Private Client Trusts - Stamford, CT

Fiduciary Tax Accountant with a minimum of three years' experience required. Must have extensive knowledge of Trusts & Estates practice and general knowledge of law firm practice and procedure. · ...

+If you are passionate about estate planning we encourage you to apply JD REQUIRED for this role A highly respected law firm is seeking a Trust & Estates Associate to join its Private Clients practice in Stamford CT This role works closely with Partners and serves high-net-worth ...

As a leading commercial bank we remain passionate about serving our clients and supporting our communities. · Benefit from robust development opportunitiesEnjoy meaningful work ...

Our client in the Lower Fairfield CT area has a Senior Tax Accounting opening on a potential consulting to full-time basis. There is flexibility for the work to be done on-site at one of their 3 locations or fully remote. · ...

This Senior Tax Associate will be a generalist within a large, sophisticated tax group, · supporting complex individual, trust, estate and closely held entity matters. · The role provides meaningful client exposure, · increasing autonomy and a clear path toward Manager-level resp ...

A prestigious Stamford law firm is seeking an experienced Trusts & Estates paralegal with at least 2 years of experience to cover all areas of trust and estate administration. · ...

This part-time project assistant will support project management activities, help maintain project timelines and assist with documentation in an on-site team environment at Blair & Potts law firm in Stamford, CT. · ...

We are seeking a Senior Tax Accountant to provide exceptional tax services and compliance support to high-net-worth individuals and their families. · Ppreparing and reviewing tax returns for high-net-worth clients. · ,Analyzing detailed quarterly tax projections to recommend opti ...

Charitable Planning Attorney Role at Jobot · Job Summary · We are seeking a Charitable Planning Attorney to join our team in CT or FL offices. As a member of our trusts and estates practice, you will provide expert legal advice on charitable planning matters and collaborate with ...

Job summary · The Development Engagement Manager is the primary owner of the client relationship and the technical delivery of our projects.This role sits at the intersection of client partnership, product thinking, and engineering leadership- ensuring that what we build is align ...

ReferWell is a health tech company transforming access to care and elevating patient engagement. · Manage client relationships from onboarding to long-term nurturing. · Prioritize customer retention and identify upselling opportunities. · ...

This Legal Secretary provdies comprehensive administrative and secretarial support to fiduciary accountants within a well renowned Trust and Estates firm. The ideal candidate will bring experience in the legal sector, ideally specializing in tax law. · Client Details · This Trust ...

We are seeking a Sales Associate to join our team at Kalon Capital. As a Sales Associate, you will be responsible for the entire sales process from origination to closing. · Pipeline Development and Management: · Sales Execution and Revenue Growth: · ...

Join a Trust and Estates firm that has been in operation for over 100 years. · Partner with a team of fidutiary accountants and tenured legal secretaries · About Our Client · This Trust and Estates firm has been in operation for over 100 years and is well known for their white gl ...

This job description is intended to describe the general requirements for the position. · You'll help deliver a consistent FX offering by identifying client needs and matching them with approved NatWest Markets products and tailored solutions · As a Currencies Sales Associate, yo ...

The Client Technology Manager (CTM) is a high impact hands-on leadership role responsible for delivering our IT managed services to a portfolio of client accounts with the support of a dedicated technical team. · ...

This role focuses on using social media and digital platforms to engage potential clients, · share helpful travel-related content, · and support a professional travel advisory business.The primary responsibility is creating and posting educational, · inspirational, · and informat ...

This is a full-time hybrid role for an Outside B2B Sales Lead based in Stamford, CT, with opportunities for remote work. The role involves developing and maintaining strong client relationships, identifying and engaging prospective customers, planning and executing sales presenta ...

This is a unique opportunity to gain hands-on litigation experience from day one. Associates are trusted with meaningful responsibilities and are integral to case strategy and client engagement. · We offer a supportive environment where your growth and contributions are valued.3– ...

This role is based in the United States and as such all normal working days must be carried out in the United States. · You'll help deliver a consistent FX offering by identifying client needs and matching them with approved NatWest Markets products and tailored solutions · You' ...