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Estate Hospitality Attendant-logo
Estate Hospitality Attendant
Kendall JacksonGeyserville, CA
POSITION SUMMARY: The Estate Hospitality Attendant is responsible for performing daily operations of the household and to ensure highest standards of cleanliness, product quality and customer service to the Jackson Family. MAJOR AREAS OF RESPONSIBILITY/ESSENTIAL JOB RESPONSIBILITIES: General house cleaning: dusting, vacuuming, cleaning bathrooms, kitchen, etc. Clean microwave and pantry daily. Assist with cleaning out refrigerator each week. Sweep for cobwebs; wipe off doors, door frames and doorknobs at least every other week. General cleaning of the front porch and back patio, wiping down the furniture and arranging it neatly. Assist Chef when requested. Complete laundry as needed: washing, ironing and minor repairs to garments. Fold and put away laundry. Assemble dry cleaning for take out. Water house plants. Change bed linens regularly. Maintain and clean fine antique furniture and art. Provide other related services as specified. JOB REQUIREMENTS: Essential Skills, Experience, and Education High school diploma or equivalent in education and experience. 3+ years' housekeeping experience for high-end clientele. Familiarity with care, protection and maintenance of fine antique furniture and objects d'art. Outstanding customer service skills. Strong communication skills. Ability to work with all levels of household. Ability to work independently as well as in a team environment. Ability to work a flexible schedule and flexible duties. Ability to pass criminal and credit background check. Physical Requirements: Ability to lift to 35 lbs. on a regular basis. Ability to stand on feet for long period of time. Ability to stoop, kneel, stretch, etc regularly. WAGE TRANSPARENCY: The base pay for this role ranges from $23.66 - $27.80 per hour. Compensation will be determined by candidate experience, skills, and location. BENEFITS: Health Benefits - Medical, Dental, Vision, Disability & Life insurance 401k with employer match Generous time off including vacation, holidays, and paid health time Paid volunteer time Learning & Development opportunities Modern Health virtual mental health & coaching visits Wine discounts! Jackson Family Wines is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. All employment decisions are based on merit and business needs.

Posted 1 week ago

Trust & Estate Tax Senior Manager - Private Client Services (Pcs)-logo
Trust & Estate Tax Senior Manager - Private Client Services (Pcs)
EisnerAmperIselin, NJ
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements while also demonstrating proficiency in business development, marketing, and recruitment efforts. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experience CPA, JD, or IRS Enrolled Agent Certification Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software EisnerAmper is proud to be a merit-based employer. We do not discriminate on the basis of veteran or disability status or any protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about, but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with nearly 4,000 employees including 400 partners across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. Preferred Location: Philadelphia

Posted 3 weeks ago

Tax Senior Manager, Trust & Estate - Private Client Services (Pcs)-logo
Tax Senior Manager, Trust & Estate - Private Client Services (Pcs)
EisneramperMelville, NY
Job Description At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact. Whether you're starting out in your career or taking your next step as a seasoned professional, the EisnerAmper experience is one-of-a-kind. You can design a career you'll love from top to bottom - we give you the tools you need to succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Senior Manager specializing in Trust & Estate to join the Private Client Services (PCS) practice. We are looking for a dynamic individual with the capacity to efficiently oversee multiple client engagements. Furthermore, the ideal candidate will possess strong leadership skills and the aptitude to foster professional growth among our staff. This position offers flexibility in terms of office location, as EisnerAmper follows a hybrid working model and has offices available in the locations listed below. What it Means to Work for EisnerAmper: You will get to be part of one of the largest and fastest growing accounting and advisory firms in the industry You will have the flexibility to manage your days in support of our commitment to work/life balance You will join a culture that has received multiple top "Places to Work" awards We believe that great work is accomplished when cultures, ideas and experiences come together to create new solutions We understand that embracing our differences is what unites us as a team and strengthens our foundation Showing up authentically is how we, both as professionals and a Firm, find inspiration to do our best work Numerous Employee Resource Groups (ERGs) to support our Diversity, Equity, & Inclusion (DE&I) efforts What Work You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. Take on the primary review of complex tax returns and maintain regular communication with clients. Cultivate and nurture relationships with clients, staff members, and external third-party client vendors. Provide training and supervision to staff members, including reviewing and evaluating their work. Occasional local travel to clients' locations may be required. Actively solicit new client relationships and participate in client/potential client seminars to expand networking opportunities. Stay updated on changes in tax laws, regulations, and accounting standards, and proactively apply new knowledge to client engagements. Collaborate with other tax professionals within the firm to coordinate efforts, share knowledge, and ensure efficient and effective delivery of tax services. Hold self and direct reports responsible for achieving developmental goals Basic Qualifications: Bachelor's Degree in Accounting or equivalent field is required 8+ years of tax compliance, specialization in individual, fiduciary, estate and gift taxation Recent Public Accounting experience CPA or IRS Enrolled Agent Certification required Preferred/Desired Qualifications: Master's Degree in Taxation or relevant field Experience using GoSystems or CCH Axcess tax software We strongly believe in the value of diversity and creating supportive, inclusive environments where our colleagues can succeed. As such, EisnerAmper is proud to be an Equal Opportunity Employer. We do not discriminate on the basis of race, color, ancestry, national origin, religion, or religious creed, mental or physical disability, medical condition, genetic information, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity, gender expression, age, marital status, military or protected veteran status, citizenship, or other protected characteristics under federal, state, or local law. About our Private Client Services (PCS) Team: The EisnerAmper Private Client Services Team connects family owned, closely held businesses and high net worth individuals with the solutions they need to reach their short- and long-term financial goals. Operating within a culture where we hold each other accountable to our standards of teamwork, creativity, and a genuine care for each other, we not only solve our clients' problems, but offer proactive solutions for the future. As one of the largest and fastest-growing service lines at our firm, we try to make a big group feel smaller. We're known for presenting options and pathways for our employees to grow as professionals. Here, you can not only discover what you're passionate about but pursue it. Working with businesses of all sizes and across every industry, our typical client is atypical. Because of this, it's important that we can think like entrepreneurs ourselves to gain a true awareness of our clients and their businesses, along with their unique operational and personal dynamics. About EisnerAmper: EisnerAmper is one of the largest accounting, tax, and business advisory firms, with approximately 450 partners and 4,500 employees across the world. We combine responsiveness with a long-range perspective; to help clients meet the pressing issues they face today and position them for success tomorrow. Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. We are also engaged by the attorneys, financial professionals, bankers, and investors who serve these clients. Should you need any accommodations to complete this application please email: talentacquisition@eisneramper.com. #LI-AC1 #LI-Hybrid Preferred Location: New York For NYC and California, the expected salary range for this position is between 120000 and 200000 The range for the position in other geographies may vary based on market differences. The actual compensation will be determined based on experience and other factors permitted by law.

