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In House Legal Job Listings

YOUR WINDOW TO A WORLD OF OPPORTUNITIES
 
Welcome to the job listings section of General Counsel Consulting. We are constantly updating our jobs seven days a week. As a firm dedicated to in-house search and placement, our ability to forge strong relationships with top-rated companies around the world allows us to offer our candidates a breadth of opportunities we believe is unrivaled.
 
We are pleased that your assessment of options has led you to General Counsel Consulting, and we invite you to browse our website to learn more about our firm and the career opportunities we offer. If you would like to be considered for an in-house attorney position, feel free to submit your resume.
 
If you are an employer looking to hire an in-house counsel, please click here to contact us and submit your opening.
 
 

District of Columbia - Tax Senior Manager - National Tax - Tax Performance Advisory - Tax Reporting and Compliance

Washington DC Tax Senior Manager - National Tax - Tax Performance Advisory - Tax Reporting and Compliance
The candidate should have a Bachelor's degree and 8 years of related work experience OR a Graduate degree and 7 years of related work experience. An undergraduate emphasis in accounting and 8+ years of related work experience in tax process improvement experience or equivalent experience in business or industry OR a Master's degree and 7+ years of related work experience preferred. CPA, J.D. degree or Enrolled Agent certification is required. FAS 109 experience and/or corporate income tax compliance experience preferred. Should have relevant experience in one or more of the following specialty areas: tax software products such as CORPTax, TaxStreamOneSource, Fast-Tax, LongviewInsource, etc.; tax data and reporting requirements for ledger and consolidation systems such as SAP, Oracle, Hyperion, etc.; and tax process and operational assessments. Ability to travel at least 50% of the time is required.
Legal 7 - 9 Full-time 2013-03-19

District of Columbia - Vice President of Health Policy

Washington DC Vice President of Health Policy
The candidate will serve as Health Reform, Affordable Care Act (ACA), and general health policy subject matter expert for company. Will understand key provisions of the law and regulations and communicate business impact and opportunities to Community and State health plan and functional leads on a regular basis. Create and lead a small team focused on health reform implementation for Community and State that assures compliance with ACA, and develop, evolve and execute a comprehensive work plan for health reform readiness in 2013 and 2014. Represent Community and State on broader Group reform readiness and policy development issues, notably health insurance exchange strategy and implementation with the Employer and Individual team, and ACA policy development with all Group business segments. Support health plans in advocacy to states on strategies to deploy ACA. Regularly engage, educate and monitor the progress of key business partners (e.g. benefit operations, network development, etc.) to support a successful implementation of the ACA Medicaid expansion in 2014. Create and update a policy analysis capability within Community and State as it relates to the ACA with particular focus on Medicaid expansion options under the ACA, the tax on insurers and the intersection between Medicaid and the Exchanges. Work closely with Group Government Affairs on policy development and execution. Represent Community and State with external health policy groups, legislators, and regulators to advocate for favorable market conditions and market expansion opportunities. Perform similar functions for Community and State related to other future health care policies and regulations. Report to the Chief of Staff for Community and State.

The candidate should have an undergraduate degree or equivalent experience. Law degree and prior policy or legislative experience strongly preferred. Must have 10+ years of experience working with or advising on Healthcare Government programs with 5+ years of experience in legal, legislative, or public policy domains. Knowledge of the political and rule making process needed. Experience working in politics or government is an asset. Travel may be required.
Legal 10 - 15 Full-time 2013-03-08

District of Columbia - Principal Attorney Editor

Washington DC Principal Attorney Editor
The candidate will author special reports and data-driven analyses of corporate legal practice areas including capital markets/securities, M&A and corporate governance. Will work closely with the editorial, analyst, sales and marketing teams. Develop corporate practice intelligence reports tailored to a managing partner/executive level client base - reports which leverage company's extensive financial and legal data collections and incorporate current awareness, market trends, company research and thought leadership to provide actionable intelligence about corporate legal and deals/transactional trends. Report to the Director of Business Law Editorial. Join client meetings or attend, speak as a panelist at and/or moderate conferences or webinars as a subject matter expert. Provide written and oral thought leadership and in-depth legal analysis of timely topics in capital markets, M&A, corporate finance, securities and corporate governance. Research, identify and analyze existing and emerging market trends affecting law firm corporate practice, using both primary legal documents and data-driven platforms. Write articles explaining the 'so what' of market trends data with sophistication yet using plain English. Collaborate with sales and marketing to identify key areas for growth in the corporate legal information services market, harnessing company's extensive data on capital markets and M&A transactions. Liaise with internal and external contributors, negotiating timelines as needed to meet deadlines. Edit text provided by colleagues and ensure a common voice in final reports. Work collaboratively and build relationships at all levels within a cross-organizational team. Research and write reports analyzing the impact of M&A, capital markets and corporate finance market trends. Present findings to clients and at conferences as a subject matter expert as needed. At the request of senior level customers, design analysis tailored to meet individual needs. Write a regular series of articles analyzing what's market in corporate transactional practice.

