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Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... analyses for the highest-net-worth clients (generally $25M+ in assets). Provide consultation on complex planning scenarios, leveraging expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and/or... tax planning. Develop...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection, and... tax planning. Develop client presentation materials and demonstrate professional relationship management skills. - Deliver expert...

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Posted On Sep 07, 26
Full-time 8 views Experience : Min 11 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: The role of Managing Director, Tax - Private Client at Company entails a comprehensive set of responsibilities aimed at providing high-level tax compliance, consulting, and planning services to a diverse clientele, including individuals,...

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Posted On Sep 07, 26
Full-time 3 views Experience : 5-10 yrs required
Job Tags:
asset management banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management spectrum Taxation trusts wealth management Wills
Job Tags:
asset management banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management spectrum Taxation trusts wealth management Wills

to open estate or trust accounts. - Interpret the governing... records, including payments, fee schedules (when appropriate), and tax records. - Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. - Analyze Wills and trust documents for legal, tax,... administrative, an...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management

Title: Associate - Asset & Wealth Management, Private Wealth Management, Family Office, Digital Estate Planning Job Responsibilities: - Serve as the primary contact for publishing and scaling the Digital Estate Planning solution, working at the intersection of Wealth Strategy, Artificial Intelligence,...

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Posted On Sep 07, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

tasked with providing sophisticated tax compliance, consulting, and planning services to a diverse clientele, including individuals, multi-generational families, fiduciaries, and charitable entities managed by ultra-high-net-worth... clients. The responsibilities include: - Delivering tax compliance and advisory services to individuals, partnerships, trusts, estates,...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

This role requires substantial knowledge in taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth... retention strategies, as well as charitable entities managed by ultra-high... net worth clients. The primary responsibilities include: - Providing tax compl...

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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 including 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, ensuring technical acc...

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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

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 UHNW individual and family office tax compliance engagements, ensuring technical accuracy...

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Posted On Aug 31, 26
Full-time 40 views Experience : Min 2 yrs required
Job Tags:
criminal estates family finance H-1B LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B LLC private client trusts Visa wealth transfer

Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...

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Posted On Aug 31, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Title: Tax Senior Manager, Pass Through Job Responsibilities: The Senior Tax Manager is tasked with providing tax and consulting services to business clients with pass-through entities and their business owners. Key responsibilities include: - Performing tax planning, preparation, and research for pass-through entities...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

Title: Wealth Strategies Advisor Job Responsibilities: - Serve as a specialized resource for Advisor teams focused on wealth planning services for high- and ultra-high net worth clients. - Build and maintain relationships with Advisor teams, clients, prospects, and centers of influence. - Perform technical...

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Posted On Aug 07, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Corporate - M&A Corporate - General Finance - Banking Finance - Structured Finance Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - General Real Estate - Eviction (Litigation) Finance - General
Job Tags:
acquisitions agreements Corporate Law corporate transactions Credit Enhancement credit facilities divestitures due diligence easements Energy Ethics FAA family finance government affairs Joint Ventures lease leasing lending Letters of Credit Mergers and Acquisitions natural gas partnerships real estate financing structured finance Surety Bonds title Transportation upstream
Practice Area:
Corporate - M&A Corporate - General Finance - Banking Finance - Structured Finance Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - General Real Estate - Eviction (Litigation) Finance - General
Job Tags:
acquisitions agreements Corporate Law corporate transactions Credit Enhancement credit facilities divestitures due diligence easements Energy Ethics FAA family finance government affairs Joint Ventures lease leasing lending Letters of Credit Mergers and Acquisitions natural gas partnerships real estate financing structured finance Surety Bonds title Transportation upstream

Title: Senior Corporate Counsel Job Responsibilities: - Serve as a strategic legal advisor and business partner, offering practical counsel on corporate, financing, treasury, commercial, governance, and strategic matters. - Advise on treasury, financing, liquidity, transferable tax credit purchase transactions, share repurchase programs, and...

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Posted On Aug 11, 26
Full-time Experience : 7-7 yrs required
Practice Area:
Government and Government Relations Administrative Law Government - General
Job Tags:
AML Bribery Corporation due diligence Employee Health Energy family FCPA finance FinCEN Foreign Corrupt Practices Act Government Money Laundering Partnership pension title upstream
Practice Area:
Government and Government Relations Administrative Law Government - General
Job Tags:
AML Bribery Corporation due diligence Employee Health Energy family FCPA finance FinCEN Foreign Corrupt Practices Act Government Money Laundering Partnership pension title upstream

Anti-Corruption/Anti-Bribery Compliance Attorney Job Responsibilities: - Provide strategic legal counsel on anti-bribery and anti-money laundering (AML) compliance matters to the company and its global affiliates. - Serve as a trusted subject matter expert on anti-bribery/AML legal compliance requirements. - Identify emerging anti-bribery/AML compliance issues,...

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Posted On Aug 05, 26
Full-time 1 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

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

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Posted On Jul 15, 26
Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

presenting these in client meetings alongside advisors and financial planners. - Provide advisory services on estate tax planning, wealth and business succession planning, charitable planning, and trust tax... planning. - Communicate with strategic partners, including attorneys or law firms, to facilitate...

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Posted On Jul 14, 26
Full-time 2 views Experience : Min 5 yrs required
Practice Area:
Finance - Banking Finance - Structured Finance Finance - General
Job Tags:
agreements Capital Markets confidentiality agreements derivatives due diligence escrow Insurance ISDA marketing mortgage loans NYSE purchase and sale agreements Securities securities laws securitization structured finance
Practice Area:
Finance - Banking Finance - Structured Finance Finance - General
Job Tags:
agreements Capital Markets confidentiality agreements derivatives due diligence escrow Insurance ISDA marketing mortgage loans NYSE purchase and sale agreements Securities securities laws securitization structured finance

Title: SVP, Corporate Associate General Counsel Job Responsibilities: The SVP, Corporate Associate General Counsel at the company is responsible for handling a variety of complex legal duties within the Capital Markets and Secondary Marketing sectors. The primary responsibilities include: - Reviewing, negotiating,...

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