12 Estate Planning Jobs

Person from Defence background for overseeing the operations and maintenance of a private estate, managing staff and their schedules, ensuring efficient and smooth running of the property and its assets.

As a Wealth Management Advisor, you will be responsible for providing financial advice and investment opportunities to clients to help them achieve their financial goals and secure their financial future. Responsibilities Analyze clients' financial situations and goals Develop customized financial plans based on clients' needs Provide advice on investment strategies, retirement planning, and estate planning Monitor clients' investments and adjust strategies as needed Stay up-to-date on financial trends and regulations Build and maintain strong client relationships

TAX SUPERVISOR Why Join Us? Competitive Compensation 401(k) with Matching Paid Time Off Continued Professional Education Professional Dues Reimbursement Positive Work Environment Summer Fridays Required Travel: 0% We are a quality firm with high net worth and complex clients. Unique opportunity for a candidate who has expertise in partnership and individual taxation. A full-service certified public accounting and advisory firm with a long history of serving clients both domestically and internationally. This individual will manage client relationships to exceed client satisfaction while maintaining quality standards of excellence and best practices and will also be responsible for building, developing and managing a book of business to meet goals and objectives. Expert in Corporate tax returns 1065, 1120, 1120S, and HNW 1040 returns 1040 Expert in Trust & Estate Planning; Estate, Trust & Gift Tax Compliance Services and Individual income tax and foreign financial reporting. Oversee and Train senior associates and staff. Always maintain a positive attitude with clients and staff. Actively participate in development of staff. Technical responsibility for quality and financial performance on his/her tax clients. Collaborate and represent the firm to clients and prospects in the marketplace. Work across all regions as a collaborator and leader within the respective function. Substantial responsibility in overseeing client service delivery of solutions for clients and collaborate to introduce other service offerings. Use industry knowledge, experience, depth of technical knowledge and strong collaborative expertise to add knowledge, value, and executive leadership. Develop business plans, leading and developing personnel in their interactions with clients. Effectively manage client relationships to exceed client satisfaction. Demonstrate exceptional leadership skills and proven success in managing and motivating. Exercise the highest levels of leadership and mentorship. Successfully integrate strategies defined by the Firm. Ensure the continuous professional development of staff is being met. Qualifications: BA/BS degree in accounting required. CPA license preferred 7+ years experience in public accounting required. Ability to establish and maintain excellent client relationships. Strong accounting and analytical skills. Proficiency in Microsoft Office applications required. Excellent interpersonal, verbal and written communication skills. Preferred experience with CCH Prosystem Fx, CCH Planner, BNA and PPC soware. Must be able to work additional hours as needed to meet client deliverables. Job Type: Full-me Benefits: 401(k) and 401(k) matching Continuing education credits Medical/Dental/Vision/Disability insurance Gym membership, also on-site gym Life insurance Paid time off

This is an excellent opportunity for a go-getter with 2+ years of relevant work experience to further develop their skills in a dynamic and fast-paced environment. As a Investor Relations Analyst in the Donor Advised Fund team you will work on the Investor Relations team and support the Product Specialist teams, and execute on key deliverables and projects across Donor Advisor Fund platform. The team partners with product experts, advisors & the tech team to educate and communicate the Donor advise funds platform to advisors. In this position, you will be responsible for assisting on advisor/investor communications, client experience priorities and strategic initiatives for our donor advised fund for one of the largest global wealth managers. With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high-net-worth individuals and families around the world. The Private Bank delivers highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. The business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth. Job Responsibilities Serve as a resource to educate and provide information to the advisors on the Donor Advised Fund. Prioritize and respond to a high volume of advisor inquiries across multiple channels (e-mail, phone, instant messenger) Identify opportunities to enhance processes and workflows to improve efficiency and client satisfaction. Work with senior team members to develop and drive initiatives aimed at improving the advisor/client experience (both internal & external), including increasing the efficiency of information flow and communication channels between different areas of the business Manage paper documents for Private Bank DAFs, Providing GivingPoint access. Updating banker coverage. Conducting both internal & external outreach for asset issues and orphaned contributions Oversee quality control checks to ensure data integrity and accuracy for content created by the team Assist in developing and updating presentations and marketing materials for clients and internal meetings. Liaise with internal stakeholders (due diligence, finance, compliance, business management, etc.) on a variety of initiatives, including regulatory, technology, etc. Handling Advisor and Client needs (inbox management, questions, reporting needs, corporate actions, etc.) Work on time sensitive ad-hoc analysis and projects. We seek candidates with a unique blend of interpersonal and analytical skills. This person should efficiently leverage both qualitative and quantitative resources to understand complex situations and present solutions. Required qualifications, capabilities, and skills 1+ years of relevant work experience in investment management, financial analysis, or a related field. Bachelor s degree in finance, Economics, Business Administration, or a related field. Extensive knowledge and experience in the Investments domain / Global markets Excellent analytical and quantitative skills, with proficiency in business writing Strong written and verbal communication skills, with the ability to present complex information clearly and concisely. Ability to work collaboratively in a fast-paced, dynamic environment. Strong analytical and problem-solving skills with the ability to interpret complex data and provide actionable insights. Excellent written and verbal communication skills, with the ability to convey information clearly and concisely to clients and team members. Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word) and familiarity with financial software and databases (e.g., Bloomberg, FactSet). Ability to work effectively both independently and as part of a team in a collaborative environment. Strong organizational skills with the ability to manage multiple tasks and meet deadlines in a fast-paced environment. Preferred qualifications, capabilities, and skills A master s degree or Relevant certifications (e.g., CFA Level I, CAIA) are a plus.

