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United States
Posted On Sep 11, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

Tax Manager - Real Estate Duties: The candidate will... consulting services to Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... clients in the Real Estate industry sector. Work directly... with the client,...

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Posted On Sep 11, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts

Tax Manager - Real Estate Duties: The candidate will... services to REITs, real estate private equity funds, joint... ventures, and operating partnerships. Work directly with clients, lead tax engagement teams, collaborate with in-house specialists, and use advanced technology and data...

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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 Responsibilities: As a Senior Consultant in Tax Strategy and Transformation, you will support the Transformation in Operations/Finance. Your primary responsibilities will involve collaborating with Tax subject matter specialists, technologists, and key stakeholders....

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Posted On Sep 07, 26
Full-time 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

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Tax Strategy and Transformation, the candidate will work closely with Tax subject matter experts, technologists, and key stakeholders. The role involves supporting tax transformation projects that encompass...

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Posted On Jul 29, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Franchise Law
Job Tags:
agreements Disability Benefits Employment Law family finance franchise law franchisee Insurance Intellectual Property Litigation marketing NYSE Paternity renewals stage title
Practice Area:
Franchise Law
Job Tags:
agreements Disability Benefits Employment Law family finance franchise law franchisee Insurance Intellectual Property Litigation marketing NYSE Paternity renewals stage title

Title: Corporate Counsel Job Responsibilities: - Drafting and negotiating franchise agreements and related documents to help the business attain growth and retention goals. - Reviewing marketing materials for legal compliance. - Applying in-depth knowledge of federal and state franchise laws and regulations to provide...

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Posted On Sep 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

supporting clients with their estate planning needs and managing... estate and trust administration clients.... design and implement comprehensive estate plans, which include wills,... powers of attorney, and advance medical directives. - Advising clients on estate planning strategies tailored to... thei...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Probate
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Job Title: Trust Officer I (TO I),... identifying issues and coordinating trust administrative matters by partnering... Portfolio Oversight Group, Tax Services, Operations, and other stakeholders. - Collaborate with the Market Trust Director, Trust Officers, Senior... Trust Officers, and Trust Senior... Associat...

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Posted On Aug 13, 26
Full-time Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing RICO wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing RICO wealth management

Services Tax - Real Estate Senior Manager Duties: The... candidate will play a pivotal role in guiding clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax...

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate and Infrastructure Transactions Senior... Associate Job Responsibilities - Advising clients on local and international tax affairs to optimize business strategies. - Managing tax compliance processes and preparing tax documents for financial services clients. - Analyzing...

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Posted On Aug 20, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing wealth management
Job Tags:
family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate and Infrastructure Transactions Manager... Job Responsibilities - Advising clients on local and international tax affairs with a focus on strategic business analysis and capital management. - Managing tax compliance and structuring for financial services clients,...

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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
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 Aug 31, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance
Job Tags:
asset management Ethics family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate and Infrastructure Transactions Senior... Associate Job Responsibilities: - Advising clients on local and international tax affairs to optimize business strategies. - Managing tax compliance processes and preparing tax documents for financial services clients. - Analyzing financial statements and monitoring...

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Posted On Sep 07, 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

Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...

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Posted On Sep 07, 26
Full-time 24 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 their 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 Aug 18, 26
Full-time 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... with clients. Review individual, trust, partnership and corporate tax... returns prepared by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle...

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Posted On Aug 18, 26
Full-time Experience : Min 8 yrs required
Job Tags:
conflict resolution Energy fiduciary marketing private client startup
Job Tags:
conflict resolution Energy fiduciary marketing private client startup

individual, fiduciary, gift and estate, and other tax returns,... ensuring accuracy and alignment with strategic planning. - Conduct advanced tax research and draft technical memoranda addressing complex issues. - Design and implement tax planning strategies that optimize wealth preservation, charitable giving, and...

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Posted On Aug 19, 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,...

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Posted On Aug 19, 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

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: - Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. - Provide primary review of complex tax returns and maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party...

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Posted On Aug 19, 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
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer... taxes. - Serve as a primary point of contact for...

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

complex tax matters, including income tax planning, estate and gift planning, charitable... giving, wealth transfer strategies, and other sophisticated planning opportunities. - Lead the review and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

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