The candidate should have a J.D., MBA or graduate degree in finance or related field. Bachelor's degree in finance, business or journalism is strongly preferred. Must have 6+ years of experience with capital markets, M&A, securities and corporate finance transactions. Business development experience strongly preferred. Should preferably be either a senior associate in corporate practice at a global law firm or financial institution seeking to apply skills outside of the law firm environment; a mid-level corporate associate from a global law firm with a background in finance or statistics and demonstrated experience doing data analysis; or a journalist with 12+ years of experience analyzing capital markets and M&A deals for a senior level, professional client base. Should have deep understanding of deals/transactional law trends, best practices and business development needs for corporate lawyers. Must have a keen interest in writing, demonstrate excellent business acumen and experience drafting corporate transactions.
Legal 6 - 8 Full-time 2013-03-01

District of Columbia - Tax Manager - National Tax - International Tax Quantitative Services Manager

Washington DC Tax Senior Manager - International Tax Quantitative Services Senior Manager
The candidate will report directly to the national leader of the ITqS practice. The focus of the ITqS group is to assist companies in determining, reporting and managing their US tax attributes using quantitative analysis and modeling related to their international operations. Work with the National ITqS Leader, others in the National ITqS group and local office teams in the design and execution of complex ITqS projects with significant clients of the firm. Projects will include assisting clients with US international information reporting, computing US tax attributes related to international operations, modeling the impact of proposed US international tax legislation, and advising clients on improvements to their tax provision process. Assist in the development of the ITqS practice including the development and implementation of quantitative tools and processes. Provide thought leadership by drafting Tax Alerts and articles on ITqS technical developments for internal and external publication and teaching internal training courses on international taxation.

The candidate should have a Bachelor's degree in accounting and 5 years of related work experience OR a Graduate degree in law or tax and 4 years of related work experience. Must have 3+ years of relevant tax experience with a Big 4 public accounting firm or equivalent experience in business or industry. CPA certification is needed. Should have experience in modeling quantitative attributes around foreign tax credits.
Legal 5 - 7 Full-time 2013-02-26

District of Columbia - Tax Senior Manager - International Tax Quantitative Services Senior Manager

Washington DC Tax Senior Manager - International Tax Quantitative Services Senior Manager
The candidate will work in the International Tax Quantitative Services (ITqS) practice. Will report directly to the national leader of the ITqS practice. Work with the National ITqS Leader, others in the National ITqS group and local office teams in the design and execution of complex ITqS projects with significant clients of the firm. Projects will include assisting clients with US international information reporting, computing US tax attributes related to international operations, modeling the impact of proposed US international tax legislation, and advising clients on improvements to their tax provision process. Assist in the development of the ITqS practice including the development and implementation of quantitative tools and processes. Provide thought leadership by drafting Tax Alerts and articles on ITqS technical developments for internal and external publication and teaching internal training courses on international taxation.

The candidate should have a Bachelor's degree in accounting and 8 years of related work experience OR a Graduate degree in law or tax and 7 years of related work experience. CPA certification is required. Must have 5+ years of relevant tax experience with a Big 4 public accounting firm or equivalent experience in business or industry. Should have experience in modeling quantitative attributes around foreign tax credits.
Legal 5 - 7 Full-time 2013-02-26

