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United States
Posted On Sep 14, 26
Full-time 12 views
Practice Area:
Insurance Real Estate - Purchase and Sale (Residential) Litigation - Real Estate - Defense Real Estate- Commercial Transactions Real Estate - Tax Insurance - Regulatory & Compliance Insurance Plaintiffs - General Real Estate - Residential Transactions Real Estate - Foreclosure (Litigation) Real Estate - Eviction (Litigation) Real Estate Insurance Defense - General Real Estate - Finance Trucking and Auto Defense Trucking and Auto Plaintiffs Litigation - Real Estate Litigation - Foreclosure (Borrower-side) Litigation - Foreclosure (Lender-side) Litigation - Real Estate - Plaintiffs Insurance Coverage Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Development/ Dirt law Real Estate - General Personal Injury Defense Personal Injury Plaintiffs
Job Tags:
asset management banking equity Financial Institutions Government hedge funds Insurance Investment Banking investment management private equity spectrum wealth management
Practice Area:
Insurance Real Estate - Purchase and Sale (Residential) Litigation - Real Estate - Defense Real Estate- Commercial Transactions Real Estate - Tax Insurance - Regulatory & Compliance Insurance Plaintiffs - General Real Estate - Residential Transactions Real Estate - Foreclosure (Litigation) Real Estate - Eviction (Litigation) Real Estate Insurance Defense - General Real Estate - Finance Trucking and Auto Defense Trucking and Auto Plaintiffs Litigation - Real Estate Litigation - Foreclosure (Borrower-side) Litigation - Foreclosure (Lender-side) Litigation - Real Estate - Plaintiffs Insurance Coverage Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Development/ Dirt law Real Estate - General Personal Injury Defense Personal Injury Plaintiffs
Job Tags:
asset management banking equity Financial Institutions Government hedge funds Insurance Investment Banking investment management private equity spectrum wealth management

with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients...

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Posted On Sep 01, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Job Title: Senior Estate and Tax Specialist Job Responsibilities: -... Conduct trust, estate, and/or tax planning analyses... for the highest-net-worth clients (generally $25M+ in assets). Provide consultation on complex planning scenarios, leveraging expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
agreements asset management child contracts Energy estates fiduciary Insurance investment management lease pension Probate Property Management Real Estate Law royalty spouse title trusts
Job Tags:
agreements asset management child contracts Energy estates fiduciary Insurance investment management lease pension Probate Property Management Real Estate Law royalty spouse title trusts

Job Title: Trust Real Estate Advisor III - Oil... & Gas Job Responsibilities: - Manage a portfolio of complex energy and mineral assets held in trusts, estates, agency accounts, and investment management relationships. - Ensure compliance with fiduciary obligations, governing documents, policies, and...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate... will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Sep 29, 26
Full-time Experience : 1-8 yrs required
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer
Job Tags:
asset management company policies criminal estates family hedge funds Insurance Partnership partnerships private equity Taxation trusts Venture Capital wealth transfer

family offices, high-net-worth individuals, trusts, estates, and closely held businesses by delivering strategic tax planning, compliance, and advisory services. - Lead and oversee complex individual, gift, estate, trust, partnership, and business... tax engagements, including matters involving family-owned operating businesses, investment structu...

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Posted On Sep 10, 26
Full-time 1 views
Job Tags:
company policies criminal equity family Insurance
Job Tags:
company policies criminal equity family Insurance

and financial matters. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses, owner-managed, and fast-growing start-ups. Provide analyses of financial, gift, estate, and income tax issues... for ultra-high net-worth individuals and families. - Establish meaning...

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Posted On Sep 14, 26
Full-time 2 views
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

clients by earning their trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing and new clients. - Advise clients on their overall balance...

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