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United States
Posted On Sep 23, 26
Full-time 1 views Experience : Min 3 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

planning, and consulting opportunities. - Work directly with clients and their advisors to gather information needed to prepare tax returns. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, both Federal and S...

Posted On Sep 23, 26
Full-time 8 views Experience : 4-10 yrs required
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Tax - Federal
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Tax - Federal
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts

Senior Manager – Real Estate Job Responsibilities: - Conduct research and... tax issues, including real estate tax, partnerships, REITs, S... the acquisition, restructuring, and disposition of real estate assets in joint venture,... fund, and REIT/blocker structures. - Manage REIT tax structuring and due...

Posted On Sep 23, 26
Full-time 3 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and activitie...

Posted On Sep 18, 26
Full-time 1 views Experience : Max 3 yrs required
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

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 &...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

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...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Director - Trust & Estate Job Responsibilities: - Serve as a... and executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including strategies such as GRATs, IDGTs, SLATs, charitable planning, and succession planning. - Advise on fiduciary income tax planning and compliance,...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: - Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. - Provide primary review of complex tax returns and maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

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. - Serve as a primary point of contact for...

Posted On Sep 21, 26
Full-time Experience : 5-20 yrs required
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills
Practice Area:
Elder Law Estate & Tax Planning
Job Tags:
Elder Law Estate and Trust Estate Planning fiduciary Financial Institutions Guardianship health insurance inheritance Litigation Medicaid trusts Wills

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...

Posted On Sep 14, 26
Full-time 43 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

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...

Posted On Sep 14, 26
Full-time 24 views
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

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...

Posted On Sep 25, 26
Full-time 11 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 2 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 Jul 03, 26
Full-time 6 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

within the Private Wealth Public Funds Legal group, specifically focusing on the **Members Only,** Real Estate Income Trust (BREIT). The... primary responsibilities include: - Preparing and reviewing public offering materials, such as registration statements and prospectuses under the ’33 Act and p...

Posted On Sep 07, 26
Full-time 1 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 the Tax Strategy and Transformation team, you will play a crucial role in supporting transformation projects within Operations/Finance. Your responsibilities will include: - Collaborating with Tax subject...

Posted On Sep 07, 26
Full-time 1 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 Tax Strategy and Transformation Senior Consultant, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role spans various tax transformation projects that include...

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: As a Tax Senior in the Individual Tax Services – High Net Worth group at the company, the candidate will be responsible for a variety of tasks...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current planning tools landscape to identify gaps...

Posted On Sep 03, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate and Trust Estate Planning estates family fiduciary health insurance Insurance Probate Software trusts Wills

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...

Posted On Jul 29, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Franchise Law
Job Tags:
agreements Disability Benefits Employment Law family finance franchise law franchisee Insurance Intellectual Property Litigation marketing NYSE Paternity renewals stage title
Practice Area:
Franchise Law
Job Tags:
agreements Disability Benefits Employment Law family finance franchise law franchisee Insurance Intellectual Property Litigation marketing NYSE Paternity renewals stage title

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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