We are hiring a qualified lawyer in our Estate Planning team in Bengaluru. Job Description: Advising and consulting with clients through active participation in meetings on Estate Planning and Private family trusts Drafting legal documents relating to Estate Planning and Private Family Trusts viz. Trust Deeds, WILLs, ancillary documents like Gift Deeds, Affidavits, Board Resolutions, etc. Research on Indian case laws, case studies related to Estate Planning / Trusts Co-ordination with Relationship Managers / Private Bankers for Trust Structures, Trust/Will documentation Creation/modification of Estate Planning related content viz. FAQs, Case Studies, Articles, Presentations Pre-requisites OR skills to be acquired: Understanding of various laws & regulations viz. Indian Trusts Act, Indian Succession Act, Personal laws relating to Succession (Hindu Succession Act, Muslim Law, etc.), Transfer of Property Act Understanding Tax implications pertaining to Trusts in India (Taxation of Trusts, Stamp Duty, Gift Tax, Capital Gains Tax, etc.) - Basic Understanding of Excel for creating and maintaining MIS Qualification: Qualification required LLB (3 years or 5 years) - Fresh LLB graduate. 1 to 3 years of experience.

Note : Two way Cab will be Provided US GAAP GAAP US TAX Trust Accounting Estate Planning Family Office US Accounting Financial Analysis

The Private Bank delivers highly customized and tailored solutions to help clients with the challenges of substantial wealth, utilizing the Private Bank s discretionary investment management, brokerage, tax and estate planning, credit, capital raising and specialty wealth advisory services while leveraging the commercial and investment banking capabilities of the firm. Key Responsibilities Manage credit risk management of International Private Bank clients covered by the Latin America & Global Families business, with primary ownership of managing portfolio risks within acceptable risk appetite and loss tolerances. Understand WM Credit Risk appetite on wholesale loans, mortgages and trading exposures (i.e. OTC derivatives, futures and options, securities trading) Approve credit risk exposure relating to the client base within authorized limits. Assign risk ratings, LGDs, and other risk metrics across the portfolio. Maintain satisfactory Audits across the credit portfolio. Ensure that Risk exceptions in the portfolio are appropriately managed and escalated as required. Identify and monitor concentrations, trends and themes in the portfolio, and direct the preparation of Portfolio Reviews. Work closely with the Underwriting team and build an integrated approach to make credit decisions that incorporates underwriter input. Partner with Business to credibly challenge opportunities / new initiatives while promoting a culture of Risk discipline across the organization. Participate to strengthen Risk Policies / Underwriting Guidelines / procedures in partnership and work with Risk Policy team. Challenge the status quo. Continuously strive to find better, more efficient ways to manage credit risk and business flow, including underwriting. Actively participate in diversity, inclusion and equity efforts across the organization. Required qualifications, capabilities, and skills Bachelor s degree 7+ years of professional experience related to financial services, risk management, compliance or legal Strong decision making capabilities and the ability to identify problems and propose solutions Ability to operate independently with confidence, to interact credibly with senior business stakeholders and build strong partnerships Team player who collaborates effectively and is able to influence others Thought leader able to generate innovate ideas to address challenges / inefficiencies Outstanding attention to detail and ability to learn complex processes that affect various functions and business units within Credit Risk Management Highly organized, motivated and hard working with exceptional communication skills, both written and verbal with ability to prepare and present senior level communications and meet tight deadlines Strong technical (including Excel) skills

