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United States
Posted On Sep 01, 26
Full-time 4 views Experience : 8-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

- Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. -... Manage overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, a...

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Posted On Aug 10, 26
Full-time 1 views Experience : 10-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

and ultra-high-net-worth individuals and families within a specific market. The role involves providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. The... Private Banker manages overall relationship profitability and portfolio risk and i...

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Posted On Sep 22, 26
Full-time Experience : 5-10 yrs required
Job Tags:
Estate Planning family finance Partnership Taxation
Job Tags:
Estate Planning family finance Partnership Taxation

is a global private holding company focused on acquiring businesses and realizing exponential growth through operational improvements and strategic capital deployment. Since its inception, Company has successfully acquired businesses from leading Fortune 500 and large-cap companies. Our investments span the...

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Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax & Estate Planning Job Responsibilities: - Advising and... consulting on the estate planning process, focusing on... income distribution, business succession, estate preservation, and estate plan... legal documents associated with estate and business succession planning. -... Providing tax planning and consulting...

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Posted On Sep 20, 26
Full-time Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax and Estate Planning Duties: The candidate... and consulting on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Providing tax planning and...

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Posted On Sep 03, 26
Full-time 32 views Experience : Min 7 yrs required
Job Tags:
Affirmative Action equity Estate Planning family fiduciary Insurance marketing Profit Sharing trusts Visa
Job Tags:
Affirmative Action equity Estate Planning family fiduciary Insurance marketing Profit Sharing trusts Visa

to assist them with the transition of wealth from one generation to the next. - Interpreting and reviewing various legal documents related to estate and business succession planning.... - Conducting technical research on individual, trust, and estate planning and comp...

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Posted On Jul 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Real Estate - Finance Real Estate - General
Job Tags:
banking closing documents criminal equity family LLC organizational documents Partnership partnerships title trusts
Practice Area:
Real Estate - Finance Real Estate - General
Job Tags:
banking closing documents criminal equity family LLC organizational documents Partnership partnerships title trusts

the review and adjustment of complex legal and financial documents. Key duties include: - Reviewing organizational documents and trust documents to ensure accuracy... and compliance. - Acting as the primary escalation point for reviews related to entity/trust/POA/signature structures. - Ensuring accurate review o...

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Posted On Jul 09, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Government Guardianship Probate Taxation title trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Elder Law Estate Planning estates Government Guardianship Probate Taxation title trusts

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Posted On Sep 25, 26
Full-time 3 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,...

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Posted On Sep 15, 26
Full-time 4 views Experience : Min 15 yrs required
Job Tags:
Affirmative Action branding construction Software special projects Taxation
Job Tags:
Affirmative Action branding construction Software special projects Taxation

Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a... trusted leader of the company's tax services, providing federal tax compliance and consulting services to construction and real estate clients. - Act as a... valued tax business advisor, leading client relationships on...

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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...

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Posted On Jul 21, 26
Full-time 3 views Experience : 8-10 yrs required
Job Tags:
agreements Bank Secrecy Act Code of Conduct criminal family fiduciary Insurance lending trusts wealth management
Job Tags:
agreements Bank Secrecy Act Code of Conduct criminal family fiduciary Insurance lending trusts wealth management

Trust Officer Job Responsibilities: - Administer estate and personal trust accounts,... Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all... potential new trust or investment business. - Partner... with Business Development colleagues to ensure proposed new relation...

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

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Posted On Sep 30, 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...

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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 be responsible for supporting transformation in Operations/Finance. The role involves collaboration with Tax subject matter specialists, technologists, and...

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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 Senior Consultant in Tax Strategy and Transformation, you will be collaborating with Tax subject matter specialists, technologists, and key stakeholders. Your responsibilities involve working on tax transformation projects that...

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Posted On Sep 22, 26
Full-time 1 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: Manager - Tax - Business Tax Services - Private Tax - Wealth Tax Advisory Job Responsibilities: - Lead the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Support clients in wealth transfer, succession planning, and...

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Posted On Sep 25, 26
Full-time 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, the primary responsibilities include: - Preparing and reviewing complex federal, state, and local...

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Posted On Sep 14, 26
Full-time 15 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

Bank, the key responsibilities include: - Managing and maintaining relationships with clients by earning their trust, thoroughly understanding their needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generating business results and acquiring new assets both from...

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Posted On Sep 14, 26
Full-time 17 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 from both the existing client base and new client acquisition. -...

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