District of Columbia - Legal Manager - Bank Regulatory

Washington DC Legal Manager - Bank Regulatory
The candidate will monitor legal, regulatory, supervisory, accounting and other developments in the bank regulatory sector that are relevant to Bank businesses and track these developments via shared systems. Will own and manage, from research to drafting to distribution, a monthly newsletter to inform key business and support of relevant bank regulatory changes. Own and manage cross-functional and cross-business projects to assess the impact of proposed or actual bank regulatory developments to Bank businesses. Own and manage cross-functional and cross-business projects to implement changes within Bank businesses in response to bank regulatory developments. Drive change management across bank regulatory matters, including recommending policy changes and assisting with formalization of procedures to effectively effect implement new or amended laws, regulations or policies. Provide guidance and advice to line of business partners with regard to compliance related projects and interface effectively with support units, including Compliance, Finance and Internal Audit, to ensure proper communication and collaboration across organizational lines. Should have a four-year college degree preferably with J.D. degree in support of banking or consumer financial services regulatory matters. Proven project management expertise and experience required.
Legal 1 - 1 Full-time 2013-02-04

District of Columbia - Tax Controversy Dispute Resolution Director

Washington DC Tax Controversy Dispute Resolution Director
The candidate should have Bachelor of Science or Bachelor of Arts degree in Accounting. Master of Science in Taxation, J.D. degree with Accounting / Tax, or Master of Law in Taxation preferred. Certified Public Accountant, Enrolled Agent or Membership of the Bar required. Must have 8+ years of experience. Should have extensive knowledge of IRS structure and strategic forward planning, including negotiations, issue resolutions, examinations and appeals, internal controversy resolution, excise tax, technical consulting, audit support and information reporting and withholding. Must have thorough knowledge of international tax ramifications of performing cross-border services, tax minimization planning, consulting, tax compliance and business planning services. Extensive technical skills, including federal tax, examination and dispute resolution process, analyze legislative and regulatory tax development, research, analyze and write options on proceedings and federal tax law preferred.
Legal 8 - 10 Full-time 2013-01-24

District of Columbia - Corporate Counsel

Washington DC Corporate Counsel
The candidate will provide legal advice and services including advising management concerning state and federal legislation, regulations and other requirements applicable to company's business activities and initiatives. Will review regulations, RFPs and other documents affecting such activities, and identifying and appropriately responding to regulatory risks or opportunities. Draft, review and negotiate contracts, policies and procedures. Serve as a resource to company departments and entities for research and interpretation of specific healthcare policies and regulations. Provide day-to-day legal advice to company entities to define and develop solutions to regulatory requirements that impact various product lines and programs. Support Government Relations and Compliance departments, by assessing and translating complex legislation, rules and regulations into understandable information and facilitating analysis of compliance and implementation implications. Review, draft and negotiate contracts, policies and procedures and related documents. Manage outside counsel and direct, monitor and develop legal strategies in connection with litigation and arbitration disputes. Direct and conduct training and preventative law activities.

The candidate should be a graduate of an accredited law school with 5+ years of experience and admission into a State Bar. Managed care experience is preferred. Knowledge of Medicare and/or Medicaid insurance, state insurance and HMO regulations preferred. Experience with government contract law or health law a plus.
Legal 5 - 7 Full-time 2013-01-14

District of Columbia - Financial Planner

Washington DC Financial Planner
The candidate provides financial planning consulting and support to the Wealth teams. Develops financial plans and conducts client interviews as part of integrated team. Ensures high-quality data collection, analysis and compilation, and prepares plan presentations and client seminars. Accompanies team members to client meetings. Completes financial plans in accordance with production and quality expectations and adheres to related procedures and protocols. Monitors and tracks client revenues related to financial planning work and partners with client team to ensure opportunities are maximized. Participates in coaching/mentoring planning assistants. Current Series 7 and 65 or 66 preferred or must obtain within 6 months of hire. Works with the team's more complex and clients (up to $30MM net worth). Develops new clients with internal partners as well as from external sources and centers of influence. Partners with relationship managers during the consultative and planning process with the client. Provides an advanced level of financial planning expertise. May serve as a technical expert for a specific specialty or type of service.