Posted 30+ days ago

Senior Financial Planner - Estate-logo
Senior Financial Planner - Estate
Asset MarkCharlotte, NC
Job Description: The Job/What You'll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services & estate advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, estate, and estate planning strategies. This is a full-time position in our Charlotte, NC office with a hybrid work schedule. Responsibilities: Prepare High Net Worth (HNW) financial plans for prospective and existing clients. This includes Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, estate planning, asset protection, and risk management needs Highly skilled with financial planning tools (eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.) Partner with advisor to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs Utilize knowledge to integrate estate-efficient strategies into financial plans and educate advisors on strategies Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations to each client Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and estate planning Co-present financial planning concepts and analysis with advisors Develop educational resources to help advisors & clients understand financial decisions and their implications Other duties as assigned Knowledge, Skills, Abilities: Strong analytical and problem-solving abilities Detail-oriented, organized, and able to manage multiple tasks Exceptional communication and interpersonal skills Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis) Ability to work independently, managing and prioritizing deliverables Ability to present both virtually and in person Ethical conduct and commitment to client interests. Education & Experience: Bachelor's degree required or equivalent experience Minimum 10+ years of financial planning experience with HNW individuals Active CFP (Certified Financial Planner) certification preferred JD, CTFA, or AEP required Compensation: The Base Salary range for this position is between $135,000-$160,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: AssetMark's mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors' businesses are running at their best and a comprehensive suite of investment solutions. AssetMark's platform empowers advisors to provide the highest level of service possible to their clients. AssetMark's culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K - 6% Employer Match Medical, Dental, Vision - HDHP or PPO HSA - Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Posted 6 days ago

Business Development Manager - Dod 4Th Estate-logo
Business Development Manager - Dod 4Th Estate
Xcelerate SolutionsMclean, VA
Business Development Manager - DoD 4th Estate Xcelerate Solutions is seeking a dynamic and results-driven Business Development Manager (BDM) to lead growth efforts within the Department of Defense (DoD) Fourth Estate. This is a high-impact, individual contributor role with significant opportunity for career growth with the Xcelerate Solutions organization. The ideal candidate will have a strong understanding of Fourth Estate agencies such as DHA, DLA, DTRA, DCMA, OSD, DOJ, DARPA, DIA, and NGA, with a proven track record of driving business across this network. As a BDM, you will shape and execute strategic sales initiatives, develop key client relationships, and manage the full business development lifecycle-from opportunity identification through capture support and contract winning. This role is instrumental in helping Xcelerate achieve its growth objectives and expand its footprint within the federal market. Come join our award-winning organization and work with some of the most talented and brightest minds in the GovCon industry. Location: DC Metro/Hybrid (2x /week in-office) Clearance: No Responsibilities Drive the development and execution of strategic growth plans focused on DoD Fourth Estate agencies supports. Identify and qualify new business opportunities aligned with Xcelerate's capabilities and long-term goals. Build and sustain trusted relationships with senior leaders, decision-makers, and partners across targeted agencies. Develop compelling client presentations and tailored messaging that align with mission needs and agency objectives. Collaborate with internal teams-including Capture, Proposal, and Executive Leadership-to lead winning BD efforts. Maintain and manage a qualified pipeline, monitor forecast accuracy, and contribute to proposal development and pricing strategies. Represent Xcelerate at key industry and government events to enhance visibility and support lead generation. Play a key role in marketing strategy, teaming, and solution positioning across the 4th Estate landscape. Minimum Requirements: Minimum of 5 years of relevant experience supporting or engaging with DoD Fourth Estate organizations or equivalent government service agencies. Demonstrated success in a business development or capture role within the federal contracting space. Deep familiarity with the DoD acquisition lifecycle, contracting vehicles, and procurement strategy. Proven ability to build and execute account and call plans, capture strategies, and long-range growth roadmaps (6-48 months). Strong interpersonal, written, and verbal communication skills with the ability to engage C-level executives and agency stakeholders. Track record of closing business, meeting or exceeding targets, and contributing to proposal wins. Experience with CRM tools (Salesforce) and pipeline management processes. Preferred Qualifications: Existing relationships within two or more Fourth Estate agencies. Experience in solutions-oriented business development (e.g., IT services, cybersecurity, analytics, mission support). Knowledge of Xcelerate's service offerings or adjacent GovCon domains. About Xcelerate Solutions: Founded in 2009 and headquartered in McLean, VA, Xcelerate Solutions (www.xceleratesolutions.com) is one of America's fastest-growing companies. Xcelerate's culture is defined by our diversified workforce of dynamic and versatile professionals, supported with growth and development opportunities that contribute to individual and company growth. This strong commitment to our employees has been recognized by our inclusion on the Washington Business Journal's "50 Best Places to Work" list as well as being a "Great Place to Work" certified company with a 4.6 star, and a 99% CEO approval Glassdoor rating. Come find out why Xcelerate Solutions is one of the top DC Metro employers! Xcelerate Solutions is an Equal Employment Opportunity/Affirmative Action Employer. We evaluate qualified applicants without regard to race, color, national origin, religion, age, equal pay, disability, veteran status, sex, sexual orientation, gender identity, genetic information, or expression of another protected characteristic. As part of this commitment to the full inclusion of all qualified individuals, Xcelerate provides reasonable accommodations if needed because of an applicant's or an employee's disability. Pay Transparency Notice: Xcelerate Solutions will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

Posted 2 weeks ago

Estate Planning Sales Representative - Make a Difference-logo
Estate Planning Sales Representative - Make a Difference
United Placement GroupDuncan, OK
Estate Planning Sales Representative - Make a Difference While Earning $100K+ Are you a passionate sales expert looking for a meaningful career? Join our team and help seniors secure their futures through comprehensive estate planning services! What We Offer: Uncapped earning potential: Estimated $1,650-$2,550 weekly Monthly production bonuses Company-sponsored trips and incentives Potential six-figure income of $100,000+ per year Qualified warm leads provided Comprehensive training and support Growth opportunities Your Role: Conduct flexible sales presentations to prospective clients Generate new business in the senior market Contribute to our purpose-driven mission Ideal Candidate: 2+ years of in-home sales experience Highly motivated and dedicated Exceptional communication skills Strong organizational and time management abilities Proficient with computers and CRM systems Requirements: Background in consumer-direct outside sales Passion for making a positive impact Join our team to elevate your career while helping seniors secure their futures. Apply now with your current resume and take the first step towards a rewarding, purpose-driven career with substantial earning potential.

