Tax Planning and Wealth Management Attorney

The ideal candidate for this Senior Solicitor position should have 3+ years of PQE in private client law and possess excellent communication and interpersonal skills. Key Responsibilities:Manage an existing caseload of Wills, Elderly Client Services, Inheritance Tax planning, Probate, and estate administration.Provide expert advice on Wills, Powers of...

About Our Firm">G2 Legal Limited is a respected law firm operating from multiple offices across the South East region, offering a wide range of legal services to individuals and businesses.">Job Overview">We are currently seeking an accomplished Private Client Solicitor to join our esteemed team in Windsor. The successful candidate will handle a diverse...

**Job Description:**We are looking for an experienced Wealth Planning Expert to join our team at Royal Bank of Canada. As a Wealth Planning Expert, you will play a critical role in helping clients achieve their long-term financial goals.Your main responsibility will be to create custom investment solutions for prospective and existing clients within the...

About the RoleWe are seeking an experienced Estate Planning Solicitor to join our team at G2 Legal Limited. The ideal candidate will have 3+ years' PQE in private client law and a strong background in Wills, Tax Planning, Powers of Attorney, Court of Protection work, estate administration, and trust administration.The successful candidate will be responsible...

We are looking for a highly motivated and results-driven Financial Wealth Manager to join our team at Scotiabank. As a key member of our wealth management team, you will be responsible for providing exceptional client service and developing customized financial solutions to meet our clients' needs.In this role, you will work closely with our clients to...

Opportunity OverviewFarm Business Consultants Inc. / FBC is seeking a highly skilled Tax Planning Expert to join our team.In this role, you will work closely with our members to understand their financial situation and provide personalized tax planning strategies.Key Requirements:Minimum of 3 years of experience with a tax preparation or accounting...

About Our Practice">G2 Legal Limited is a reputable full-service law firm serving the South East region from several strategically located offices.">Role Description">We seek an experienced Private Client Solicitor to join our highly skilled team in Windsor. You will manage an existing caseload of complex cases, focusing on trusts and estates, including...

Are you passionate about helping individuals achieve their financial goals? As a Financial Planning Specialist at RBC Windsor, you will work closely with high-net-worth clients to create customized investment portfolios and wealth plans that meet their unique needs. With our comprehensive resources and guidance, you will have the autonomy to build and run...

Job DescriptionWe are seeking a highly experienced and skilled Group Tax Manager to join our team at Neilson Financial Services. As a key member of our finance team, you will be responsible for overseeing tax-related activities across our global operations, ensuring compliance with international tax laws and regulations.Key ResponsibilitiesTax Compliance and...

Company OverviewNeilson Financial Services is a leading global provider of life insurance, with operations in the USA, Canada, Ireland, the UK, and Australia.Job Title: Group Tax ManagerEstimated Salary: $120,000 - $180,000 per annum, depending on experience.Key Responsibilities:Tax Compliance and Reporting:Ensure timely and accurate filing of all tax...

Job DescriptionThis role involves working within a Partner-led department that specialises in Private Client matters. The successful candidate will be responsible for managing an existing caseload, which includes:Administering estatesManaging trustsProviding elderly client servicesConducting Inheritance Tax planningPreparing WillsWe require a skilled and...

Job OverviewG2 Legal Limited is a full-service law firm with 5 offices throughout the South East region. We are seeking a skilled Private Client Solicitor to join our Windsor practice, which specialises in Wills and Tax Planning, Powers of Attorney and Court of Protection work.The ideal candidate will have experience in managing complex casework and a proven...

About Our Company">G2 Legal Limited is a leading law firm with multiple offices across the South East region, providing comprehensive legal services to individuals and businesses.">Job Summary">We are seeking an experienced Private Client Solicitor to join our Partner-led team in Windsor. As a senior practitioner, you will be responsible for managing a...

About RBC WindsorRBC Windsor is a leading wealth management company seeking an experienced Investment Advisor to join our team. As an Investment Advisor at RBC, you will have the opportunity to help your clients achieve their financial goals while enjoying a fulfilling career.Compensation and BenefitsWe offer a competitive base salary of $85,000 per year,...

Senior Private Client Solicitor Sought for Windsor OfficeG2 Legal Limited is recruiting an experienced Senior Private Client Solicitor to lead our team in Windsor. Job Overview:The successful candidate will be responsible for managing a portfolio of complex Private Client cases, including Wills, Elderly Client Services, Inheritance Tax Planning, Probate, and...

Private Client Solicitor Job DescriptionG2 Legal Limited is seeking a Tax Planning Solicitor with a minimum of 3 years post-qualification experience to join their team in Windsor.The ideal candidate will have a strong background in Wills, Estates and Tax Planning, and be able to take on an existing caseload of work.The role will involve providing...

**Job Summary:**We are seeking a highly skilled Tax Risk Management Specialist to join our team at Neilson Financial Services Limited. The successful candidate will have a strong academic background, including a professional accounting qualification, and significant experience in tax planning, compliance, and risk management.**Key Responsibilities:**Tax...

About UsAt Neilson Financial Services, we believe in offering our customers straightforward life insurance and helping families put financial protection in place for their loved ones. We have evolved from our origins in the UK to become an international operation with offices worldwide.This role requires a hands-on individual with a desire to understand...

About the RoleG2 Legal Limited is a leading full-service law firm with multiple offices across the South East region, including Kent and Berkshire. We are seeking an experienced Private Client Solicitor to join our team in Windsor.The ideal candidate will have 3+ years' post-qualification experience and be well-versed in Wills and Tax Planning, Powers of...

We are seeking an experienced Investment Portfolio Manager to join our team at RBC Windsor. As a key member of our wealth management team, you will be responsible for creating customized investment portfolios and wealth plans for high-net-worth clients. With our comprehensive resources and guidance, you will have the autonomy to build and run your own...