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United States
Full-time 1 views

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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Full-time Experience : 5-20 yrs required

Job Title: Experienced Estate Planning and Elder Law... strategies. - Advise clients on estate, inheritance, and tax implications. -... Manage estate and trust administration matters. -... Prepare fiduciary accounts and estate and inheritance tax returns. -... Guide Medicaid spend-down strategies and application processes. - Repres...

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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 1 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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Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

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 1 views Experience : 3-4 yrs required

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 Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior within the Individual Tax Services - High Net Worth group at the company, you will be responsible for a variety of tasks...

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Posted On Sep 17, 26
Full-time 1 views

Title: Tax Senior Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Work as part of a multi-disciplinary team to provide industry knowledge and experience to clients...

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Posted On Jul 29, 26
Full-time 2 views Experience : Min 7 yrs required

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 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 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 25, 26
Full-time 1 views Experience : Min 6 yrs required

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

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 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 Sep 18, 26
Full-time Experience : Min 8 yrs required

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 Sep 18, 26
Full-time Experience : Max 3 yrs required

Title: Tax Professional Job Responsibilities: - Work with high net worth families, closely held businesses, estates, trusts, and private foundations. - Develop strong working relationships with clients by understanding their needs and challenges. - Complete tax planning and research. - Prepare federal and state &...

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Posted On Sep 14, 26
Full-time 43 views Experience : Min 9 yrs required

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 14, 26
Full-time 24 views

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 Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required

on, and implement tax, estate, and financial plans for... clients. - Collaborate with senior planning resources on complex matters and specific subjects. - Partner in acquiring new clients and retain, expand, and deepen research to develop tax, estate, and financial analyses and......

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Posted On Sep 25, 26
Full-time 3 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 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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