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Posted On Aug 18, 26
Full-time 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 Aug 20, 26
Full-time 5 views Experience : 5-5 yrs required

Title: Financial Services - Private Client Services - Tax Manager Job Responsibilities: As a Manager in the Private Tax sector within the company, the candidate will be at the forefront of providing personal and private tax advice and compliance support to business...

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Full-time 5 views Experience : 8-8 yrs required

Title: Financial Services - Private Client Services - Tax Senior Manager Job Responsibilities: As a Senior Manager in Private Tax at the company, the candidate will be expected to provide personal and private tax advice and compliance requirements to business owners, business-owning...

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Posted On Aug 20, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Tax Manager - Financial Services Organization - State & Local Tax, Income Tax Job Responsibilities: - Manage multiple tax engagements and contribute to the delivery of quality tax planning and compliance services for financial services industry clients. - Develop a thorough understanding...

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Posted On Sep 08, 26
Full-time Experience : Min 5 yrs required

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of family clients by protecting, improving, and growing their financial, social, and human capital. - Manage various responsibilities, including consulting and advising high-net-worth individuals. - Review family office governance, operations, and...

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Posted On Sep 11, 26
Full-time 11 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 11, 26
Full-time 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 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...

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

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...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required

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...

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Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required

Job Title: Senior Trust Officer Job Description: This position... administration and business development of complex investment management and trust accounts. The role requires... collaboration with team members to ensure trust product awareness and education... for clients, associates, and Centers of Influ...

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Full-time 6 views Experience : Min 10 yrs required

Job Title: Trust Counsel Job Responsibilities: - Wealth Planning: ... comprehensive review of their estate and wealth transfer plans,... gather all relevant information, ensuring coordinated efforts and managing expectations. - Stay informed about changes to federal, state, and local estate, gift, and incom...

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Posted On Sep 07, 26
Full-time 3 views

Job Title: Estate Administrator - Associate Job Responsibilities: -... Opening Group to open estate or trust accounts. - Interpret... Communicate with beneficiaries and co-executors or co-trustees to outline administrative procedures. - Analyze Wills and trust documents for legal, tax,... administrative, and investment issues; coord...

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Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required

within the Trust and Estate Group of a well-established... advisor that focuses on ultra-high-net-worth clients. The role involves three primary functional responsibilities: 1. Provide day-to-day administrative and operational support to the Trust and Estate Group. 2. Assist with trust... and estate docum...

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Full-time 4 views Experience : Min 4 yrs required

Tax Attorney — Real Estate Private Equity Job Responsibilities: - Advise... professionals within the real estate business on federal, state,... local, and foreign tax planning for acquisitions, dispositions, refinancings, and recapitalizations. - Partner with private wealth and institutional client services teams on new...

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Full-time 13 views Experience : Min 6 yrs required

Title: Tax Counsel – Asset Based Finance** **Job Responsibilities:** - Assist with negotiating and overseeing tax aspects of Asset Based Finance (ABF) investments, which may include credit facilities, broadly syndicated debt offerings, private placements, complex platform equity investments, residential and commercial mortgage-backed...

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