Posted 1 week ago

Tax Senior Manager - Estate and Trust-logo
Tax Senior Manager - Estate and Trust
GRF CPAs & AdvisorsBethesda, MD
Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000   Essential Functions: 1.     Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations. 2.     Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary. 3.     Delegates, manages, and performs tax research projects to achieve an accurate and efficient product. 4.     Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients. 5.     Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions. 6.     Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients. 7.     Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. 8.     Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements. 9.     Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs. 10.  Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns. 11.  Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. 12.  Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate. 13.  Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities. 14.  Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041. Other Functions: Prepares other reports and projects as requested from time to time by the partners. Researches and evaluates tax preparation and tax research software for recommendation to partners. Performs such other duties as may be assigned. Requirements Educational and Experience Requirements: Bachelor's degree in accounting required; Master's degree in taxation preferred. 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Must participate regularly in career development program to improve managerial, communication, and people skills. Required Licenses, Certificates, Knowledge, or Skills: A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.   Benefits This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). Our benefits include a 401(k) plan with profit sharing, 100% paid individual medical, life and disability insurance, student loan repayment, and a culture that fosters flexibility and career development. We look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.

Posted 30+ days ago

Senior Market Sales Representative - Estate Planning Services-logo
Senior Market Sales Representative - Estate Planning Services
United Placement GroupEdina, MN
Are you passionate about sales and experienced in consumer-direct outside sales? Join our team and make a positive impact by helping clients secure their futures through comprehensive estate planning services for the senior market! The Opportunity As a  Senior Market Sales Representative , you will conduct flexible in-home sales presentations and generate new business in the senior market. We provide you with qualified warm leads and appointment-setting assistance, so you can focus on what you do best—serving clients and closing sales. What We Offer Qualified warm leads – no prospecting required Protected territory (100-mile radius for producing reps) Comprehensive, industry-specific training Ongoing support and growth opportunities Paid weekly Uncapped commission structure Weekly and monthly production bonuses Company-sponsored trips and incentives Flexible schedule and total control of your time No special licensing needed Potential for six-figure annual income (over $100,000) Responsibilities Conduct in-home sales presentations to potential clients Generate new business in the senior market Utilize CRM system for lead management and follow-up Meet and exceed sales targets Provide exceptional customer service and support Compensation Estimated weekly income:  $1,650 – $2,550 Uncapped commission-based earnings Weekly and monthly bonuses Company trip incentives Why Join Us? Purpose-driven mission—make a real difference in clients’ lives Flexible schedule and comprehensive support Growth potential and career advancement Be part of a team that values your success Requirements Minimum 2 years of in-home sales experience Exceptional communication skills Strong organizational and time management abilities Proficiency with computers and CRM systems Self-motivated and results-driven Passion for helping seniors secure their financial future Ready to take your sales career to new heights while making a meaningful impact? Apply now with your current resume. We look forward to hearing from you!

Posted 30+ days ago

Trust & Estate Attorney - Lawyer / Ready-to-Act Clients / Solo Practice-logo
Trust & Estate Attorney - Lawyer / Ready-to-Act Clients / Solo Practice
United Placement GroupTexarkana, AR
Estate Planning Attorney – Grow Your Practice with Pre-Qualified Clients & Full Back-Office Support 📍 IMPORTANT : Applicants must be actively licensed and in good standing in the state(s) where they wish to practice. ⚖️ Tired of chasing leads or managing back-office tasks? We bring the clients to you—so you can focus on practicing law. Join our growing national network of estate planning attorneys and tap into a stream of high-quality, pre-screened clients —without any marketing costs, sales pressure, or administrative burden. Whether you’re looking to expand your solo practice or streamline your caseload, this is a plug-and-play opportunity that lets you keep your independence while scaling your impact. 🚀 Why Attorneys Join Us Pre-Qualified Clients Provided – No chasing leads. Work with clients already ready to proceed with planning. No Overhead or Marketing Costs – We cover the client acquisition and administrative support. Full Back-Office Support – Document prep, deed retrieval, and client coordination done for you. Flexible Workload – Set your availability and integrate seamlessly into your current practice. Practice-Ready Systems – Use our proven infrastructure to streamline delivery and reduce admin time. Nationwide Legal Network – Collaborate with like-minded estate planning attorneys across the country. 👩‍⚖️ Your Role as a Network Attorney Provide legal services related to estate planning, business formation, asset protection , and/or Medicaid & special needs planning (if applicable). Conduct consultations and review client documents. Deliver personalized legal advice and ensure accuracy and compliance. Partner with our in-house support team for a smooth, turnkey client experience. ✅ Who We're Looking For J.D. from an accredited law school Active license and in good standing with at least one U.S. state bar 3+ years of experience in estate planning or related practice areas Experience with special needs or Medicaid planning (a plus) Existing private practice or ability to onboard clients independently Multi-state licensure or reciprocity is a strong advantage 🎁 Benefits at a Glance No-cost client acquisition – Focus only on delivering high-value legal services Hands-free admin & paralegal support – Maximize billable time Earn more with less stress – Eliminate time-consuming client hunting Freedom & Flexibility – You choose your availability and caseload Community of Experts – Collaborate and grow within a vetted legal network 📍 Important: You must hold an active license in each state where you wish to serve clients. Applications without verified credentials will not be considered.

