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United States
Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Title:** Senior Counsel - Trusts and Estates **Job Responsibilities:** The Senior Counsel for Trusts and Estates is responsible for performing significant and complex legal work while regularly interacting with management. Key duties include overseeing legal research, analysis, consultation, and documentation...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Strategist III Position Overview At the company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implement tax, estate, and financial plans for... clients, including complex cases. - Collaborate with other planning resources on complex subject... matters and partner in acquiring new clients. - Retain, expand, and review research, develop tax, estate, and financial analyses and......

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Wealth Tax Advisory Practice at company,... role in providing bespoke tax advice and compliance support... the delivery of tailored tax advice and compliance solutions......

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth... partnership, closely held corporation, estate, and gift tax matters.... Review tax research... support the preparation of tax returns, and help prepare... for client meetings tied to consulting projects. Contribute to tax planning opportunities and help......

Posted On Sep 15, 26
Full-time 7 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... professional experience to provide tax compliance and consulting services... clients. This includes managing tax and consulting engagements, enhancing... and address client needs, tax planning, and consulting opportunities.......

Posted On Sep 15, 26
Full-time 4 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: - Lead tax and consulting engagements, teaching... and address client needs, tax planning, and consulting opportunities. -... executive presence. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, offering wr...

Posted On Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Job Title: Tax Senior Manager, High Net... review complex individual income tax returns (Form 1040), including... structures. - Oversee trust and estate-related filings (Form 1041) and... impacting wealth planning, succession, and family tax strategy. - Develop and implement... advanced tax planning st...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... is tasked with providing tax compliance and consulting services... responsibilities include: - Participating in tax and consulting engagements to... identify and address client needs. - Collaborating with clients and...

Posted On Sep 24, 26
Full-time 15 views Experience : Min 3 yrs required
Job Tags:
finance Immigration Personal Property restructuring Taxation
Job Tags:
finance Immigration Personal Property restructuring Taxation

Job Title: Senior, Indirect Tax - Property Tax Job... Responsibilities: As a Property Tax Senior Consultant within the... Indirect Tax group, the candidate will... a valuable member on tax engagements and provide state... and local property tax planning, consulting, and compliance... tax...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...

Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate... through the complexities of tax compliance and strategic consulting.... clients navigate the ever-evolving tax landscape, advising on local... and international tax affairs, and providing insights... into business analysis, working capital management,...

Posted On Sep 30, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... helping organizations manage their tax obligations while navigating the... complexities of the global tax environment. Lead teams and... accounts, focusing on strategic planning and mentoring junior staff.... navigate the frequently changing tax landscape, providing insights and......

Posted On Sep 30, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Job Responsibilities: - Advising clients... on local and international tax affairs to optimize business... impact. - Managing tax compliance and structuring for... Analyzing and addressing operational tax risks and implications of... jurisdictions. - Drafting and reviewing tax documents to validate accuracy......

Posted On Sep 17, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participate in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepare complex... individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal... and State jurisdictions,...

Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer

Job Title: Tax Manager - Fiduciary Services Job... Responsibilities: As a Tax Manager within the company's... responsibilities include leading federal tax compliance and consulting engagements... for a diverse portfolio of clients. This role involves advising clients on compliance and consulting matters,...

Posted On Jul 08, 26
Full-time 1 views Experience : 7-10 yrs required
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management
Job Tags:
Estate Planning finance Insurance investment management marketing title wealth management

that their financial, investment, insurance, tax, and estate planning needs are met... comprehensively. This role involves creating, delivering, executing, and managing complex financial plans tailored to each client's unique circumstances. The Wealth Manager is responsible for increasing the company's ma...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... tax issues including compliance, advising,... planning, and controversies. Participate in... with state and local tax controversies which includes preparing... clients for discussions with auditors, representing the client at hearings and appeal...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

private equity, and real estate with state and local... tax issues, including compliance, advising,... planning, and controversies. - Engage with... multi-state companies on state and local tax controversies, including preparing clients... for discussions with auditors, representing clients at hearings and...

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