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Attorney in Dallas, GA

In-House • **Members Only** Dallas, GA

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Posted On Sep 21, 26

Full-time 1 views Experience : 7-7 yrs required

Job Tags:

banking Corporation Deferred Compensation employee benefits Estate Planning Government Insurance pension Retirement Planning Software stock options Taxation wealth management wealth transfer

delivering sophisticated financial and estate planning solutions for high-net-worth... assets under management. The primary duties include: - Conducting detailed analyses of financial, estate, and wealth transfer planning... documents to identify opportunities... and develop customized strategies aligned with clients' unique objectives. - Pa...

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Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 21, 26

Full-time 3 views Experience : Min 7 yrs required

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... clients in completing accurate estate plans that align with... their wishes in an efficient manner. The attorney is expected to be available for an initial 'start' meeting within five business...

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 14, 26

Full-time 1 views Experience : 4-7 yrs required

Job Tags:

banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

divisional leadership and Wealth Planning & Advice (WP&A) leadership... resource to the US Wealth Management (USWM) field, providing guidance on both simple and complex tax and trust & estate planning strategies, as well... as... concentrated position management, corporate executive s...

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 22, 26

Full-time 15 views Experience : Min 3 yrs required

Job Tags:

finance Software Taxation trusts

Job Title: Tax Manager - High-net-worth Job Responsibilities: -... Client Relationship Management: The Tax Manager is responsible for... This involves providing personalized tax planning and compliance services... client satisfaction and retention. - Tax Compliance Oversight: The role... and review of complex tax returns for indivi...

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 22, 26

Full-time 21 views Experience : 8-15 yrs required

Job Tags:

finance Software Taxation trusts

Job Title: Tax Managing Director - Premier... for the premier wealth tax practice, including service offerings,... a dedicated team of tax professionals, focusing on strategies... maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax plan...

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 24, 26

Full-time 4 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, you will play... state and local property tax planning, consulting, and compliance... state and local property tax legislation and assisting with......

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 01, 26

Full-time 3 views Experience : Min 5 yrs required

Job Tags:

construction criminal Genetics Harassment ordinances Partnership Taxation

Title: Tax Manager, Real Estate & Construction Job Responsibilities: - Provide... tax consulting, planning, and compliance... clients in the real estate and construction industries. - Perform... tax research and analysis to... client issues and identify tax-saving opportunities. - Develop and implement... tax planning strategies tailored to... tax...

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 15, 26

Full-time 2 views Experience : Min 5 yrs required

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Manager, Private Client Services Job... Responsibilities: - Manage tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -... gather required information for tax return preparation. - Review individual,... trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing feedback to......

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 07, 26

Full-time 1 views Experience : 6-10 yrs required

Job Tags:

ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private... Wealth Services Tax Manager, you will have... secondary reviews of complex tax returns and providing income,... estate, and gift tax planning... strategies for high... the Private Wealth Services Tax team to make recommendations... tax...

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Attorney in Atlanta, GA (Remote)

In-House • **Members Only** Atlanta, GA

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Posted On Sep 01, 26

Full-time 1 views Experience : Min 8 yrs required

Job Tags:

criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... planning, charitable... strategies, and other sophisticated planning opportunities. - Lead the review... individual and family office tax compliance engagements, ensuring technical......

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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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 RICO 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 Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 30, 26

Full-time 2 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,...

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 30, 26

Full-time 1 views 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......

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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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......

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Trusts and Estates Attorney / Litigation - Trusts & Estates - Defense Attorney / Litigation - Trusts & Estates - Plaintiffs Attorney / Trusts and Estates - General Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 23, 26

Full-time 5196 views Experience : Min 10 yrs required 9 applications

Practice Area:

Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General

Job Tags:

Estate Planning Insurance

financial planning, investments, insurance, tax management, executive compensation, retirement... analysis, estate planning, philanthropy and business... succession... planning. Think both strategically and... for each client’s situation, and design, implement and manage the planning process. Responsible for developing... and strengthening client relation...

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 14, 26

Full-time 9 views Experience : 4-4 yrs required

Job Tags:

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

Job Title: Tax Manager - Private Client... Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are tasked with overseeing multiple engagement teams handling a diverse array of sophisticated clients. These clients may include some of the...

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Attorney in Atlanta, GA (Remote)

In-House • **Members Only** Atlanta, GA

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Posted On Sep 08, 26

Full-time 6 views Experience : 6-6 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

Title: Director, Business Tax Advisory Real Estate Solutions Job Responsibilities: - Oversee... day-to-day workflow management for a significant role on a major to client deadlines, including tax return and special projects/consulting. -... particularly in managing the tax return preparation process. - Develop......

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 21, 26

Full-time 4 views Experience : Min 6 yrs required

Job Tags:

Corporation Deferred Compensation employee benefits Estate Planning Insurance pension Retirement Planning Software stock options Taxation wealth management

Title: Advice and Financial Planning Wealth Management Analyst Job Responsibilities: -... creating and delivering advanced planning advice to High and... Ultra-High Net Worth clients and prospects. - Engage in activities that enhance the overall planning group, including contributing to... the collective expertise of...

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 24, 26

Full-time 1 views Experience : 3-4 yrs required

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 Operations/Finance Tax Strategy - Tax Transformation,... transformation projects across various tax services. Your responsibilities will... include: - Collaborating with Tax subject matter specialists, technologists,... and stakeholders to support tax transformation projects that span......

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Attorney in Atlanta, GA

In-House • **Members Only** Atlanta, GA

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Posted On Sep 07, 26

Full-time 10 views Experience : Min 9 yrs required

Job Tags:

Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

implement complex tax and estate plans for clients. -... Translate complex tax, estate, and legacy planning concepts... into clear, actionable recommendations for clients, advisors, and relationship partners. - Lead and participate in multi-advisor and multi-generational client meetings involving family members,...

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