Posted 1 week ago

Estate Planning & Wealth Transfer Equity Partner-logo
Estate Planning & Wealth Transfer Equity Partner
Gould & Ratner LLPChicago, IL
Gould & Ratner LLP is seeking a highly experienced Estate Planning & Wealth Transfer Equity Partner to join its Tax and Wealth Transfer Practice Group. This attorney will have significant experience advising closely held businesses and high-net worth individuals and families in complex and sophisticated estate planning, wealth transfer, business succession planning, philanthropy and all related income tax matters. Please note that this role allows a flexible work schedule with a hybrid remote/in-office presence. Requirements Significant portable book of business required . Significant experience advising high net-worth individuals, families and entrepreneurial businesses on tax efficient ownership structures. Experience planning for succession of management of family-owned businesses and familiarity with multi-generational wealth transfer techniques. Experience forming family entities to help with the management and control of family investments. Experience assisting an executor through the administration of an estate, including preparation of estate tax returns, post-mortem planning for the surviving family members, probate administration, and conducting family meetings regarding the estate administration process. Strong interpersonal and communication skills. This attorney will serve as a business advisor to clients, guiding them through a full range of financial, business and tax-related matters throughout their life cycle. The ideal candidate will have the confidence and demeanor to interact and build relationships with the Firm’s current clients, as well as the drive and ability to develop additional client relationships and business. Exceptional leadership skills. This attorney must have the ability and desire to step into a leadership role and have the potential to develop into a key member of the Wealth Transfer Group and the Firm. A degree or background in accounting, business or finance is a plus. CPA, CFP and/or a LL.M. in taxation is strongly preferred. Candidates must be currently licensed in Illinois or licensed in another state with a UBE score that qualifies in Illinois for comity, be eligible to waive in, or be willing to sit for an upcoming IL bar exam (open to relocation candidates that meet these requirements). Benefits Opportunity to step into meaningful client relationships and be a key component of the Firm’s succession plan. This is a leadership role. We are looking for an attorney who has the ability and desire to step into a leadership position within the Wealth Transfer Practice Group . Emphasis on professional and business development. Low turnover, collegial and collaborative environment. Healthcare (medical, vision, dental), life and long-term disability insurance. Competitive compensation, benefits package including 401k and profit sharing. Paid primary and secondary caregiver leave. Pre-tax commuter benefits and wellness programs (e.g., in-office gym and massages; 24/7 tele-medicine). Hybrid in-office/remote role.

Posted 30+ days ago

Estate Planning Attorney - Join Our Collaborative Network-logo
Estate Planning Attorney - Join Our Collaborative Network
United Placement GroupDonaldsonville, LA
Are you a dedicated Estate Planning Attorney looking to expand your practice, gain new clients, and collaborate with a team of like-minded professionals? We want to hear from you! Why Join Our Network? Weekly Meetings:  Collaborate and share insights with fellow Network Members. Monthly Presentations:  Stay at the forefront of estate and financial planning with expert-led sessions. Client Access:  Grow your client base—no marketing or prospecting required. Back Office Support:  Benefit from deed retrieval, document services, and administrative assistance. Practice Expansion:  Diversify your experience with a wide range of client needs and planning issues. Professional Growth:  Enjoy ongoing opportunities for learning and development. What We’re Looking For Specialization:  Your practice should focus on estate planning and business formation. Experience:  Minimum of 3 years drafting estate plans. Expertise:  Strong knowledge in probate avoidance, asset protection, business formation, succession planning, taxation, Medicaid-related issues, and special needs planning. Virtual Consultations:  Comfortable conducting meetings via virtual platforms. Insurance:  Must carry professional liability insurance. Requirements Active Louisiana State Bar Membership:  In good standing. Private Practice Experience:  Prior private practice is essential. Residency:  Must reside in Kansas. Technical Skills:  Proficient with Microsoft products and CRM systems. Communication:  Skilled in virtual communication. Preferred Qualifications Experience with asset protection irrevocable trusts. Knowledge in special needs, real estate, elder law, and taxation. Prior business formation experience. Additional state bar admissions. Bilingual skills. Benefits We Provide Client Base Growth:  Gain clients without spending time or money on marketing. Back-Office Support:  Assistance with information collection, technology, and reference materials. Deed Retrieval and Document Services:  Support for printing and executing documents. Flexibility:  Control your own time and schedule. Payment Convenience:  Direct weekly payments—no invoicing required. Virtual Consultations:  100% remote and telephonic client meetings. What We Offer A collaborative and supportive work environment. Opportunities for professional growth and development. Competitive salary and benefits package. If you are passionate about helping clients with their estate planning needs and meet the above requirements, we encourage you to apply.  Submit your resume and a cover letter detailing your relevant experience and why you are the perfect candidate for this opportunity. We look forward to welcoming you to our network and supporting your continued professional success!

Posted 4 days ago

Estate Planning Attorney - Streamlined Program Fully Remote-logo
Estate Planning Attorney - Streamlined Program Fully Remote
United Placement GroupCushman, AR
About Legacy Assurance Plan Legacy Assurance Plan is a leading estate planning services company dedicated to providing comprehensive and holistic estate planning solutions . For nearly four decades, we have been at the forefront of meeting the estate and financial planning needs of our members . Our mission is to deliver peace of mind through well-rounded estate planning, connecting discerning clients with exceptional attorneys. The Opportunity We are seeking experienced attorneys to join our network as Estate Planning Network Attorneys. This role offers a unique opportunity to expand your solo practice or start a new legal venture while being supported by a collaborative team and comprehensive back-office resources . Key Responsibilities Provide essential legal documentation and services in estate planning, business formation, and asset protection Conduct detailed consultations with clients to understand their goals and needs Develop comprehensive estate plans that meet clients' specific requirements Collaborate with other network attorneys to share ideas and develop consistent approaches to common planning issues How to Apply If you are ready to advance both personally and professionally, we invite you to apply for this exciting opportunity. Please submit your resume and a cover letter explaining why your experience is relevant to this role. Join Legacy Assurance Plan and be part of a team dedicated to providing innovative solutions and peace of mind to our valued members. Requirements Juris Doctor (JD) degree from an accredited law school. Admission to the Arkansas State Bar and in good standing with the State Bar. Minimum of 3-5 years of experience in estate planning, business formation, and related areas of law. Familiarity with special needs planning is highly desirable. Existing private practice. Medicaid planning is highly desirable. Reciprocity with adjacent state is a plus Benefits Benefits Access to qualified clients without out-of-pocket expenses Collaboration with a skilled and committed team Opportunity to grow your client base and expand your practice Comprehensive back-office support Weekly meetings with other network attorneys for knowledge sharing and support

