all aspects of the administration of estates. The successful candidate will have excellent communication and organizational skills and attention to detail. Responsibilities: • Preparation of probate/court documents • Gathering information for the transfer/liquidation of assets • Preparation......
. 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...
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...
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...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Senior Manager in the Personal Financial Services practice, the individual will be part of a team that addresses complex business issues from strategy to execution. Key responsibilities include: - Encouraging team...
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...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
estate administration matters, guiding clients through every stage of wealth transfer and Overview... A law firm invites applications from an attorney with 1–6 years of hands-on experience in legacy preservation and estate settlement. The successful candidate will handle end-...