Hybrid Private Client Assistant - Trusts & Estates
$95kConsilio
Consilio Services LLC is seeking a Legal Assistant for its Tysons Corner office, offering a hybrid work schedule. The role involves supporting attorneys, managing billing, and drafting estate planning documents. Ideal candidates will have at least 2 years of experience in legal assistance, particularly in trusts and estates, as well as proficiency in Microsoft Office. Compensation offers a salary up to $95,000 based on experience and includes a comprehensive benefits package. Free on-site parking is available. #J-18808-Ljbffr
- BCG Attorney Search is seeking an experienced Private Client International Trusts & Estates Planning Associate for their Washington, DC office. The ideal... ...compliance with obligations for overseas interests. A hybrid work schedule is available, along with considerations...Private clientPart timeWork at officeOverseas
- ...Overview A law firm seeks an experienced Private Client International Trusts & Estates Planning Associate to join their... ...pre-immigration, and expatriation. Assist with the purchase of U.S. property... ...to meet client needs. Benefits Hybrid in-office/remote work schedule for...Private clientPart timeWork at officeRemote workOverseasFlexible hours
- BCG Attorney Search is seeking a Private Clients, Trusts & Estates Associate for its Washington, DC office. The successful candidate will focus on providing sophisticated estate planning services to high net worth clients and handling estate and trust administration. This...Private clientWork at office
- Job Overview A law firm seeks a Private Clients, Trusts & Estates Associate to join its Washington, DC office. The successful candidate will work with high net worth individuals, families, and family offices, providing sophisticated estate planning services and handling...Private clientWork at office
- ...advisory services for complex estates, trusts (including revocable,... ...special technical tax projects. Assist in supervising, developing, and... ...management and development of client relationships, collaborating... ...Virginia and D.C. Metro area. Hybrid Flexibility: A flexible,...SuggestedTemporary workSummer workCasual workWork at officeRemote workWork from homeFlexible hours
$175k - $195k
...Position Overview Our client is seeking a highly skilled and experienced Trust & Estates Attorney to join their growing team. This role is open to mid-level, senior-level, or counsel-level candidates, with the final title and compensation commensurate with experience...- A premier law firm is seeking a Trust & Estate Attorney to join their Tax section in Washington, D.C. The ideal candidate will have 5-8 years of estate planning experience for high-net-worth individuals, handle sophisticated tax planning, and possess a J.D. with an LL....
$45 - $55 per hour
...Paralegal, Trust And Estates (Mid-Level) Overview: Accelerant Law was founded by entrepreneurial... ...support to attorneys and clients as part of the Firm's legal team. This... ...estate and trust administration processes, assisting with essential document drafting, and ensuring...Hourly payWork at officeLocal area3 days per week$90k - $115k
...Private Client Services Tax Supervisor Withum is a place where talent thrives - where who you are matters. It's a place of endless... ...Preparing complex high net worth individual income tax and trust & estate returns Reviewing mid-level complexity high net worth individual...Private clientWork at officeLocal area- ...Recruitment is proud to represent a premier, nationally recognized law firm currently seeking a sophisticated Trust & Estate Attorney to join their robust Tax section. Our client is a powerhouse in the legal industry, legendary for their technical depth and their role as long-...Work at office
$76k - $125.3k
...for a wide range of clients and colleagues.... ...to develop into a trusted advisor role to client... ...hedge fund and Private equity K-1s Researching... ...understanding of estate and wealth... ...and leader‑enabled hybrid model. Our expectation... ...and either need assistance applying online or...Private clientWork experience placementSummer holidayLocal areaFlexible hours$103.1k - $188.9k
...side with a range of clients from our most... ..., Insurance, Real Estate, Hospitality and Construction... ...institutions are trusted and flourish, and... ...EY's FSO EDGE Private practice provides... ...specialized tax assistance tailored to the unique... ...leader-enabled hybrid model. Our...Private clientPrivate practiceSummer holidayLocal areaFlexible hours$70k - $90k
...through custom solutions and a people-first approach. P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty... ...role will ideally report to our NYC, Wall Street office on a hybrid work schedule. We will consider remote options for highly...Private clientWork at officeRemote work- ...Tax Senior Manager - Estate, Trust, Gift, High-Net Worth SC&H Group Inc. is looking to add a talented Senior Tax Manager to our expanding... ...the professionalism necessary to effective communicate with clients, peers and SC&H professionals at all levels. More specifically...2 days per week
