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Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required

Director - Trust & Estate Job Responsibilities: 1. Client Advisory &... executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and compliance (Forms 1041,...

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Posted On Sep 21, 26
Full-time 10 views Experience : Min 7 yrs required

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The Tax Manager is responsible for managing the tax planning and compliance functions for ultra-high net worth individuals and their families, with a focus on financial service clients such as those in hedge-funds, private equity,...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

Manager - Private Client Services Job Title: Tax Manager - Private Client Services Job Responsibilities: The Tax Manager in the Private Client Services practice is responsible for leading and managing tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities....

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Posted On Sep 01, 26
Full-time 5 views Experience : Min 8 yrs required

(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 str...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Trust Officer I (TO I),... identifying issues and coordinating trust administrative matters. - Collaborate with... internal groups, including the Office and Operations, to address trust administration activities. - Partner with... the Market Trust Director, Trust Officers, Senior... Trust Officers, and...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required

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 Jul 26, 26
Full-time 2 views Experience : Min 1 yrs required

Job Title: Estates and Trust Paralegal/Case Analyst Job Responsibilities:... dockets, court filings, and estate documents to track each... funded deal’s path to conclusion and flag developments that could affect payment. - Take initiative to solve problems with a collaborative approach,...

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Posted On Jul 26, 26
Full-time Experience : Min 1 yrs required

dockets, court filings, and estate documents to track each... funded deal’s path to conclusion and flag developments that could affect payment. - Take initiative to solve problems with a collaborative approach, working with other stakeholders to resolve issues that could delay...

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Posted On Sep 21, 26
Full-time 14 views Experience : Min 7 yrs required

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The Tax Manager is tasked with overseeing the tax planning and compliance functions for ultra-high net worth individuals and their families, with a particular focus on clients in the financial services sector, such as those...

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

engagements for high-net-worth individuals, family offices, and closely 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. - S...

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Posted On Sep 14, 26
Full-time 39 views Experience : Min 9 yrs required

Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...

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

Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients...

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Posted On Sep 14, 26
Full-time 12 views Experience : Min 3 yrs required

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. -...

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Posted On Sep 14, 26
Full-time 5 views Experience : Min 6 yrs required

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 from both the existing client base and through new client acquisition. - Advise...

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Posted On Sep 14, 26
Full-time 3 views Experience : Min 3 yrs required

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 from both existing client bases and new client acquisition. - Advise clients on...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 6 yrs required

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...

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Part-time 2 views

Title Staff Attorney Job Responsibilities - Develop legal strategies in collaboration with social workers and other professionals. - Coordinate and deliver trainings and outreach to professional audiences. - Assist with grant writing and reporting. - Engage in policy and legislative...

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Posted On Sep 25, 26
Full-time 5 views Experience : Min 5 yrs required

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 25, 26
Full-time 2 views Experience : Min 5 yrs required

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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