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United States
Posted On Sep 23, 26
Full-time 1 views Experience : Min 3 yrs required
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 Experienced Senior, Private Client... Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities.... information needed to prepare tax returns. - Develop an... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...

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Posted On Sep 23, 26
Full-time 3 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 global holdings...

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Posted On Sep 18, 26
Full-time 1 views Experience : Max 3 yrs required
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

Job Title: Tax Professional Job Responsibilities: - Work with... high net worth families, closely held businesses, estates, trusts, and private foundations. - Develop strong working needs and challenges. - Complete tax planning and research. - Prepare... and state & local tax returns. - Develop a general......

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Posted On Sep 30, 26
Full-time
Job Tags:
construction Domestic Violence due diligence family Harassment Partnership Taxation Visa
Job Tags:
construction Domestic Violence due diligence family Harassment Partnership Taxation Visa

Title: State and Local Tax Manager - Income Franchise Job... Distribution, Financial Services, Construction/Real Estate, and Consumer/Industrial Products. - Lead... on providing high-value quality tax advice and seek to... expand services. - Serve as a Career Advisor, mentor, or coach to one or...

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Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
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,... and retirement planning, and tax compliance. - Manage and oversee... fiduciary, gift, generation-skipping, and estate taxation. This includes planning... and executing client tax engagements. - Collaborate with specialists......

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

Job Title: Tax Senior Manager - Ultra... a full spectrum of tax services, including wealth transfer,... and retirement planning, and tax compliance. - Lead the... fiduciary, gift, generation-skipping, and estate taxation. This includes planning... and executing client tax engagements that exceed client......

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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 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: - Serve as a... and executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including strategies such as... GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise... on fiduciary income tax planning and compliance, specifically......

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: -... clients to provide innovative tax planning, consulting, and compliance... primary review of complex tax returns and maintain client... client vendors. - Engage in tax planning, preparation, and research... for high-net-worth individuals and related business...

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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 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......

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Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

Job Title: Experienced Estate Planning and Elder Law... complex asset-protection and Medicaid planning strategies. - Advise clients on... estate, inheritance, and tax implications. -... Manage estate and trust administration matters. -... Prepare fiduciary accounts and estate and inheritance tax returns. -... Guide Medicaid spend-down...

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Posted On Sep 14, 26
Full-time 43 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Deliver the firm's wealth planning resources to clients and... and client-facing advocate for the Wealth Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and underst...

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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
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

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

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

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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
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

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 includes preparing... clients for discussions with auditors, representing the client at hearings and...

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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
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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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......

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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
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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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...

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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......

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