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Attorney in Westchester, NY (Remote)

In-House • **Members Only** Westchester, NY

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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 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 str...

Legal Staff Paralegal in White Plains, NY (Remote)

In-House • **Members Only** White Plains, NY

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Posted On Sep 14, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Trusts and Estates - General Estate & Tax Planning

Job Tags:

banking Estate Planning family fiduciary shareholders Taxation

trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services, and Operations, to... address trust administration activities. - Partner with the Market Trust Director, Trust Officers, Senior Trust Officers, and...

Attorney in Greenwich, CT

In-House • **Members Only** Greenwich, CT

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Posted On Sep 14, 26

Full-time 14 views Experience : 6-6 yrs required

Job Tags:

criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Job Title: Senior Tax Manager - Private Client... Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These...

Attorney in Greenwich, CT

In-House • **Members Only** Greenwich, CT

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Posted On Sep 14, 26

Full-time 39 views Experience : Min 9 yrs required

Job Tags:

banking Estate Planning Insurance wealth management wealth transfer

Deliver the company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Aug 20, 26

Full-time 1 views

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

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

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 21, 26

Full-time 6 views Experience : Min 7 yrs required

Job Tags:

estates family Insurance partnerships private client private equity Taxation trusts Visa

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: -... The Tax Manager will be responsible... for tax planning and compliance functions... the CFO of the fund to handle the tax planning and compliance function... of the management company. - Manage staff and mai...

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 24, 26

Full-time 3 views Experience : Min 3 yrs required

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 crucial role in tax engagements, providing state and... local property tax planning, consulting, and compliance... state and local property tax legislation and assisting with......

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 21, 26

Full-time 3 views Experience : Min 7 yrs required

Job Tags:

estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Job Title: Tax Manager - Private Client... Responsibilities: - Lead and manage tax compliance and consulting engagements... held entities. - Review complex tax returns, including individual (1040),... trusts, estates, and gift tax returns. - Provide advanced tax... strategies related to income, estate, gift, and wealth transfer......

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 15, 26

Full-time 5 views Experience : 5-10 yrs required

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 Private Client... is tasked with providing tax compliance and consulting services... is responsible for managing tax and consulting engagements, working... gather necessary information for tax returns, and reviewing tax... returns for individ...

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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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

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...

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Aug 25, 26

Full-time 1 views Experience : Min 6 yrs required

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,...

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Aug 26, 26

Full-time Experience : Min 4 yrs required

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......

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 02, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Duties: The candidate... 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......

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 22, 26

Full-time Experience : Min 8 yrs required

Job Tags:

Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing specialized tax and consulting services to... This role involves: - Executing tax planning, preparation, and research... as handling the individual tax returns for business owners,......

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 10, 26

Full-time 6 views Experience : Min 2 yrs required

Job Tags:

company policies criminal Energy family Insurance private equity Taxation

Associate, State & Local Tax - Financial Services Job... private equity, and real estate, addressing state and local... tax issues such as compliance,... advising, planning, and controversies. - Engage... on state and local tax controversies, which involves preparing... clients for...

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 18, 26

Full-time 1 views

Job Tags:

Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

Job Title: Tax Manager - Ultra High... a comprehensive range of tax services, including wealth transfer,... planning, as well as tax compliance. - Manage and oversee... gift, generation skipping, and estate taxation. This involves planning... and executing client tax engagements. - Collaborate with specialists......

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 10, 26

Full-time 3 views Experience : Min 2 yrs required

Job Tags:

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... with state and local tax controversies which includes preparing... clients for discussions with auditors, representing the client at hearings and appeal...

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

Apply

Posted On Sep 10, 26

Full-time 5 views Experience : Min 2 yrs required

Job Tags:

company policies criminal Energy family Insurance private equity Taxation

private equity, and real estate) addressing state and local... tax issues, including compliance, advising,... planning, and controversies. - Engage with... on state and local tax controversies, which includes preparing... clients for discussions with auditors, representing clients at hearings and appeal meeti...

Attorney in Stamford, CT (Remote)

In-House • **Members Only** Stamford, CT

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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

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...

Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

Apply

Posted On Sep 17, 26

Full-time 2 views Experience : Min 2 yrs required

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... with state and local tax controversies, preparing clients for... discussions with auditors, representing clients at hearings and appeal meetings, and preparing...

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