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United States
Posted On Sep 21, 26
Full-time 4 views Experience : 10-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

Job Title: Trust Administration Advisor Job Responsibilities: - Administer... advice for various Wealth trust accounts, including personal trusts,... asset sizes. - Understand and interpret financial, estate planning strategies, and legal... and fiduciary documents to deliver fiduciary advice to clients or client teams. -...

Posted On Sep 25, 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,...

Posted On Sep 25, 26
Full-time 1 views 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...

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...

Posted On Sep 29, 26
Full-time 1 views
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
Disability Benefits equity estates FINRA Insurance Litigation trials trusts
Practice Area:
Litigation - Trusts & Estates - Defense
Job Tags:
Disability Benefits equity estates FINRA Insurance Litigation trials trusts

Title: Litigation Manager Job Responsibilities: - Manage legal litigation matters involving the assigned functional area, including collections, disputes relating to clients' trusts and estates, and other related matters. - Lead major projects and disputes in FINRA’s arbitration forum and in federal and state...

Posted On Sep 07, 26
Full-time 6 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
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... intricate 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, attorneys, trustees,...

Posted On Sep 07, 26
Full-time 2 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 Operations/Finance Tax Strategy, you will support Transformation within the Tax Services department. Your primary responsibilities will involve collaborating with Tax subject matter specialists, technologists, and stakeholders to...

Posted On Sep 07, 26
Full-time 2 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

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Tax Strategy and Transformation, you will work collaboratively with tax subject matter specialists, technologists, and key stakeholders on tax transformation projects. These projects span various business threads,...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Tax - Private Client Services Tax - Federal Tax - State & Local Tax - General
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Practice Area:
Tax - Private Client Services Tax - Federal Tax - State & Local Tax - General
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: As a Tax Senior within the Global Employer Services for Individual Tax Services, High Net Worth at the company, you will be responsible for: -...

Posted On Sep 22, 26
Full-time 14 views Experience : 8-8 yrs required
Job Tags:
finance Software Taxation trusts
Job Tags:
finance Software Taxation trusts

Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Client Relationship Management & Tax Compliance Oversight: Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Team Leadership and Development: Build...

Posted On Sep 18, 26
Full-time 22 views Experience : Min 10 yrs required
Practice Area:
Tax - Private Client Services
Job Tags:
Corporate Taxation Domestic Violence family Harassment Partnership private client private equity Taxation trusts
Practice Area:
Tax - Private Client Services
Job Tags:
Corporate Taxation Domestic Violence family Harassment Partnership private client private equity Taxation trusts

Title: Tax Partner - High Net Worth - Private Client Services Job Responsibilities: The Tax Partner in the Private Client Services/High Net Worth practice is responsible for utilizing expertise in taxation to provide compliance and consulting services to high-net-worth multi-generational wealthy...

Posted On Sep 14, 26
Full-time 19 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients, including some of the wealthiest families in the...

Posted On Sep 07, 26
Full-time 9 views Experience : Min 11 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client at the company is a critical role responsible for providing sophisticated tax compliance, consulting, and planning services to a diverse clientele, including individuals, multi-generational families, fiduciaries,...

Posted On Sep 07, 26
Full-time 2 views Experience : 6-10 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

returns and providing income, estate, and gift tax planning... high net worth, closely held business, and family business clients. Your key responsibilities include: - Providing tax planning and consulting services to high net worth clients for estate, wills, and trusts ......

Posted On Sep 01, 26
Full-time 2 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

and advisory services to ultra-high-net-worth (UHNW) individuals, families, and related entities. The manager is responsible for advising clients on complex tax matters, including income tax planning, estate and gift planning, charitable... giving, wealth transfer strategies, and other sophisticated planning opportunities...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

net worth clients' trust, estate/wealth transfer, and financial planning... needs. - Lead the wealth planning engagement process with clients from start to finish. - Collaborate with Wealth Strategy Specialists and/or Wealth Strategy Analysts to gather information, conduct analyses, and develop planning s...

Posted On Sep 14, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

topics. - Serve as a resource for the USWM field, providing expertise in both simple and complex tax, trust, and estate planning strategies, as well... as in areas such as concentrated position management, corporate executive services, and pre-liquidity transaction plannin...

Posted On Sep 14, 26
Full-time 1 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

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 existing client base and new client acquisition. - Advise clients on...

Posted On Sep 13, 26
Full-time 1 views Experience : Min 11 yrs required
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services Tax - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client at the company is entrusted with providing sophisticated tax compliance, consulting, and planning services tailored to individuals, multi-generational families, fiduciaries, and other clients. The role involves: -...

Posted On Sep 15, 26
Full-time 2 views Experience : Min 11 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand...

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