$80k - $100k
...challenges for federal, state, and private-sector clients. Our work in federal financial assistance, transaction advisory services,... ..., continuous learning, and trust. At Summit, you'll find an environment... ...transportation. We operate in a hybrid model and provide an integration...Private clientFull timeWork at officeLocal area- NACBA is seeking a Business Development Executive for its Private Client Services National team. This role focuses on generating new business... ...and group insurance products. The position offers a hybrid work model, generous time off, and opportunities for professional...Private client
- ...McLennan Agency is seeking a Business Development Specialist for MMA Private Client Services in Washington. The ideal candidate will have a broker... .... The position offers generous time off, tuition reimbursement, and a hybrid work model. #J-18808-Ljbffr Marsh McLennan AgencyPrivate client
$60 - $70 per hour
...to modernize the traditional approach to estate planning by integrating 21st-century business... ...and technology into a sophisticated trust and estate practice. Our firm serves ultra... ...administration support to attorneys and clients as part of the Firm’s legal team. This role...Hourly payWork at officeLocal area3 days per week- This job is responsible for acquiring new clients, deepening client relationships, and... ...Experience, including access to the full array of Private Bank and the bank's capabilities and... ...Advocates for clients and prospects as their trusted advisor, providing integrated...Private clientShift workDay shift
- ...leading accounting firm is seeking a Tax Manager in Potomac, MD, to provide tax compliance and consulting services for high net-worth clients. Responsibilities include managing tax engagements, reviewing various tax returns, and supervising associates. Required...Private client
$120k - $140k
...Advisory Incorporated is seeking experienced professionals for a client service role in Washington D.C. Ideal candidates will have a... ...degree, a minimum of ten years' experience, and a proven ability in trust administration. The salary range is $120-140k, with various...Private client$60k - $100k
...will help shape the future of the company. We’ve built trusted relationships with a diverse range of clients, ensuring a consistent flow of assignments for our... ...- Complete appraisals for direct lenders, AMCs, private clients, and individual consumers. Advanced Technology...Private clientFor contractors- ...McLean, Virginia. In this role, you will manage existing and new client relationships, provide comprehensive financial planning, and... ...at least five years of experience with high net worth clients. A hybrid/remote work option is available. Competitive compensation and benefits...Remote job
$90 - $120 per hour
...Country Seasonal Tax Manager – Private Client Services Private Client Services... ...federal and state personal and trust income tax A thorough understanding of estate and wealth planning Experience researching... ...a disability and either need assistance applying online or need to...Private clientHourly paySeasonal workRemote workFlexible hours- ...in McLean, Virginia, seeks a seasoned professional for a key role in client management and business development. This role demands a proactive individual with over 12 years of experience in private banking or complex financial services. Your main tasks will include leading...Private client
$55k - $75k
...looking for a Tax Associate to serve our clients' tax and family office service needs... ...risk management guidance, wealth and estate planning support, philanthropic... ...projections, and tax returns for partnerships, trusts, individuals, and private foundations. Conduct tax research...Work at officeFlexible hours$69k - $87k
...Virginia is seeking an experienced Account Executive to interact with clients and manage a book of business. You will negotiate terms with... ...to maintain client relationships. This full-time role offers a hybrid working schedule with a competitive salary ranging from $69,000...Full time- ...seeking a Wealth Advisor responsible for servicing existing and new client relationships. The role involves leading client relationships,... ...experience managing high net worth clients. The firm offers a hybrid work model and competitive salary with additional benefits. #J-...
- ...SOSi is among the largest private, founder-owned... ...tested leadership, and trusted results to enable national... ...defense, and private-sector clients. Our team consists of... ...developers to identify and assist collection and... ...garage available on-site Hybrid work schedule: in-person...Private clientWork experience placementRemote workWorldwideFlexible hoursShift work
- A leading financial services firm located in Arlington is seeking a Private Client Advisor to deliver personalized investment solutions and comprehensive financial planning to clients. In this role, you will foster strong client relationships and emphasize digital innovation...Private client
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