Posted 3 weeks ago

Estate Planning Paralegal-logo
Estate Planning Paralegal
Fawkes IDMNew York, NY
A law firm is seeking a full-time Estate Planning Paralegal to join their team. Responsibilities: Handling all phases of estate administration, Extensive communication with clients. Preparation and drafting of documents, preparing deeds and beneficiary designation forms. Knowledge of related software a plus. Previous experience working in a law firm required. Salary is commensurate with experience. Full-time role, must have prior paralegal experience working in estate planning. Please submit a cover letter with the resume for consideration. Requirements 2+ years of experience in a similar type role. College degree and/or paralegal certificate required. Superior communication and mathematical skills are a must.

Posted 30+ days ago

Estate Planning Attorney - Join Our Collaborative Network-logo
Estate Planning Attorney - Join Our Collaborative Network
United Placement GroupKansas City, KS
Are you a dedicated Estate Planning Attorney looking to expand your practice, gain new clients, and collaborate with a team of like-minded professionals? We want to hear from you! Why Join Our Network? Weekly Meetings:  Collaborate and share insights with fellow Network Members. Monthly Presentations:  Stay at the forefront of estate and financial planning with expert-led sessions. Client Access:  Grow your client base—no marketing or prospecting required. Back Office Support:  Benefit from deed retrieval, document services, and administrative assistance. Practice Expansion:  Diversify your experience with a wide range of client needs and planning issues. Professional Growth:  Enjoy ongoing opportunities for learning and development. What We’re Looking For Specialization:  Your practice should focus on estate planning and business formation. Experience:  Minimum of 3 years drafting estate plans. Expertise:  Strong knowledge in probate avoidance, asset protection, business formation, succession planning, taxation, Medicaid-related issues, and special needs planning. Virtual Consultations:  Comfortable conducting meetings via virtual platforms. Insurance:  Must carry professional liability insurance. Requirements Active Kansas State Bar Membership:  In good standing. Private Practice Experience:  Prior private practice is essential. Residency:  Must reside in Kansas. Technical Skills:  Proficient with Microsoft products and CRM systems. Communication:  Skilled in virtual communication. Preferred Qualifications Experience with asset protection irrevocable trusts. Knowledge in special needs, real estate, elder law, and taxation. Prior business formation experience. Additional state bar admissions. Bilingual skills. Benefits We Provide Client Base Growth:  Gain clients without spending time or money on marketing. Back-Office Support:  Assistance with information collection, technology, and reference materials. Deed Retrieval and Document Services:  Support for printing and executing documents. Flexibility:  Control your own time and schedule. Payment Convenience:  Direct weekly payments—no invoicing required. Virtual Consultations:  100% remote and telephonic client meetings. What We Offer A collaborative and supportive work environment. Opportunities for professional growth and development. Competitive salary and benefits package. If you are passionate about helping clients with their estate planning needs and meet the above requirements, we encourage you to apply.  Submit your resume and a cover letter detailing your relevant experience and why you are the perfect candidate for this opportunity. We look forward to welcoming you to our network and supporting your continued professional success!

Posted 4 days ago

Senior Trust & Estate Planner-logo
Senior Trust & Estate Planner
D.A. DavidsonOmaha, NE
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning more than 80 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report. Summary/Function: D.A. Davidson is seeking a stellar Senior Trust and Estate Planner to provide trust and estate planning consultations directly to clients of the D.A. Davidson Trust Company as well as D.A. Davidson & Co. Financial Professionals and their clients. This position will promote professional relationships in the communities where D.A. Davidson & Co. does business and will help provide greater education and training on the benefits and techniques of trust and estate planning. Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Four Year College degree in Accounting, Finance, Business Management, Trust Administration or Law • 10 + years of fiduciary experience, with a focus on business development and relationship management • Working knowledge of advanced estate planning concepts, tax strategies and an overall knowledge of Wealth management and the securities industry. • Effective communication skills both verbal and written, being able to convey thought provoking insight regarding client issues and concerns. • Proven analytical ability and detail orientation with ability to manage client and firm priorities • Strong computer skills, currently Microsoft Suite of products and ability to learn proprietary bank platforms and software. • Ability to work effectively as part of a team; mentor others and serve as a role model Preferred Qualifications: • JD, LL.M in Taxation, Masters of Taxation • Advanced degree or designations such as CPA, CFP, CPWA, CIMA • 10+ Years of fiduciary experience with a focus on business development and relationship management Duties: • Provide trust and estate planning consultations to clients of D.A. Davidson & Co. These duties include the following: o Meeting clients and assisting them in understanding the practical, tax and legal issues involved in estate planning such that clients may make informed and intelligent decisions regarding their families, assets and available resources. Following through with the client’s attorney and helping ensure that the estate planning process is completed. o Being available as a resource to answer estate-planning questions from clients and Financial Professionals. o Conducting customer-oriented estate-planning seminars. o Partnering with Financial Professionals to identify clients who may benefit from the services of the D.A. Davidson Trust Company and develop a plan to support their trust and estate planning needs. • Build relationships with key centers of influence in the community. These duties might include the following: o Promoting D.A. Davidson & Co. and D.A. Davidson Trust Company to the professional community. o Identifying influential attorneys and CPAs across the D.A. Davidson & Co. footprint who can professionally assist clients as well as act as points of contact for developing new business. o Become an informational resource for answering trust and estate planning questions and develop a positive image of D.A. Davidson & Co. and D.A. Davidson Trust Company within the professional community. • Provide education to Financial Professionals and Trust & Fiduciary Advisors on the benefits and techniques of estate planning, and how estate planning will help grow their business. These duties may include the following: o Participating in branch meetings on a regular basis; presenting estate-planning ideas to help Financial Professionals expand their business. o Conducting workshops at annual and regional meetings. o Writing regular education materials. What we offer: Competitive salary plus excellent benefits and perks including, but not limited to: •Medical, Dental and Vision •Company 401(k)and ESOP contribution •Generous sick, vacation, and maternity/parental leave •Paid holidays •Professional Development Opportunities •Tuition Reimbursement ($15,000 lifetime cap) •Discounted personal insurance including home, auto and recreational vehicles •Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. D.A. Davidson has been in business for over 87 years! Our success is driven by our high standards of business ethics, integrity and conduct and the belief that our Associates are our most important assets. We hope you will consider joining us! At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation. Please answer all questions carefully: incomplete or inaccurate answers may impact your potential employment. By clicking Submit Application, you declare that all statements in this application are truthful to the best of your knowledge. California applicants please see D.A. Davidson's California Resident Privacy Policy .

