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United States
Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

position resides within the Trust and Estate Group of... advisor that focuses on ultra-high-net-worth clients. The role involves three primary functional responsibilities: 1. Provide day-to-day administrative and operational support to the Trust and Estate Group. 2. Assist... with trust and estate docum...

Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Job Title: Trust Counsel Job Responsibilities: - Wealth Planning: ... - Provide clients with a comprehensive review of their estate and wealth transfer plans, including making recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather...

Posted On Jul 08, 26
Full-time 2 views Experience : 10-12 yrs required
Job Tags:
agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance investment management lending Probate Taxation trusts wealth management
Job Tags:
agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance investment management lending Probate Taxation trusts wealth management

Job Title: Trust Advisor Job Responsibilities: - Perform a... legal and administrative review of all potential new business, focusing on fiduciary solutions for COIs, bank clients, and prospects. - Meet sales goals and expectations by collaborating with Bankers, Portfolio Managers, and Financial Consultants...

Posted On Sep 08, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance lending trusts wealth management
Job Tags:
agreements Bank Secrecy Act Code of Conduct family fiduciary Insurance lending trusts wealth management

Job Title: Trust Officer Job Responsibilities: The Trust Officer... administering estate and personal trust accounts, which include testamentary... and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life... Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Key responsibilities include: - Administering...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Job Title: Director - Trust & Estate Job Responsibilities: Client Advisory... Provide advanced estate, gift, trust, and wealth transfer planning,... including GRATs, IDGTs, SLATs, charitable planning, and succession strategies. -... Advise on fiduciary income tax planning and compliance (Forms 1041, 706, 709). - Interpret...

Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...

Posted On Sep 14, 26
Full-time 43 views Experience : Min 4 yrs required
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer

Manager - Private Client Services (Hybrid) ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...

Posted On Sep 18, 26
Full-time 34 views Experience : Min 12 yrs required
Job Tags:
Corporate Taxation developers Domestic Violence family Harassment hedge funds Joint Ventures Partnership partnerships private client private equity Taxation trusts
Job Tags:
Corporate Taxation developers Domestic Violence family Harassment hedge funds Joint Ventures Partnership partnerships private client private equity Taxation trusts

Title: Tax Partner - Ultra High Net Worth - Real Estate Job Responsibilities: The Tax Partner in the Ultra High Net Worth (UHNW) - Real Estate team is responsible for providing federal and state tax planning, consulting, structuring, and compliance services to...

Posted On Sep 14, 26
Full-time 16 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage private client trusts Visa wealth transfer

Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services practice are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: - Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. - Provide primary review of complex tax returns and maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

other tax returns, ensuring accuracy and strategic alignment. - Conduct advanced tax research and draft technical memoranda addressing complex issues. - Design and implement tax planning strategies to optimize wealth preservation, charitable giving, and succession planning... for founders and tech executives. - S...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

on complex tax matters. This includes income tax planning, estate and gift planning, charitable giving, wealth transfer strategies,... and other sophisticated planning opportunities. - Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensurin...

Posted On Sep 03, 26
Full-time 3 views Experience : Min 7 yrs required
Practice Area:
Intellectual Property - General Intellectual Property - Trademark/Copyright - Litigation
Job Tags:
brand protection climate change Counterfeiting criminal equity evidence Government Intellectual Property Partnership partnerships spectrum trademarks Women
Practice Area:
Intellectual Property - General Intellectual Property - Trademark/Copyright - Litigation
Job Tags:
brand protection climate change Counterfeiting criminal equity evidence Government Intellectual Property Partnership partnerships spectrum trademarks Women

the brand and client trust, aligned with global and... regional priorities. - Own program governance, including matter intake and prioritization, playbooks, escalation paths, and continuous improvement of processes and tools. - Define and track KPIs and dashboards to measure enforcement impact, risk...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state... tax returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including federal, estate...

Posted On Sep 10, 26
Full-time Experience : Min 12 yrs required
Job Tags:
Estate Planning family fiduciary finance Insurance mother Partnership private client Registered Investment Advisor Retirement Planning wealth management wealth transfer
Job Tags:
Estate Planning family fiduciary finance Insurance mother Partnership private client Registered Investment Advisor Retirement Planning wealth management wealth transfer

estate plans for ultra-high-net-worth individuals and multigenerational families. - Advise on complex wealth transfer strategies, including GRATs, SLATs, IDGTs, charitable structures, and family governance... frameworks. - Partner with advisors to position estate planning as a central driver of client acquisition and retention...

Posted On Sep 25, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - General Tax - Employee Benefits & Executive Compensation Tax - Federal Tax - M&A and Transactions Tax - Exempt Organization Tax - Controversy and Dispute Resolution ERISA/Executive Compensation Transactions & Compliance ERISA - General Tax - General
Job Tags:
agreements Broker Dealer criminal Deferred Compensation endorsements ERISA Fair Employment Practices financial products government affairs Immigration Insurance Mutual Funds
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - General Tax - Employee Benefits & Executive Compensation Tax - Federal Tax - M&A and Transactions Tax - Exempt Organization Tax - Controversy and Dispute Resolution ERISA/Executive Compensation Transactions & Compliance ERISA - General Tax - General
Job Tags:
agreements Broker Dealer criminal Deferred Compensation endorsements ERISA Fair Employment Practices financial products government affairs Immigration Insurance Mutual Funds

Title Assistant General Counsel Job Responsibilities The Assistant General Counsel at the company will manage a diverse range of legal issues associated with the Retirement Services sector, specifically targeting the not-for-profit group retirement market. Responsibilities include: - Providing legal support on retirement...

Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

Posted On Sep 21, 26
Full-time 14 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The Tax Manager is tasked with overseeing the tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular focus on clients in the financial services sector, such as those...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Job Title: Director - Trust & Estate Job Responsibilities: - Serve... Provide advanced estate, gift, trust, and wealth transfer planning,... as GRATs, IDGTs, SLATs, charitable planning, and succession planning. -... Advise on fiduciary income tax planning and compliance, specifically focusing on Forms 1041,...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: - Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. - Provide primary review of complex tax returns and maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party...

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