We are looking for a wealth manager to be responsible for offering financial advice and services that will assist clients in their financial endeavors. The responsibilities of wealth managers include relationship management, helping clients with account details, and providing advice on financial investments. To be successful as a wealth manager, you should have the ability to explain complex information, be confident, and have good sales and negotiation skills. Ultimately, a top-notch wealth manager should have superior knowledge of wealth management, good presentation skills, and an understanding of customer relations tactics. Wealth Manager Responsibilities: Advising clients on financial products and services. Buying and selling stock on behalf of the client. Managing investments. Conducting planning services. Providing tax planning services. Providing estate planning services. Wealth Manager Requirements: Degree in finance, economics, management, or related field. Previous experience in financial services. Must be analytical. Able to understand complex information. Strong mathematical skills. Confidence. Good presentation skills. Location: Chennai/Gurgaon/Kolkata Primary Skill: Must have knowledge in all wealth products

Job description We require a Estate Manager for a commercial building in Delhi NCR. KRAs: -Day to day operations from shutter up until shutter down -Manpower management -Recovery of monthly dues/CAM etc -Maintenance of Building - Required Candidate profile B.E./B.Tech - Electrical - Exp of 12 - 15 years Prior relevant exp is a must - Must be able to lead a team of 25-30 - Confident -Possess good communication skills

Draft wills, trust deeds, and succession planning documents. Advise clients on inheritance laws, estate structuring, and asset protection. Assist in probate applications, estate administration, and family settlements. Conduct legal research and provide guidance on cross-border succession issues. Stay updated on changes in succession laws and trust regulations. Qualifications & Experience LLB from a recognised university. Minimum 2 years PQE in estate planning, wills, and succession advisory. Strong understanding of succession laws, including Hindu Succession Act and Indian Succession Act. Excellent drafting, advisory, and client counseling skills. Preferred Skills & Attributes Strong interpersonal and client management skills. Ability to handle sensitive and confidential matters with discretion. Experience with cross-border estate planning is a plus. Work Environment & Growth Exposure to complex estate and succession planning matters. Opportunity to work closely with high-net-worth individuals and family offices. Structured career progression and mentorship from experienced estate lawyers.

Serve as day-to-day contact for the delivery of Family Office Solutions, building trust and rapport across PWA teams, clients and third-party partners. Identifying areas of opportunity, highlighting best practices, and ensuring the highest quality of services. Partner with PWM teams to manage the client lifecycle throughout their relationship with the vendor, from preliminary marketing, needs evaluation, onboarding, delivery of services and troubleshooting. Become a subject matter expert for related service offerings, acting as the go-to person for all PWA team and client in-bounds. Services will span multiple disciplines, including consolidated performance reporting, Alternative Investment coordination, estate flow mapping, and cyber security. Facilitate interaction and workflow among PWA teams, clients, and third-party service providers, to ensure timely deliverables. Ensure PWA teams and clients obtain value quickly. Managing efficient onboardings and ongoing delivery of services, including ensuring stakeholders are properly educated to maximize value of the service. Build PWA and client loyalty to minimize churn by understanding client needs and building relationships with key stakeholders to ensure they earn trusted advisor status over time. Collaborate, problem-solve, and/or strategize with PWA teams on how best to deliver a solution. Track and resolve client requests and feedback. Foster a client-centric team environment. Business Development: Develop, document, and continually enhance processes to maximize efficiency in constantly evolving environments and as the vendor relationship evolves. Advocate for PWA teams and Clients by connecting their needs to the business larger strategy and evolution of services. Aid in the product design and development, in conjunction with PWM Product team Responsible for new service offering launches, rollout, and ongoing management of services. Act as the champion for the service offering, getting PWA teams and clients excited about upcoming product launches and updates. Collaborate across Compliance, Legal, PWM Operations and Product to ensure priorities are aligned with the team s elevated client experience. Define success criteria and core metrics across each vendor partner, including leading indicators which will be used to evaluate overall business performance. Stay up to date on all internal and external technology partners while keeping an open mind on leveraging technology and services to build efficiencies for both the firm and our clients. Familiarity with our Network Services offering, helping clients understand the benefits and considerations of each service and set proper expectation management. Support the team to identify, evaluate and develop best in class third-party partnerships and become the relationship owner with senior third-party contacts. Work closely on business development initiatives to enhance the broader GS Family Office offering, including creating scalable solutions, tracking key client metrics, evaluating new service offerings for expansion, and executing opportunities that advance the commercial impact of our business. This role will have a hand in various ad hoc and strategic projects, requiring both a strategic mindset and the ability to develop ground-up approaches. WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe; this role will be primary placed in Bengaluru, but will cover clients across the United States QUALIFICATIONS 4-6 years of relevant industry experience in a client facing role (Family office, wealth management, or other experience working with high-net-worth families, is preferred). Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients expectations. Strong understanding of financial and performance reporting within wealth management Excellent writing and communication skills and a desire to work in a team-oriented environment. Outstanding analytical and problem-solving skills. Strong attention to detail; strong logical thinker. Demonstrate a high degree of personal accountability, going above and beyond to ensure that services are delivered on time with a high degree of quality. Commitment to excellence and a high level of integrity. Self-motivated, and able to balance quality work while meeting short deadlines. Deep interest in the financial markets and good investment sense/commercial instinct Resourceful, self-starter, attentive to detail with great organizational skills Ability to work in a fast-paced environment and think clearly under pressure. Bachelor s Degree required

