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United States
Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Title:** Senior Counsel - Trusts and Estates **Job Responsibilities:** The Senior Counsel for Trusts and Estates is responsible for performing significant and complex legal work while regularly interacting with management. Key duties include overseeing legal research, analysis, consultation, and documentation...

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Posted On Aug 05, 26
Full-time 1 views
Practice Area:
Trusts and Estates - General
Job Tags:
estates Privacy trusts Women
Practice Area:
Trusts and Estates - General
Job Tags:
estates Privacy trusts Women

regulations. - Represent the company in legal proceedings related to trusts and estates. - Draft, review, and negotiate legal documents pertaining to trusts and estates. - Collaborate with internal departments to provide legal guidance on trust administration and estate planning. - Conduct legal rese......

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Strategist III Position Overview At the company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implement tax, estate, and financial plans for... clients, including complex cases. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and review research, develop tax, estate, and financial analyses 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 30, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Job Responsibilities: - Advising clients... on local and international tax affairs to optimize business impact. - Managing tax compliance and structuring for financial services clients in asset and wealth management. - Analyzing and addressing operational tax risks and...

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Posted On Sep 15, 26
Full-time 4 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

client needs, tax planning, and consulting opportunities. - Act as the primary client contact for preparation and presentation of issues and resolution to clients, providing executive presence. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, offering wr...

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Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Transfer Pricing Tax - Federal Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in the Wealth Tax Advisory Practice at company, you will play a crucial role in providing bespoke tax advice and compliance support...

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Posted On Sep 25, 26
Full-time 2 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

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

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Posted On Sep 14, 26
Full-time 21 views Experience : Min 6 yrs required
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

Information The salary for this position is competitive and commensurate with experience. Job Title: . Private Bank - Private Banker - Vice President or Executive Director Experience: Minimum of 6 years in Private...

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Posted On Sep 15, 26
Full-time 7 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is tasked with leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. This includes...

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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 Tags:
equity Equity Compensation estates family Software Taxation trusts

(Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and... advise on matters impacting wealth planning, succession, and family tax strategy. - Develop and implement advanced tax planning st...

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Posted On Sep 15, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients, utilizing their educational background and professional experience. The responsibilities include: -...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide substantial expertise in Individual Retirement Accounts (IRAs), acting as a primary resource on this subject matter. - Advise operations and sales personnel on laws including...

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Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer

Title: Tax Manager - Fiduciary Services Job Responsibilities: As a Tax Manager within the company's Private Wealth practice, the primary responsibilities include leading federal tax compliance and consulting engagements for a diverse portfolio of clients. This role involves advising clients on...

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Posted On Sep 17, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Collaborate with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions, demonstrating the ability to follow instructions and...

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Posted On Aug 05, 26
Full-time 1 views Experience : Min 12 yrs required
Practice Area:
Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Development/ Dirt law Real Estate - Finance Litigation - Real Estate - Defense Real Estate - General
Job Tags:
acquisitions ADA agreements commercial real estate construction construction agreements contracts corporate governance Corporation divestitures easements family finance Insurance IP lease Litigation Property Management purchase and sale agreements
Practice Area:
Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Development/ Dirt law Real Estate - Finance Litigation - Real Estate - Defense Real Estate - General
Job Tags:
acquisitions ADA agreements commercial real estate construction construction agreements contracts corporate governance Corporation divestitures easements family finance Insurance IP lease Litigation Property Management purchase and sale agreements

Chief Counsel – Real Estate Job Responsibilities: - Serve as the... advisor for enterprise real estate matters at the company. -... diverse and complex real estate portfolio. - Advise senior business... dispute resolution, portfolio strategy, acquisitions, dispositions, and real estate matters arising from broade......

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Posted On Sep 22, 26
Full-time Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in Private Tax, the candidate will be responsible for providing personal and private tax advice and compliance support to business owners, business-owning...

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Posted On Sep 15, 26
Full-time 9 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is responsible for delivering tax compliance and consulting services to high net-worth clients. The role involves managing tax and consulting engagements, identifying client needs, and exploring...

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Posted On Sep 01, 26
Full-time 4 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Title: Tax Senior Manager, High Net Worth Job Responsibilities: As a Senior Manager on the High Net Worth Tax team at the company, the successful candidate will be responsible for providing personalized, high-touch service to high net worth individuals and families with...

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