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United States
Posted On Sep 30, 26
Full-time Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

Title CQA Lead Analyst - Fiduciary Job Responsibilities The Compliance Quality Assurance (CQA) Lead Analyst is tasked with overseeing the administration and execution of testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. The key responsibilities...

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Posted On Sep 30, 26
Full-time 2 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 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
family fiduciary mortgages Taxation title Wills
Job Tags:
family fiduciary mortgages Taxation title Wills

Title: Senior Trust Officer Job Description: Job Title: Senior... Trust Officer Job Responsibilities: - Professional trust... administration within the scope... professional communication to clients and Financial Advisors. - Demonstrate expertise on the terms and practical application of trust document provisions, understanding how... each trust fit...

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Posted On Sep 30, 26
Full-time 1 views 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: As... Services Tax - Real Estate Director, you will play... a crucial role in guiding clients through the complex landscape of tax obligations, both locally and internationally. Within the Tax practice, you...

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Posted On Sep 15, 26
Full-time 2 views Experience : Min 8 yrs required
Job Tags:
Bank Secrecy Act equity estates Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension regulatory compliance stage Taxation trusts wealth management
Job Tags:
Bank Secrecy Act equity estates Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension regulatory compliance stage Taxation trusts wealth management

Job Title: WM Senior Trust Officer Job Responsibilities: The WM Senior... Trust Officer is responsible for... the administration, risk management, and servicing of assigned fiduciary and investment management accounts. This role may include Relationship Management responsibilities as well as product specialty knowledge...

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Posted On Sep 07, 26
Full-time 16 views Experience : 1-3 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa

Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will include: - Engaging in tax consulting and tax return preparation duties, which encompass tax research, tax planning, and the preparation of supporting digital work...

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Posted On Sep 25, 26
Full-time 1 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 28 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 the existing client base and new client acquisition -...

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Posted On Sep 25, 26
Full-time 1 views 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, you will lead federal tax compliance and consulting engagements for a diverse portfolio of clients. You will serve as a trusted advisor, working directly with client stakeholders, managing engagement...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Collaborate with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex tax returns including individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, covering both Federal and State jurisdictions, while following instructions and seeki...

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Posted On Sep 28, 26
Full-time Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company provides tax compliance and consulting services to high net-worth clients using their educational background and professional experience. The responsibilities include: -...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

and address client needs, tax planning, and consulting opportunities. - Acts as the primary client contact, providing executive presence for preparation and presentation of issues and resolutions. - Reviews complex tax returns including individual, trust, estate, S-Corp, foundation, partnership, an......

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

and exploring tax planning and consulting opportunities. - Acts as the executive presence and primary client contact for issue preparation and resolution presentations. - Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing feedback to preparers. - Directs commun...

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