Private Wealth Partner Jobs
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Estate & Tax Planning Attorney in Las Vegas, NV
Las Vegas, NV
Type: Full Time | Posted Date: May 14, 2024
SUMMARY: Law Firm Opportunity: Private Wealth Services Associate in Las Vegas Greenberg Traurig, a leading global law firm, is searching for an Associate to join the Trust & Estates Practice at our Las Vegas office. This is a full-time, on-site position with competitive compensation and a comprehensive be...
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Estate & Tax Planning Attorney in Tampa, FL
Tampa, FL
Type: Full Time | Posted Date: May 09, 2024
SUMMARY: Job Title: Junior Shareholder - Tax & Estate Planning Salary: Competitive, based on experience Experience: 10 years Position Summary: - Seeking a junior-level shareholder with 10 or more years of experience in tax and estate planning - LL.M. in Taxation required - Must have experience with ...
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Estate & Tax Planning Attorney in Tampa, FL
Tampa, FL
Type: Full Time | Posted Date: May 09, 2024
SUMMARY: Job Title: Tax & Private Wealth Senior Associate (6 yrs) Salary: Competitive, based on experience Experience: 6 years Overview: - Gunster, a leading law firm in Florida, is seeking a senior associate with 6 or more years of experience in tax and estate planning to join their team in Tampa. ...
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Estate & Tax Planning Attorney in West Palm Beach, FL
West Palm Beach, FL
Type: Full Time | Posted Date: May 09, 2024
SUMMARY: Law Firm Seeking Private Wealth Senior Associate in West Palm Beach with 6 Years of Experience Are you a skilled attorney with a background in private wealth services and estate planning? Gunster, a leading law firm in Florida, is seeking a senior associate with 6 or more years of experience to ...
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Legal Staff Legal Secretary in Saint Louis, MO
Saint Louis, MO
Type: Full Time | Posted Date: Apr 23, 2024
SUMMARY: Preferred Attorney support experience Legal transcription experience Skills Required Attention to Detail Communication Customer Service Organizational Preferred Multi-Tasking Proofreading Teamwork Behaviors Required Detail Oriented: Capable of carrying out a given task with all ...
Trusts and Estates - General Attorney in Philadelphia, PA
Philadelphia, PA
Type: Full Time | Posted Date: Apr 22, 2024
SUMMARY: Full benefits Compensation Excellent compensation and benefits based on applicant qualifications Associate Attorney - Stonehage Fleming Law US1 - VN753 - EFT Contract - Philadelphia location The Stonehage Fleming Law US1 is an elite boutique law firm based in Philadelphia, Pennsylvania, special...
Partner in Corporate - Securities and Capital Markets in Chicago, IL
Chicago, IL
Type: Full Time | Posted Date: May 09, 2024
SUMMARY: # Levenfeld Pearlstein Seeks Corporate Partner (Securities) Levenfeld Pearlstein (LP) is looking for a securities partner to join its expanding Corporate Practice Group to assist and develop its securities, private fund and investment services practice. This is a great opportunity for an attorney w...
Partner in Probate, Elder Law, Trusts and Estates, Estate & Tax Planning, Litigation - Trusts & Estates - Defense, Litigation - Trusts & Estates - Plaintiffs, Trusts and Estates - General in Chicago, IL
Chicago, IL
Type: Full Time | Posted Date: Apr 26, 2024
SUMMARY: Trusts & Estates Partner, Senior Associate, or Senior Counsel The candidate' should have 10 substantive experience drafting and implementing sophisticated Estate and Advance Planning strategies. The ideal candidate will have strong fundamental skills within the trusts and estates practice area, in...
Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Cincinnati, OH
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Senior Trust Officer - Bank of America - Full Time - 40 hours per week Key Responsibilities: - Maintains a book of fiduciary and investment management accounts - Responsible for administrative and business development of complex IM&T accounts - Works with Market Trust Executive to ensure tru...
Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Boston, MA
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Location: Boston, Massachusetts Senior Trust Officer - Boston, Massachusetts Bank of America is currently seeking a Senior Trust Officer to join our team in Boston, Massachusetts. As a Senior Trust Officer, you will be responsible for maintaining a book of fiduciary and investment management...
Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Newark, DE
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Proficient in Microsoft Office (Word, Excel, PowerPoint) Excellent analytical and problem-solving skills Strong attention to detail and organization skills Ability to manage multiple tasks and prioritize accordingly Ability to work independently and in a team environment Excellent communic...
Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Houston, TX
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Location: US-DE-Wilmington Location: US-DE-Wilmington Travel: Yes, 5% of the time Estate Settlement Officer III - Department: Trust Administration Job Summary: The Estate Settlement Officer III is responsible for managing and settling larger, more complex estates and terminating trusts. T...
Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Waltham, MA
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Salary: $80,000 - $100,000 Estate Settlement Officer III - Responsible for managing and settling complex estate and terminating trusts, with focus on client satisfaction and asset retention. Experience: Minimum of 2-3 years of personal trust/estate settlement/investment related experience. Salar...
Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Richmond, VA
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Salary: $80,000 - $120,000 Department: Estate Settlement Estate Settlement Officer III Job Description: - Responsible for managing and settling complex estates and terminating trusts. - Assigns tasks to Settlement Assistants, monitors progress, and approves completed work. - Coaches, d...
Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
Rochester, NY
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Salary Information: Base Pay/Salary Rochester, NY: $70,000.00-$90,000.00 Annual Bonus: up to 15% of base salary Benefits: Comprehensive health, dental and vision plans, 401(k) with company match, paid time off, tuition reimbursement, wellness programs and more. Wealth Management Solutions...
Litigation - Trusts & Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates Attorney / Elder Law Attorney / Estate & Tax Planning Attorney / Probate Attorney / Trusts
New York City, NY
Type: Full Time | Posted Date: May 06, 2024
SUMMARY: Salary: $65,000 - $85,000 per year Experience: 2-3 years Estate Settlement Officer III - $65,000 - $85,000/year - Full time Job title: Estate Settlement Officer III Salary: $65,000 - $85,000 per year Experience: 2-3 years Department: Settlement Company: Bank of America Summary: - Ba...
Tax - General Attorney in Melbourne, FL
Melbourne, FL
Type: Full Time | Posted Date: May 16, 2024
SUMMARY: SEO Friendly Job Title: Tax Senior Manager - Private Company H1 Heading: Join Our Team as a Tax Senior Manager - Private Company H2 Heading: Role Overview: Tax Senior Manager - Private Company Bold Headlines: - RSM: Your Partner for Success in a Changing World - Our Purpose: Empowering Cl...
Trusts and Estates - General Attorney in New Haven, CT
New Haven, CT
Type: Full Time | Posted Date: May 15, 2024
SUMMARY: Junior / Mid-level Trust and 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 working ...
Legal Staff Legal Secretary in Los Angeles, CA
Los Angeles, CA
Type: Full Time | Posted Date: May 15, 2024
SUMMARY: Floater Legal Secretary (Private Client and Tax) Duties: Drafts letters and trust and estate related documents; collects and analyzes information; prepares charts, graphs, and other visuals. Frequent communications with clients on behalf of attorneys. Effectively transcribes dictation for written c...
Trusts and Estates - General Attorney in New Haven, CT
New Haven, CT
Type: Full Time | Posted Date: May 15, 2024
SUMMARY: Junior / 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 working w...