Job Title: Wealth Strategist Job Responsibilities: - Develop wealth... transfer strategies for ultra-high... net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does...
Title: Estate Planning Attorney Job Responsibilities: - Business Transactions: - Draft, review, and negotiate business contracts, including purchase and sale agreements, partnership agreements, employment and service contracts, and vendor agreements. - Form and maintain LLCs, corporations, and other business entities, including drafting...
Job Title: Wealth Strategist Job Responsibilities: - Partner with... in discussions about advanced wealth transfer and philanthropic strategies,... these strategies with their investment portfolios. - Prepare comprehensive analyses and reviews of clients' estate and wealth transfer planning, educate clients... on additional planning opportun...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists and Wealth Strategists... clients through the Comprehensive Wealth Assessment. - Support the Wealth... Strategy team by participating... in external meetings, taking notes, and developing planning models using eMoney, Excel,...
Job Title: Wealth Strategist (Financial Planner) Job Responsibilities: -... Collaborate with Senior Wealth Strategists and other colleagues... focusing on business owner wealth and succession planning. - Analyze... clients using advanced modeling through the Comprehensive Wealth Assessment. - Support the Wealth... Strategy team in ext......
preparing letters, and handling transfer forms. - Assist attorneys in... drafting estate planning documents such as wills, powers of attorney, and both basic and advanced trusts. - Manage and organize estate and probate files efficiently. - Prepare accounting and financial statements to support...
attorneys. Key responsibilities include: - Managing daily trust administration for various clients, which involves properly managing accounts, preparing letters, and handling transfer forms. - Assisting in drafting... estate planning documents such as wills, powers of attorney, and both basic and advanced tr...
Job Title: Wealth Preservation Associate Job Responsibilities: The Wealth... Preservation Associate will be... involved in trust and estate planning and administration, primarily for high net worth individuals and families. The role focuses on closely held business owners and corporate executives. The day-to-day...
Job Title: Wealth Preservation Associate Job Responsibilities: - Engage... in trust and estate planning and administration for high net worth individuals and families, with a focus on closely held business owners and corporate executives. - Design and prepare core estate planning documents, such...
Job Title: Wealth Preservation Associate Job Responsibilities: The Wealth... Preservation Associate will be... involved in the trust and estate planning and administration for high net worth individuals and families. This role particularly focuses on serving closely held business owners and corporate executives....
Title: Trusts & Estates Paralegal Job Responsibilities: - Prepare correspondence, estate planning documents, and corporate/partnership/LLC documents. - Maintain a tracking system for clients and entities, ensuring documents are saved to the document management system. - Assist with the execution of estate planning documents. - Draft...
attorneys in managing Private Wealth Management matters, including estate... planning, trust administration, and tax compliance. - Prepare and file tax-related documents and forms, including estate probate filings, estate tax returns, and gift tax returns. - Manage and update gift tax...
Job Title: Wealth Advisor III Job Responsibilities: - Serve... high-level client service. - Deliver the full suite of wealth solutions, leveraging external networks... and the firm's community presence to provide comprehensive wealth management advice and solutions. -... Meet revenue growth, profitability, and client r...
Job Title: Wealth Advisor III Job Responsibilities: - Serve... as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through high-level client service. - Responsible for meeting revenue growth, profitability, and client...
Specialists DIVISION Asset & Wealth Management YOUR IMPACT The... President to craft innovative wealth planning strategies and provide... family office services. The role involves assisting clients in achieving their income tax, estate tax, philanthropic, and financial planning objectives. The ideal...
Job Title: Wealth Strategist, Vice President Job Responsibilities: -... perspective. - Advise individuals and families on wealth transmission, including tax-efficient estate... planning structures, sophisticated lifetime gifting strategies, transfer of closely held businesses,... charitable giving, and trust administration and restructuring. - Counsel clients on asse...
Specialists DIVISION Asset & Wealth Management YOUR IMPACT The... focus on developing innovative wealth planning strategies and providing... family office services. The role is designed to assist clients in achieving their income tax, estate tax, philanthropic, and financial planning goals....
Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with various business advisory needs such as audit, tax compliance, and planning....
a range of business advisory services to private companies, focusing on audit, tax compliance, and planning to enhance operational efficiency and strategic business focus. The role involves working with high net worth individuals and private wealth management structures, assisting them......
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice within the department, the role involves working as part of a team to address complex business issues from strategy to execution....
a team to provide business advisory needs for private companies, focusing on audit, tax compliance, planning, and improving operational efficiency. Responsibilities include: - Assisting high net worth individuals and private wealth management structures with audit,... tax compliance, and planning. - Engaging...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The Tax Senior Associate in the Personal Financial Services practice within the company will play a crucial role in assisting private companies and high net worth individuals with their business advisory...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at Company, your primary responsibilities will involve tax consulting and tax return preparation. This includes engaging in tax research, tax planning, and preparing supporting digital work papers for various tax...
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...
Manager, Core Tax Services - ASC 740 Dallas, TX, United States and 2 more Job Description Job Summary: The Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business...
Manager, Core Tax Services - ASC 740 Dallas, TX, United States and 2 more Job Description Job Summary: The Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business...
Manager, Core Tax Services - ASC 740 Dallas, TX, United States and 2 more Job Description Job Summary: The Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business...
Manager, Core Tax Services Houston, TX, United States and 3 more Job Description Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative...
Manager, Core Tax Services Houston, TX, United States and 3 more Job Description Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative...
Manager, Core Tax Services Houston, TX, United States and 3 more Job Description Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative...
Manager, Core Tax Services Houston, TX, United States and 3 more Job Description Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative...
estate planning documents, including revocable trusts, wills, powers of attorney, and complex irrevocable trusts for gift, charitable, and tax planning. - Counsel clients on wealth transfer, charitable giving, and... asset-protection planning. - Oversee trust and estate administration matters as needed. - Collaborate...
OverviewA law firm seeks a highly experienced Trusts and Estates Attorney in Houston, Texas, with 20 years of practice handling sophisticated estate planning, trust administration, and related matters. This role is designed for a senior-level attorney with deep technical expertise,...