Investment Lawyer Jobs in Sarasota

Private Bank - Private Banker, Associate The candidate will manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an ..

Probate Paralegal The candidate should have experience in estate and trust administration including maintaining case files and knowledge of fiduciary accountings. Must have the ability to work independently, under the supervision ..

Director of Financial Planning The candidate will provide training and marketing content through presentations, published writing and webinars. Enhance the quality and consistency of planning advice and deliverables provided to clients, ..

Senior Tax Manager The candidate will interact closely with clients and firm team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely ..

Tax Manager - Tax Advisory Group (TAG) The candidate will train and develop fellow HBK team members in their areas of expertise. Will identify and Implement Planning Opportunities. Tax Advisory Group ..

Private Wealth Management - Wealth Trust Advisor The candidate should have a Bachelor’s degree or equivalent work experience. Should have 10+ years of experience providing financial planning, estate planning or a ..

Legal Counsel - Bank Regulatory and Treasury Services The candidate will work extensively with the team at firms Bank USA, firms’s $120B+ US bank, to provide comprehensive support, advice and guidance ..

Seasonal Tax Accountant Duties: Responsible for performing a detail review of tax returns that are routed to the HBK Review Pool. The types of returns: 1040, 1041, 1065, 1120, 1120S, 709, ..