The candidate should have J.D., LL.M., M.S. in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent experience. Must have 8+ years of experience preparing and presenting comprehensive financial plans to clients. Bilingual Spanish and English skills preferred. Advanced knowledge of estate and business planning techniques, taxation, philanthropic planning, and investment analysis is a must.
Legal 8 - 10 Full-time 2012-08-31
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Senior Principal Legal Counsel - Environmental
In-House,Medtronic, Inc.
Location : Washington, DC, United States

Senior Principal Legal Counsel - Environmental The candidate will be acting as strategic legal partner for the firm businesses in substantive legal areas on issues of government regulation and enforcement while serving on a strong Corporate-level te... + read more

dec 08, 2022


Vice President & Counsel
In-House,The Rock Creek Group.
Location : Washington, DC, United States

Vice President & Counsel The candidate will private fund investment and implement of wide array of investments and corporate matters. Negotiate of investment management agreements and other agreements with institutional investors and general partne... + read more

dec 08, 2022


1
 
District of Columbia - Tax Senior Manager - National Tax - Tax Performance Advisory - Tax Reporting and Compliance
Refer job# I7HE25918
 
Tax Senior Manager - National Tax - Tax Performance Advisory - Tax Reporting and Compliance
The candidate should have a Bachelor's degree and 8 years of related work experience OR a Graduate degree and 7 years of related work experience. An undergraduate emphasis in accounting and 8+ years of related work experience in tax process improvement experience or equivalent experience in business or industry OR a Master's degree and 7+ years of related work experience preferred. CPA, J.D. degree or Enrolled Agent certification is required. FAS 109 experience and/or corporate income tax compliance experience preferred. Should have relevant experience in one or more of the following specialty areas: tax software products such as CORPTax, TaxStreamOneSource, Fast-Tax, LongviewInsource, etc.; tax data and reporting requirements for ledger and consolidation systems such as SAP, Oracle, Hyperion, etc.; and tax process and operational assessments. Ability to travel at least 50% of the time is required.
 
EMAIL TO COLLEAGUE  PERMALINK
 
District of Columbia - Vice President of Health Policy
Refer job# 0HZW25826
 
Vice President of Health Policy
The candidate will serve as Health Reform, Affordable Care Act (ACA), and general health policy subject matter expert for company. Will understand key provisions of the law and regulations and communicate business impact and opportunities to Community and State health plan and functional leads on a regular basis. Create and lead a small team focused on health reform implementation for Community and State that assures compliance with ACA, and develop, evolve and execute a comprehensive work plan for health reform readiness in 2013 and 2014. Represent Community and State on broader Group reform readiness and policy development issues, notably health insurance exchange strategy and implementation with the Employer and Individual team, and ACA policy development with all Group business segments. Support health plans in advocacy to states on strategies to deploy ACA. Regularly engage, educate and monitor the progress of key business partners (e.g. benefit operations, network development, etc.) to support a successful implementation of the ACA Medicaid expansion in 2014. Create and update a policy analysis capability within Community and State as it relates to the ACA with particular focus on Medicaid expansion options under the ACA, the tax on insurers and the intersection between Medicaid and the Exchanges. Work closely with Group Government Affairs on policy development and execution. Represent Community and State with external health policy groups, legislators, and regulators to advocate for favorable market conditions and market expansion opportunities. Perform similar functions for Community and State related to other future health care policies and regulations. Report to the Chief of Staff for Community and State.

The candidate should have an undergraduate degree or equivalent experience. Law degree and prior policy or legislative experience strongly preferred. Must have 10+ years of experience working with or advising on Healthcare Government programs with 5+ years of experience in legal, legislative, or public policy domains. Knowledge of the political and rule making process needed. Experience working in politics or government is an asset. Travel may be required.
 
EMAIL TO COLLEAGUE  PERMALINK
 
District of Columbia - Principal Attorney Editor
Refer job# NEEK25738
 
Principal Attorney Editor
The candidate will author special reports and data-driven analyses of corporate legal practice areas including capital markets/securities, M&A and corporate governance. Will work closely with the editorial, analyst, sales and marketing teams. Develop corporate practice intelligence reports tailored to a managing partner/executive level client base - reports which leverage company's extensive financial and legal data collections and incorporate current awareness, market trends, company research and thought leadership to provide actionable intelligence about corporate legal and deals/transactional trends. Report to the Director of Business Law Editorial. Join client meetings or attend, speak as a panelist at and/or moderate conferences or webinars as a subject matter expert. Provide written and oral thought leadership and in-depth legal analysis of timely topics in capital markets, M&A, corporate finance, securities and corporate governance. Research, identify and analyze existing and emerging market trends affecting law firm corporate practice, using both primary legal documents and data-driven platforms. Write articles explaining the 'so what' of market trends data with sophistication yet using plain English. Collaborate with sales and marketing to identify key areas for growth in the corporate legal information services market, harnessing company's extensive data on capital markets and M&A transactions. Liaise with internal and external contributors, negotiating timelines as needed to meet deadlines. Edit text provided by colleagues and ensure a common voice in final reports. Work collaboratively and build relationships at all levels within a cross-organizational team. Research and write reports analyzing the impact of M&A, capital markets and corporate finance market trends. Present findings to clients and at conferences as a subject matter expert as needed. At the request of senior level customers, design analysis tailored to meet individual needs. Write a regular series of articles analyzing what's market in corporate transactional practice.

