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United States
Posted On Sep 01, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Estate Planning family finance trusts wealth transfer
Job Tags:
Estate Planning family finance trusts wealth transfer

or Director - Gift, Estate, Trusts Job Responsibilities: -... Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired...

Posted On Sep 21, 26
Full-time 6 views Experience : Min 10 yrs required
Job Tags:
Partnership Taxation
Job Tags:
Partnership Taxation

Senior Manager - Real Estate Job Responsibilities: - Lead and... manage complex real estate tax compliance and consulting... engagements, ensuring accuracy and timeliness. - Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry trends. -...

Posted On Aug 25, 26
Full-time 1 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...

Posted On Sep 14, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
estates family finance trusts
Job Tags:
estates family finance trusts

Title: Tax Manager or Director - Individuals, Trusts & Estates Job Responsibilities: - Review high net worth individual income tax returns and collaborate with the company's Wealth Advisory practice. - Thrive in an entrepreneurial environment that offers flexibility, autonomy, and...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in Private Tax at the company, you will be responsible for providing personal and private tax advice and compliance support to business...

Posted On Sep 25, 26
Full-time 2 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 within the company's Individual Tax Services – High Net Worth group, you will be responsible for: - Preparing and reviewing complex federal, state, and local...

Posted On Jul 26, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Corporate - Contract Law Corporate - General Corporate - M&A
Job Tags:
agreements beverage Commercial Contracts Commercial Finance construction contracts corporate governance corporate transactions criminal Energy finance government contracts Insurance Joint Ventures Litigation Mergers and Acquisitions
Practice Area:
Corporate - Contract Law Corporate - General Corporate - M&A
Job Tags:
agreements beverage Commercial Contracts Commercial Finance construction contracts corporate governance corporate transactions criminal Energy finance government contracts Insurance Joint Ventures Litigation Mergers and Acquisitions

Title: Corporate Counsel Job Responsibilities: Corporate Counsel will serve as a trusted legal advisor to business leaders throughout the organization. Working closely with the Associate General Counsel, this position will be responsible for negotiating, drafting, and advising complex commercial agreements that support...

Posted On Sep 16, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment. - Develop responses to IRS and other regulatory and tax authorities'...

Posted On Aug 18, 26
Full-time 1 views Experience : Min 11 yrs required
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management

Senior Tax Strategist - High Net Worth Job Responsibilities: - Support senior planners and collaborate with home office and third-party experts to assist financial advisors in delivering high-quality advice, planning, products, and services for High Net Worth (HNW) clients, focusing on wealth...

Posted On Aug 25, 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

Works with clients and their advisors to gather necessary information for tax return preparation. - Prepares complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions, demonstrating the ability to follow instructions and acti...

Posted On Aug 25, 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

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

Posted On Aug 12, 26
Full-time 1 views Experience : 15-15 yrs required
Job Tags:
banking conservator equity fiduciary finance guardian
Job Tags:
banking conservator equity fiduciary finance guardian

Officer Job Responsibilities: - Lead the trust administration function of the... Trust Services business line. - Serve... direct supervision of assigned trust administration staff. - Administer an... assigned book of trust business. - Supervise the administration... and sales activities of trust administration staff. - Perform all......

Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

Job Title: Estate Settlement Manager Job Responsibilities: - Manage... a portfolio of highly complex estate settlement engagements involving significant... family wealth, multiple entities, trusts, beneficiaries, tax considerations, and fiduciary relationships. - Serve as the primary relationship lead during estate settlement engagements, providing guidance......

Posted On Aug 05, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

Private Client Advisor and Trust Officer Job Responsibilities: - Deliver comprehensive... advice and customized wealth management solutions for high-net-worth clients and families. - Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management clients. - Maintain a client-centric focus and a...

Posted On Jul 26, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills

situations, including tax implications, investment strategies, retirement planning, and estate planning. - Specialized Investment Strategies:... Collaborate with the Investment Team to develop and recommend investment strategies tailored to clients' specific needs, risk tolerance, and financial goals, considering their unique technical circumstanc...

Posted On Sep 14, 26
Full-time 3 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. - Advise clients...

Posted On Sep 14, 26
Full-time 5 views Experience : 6-10 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 existing client base and new client acquisition. - Advise clients on...

Posted On Sep 14, 26
Full-time 4 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

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. -...

Posted On Jul 26, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer

(UHNW) clients to understand their goals and deliver customized estate and wealth transfer strategies. -... Review, interpret, and summarize complex estate planning documents such as... irrevocable trusts, operating agreements, buy-sell agreements, voting trusts, and shareholder agreements. - Provide recommendations for client consideration...

Posted On Sep 14, 26
Full-time 1 views Experience : 3-10 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 existing client base and new client acquisition. - Advise clients on...

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