Posted 4 days ago

Federal Account Executive-DoD & 4th Estate-logo
Federal Account Executive-DoD & 4th Estate
AvePointArlington, VA
About AvePoint:  Securing the Future. AvePoint is a global leader in data management and data governance, and over 21,000 customers worldwide rely on our solutions to modernize the digital workplace across Microsoft, Google, Salesforce and other collaboration environments. AvePoint’s global channel partner program includes over 3,500 managed service providers, value added resellers and systems integrators, with our solutions available in more than 100 cloud marketplaces. To learn more, visit  www.avepoint.com .   About AvePoint Public Sector   Founded in 2001, AvePoint Public Sector serves over 1,000 customers in 49 out of the 50 states, including 400 local governments and municipalities, every cabinet of the federal government, and all four branches of the DoD. As a result of our continued focus on winning in the regulated industries, our team  has the ability to  accelerate deal cycles by  leveraging  many state term contracts and FedRAMP authorization   leading to  significa nt growth opportunities across our four primary markets: State and Local Government, Federal Governance, and Higher Education and K-12.   What your day to day will look like:   The Federal Account Executive - DoD & 4th Estate role focuses exclusively on formulating and executing a sales strategy within a named list of federal agencies. Our products are FedRAMP authorized and have received industry recognition across Federal agencies.   Source and close net new logos.   Research and understand your customers and prospects to gain insight into their business challenges. Strategically prospect CTOs, Engineering/IT Leaders, & technical end users .   Work together with pre-sales engineers to technically qualify and deliver product demonstrations. Partner with Marketing to create go-to-market campaigns to expand your reach to your account base. Work closely with the enterprise partner and channel sales partners to maximize acquiring new accounts. Participate in our sales enablement trainings to become an expert in AvePoint’s offerings and further how you apply MEDDPICC to your sales process.   What you will bring to our team and feel valued for:   3 + year of full life cycle closing experience, with a focus on net new business   Prior experience selling into DoD branches and/or 4th Estate Agencies highly preferred.  Prior experience prospecting into Federal agencies ; inclusive of defense and civilian Demonstrated ability to articulate the business value of complex enterprise technology   A track record of overachievement and hitting sales targets Skilled in building business champions and running a complex sales process Previous Sales Methodology training (e.g. MEDDIC, MEDDPICC, Challenger Sales) University degree preferred   Joining our team will give you the opportunity to make an impact in a company that invests in its people. We believe agility, passion and teamwork provides a wonderful opportunity to feel empowered to take initiative, learn from others and craft your career with the intention to unleash the power of you!   #LI-JF1     Any personal data you share with us during the application process will be processed strictly in compliance with applicable data protection laws and our Privacy Notice .

Posted 30+ days ago

Tax Leader (Partner Track) (Estate & Trust)-logo
Tax Leader (Partner Track) (Estate & Trust)
Ascend Partner FirmsLos Angeles, California
Who We Are About Ascend At Ascend, we recognize the struggles that accounting & finance professionals face in traditional firms—from rigid hierarchies and overwhelming workloads to the elusive work-life balance. We believe your ambition should not be constrained by outdated practices or opaque career paths. Here, you're not just a number but a valued member of a community that champions both your professional and personal fulfillment. Our mission is to transform the public accounting experience into one where work-life harmony is a reality, and where your career advancement is supported by a nurturing network and robust resources . We partner with regional, entrepreneurial firms and provide them with the resources and support necessary to thrive in today's dynamic market. This includes access to growth capital, robust talent acquisition, top-tier technology, transformative leadership, shared back-office services, & more. Founded in January 2023, Ascend attained revenues to sufficiently qualify as a Top 100 U.S. accounting firm within six months of operation . Explore Ascend, where your career soars without sacrificing your quality of life. About Lucas Horsfall Have you dreamt about a career in public accounting with work-life balance? Enjoying the diversity of clients and the challenging work public accounting offers with the added benefits of professional growth and opportunity for advancement? Have you experienced a culture that is fun and diverse offering an authentic family feel with people that truly care about you and your professional development? Lucas Horsfall is that CPA firm. Celebrating our 67th year anniversary in 2024, we attribute our exceptional growth and low turnover to our appreciation of our people and clients. This growth has provided a need for a Tax Leader (Partner Track) to help deliver personal and experienced service to our vast array of clients. The Role As a Tax Leader at Lucas Horsfall, you will lead and manage all phases of estate and trust (706, 709, 1041) tax advisory and compliance engagements. You will manage clients independently and carry out your outstanding project management, analytical, interpersonal, and communication skills. You will perform technical reviews of business and individual returns, participate in training and supervision of staff, conduct tax research, and advise on tax matters. Our company is team-oriented and prides itself on providing quality work and excellent customer relations in a friendly, superior working environment. Key Responsibilities Perform initial and/or final review of manager, tax senior, tax staff and intern work products. Act as primary client point of contact for the firm. Identify opportunities for value added services for clients by staying abreast of their business needs. Communicate staffing and workload issues to Resource Planning. Review and confirm assignment objectives, scope, and work plan with client. Resolve work product issues using firm resources. Contribute to the development and management of comprehensive strategies to identify and meet all client needs. Identify and research technical issues to ensure compliance with federal, state, and local tax laws. Coach and mentor staff to assist with enhancing their skills and further develop their career. Identify and pursue new clients and identify any additional needs to cross sell other firm products and services to existing clients. Support the partner team in the development and planning of strategy, objectives, and budgets. Prepare and/or review monthly client bills. Anticipate, identify, and resolve complex tax-technical issues. Effectively manage expectations, internal and external, concerning changes in project deliverables and/or deadlines. Required Qualifications Bachelor's degree in accounting, finance, or related field CPA 5+ years of experience preparing and reviewing forms 706, 709, and 1041. Excellent project management, analytical, interpersonal, and communication skills Self-motivator with the ability to multi-task and complete assignments within time constraints and deadlines A strong desire toward career advancement and goal toward future firm ownership Preferred Qualifications Consultative/Advising Experience Knowledge of CCH Axcess Tax and Lacerte What We Offer As a firm, we offer great benefits, a competitive salary and tuition reimbursement for advanced education. Headquartered in Pasadena, CA with offices in Encino and Irvine, Lucas Horsfall is a growing CPA and consulting firm focused on tax, audit, and consulting needs. Explore the opportunities that await you today! Join our team and enjoy a comprehensive benefits package that supports well-being, health, and ongoing professional growth: Flexible PTO Excellent Voluntary Insurance Options 401(k) Matching Discretionary Bonus Commitment to Professional Development Meaningful work that makes a difference in our clients' lives How to Apply Submit your information in the application section directly below! This will include: Basic contact information Resume/CV and optional cover letter upload Work eligibility, credentials, and compensation Voluntary demographic & self-ID questions For further questions or inquiries about the role, please reach out to Aidan Jebson, Sr. Recruiter at ajebson@ascendtogether.com. The pay range for this role is $135,000 - $200,000+ per year. This range includes the anticipated low and high end of the pay range for this position. Actual compensation may vary based on various factors, including experience, education, and/or skill level. At Ascend, we provide a fair and equal employment opportunity for all candidates regardless of race, color, religion, national origin, gender, pregnancy, sexual orientation, gender identity/expression, age, marital status, disability, or any other legally protected characteristic. Ascend hires and promotes individuals solely based on qualifications for the position to be filled and business needs.

