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United States
Posted On Sep 14, 26
Full-time 3 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

potential clients on their estate and financial planning options -... clients take action - Design and review personalized estate plans to ensure alignment... with client goals - Guide clients through document signing appointments, making sure they understand their plans completely - Collaborate with attorney...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
artists data privacy Disability Benefits Employee Privacy Estate Planning estates Ethics family finance indemnity Insurance LLC Partnership partnerships Software television trusts
Job Tags:
artists data privacy Disability Benefits Employee Privacy Estate Planning estates Ethics family finance indemnity Insurance LLC Partnership partnerships Software television trusts

Job Title: Senior Tax Accountant (Preparer) Job Responsibilities: The... Senior Tax Accountant (Preparer) plays a... crucial role within the tax team, focusing on the... preparation of various tax returns and assisting clients... with diverse tax-related matters. Key responsibilities include: -... federal and multi-state income tax returns. - Collaborating closely with... tax...

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Posted On Sep 14, 26
Full-time 2 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Director, Head of Financial Planning Tools & Strategy Job Responsibilities: -... strategic vision for financial planning tools, ensuring alignment with... the current landscape of planning tools, identify gaps in... adoption, functionality, and advisor experience, and develop a multi-year roadmap for improvement. - Drive...

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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

Title: 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...

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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

Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients with... comprehensive review of their estate and wealth transfer plans,... relevant information, ensuring coordinated efforts and managing expectations. - Stay informed about changes to federal, state, and local estate, gift, and incom...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney is primarily... of accurate and efficient estate plans that align with... the clients' wishes. The role involves being available for an initial 'start' meeting within five business days, scheduling the signing meeting...

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Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will serve as Counsel supporting the Wealth Management Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. -...

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Posted On Aug 03, 26
Full-time 4 views Experience : Min 4 yrs required
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Tax - International Tax - Federal Tax - State & Local Tax - General
Job Tags:
acquisitions agreements Domestic Violence due diligence equity FIRPTA fund formation growth equity health benefits hedge funds Insurance life sciences marketing Partnership pension plans private equity purchase and sale agreements Securities sovereign wealth stalking trusts
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Tax - International Tax - Federal Tax - State & Local Tax - General
Job Tags:
acquisitions agreements Domestic Violence due diligence equity FIRPTA fund formation growth equity health benefits hedge funds Insurance life sciences marketing Partnership pension plans private equity purchase and sale agreements Securities sovereign wealth stalking trusts

Tax Attorney — Real Estate Private Equity Job Responsibilities: - Advise... professionals within the real estate business on federal, state,... local, and foreign tax planning for acquisitions, dispositions,... formation and structuring. - Analyze and advise on tax-efficient holding structures for domestic... and cros...

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Posted On Sep 22, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Software spectrum Taxation
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Software spectrum Taxation

and Reporting - Real Estate - Tax Manager Job Responsibilities: -... a portfolio of complex tax operations to provide meaningful... trends to maintain credibility as a trusted advisor. - Build client relationships and demonstrate knowledge of the real estate, hospitality, and construction indus......

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Posted On Sep 22, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Taxation
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Taxation

and Reporting - Real Estate - Tax Services Manager-EDGE... Financial Services EDGE Real Estate, Hospitality, and Construction (RHC)... be responsible for managing tax compliance and consulting work... and professionally escalating complex tax and client relationship matters... to senior management and...

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Posted On Sep 22, 26
Full-time Experience : 7-10 yrs required
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Software spectrum Taxation
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Software spectrum Taxation

and Reporting - Real Estate - Tax Senior Manager Job... in a variety of tax planning projects, responsibilities, and... client base. - Provide up-to-the-minute tax advice to clients, leading... evolving portfolio of complex tax operations to provide meaningful... business insights. - Identify potential...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...

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Posted On Sep 15, 26
Full-time 2 views Experience : Min 2 yrs required
Practice Area:
Tax - International Tax - M&A and Transactions Tax - General
Job Tags:
acquisitions company policies criminal family Insurance Joint Ventures mergers Mergers and Acquisitions pension portfolio companies private equity sovereign wealth Taxation
Practice Area:
Tax - International Tax - M&A and Transactions Tax - General
Job Tags:
acquisitions company policies criminal family Insurance Joint Ventures mergers Mergers and Acquisitions pension portfolio companies private equity sovereign wealth Taxation

Title: Senior Associate, International Tax - Seoul Job Responsibilities:... enterprises on . inbound tax planning, assisting clients in... considerations and consequences of tax planning decisions within the... and considering a multinational's tax risk profile, global effective... tax rate, and cash posture.... tax...

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Posted On Sep 17, 26
Full-time 5 views Experience : Min 2 yrs required
Practice Area:
Tax - State & Local Tax - Controversy and Dispute Resolution Tax - General
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Practice Area:
Tax - State & Local Tax - Controversy and Dispute Resolution Tax - General
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. - Engage... on state and local tax controversies, preparing clients for... discussions with auditors, representing clients at hearings and appeal meetings, and preparing...

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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... Raton, FL Title: Tax Senior Manager, Private Client... Client Group Supervises: Tax Managers Role Type:... Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or Boca Raton, FL...

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

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... role in delivering comprehensive tax compliance and consulting services... The responsibilities include managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.... Tax...

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Posted On Sep 23, 26
Full-time 5 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities:... - Review international tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis... Services and Trust & Estate groups on cross-border matters... for individuals and families with...

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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

Job Title: Tax Partner - Ultra High... Net Worth - Real Estate Job Responsibilities: The Tax Partner in... the Ultra... Worth (UHNW) - Real Estate team is responsible for... providing federal and state tax planning, consulting, structuring, and... high-net-worth clients, including real estate sponsors, owners, investors, and......

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Posted On Sep 07, 26
Full-time 25 views Experience : Min 7 yrs required
Job Tags:
ADA agreements finance letters of intent LLC operating agreements Partnership partnerships Software
Job Tags:
ADA agreements finance letters of intent LLC operating agreements Partnership partnerships Software

Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and sustain... relationships with top real estate companies. - Collaborate cross-functionally within... the company to expand existing business and offer diverse business solutions to clients and prospects. - Analyze industry trends to...

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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

Director - Trust & Estate Job Responsibilities: Client Advisory & Technical... and executors. - 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... federal, state, and local tax la...

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