Serve as day-to-day contact for the delivery of Family Office Solutions, building trust and rapport across PWA teams, clients and third-party partners. Identifying areas of opportunity, highlighting best practices, and ensuring the highest quality of services. Partner with PWM teams to manage the client lifecycle throughout their relationship with the vendor, from preliminary marketing, needs evaluation, onboarding, delivery of services and troubleshooting. Become a subject matter expert for related service offerings, acting as the go-to person for all PWA team and client in-bounds. Services will span multiple disciplines, including consolidated performance reporting, Alternative Investment coordination, estate flow mapping, and cyber security. Facilitate interaction and workflow among PWA teams, clients, and third-party service providers, to ensure timely deliverables. Ensure PWA teams and clients obtain value quickly. Managing efficient onboardings and ongoing delivery of services, including ensuring stakeholders are properly educated to maximize value of the service. Build PWA and client loyalty to minimize churn by understanding client needs and building relationships with key stakeholders to ensure they earn trusted advisor status over time. Collaborate, problem-solve, and/or strategize with PWA teams on how best to deliver a solution. Track and resolve client requests and feedback. Foster a client-centric team environment. Business Development: Develop, document, and continually enhance processes to maximize efficiency in constantly evolving environments and as the vendor relationship evolves. Advocate for PWA teams and Clients by connecting their needs to the business larger strategy and evolution of services. Aid in the product design and development, in conjunction with PWM Product team Responsible for new service offering launches, rollout, and ongoing management of services. Act as the champion for the service offering, getting PWA teams and clients excited about upcoming product launches and updates. Collaborate across Compliance, Legal, PWM Operations and Product to ensure priorities are aligned with the team s elevated client experience. Define success criteria and core metrics across each vendor partner, including leading indicators which will be used to evaluate overall business performance. Stay up to date on all internal and external technology partners while keeping an open mind on leveraging technology and services to build efficiencies for both the firm and our clients. Familiarity with our Network Services offering, helping clients understand the benefits and considerations of each service and set proper expectation management. Support the team to identify, evaluate and develop best in class third-party partnerships and become the relationship owner with senior third-party contacts. Work closely on business development initiatives to enhance the broader GS Family Office offering, including creating scalable solutions, tracking key client metrics, evaluating new service offerings for expansion, and executing opportunities that advance the commercial impact of our business. This role will have a hand in various ad hoc and strategic projects, requiring both a strategic mindset and the ability to develop ground-up approaches. WHERE WILL YOU MAKE AN IMPACT Our Private Wealth Management business spans the globe; this role will be primary placed in Bengaluru, but will cover clients across the United States QUALIFICATIONS 1-3 years of relevant industry experience in a client facing role (Family office, wealth management, or other experience working with high-net-worth families, is preferred). Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients expectations. Strong understanding of financial and performance reporting within wealth management Excellent writing and communication skills and a desire to work in a team-oriented environment. Outstanding analytical and problem-solving skills. Strong attention to detail; strong logical thinker. Demonstrate a high degree of personal accountability, going above and beyond to ensure that services are delivered on time with a high degree of quality. Commitment to excellence and a high level of integrity. Self-motivated, and able to balance quality work while meeting short deadlines. Deep interest in the financial markets and good investment sense/commercial instinct Resourceful, self-starter, attentive to detail with great organizational skills Ability to work in a fast-paced environment and think clearly under pressure. Bachelor s Degree require