Posted 2 weeks ago

Senior Financial Planner - Estate-logo
Senior Financial Planner - Estate
AssetMark Financial HoldingsCharlotte, North Carolina
Job Description: The Job/What You’ll Do: The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial Planner, you will provide expert financial planning services & estate advice to advisors & clients, helping them achieve their financial goals. You will develop comprehensive financial plans and advise on investment, retirement, estate, and estate planning strategies. This is a full-time position in our Charlotte, NC office with a hybrid work schedule. Responsibilities: Prepare High Net Worth (HNW) financial plans for prospective and existing clients. This includes Retirement Projections, Business Transitions, Social Security analysis, education funding, stock options, estate planning, estate planning, asset protection, and risk management needs Highly skilled with financial planning tools (eMoney, MoneyGuide, Holistiplan, SS Analyzer, etc.) Partner with advisor to deliver an exceptional, seamless client experience focusing on accuracy, timeliness, and accountability for the client's future Use exceptional analytical and relationship management skills to uncover clients' needs and position the appropriate solution to meet those needs Utilize knowledge to integrate estate-efficient strategies into financial plans and educate advisors on strategies Collaborate with other groups within Wealth Solutions to develop client strategies that incorporate relevant and specific recommendations to each client Keep current on financial planning topics including, but not limited to, wealth transfer strategies, complex retirement needs, Business Transitions, Social Security, and estate planning Co-present financial planning concepts and analysis with advisors Develop educational resources to help advisors & clients understand financial decisions and their implications Other duties as assigned Knowledge, Skills, Abilities: Strong analytical and problem-solving abilities Detail-oriented, organized, and able to manage multiple tasks Exceptional communication and interpersonal skills Proficiency with MS Word, Excel, PowerPoint, and Outlook; experience with Salesforce and financial planning software (eMoney, Morningstar, SS Analyzer, portfolio analysis) Ability to work independently, managing and prioritizing deliverables Ability to present both virtually and in person Ethical conduct and commitment to client interests. Education & Experience: Bachelor’s degree required or equivalent experience Minimum 10+ years of financial planning experience with HNW individuals Active CFP® (Certified Financial Planner) certification preferred JD, CTFA, or AEP required Compensation: The Base Salary range for this position is between $135,000-$160,000. This information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. This position will also be eligible for additional variable incentive compensation and competitive benefits. Candidates must be legally authorized to work in the US to be considered. We are unable to provide visa sponsorship for this position. #LI-CR1 #LI-hybrid Who We Are & What We Offer: AssetMark’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. We offer compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best and a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients. AssetMark’s culture is driven by our mission and connected by our values; Heart, Integrity, Excellence and Respect. You will join a team that lives these values every day by doing the best and what is right in all we do and encouraging different ideas for continual success and innovation. Additionally, we offer a wide range of benefits to meet the needs of our team members and their families. Flex Time Off or Paid Time/Sick Time Off 401K – 6% Employer Match Medical, Dental, Vision – HDHP or PPO HSA – Employer contribution (HDHP only) Volunteer Time Off Career Development / Recognition Fitness Reimbursement Hybrid Work Schedule As an Equal Opportunity Employer, AssetMark is committed to building a diverse and inclusive workplace where everyone feels valued.

