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draft estate planning documents, including wills, trusts, powers of attorney, and... advanced directives for health care. Will advise clients regarding retirement plans, charitable giving, and tax planning. Conduct effective consultations with potential clients. Interface with clients providing excellent customer serv...
Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
Attorney The candidate will be responsible for all aspects of clients’ cases including: Delegating work to paralegals and legal assistants, directing their workflow and monitoring their work; Performing legal research on diverse and complex legal issues; Drafting documents for sophisticated...
office of a BCG Attorney Search Top Ranked Law Firm seeks estate and asset associate attorney with experience in estate planning and/or business law. The candidate will be delegating work to paralegals and legal assistants, directing their workflow and monitoring...
powers of attorney, wills, trusts, petitions for court, etc.;... Draft memorandums on topics as assigned; Correspond, both verbally and written, with clients, courts; financial institutions, governmental agencies and other parties as assigned to obtain the necessary information; Keep specific reports...
Investigator (Special Agent) Direct Hire Department of the Treasury Internal Revenue Service Summary Positions under this announcement are being filled using a Direct Hire Authority (DHA). Click on "Learn more about this agency" button below to view Eligibilities...
Investigator (Special Agent) Direct Hire Department of the Treasury Internal Revenue Service Summary Positions under this announcement are being filled using a Direct Hire Authority (DHA). Click on "Learn more about this agency" button below to view Eligibilities...
Trust Officer Atlanta, Georgia Salary: Competitive, based on experience Experience: Minimum of 5 years in trust administration and estate planning Bank of America is looking for a Senior Trust Officer to join our team in Atlanta, Georgia. As a...
Title: Trust Officer I Location: Atlanta, Georgia Employment Type: Full Time Salary: Competitive, based on experience Department: Private Bank Responsibilities: - Provide fiduciary support and expertise to meet the needs of high net worth clients - Work closely with...
OverviewA prestigious law firm in Atlanta, GA is seeking a Trust and Estates Associate Attorney with 2-5 years of experience in sophisticated income, estate, gift, and generation-skipping transfer tax planning. The ideal candidate will have a strong background in drafting...
office of a BCG Attorney Search Top Ranked Law Firm seeks a mid-level estate planning associate attorney with 3-5 years of experience practicing law in estate planning. The candidate will support the legal team with client engagement and counseling, drafting,...
Taxation & Wealth Planning Associate - Multiple Locations - Fox Rothschild LLP H2: Join Our Team as a Taxation & Wealth Planning Associate Fox Rothschild LLP, a prestigious law firm, is seeking a talented Taxation & Wealth Planning Associate...