Legal jobs

Attorney in Montvale, NJ (Remote)

In-House • **Members Only** Montvale, NJ

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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...

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Attorney in Montvale, NJ (Remote)

In-House • **Members Only** Montvale, NJ

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Posted On Sep 22, 26

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

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Attorney in Woodcliff Lake, NJ

In-House • **Members Only** Woodcliff Lake, NJ

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Posted On Sep 21, 26

Full-time 11 views Experience : Min 10 yrs required

Job Tags:

estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Director - Trust & Estate Job Responsibilities: 1. Client Advisory &... 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... 1041,......

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Attorney in Woodcliff Lake, NJ

In-House • **Members Only** Woodcliff Lake, NJ

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Posted On Sep 21, 26

Full-time 10 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 is responsible for... managing the tax planning and compliance functions... working closely with the Chief Financial Officer of the fund to manage the tax planning and compliance of... the management company....

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Attorney in Woodcliff Lake, NJ

In-House • **Members Only** Woodcliff Lake, NJ

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Posted On Sep 21, 26

Full-time 2 views Experience : Min 7 yrs required

Job Tags:

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

Tax Manager - Private Client... Private Client Services Job Responsibilities: The Tax Manager in the Private... for leading and managing tax compliance and consulting engagements... This involves reviewing complex tax returns, including individual (1040),... trusts, estates, and gift tax returns. The Tax Manag......

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Attorney in Saddle Brook, NJ (Remote)

In-House • **Members Only** Saddle Brook, NJ

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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

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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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...

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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...

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Attorney in Harrison, NY

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

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Posted On Sep 21, 26

Full-time 14 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 is tasked with... overseeing the tax planning and compliance functions... other investment-related fields. This role involves close collaboration with the Chief Financial Officer of the fund to manage the tax pla...

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Attorney in Harrison, NY

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

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Posted On Sep 21, 26

Full-time 2 views Experience : Min 7 yrs required

Job Tags:

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

Tax Manager - Private Client... Services 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......

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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...

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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...

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Attorney in Roseland, NJ (Remote)

In-House • **Members Only** Roseland, NJ

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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

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...

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Tax - Private Client Services Attorney / Tax - International Attorney / Tax - IRS Audits and Appeals Attorney / Tax - General Attorney in Hoboken, NJ

In-House • **Members Only** Hoboken, NJ

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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

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...

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Attorney in Hoboken, NJ

In-House • **Members Only** Hoboken, NJ

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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

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...

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Attorney in Hoboken, NJ

In-House • **Members Only** Hoboken, NJ

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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 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......

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Attorney in Hoboken, NJ

In-House • **Members Only** Hoboken, NJ

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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

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...

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Attorney in Jersey City, NJ

In-House • **Members Only** Jersey City, NJ

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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...

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Attorney in Jersey City, NJ

In-House • **Members Only** Jersey City, NJ

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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 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......

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Attorney in Jersey City, NJ

In-House • **Members Only** Jersey City, NJ

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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

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...

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