The candidate should have a J.D., MBA or graduate degree in finance or related field. Bachelor's degree in finance, business or journalism is strongly preferred. Must have 6+ years of experience with capital markets, M&A, securities and corporate finance transactions. Business development experience strongly preferred. Should preferably be either a senior associate in corporate practice at a global law firm or financial institution seeking to apply skills outside of the law firm environment; a mid-level corporate associate from a global law firm with a background in finance or statistics and demonstrated experience doing data analysis; or a journalist with 12+ years of experience analyzing capital markets and M&A deals for a senior level, professional client base. Should have deep understanding of deals/transactional law trends, best practices and business development needs for corporate lawyers. Must have a keen interest in writing, demonstrate excellent business acumen and experience drafting corporate transactions.
 
EMAIL TO COLLEAGUE  PERMALINK
 
 
District of Columbia - Tax Manager - National Tax - International Tax Quantitative Services Manager
Refer job# 1UMG25678
 
Tax Senior Manager - International Tax Quantitative Services Senior Manager
The candidate will report directly to the national leader of the ITqS practice. The focus of the ITqS group is to assist companies in determining, reporting and managing their US tax attributes using quantitative analysis and modeling related to their international operations. Work with the National ITqS Leader, others in the National ITqS group and local office teams in the design and execution of complex ITqS projects with significant clients of the firm. Projects will include assisting clients with US international information reporting, computing US tax attributes related to international operations, modeling the impact of proposed US international tax legislation, and advising clients on improvements to their tax provision process. Assist in the development of the ITqS practice including the development and implementation of quantitative tools and processes. Provide thought leadership by drafting Tax Alerts and articles on ITqS technical developments for internal and external publication and teaching internal training courses on international taxation.

The candidate should have a Bachelor's degree in accounting and 5 years of related work experience OR a Graduate degree in law or tax and 4 years of related work experience. Must have 3+ years of relevant tax experience with a Big 4 public accounting firm or equivalent experience in business or industry. CPA certification is needed. Should have experience in modeling quantitative attributes around foreign tax credits.
 
EMAIL TO COLLEAGUE  PERMALINK
 
District of Columbia - Tax Senior Manager - International Tax Quantitative Services Senior Manager
Refer job# RIUV25679
 
Tax Senior Manager - International Tax Quantitative Services Senior Manager
The candidate will work in the International Tax Quantitative Services (ITqS) practice. Will report directly to the national leader of the ITqS practice. Work with the National ITqS Leader, others in the National ITqS group and local office teams in the design and execution of complex ITqS projects with significant clients of the firm. Projects will include assisting clients with US international information reporting, computing US tax attributes related to international operations, modeling the impact of proposed US international tax legislation, and advising clients on improvements to their tax provision process. Assist in the development of the ITqS practice including the development and implementation of quantitative tools and processes. Provide thought leadership by drafting Tax Alerts and articles on ITqS technical developments for internal and external publication and teaching internal training courses on international taxation.

The candidate should have a Bachelor's degree in accounting and 8 years of related work experience OR a Graduate degree in law or tax and 7 years of related work experience. CPA certification is required. Must have 5+ years of relevant tax experience with a Big 4 public accounting firm or equivalent experience in business or industry. Should have experience in modeling quantitative attributes around foreign tax credits.
 
