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United States
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...

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 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior in the Individual... Tax Services – High Net... of tasks centered around tax compliance and planning for... state, and local individual tax returns and related workp......

Posted On Sep 14, 26
Full-time 1 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... organization. - Assess the current planning tools landscape to identify... gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job... Senior Consultant in the Tax Strategy and Transformation team,... will include: - Collaborating with Tax subject matter specialists, technologists,... key stakeholders to drive tax transformation projects across various... business threads, such as tax comp...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Job Title: Senior Consultant, Tax Strategy - Tax Transformation Job... Responsibilities: As a Tax Strategy and Transformation Senior... responsibilities include collaborating with Tax subject matter specialists, technologists,... The role spans various tax transformation projects that include... tax compliance and advisory client......

Posted On Sep 22, 26
Full-time 5 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

Private Client Services - Tax Senior Manager Job Responsibilities: As a... Senior Manager in Private Tax at the company, the... provide personal and private tax advice and compliance requirements... to business owners, business-owning families, and owners of private wealth. This involves advising...

Posted On Sep 22, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Private Client Services - Tax Manager Job Responsibilities: As a Manager... in the Private Tax sector within the company,... providing personal and private tax advice and compliance support... the delivery of tailored tax advice and compliance solutions... for complex family and business...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance pension spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance pension spectrum Taxation

Job Title: Tax Manager - Financial Services... - State & Local Tax, Income Tax Job Responsibilities: - Manage... multiple tax engagements and contribute to... the delivery of quality tax planning and compliance services... new approaches to provide tax services. - Build client relationships......

Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Capital Markets Estate Planning family finance investment management Partnership partnerships pension Software spectrum trusts
Job Tags:
banking Capital Markets Estate Planning family finance investment management Partnership partnerships pension Software spectrum trusts

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of family clients by protecting, improving, and growing their financial, social, and human capital. - Manage various responsibilities, including consulting and advising high-net-worth individuals. - Review family office governance, operations, and...

Posted On Sep 08, 26
Full-time 8 views Experience : 5-6 yrs required
Job Tags:
acquisitions Capital Markets developers due diligence equity finance Financial Institutions financial products hedge funds Insurance IPO lease partnerships pension private client private equity REITs restructuring special projects spectrum Taxation trusts
Job Tags:
acquisitions Capital Markets developers due diligence equity finance Financial Institutions financial products hedge funds Insurance IPO lease partnerships pension private client private equity REITs restructuring special projects spectrum Taxation trusts

Tax Advisory Real Estate Solutions Job Responsibilities -... client deadlines for both tax return and special projects/consulting.... and external clients, and building and managing client relationships. - Lead a team of tax professionals and assistants working... on client project...

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...

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...

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. -...

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...

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......

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...

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...

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...

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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