Posted 5 days ago

Trust & Estate Settlement Advisor-logo
Trust & Estate Settlement Advisor
Busey BankPeoria, Illinois
Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate settlement accounts across the organization. This position will report to the Director of Estate Settlement. Duties & Responsibilities Effectively oversee, manage and support postmortem trust and estate settlement account administration within wealth management in accordance with the terms of the governing instruments, trust and estate laws, local law, tax law and sound fiduciary principles. Participate in all facets of administration, including collection of assets, investment management decisions and coordination with tax partners. Maintain contact and communicate regularly with Advisors, beneficiaries, attorneys, accountants and other interested parties on all aspects of administration, including maintaining client files, preparing materials for client meetings, managing deadlines, collecting information necessary to complete reporting and filing requirements and attending to clients concerns and needs. Stay informed of all Bank and Wealth Management policies and applicable state and federal regulations. Collaborate with Fiduciary Advisors to effectively manage client expectations, create a good client experience and participate in relationship retention efforts. Responsible for outreach to the Wealth, Commercial and Retail team for internal educational opportunities and sales opportunities by active promotion of Trust and Estate Settlement services. Participate in development and implementation of Trust and Estate Settlement Services policies and procedures. Education & Experience Knowledge of: Probate or post-death settlement of trusts and/or estates Technical expertise on federal and state estate tax, and postmortem administration of trusts and estates Familiar with fiduciary, legal, accounting and tax concepts Strong verbal and written communication skills Excellent time management skills Strong relationship management and team building skills Strong sales, presentation and client service skills Knowledge of standard business systems, including but not limited to trust accounting systems, Microsoft Office and Outlook Ability to: Travel as needed Analyze and interpret governing trust or estate documents, professional journals, technical procedures, governmental regulations and federal and state statutes Make independent decisions and provide timely client follow-up Promote teamwork and collaboration across all areas of Wealth Management Leverage expertise within Busey Wealth Management Analyze and solve problems that frequently involve decisions based on a wide knowledge of many factors where application of advanced technical concepts is predominantly required Education and Training: Requires a four-year college degree and preferably completion or enrollment in desirable wealth management designations, including MBA, CFP ®, JD CFA, and/or CPA. Requires experience or demonstrated understanding of wealth management solutions including investments, banking and trust concepts including, but not limited to asset allocation, advanced estate planning, retirement plans, insurance, and identification/implementation of additional wealth planning opportunities. On-going development and broadening of appropriate knowledge and skills. Compensation and Benefits Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance. (Base Pay Range: $80,000.00 - $110,000.00 /year) Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information. Equal Opportunity Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment. Unsolicited Resumes Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Posted 30+ days ago

Hotel Guest Service Agent | Tarrytown House Estate| Tarrytown, NY-logo
Hotel Guest Service Agent | Tarrytown House Estate| Tarrytown, NY
PM Hotel GroupTarrytown, NY
What You'll Do: Guest Service Agents support the sales & catering team, food & beverage and many other departments throughout the hotel. Our ideal candidate will have excellent customer service skills, be knowledgeable of the area, possess excellent computer skills and must enjoy conversing with a diverse public. You will be at the center of the hotel's universe-the front office. We need someone to be the face at our front desk. Are you happy, outgoing and wear a perma-smile? Do you want to create a warm and welcoming environment for our guests by sharing your knowledge of the area? Then this could be the job for you. In addition to generally spreading joy, you'll be making sure all guests receive excellent service from check-in to check-out. A lot goes into creating a perfect hotel stay, and you'll play a huge role in this. We are looking to you to OWN the front desk area. Here are a few of the other tasks that will keep you busy on a daily basis: Our fast-paced environment requires that you communicate clearly and demonstrate a high level of professionalism. You should be passionate about providing exceptional customer service and rolling with the punches. You will have excellent knowledge of the local happenings in the restaurants, entertainment, and sporting events and be eager to share this information with our guests. You'll know how to handle cash responsibly and reliably, and use the tools of the trade: computers, databases, and property management systems to efficiently handle the technical side of the job Salary range: $17 - $21 per hour Where You've Been: We're looking for someone with a High School diploma (or equivalent) and preferably three to six months of related experience. But most importantly you must be a people-person! You will need to interact with all hotel guests and team members in a polite and positive manner at all times, fulfilling requests (even challenging ones) in a timely manner. If you don't work well under pressure, this won't be a great fit. When You're Here: Sometimes you'll be behind the desk-but also be prepared to move around because more than half of the time you will be standing/sitting, carrying/lifting up to 50 pounds, walking, bending/twisting, climbing stairs and more. You also must be able to accommodate varying schedules including nights, weekends and holidays. But wait, there's a great upside: in exchange for your flexibility, we offer excellent pay, hotel discounts, and the opportunity to be part of an anything-but-standard growing hotel company.

Posted 1 week ago

Kendall Jackson logo
Estate Hospitality Attendant
Kendall JacksonGeyserville, CA

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Job Description

POSITION SUMMARY:

The Estate Hospitality Attendant is responsible for performing daily operations of the household and to ensure highest standards of cleanliness, product quality and customer service to the Jackson Family.

MAJOR AREAS OF RESPONSIBILITY/ESSENTIAL JOB RESPONSIBILITIES:

  • General house cleaning: dusting, vacuuming, cleaning bathrooms, kitchen, etc.
  • Clean microwave and pantry daily.
  • Assist with cleaning out refrigerator each week.
  • Sweep for cobwebs; wipe off doors, door frames and doorknobs at least every other week.
  • General cleaning of the front porch and back patio, wiping down the furniture and arranging it neatly.
  • Assist Chef when requested.
  • Complete laundry as needed: washing, ironing and minor repairs to garments.
  • Fold and put away laundry.
  • Assemble dry cleaning for take out.
  • Water house plants.
  • Change bed linens regularly.
  • Maintain and clean fine antique furniture and art.
  • Provide other related services as specified.

JOB REQUIREMENTS:

Essential Skills, Experience, and Education

  • High school diploma or equivalent in education and experience.
  • 3+ years' housekeeping experience for high-end clientele. Familiarity with care, protection and maintenance of fine antique furniture and objects d'art.
  • Outstanding customer service skills.
  • Strong communication skills.
  • Ability to work with all levels of household.
  • Ability to work independently as well as in a team environment.
  • Ability to work a flexible schedule and flexible duties.
  • Ability to pass criminal and credit background check.

Physical Requirements:

  • Ability to lift to 35 lbs. on a regular basis.
  • Ability to stand on feet for long period of time.
  • Ability to stoop, kneel, stretch, etc regularly.

WAGE TRANSPARENCY: The base pay for this role ranges from $23.66 - $27.80 per hour. Compensation will be determined by candidate experience, skills, and location.

BENEFITS:

  • Health Benefits - Medical, Dental, Vision, Disability & Life insurance
  • 401k with employer match
  • Generous time off including vacation, holidays, and paid health time
  • Paid volunteer time
  • Learning & Development opportunities
  • Modern Health virtual mental health & coaching visits
  • Wine discounts!

Jackson Family Wines is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other characteristic protected by applicable law. All employment decisions are based on merit and business needs.

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