EMAIL TO COLLEAGUE  PERMALINK
 
District of Columbia - Legal Manager - Bank Regulatory
Refer job# O2AP25512
 
Legal Manager - Bank Regulatory
The candidate will monitor legal, regulatory, supervisory, accounting and other developments in the bank regulatory sector that are relevant to Bank businesses and track these developments via shared systems. Will own and manage, from research to drafting to distribution, a monthly newsletter to inform key business and support of relevant bank regulatory changes. Own and manage cross-functional and cross-business projects to assess the impact of proposed or actual bank regulatory developments to Bank businesses. Own and manage cross-functional and cross-business projects to implement changes within Bank businesses in response to bank regulatory developments. Drive change management across bank regulatory matters, including recommending policy changes and assisting with formalization of procedures to effectively effect implement new or amended laws, regulations or policies. Provide guidance and advice to line of business partners with regard to compliance related projects and interface effectively with support units, including Compliance, Finance and Internal Audit, to ensure proper communication and collaboration across organizational lines. Should have a four-year college degree preferably with J.D. degree in support of banking or consumer financial services regulatory matters. Proven project management expertise and experience required.
 
EMAIL TO COLLEAGUE  PERMALINK
 
 
District of Columbia - Tax Controversy Dispute Resolution Director
Refer job# RIJ825337
 
Tax Controversy Dispute Resolution Director
The candidate should have Bachelor of Science or Bachelor of Arts degree in Accounting. Master of Science in Taxation, J.D. degree with Accounting / Tax, or Master of Law in Taxation preferred. Certified Public Accountant, Enrolled Agent or Membership of the Bar required. Must have 8+ years of experience. Should have extensive knowledge of IRS structure and strategic forward planning, including negotiations, issue resolutions, examinations and appeals, internal controversy resolution, excise tax, technical consulting, audit support and information reporting and withholding. Must have thorough knowledge of international tax ramifications of performing cross-border services, tax minimization planning, consulting, tax compliance and business planning services. Extensive technical skills, including federal tax, examination and dispute resolution process, analyze legislative and regulatory tax development, research, analyze and write options on proceedings and federal tax law preferred.
 
EMAIL TO COLLEAGUE  PERMALINK
 
District of Columbia - Corporate Counsel
Refer job# 612J25223
 
Corporate Counsel
The candidate will provide legal advice and services including advising management concerning state and federal legislation, regulations and other requirements applicable to company's business activities and initiatives. Will review regulations, RFPs and other documents affecting such activities, and identifying and appropriately responding to regulatory risks or opportunities. Draft, review and negotiate contracts, policies and procedures. Serve as a resource to company departments and entities for research and interpretation of specific healthcare policies and regulations. Provide day-to-day legal advice to company entities to define and develop solutions to regulatory requirements that impact various product lines and programs. Support Government Relations and Compliance departments, by assessing and translating complex legislation, rules and regulations into understandable information and facilitating analysis of compliance and implementation implications. Review, draft and negotiate contracts, policies and procedures and related documents. Manage outside counsel and direct, monitor and develop legal strategies in connection with litigation and arbitration disputes. Direct and conduct training and preventative law activities.

The candidate should be a graduate of an accredited law school with 5+ years of experience and admission into a State Bar. Managed care experience is preferred. Knowledge of Medicare and/or Medicaid insurance, state insurance and HMO regulations preferred. Experience with government contract law or health law a plus.
 
EMAIL TO COLLEAGUE  PERMALINK
 
District of Columbia - Financial Planner
Refer job# ZCRG23322
 
Financial Planner
The candidate provides financial planning consulting and support to the Wealth teams. Develops financial plans and conducts client interviews as part of integrated team. Ensures high-quality data collection, analysis and compilation, and prepares plan presentations and client seminars. Accompanies team members to client meetings. Completes financial plans in accordance with production and quality expectations and adheres to related procedures and protocols. Monitors and tracks client revenues related to financial planning work and partners with client team to ensure opportunities are maximized. Participates in coaching/mentoring planning assistants. Current Series 7 and 65 or 66 preferred or must obtain within 6 months of hire. Works with the team's more complex and clients (up to $30MM net worth). Develops new clients with internal partners as well as from external sources and centers of influence. Partners with relationship managers during the consultative and planning process with the client. Provides an advanced level of financial planning expertise. May serve as a technical expert for a specific specialty or type of service.

The candidate should have J.D., LL.M., M.S. in Taxation, MSFS, ChFC, CFP, CPA, CFA or equivalent experience. Must have 8+ years of experience preparing and presenting comprehensive financial plans to clients. Bilingual Spanish and English skills preferred. Advanced knowledge of estate and business planning techniques, taxation, philanthropic planning, and investment analysis is a must.
 
EMAIL TO COLLEAGUE  PERMALINK
 
 

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