Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Deliver the firm's wealth planning resources to clients... and prospective clients. - Assist clients in client-facing advocate for the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on......
Firm Seeks Experienced Trusts & Estates Paralegal The law firm of **Members Only** is seeking an experienced Trusts & Estates Paralegal to join our team. This is a great opportunity to work in a boutique law firm specializing in trusts...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in Personal Financial Services at the company is responsible for supporting private companies with various business advisory needs, including audit, tax compliance, and planning. The role involves helping...
of a team of problem solvers to address complex business issues from strategy to execution. The role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on... audit, tax compliance, and planning to enhance...
Title: Trust & Estates Legal Assistant Job Responsibilities: The Trust & Estates Legal Assistant will operate under general supervision and will be responsible for executing a variety of secretarial and administrative tasks to support attorneys within the Trusts and Estates Practice Group....
Title: Trust & Estates Paralegal Job Responsibilities: In connection with estate planning: - Prepare initial drafts of wills, trusts, durable powers of attorney, and advance directives for medical care for attorney review. - Assist in updates to beneficiary designations and similar tasks to coordinate...
entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Conduct primary review of complex tax returns and maintain re...
Title: Wills & Estate Planning Associate Job Responsibilities: - Counsel clients on estate planning, including drafting wills, revocable and irrevocable trusts, powers of attorney, living wills, and healthcare proxies. - Manage probate and estate administration matters from intake to closure, including filing with...
. Private Bank - Wealth Advisor - Executive Director Job... Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for clients...
Title: Private Client Trusts & Estates Associate / Senior Associate Job Responsibilities: The Private Client Trusts & Estates Associate / Senior Associate will be responsible for working within the Private Client Department, focusing on high-net-worth trust and estate planning and administration. Key...
but not limited to: - Working with clients to identify their unique needs and creating customized plans to meet those needs, including designing wills, trusts, beneficiary designations, and other documents necessary to transfer and protect assets. -... Collaborating with...
Title: Fiduciary Manager Job Responsibilities: The Fiduciary Manager is responsible for providing strategic and regulatory support to the Private Clients practice. Key responsibilities include: - Complete administration of estates and trusts, which involves client meetings, preparation of correspondence and memorandums, estate and trust...
Job Title: Private Wealth Strategist - Private Wealth... Management Job Responsibilities: The Private Wealth... Strategist is responsible for... (UHNW) clients. The key responsibilities include: - Conducting detailed cash flow analysis, income tax planning, asset protection, charitable planning, and estate and wealth transfer strategi...
Job Title Private Wealth Strategist - Private Wealth... Management Job Responsibilities The Private Wealth... Strategist position within the... Private Wealth Management group entails a... duties include: - Providing cash flow analysis, income tax planning, asset protection, charitable planning, and estate and wealth transfer strategie...
Title: Financial Services - Wealth and Asset Management -... a manager in the Wealth & Asset Management practice... at the company, the primary responsibilities include managing and coordinating tax compliance and advisory work for clients. The role involves working on...
Title: Estate Officer, Vice President Job Responsibilities: - Analyze Wills and trust documents for legal, tax, administrative, and investment issues, and coordinate the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as executor and/or trustee. - Oversee...
Federal Tax (Private Client Services) Location: New York, NY, United States Date Posted: Dec 3, 2024 Share: share to e-mail share to twitter share to facebook share to linkedin Apply Now Save Job Description A&M is a...
High Net Worth (UHNW) clients. - Provide insight into clients' current entity structures, family businesses, corporate tax issues, and philanthropic strategies. - Review and analyze sophisticated models of wealth transfer and philanthropic strategies,... incorporating federal and state income and estate tax conse...
Manager - Private Client Services (Hybrid) ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Senior Manager - 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. These include audit, tax compliance, and...
Title: Tax Director - Personal Financial Services Job Responsibilities: As a Tax Director within the Personal Financial Services practice at the company, the incumbent will be tasked with a variety of responsibilities that include working as part of a team to solve...
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 chance to assist private companies with business advisory needs, including audit, tax compliance, and planning,...
entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning,... and estate planning. - Take on the primary review of complex tax returns and maintain reg...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Firm Staff brings you up to date and high quality legal staff openings in law firms and in-house legal departments of business organizations. In addition, we help solo attorneys hire experienced personnel from the legal industry. We not only have...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Title: SVP, Associate General Counsel Job Responsibilities: The Senior Vice President, Associate General Counsel is responsible for assisting other attorneys in the department and senior members of the business, including the Deputy General Counsel and the Chief Legal Officer. The role involves...
Title Tax Senior Manager, Family Office Job Responsibilities - Review Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth, and Family Office type clients and all their related entities. - Conduct online tax research....
Title: Paralegal (Associate) Job Responsibilities: The Paralegal (Associate) at the company will be part of the in-house Legal team supporting the corporate and funds distribution group. The role involves various responsibilities that include: - Drafting, reviewing, and maintaining investment fund distribution agreements, placement...
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......
Title: Trusts & Estates and Elder Law Legal Assistant Job Responsibilities: - Perform administrative duties such as making copies, answering and directing phone calls, and communicating with clients in a professional and courteous manner. - Produce information by transcribing, formatting, inputting, proofreading, editing,...
Title: Associate Attorney - Trust & Estates Job Responsibilities: The role of the Associate Attorney in the Trust & Estates department at the law firm involves handling a variety of legal tasks primarily centered around estate litigation, probate, and estate administration. The...
law firm in Short Hills, New Jersey, is actively seeking an accomplished Trusts and Estates Attorney with an independently developed client portfolio. This opening presents a unique opportunity for a legal professional who thrives on advising high-net-worth individuals, family offices,...