist in the administration of sophisticated trust and investment structures. - Create tax-efficient...
Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
– Estate Planning Job Title Paralegal – Estate Planning Job Responsibilities The Paralegal – Estate Planning is an integral part of the Private Client Services department, with a focus on drafting estate planning documents, assisting in the implementation of clients' estate plans, and preparing...
in Greenwich, CT. The ideal candidate will have expertise in estate planning and administration, with knowledge of state and federal tax laws. Experience in charitable giving and tax-efficient wealth transfer strategies is ... clients on estate planning and trust administrati...