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United States
Posted On Sep 30, 26
Full-time 2 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 30, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B Profit Sharing regulatory compliance
Job Tags:
family finance H-1B Profit Sharing regulatory compliance

Services Tax - Real Estate Manager The candidate will... accounts, focusing on strategic planning and mentoring junior staff.... Help the Financial Services clients navigate the frequently changing tax landscape, providing insights and recommendations that drive positive outcomes. Advise clients on...

Posted On Sep 30, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

Services Tax - Real Estate Director Job Responsibilities: As... Services Tax - Real Estate Director, you will play... a crucial role in guiding clients through the complex landscape of tax obligations, both locally and internationally. Within the Tax practice, you...

Posted On Jul 13, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

advanced market strategies, including estate planning, wealth transfer, business... complex life insurance and annuity solutions. - Analyze financial, legal, and tax documentation to identify risk exposures and planning opportunities. - Partner with distribution... teams to support case design, underwriting strategy, and...

Posted On Sep 14, 26
Full-time 28 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

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...

Posted On Sep 07, 26
Full-time 16 views Experience : 1-3 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa

preparation duties, which encompass tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to diver...

Posted On Sep 24, 26
Full-time 5 views Experience : Min 3 yrs required
Job Tags:
finance Immigration Personal Property restructuring Taxation
Job Tags:
finance Immigration Personal Property restructuring Taxation

in providing state and local property tax planning, consulting, and compliance services... to a diverse range of clients across various industry sectors. Key responsibilities include: - Researching state and local property tax legislation and assisting with drafting client responses and memos. -...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies. Participate in... multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

partnership, closely held corporation, estate, and gift tax matters.... the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. Contribute to tax planning opportunities and help clients... understand the implications of important transactions....

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

partnership, closely held corporation, estate, and gift engagements. Prepare... lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the... implications of important transactions. Take on a broader leadership footprint by training, mentor...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer
Job Tags:
Estate Planning estates family fiduciary finance Immigration inheritance Taxation trusts wealth transfer

Title: Tax Manager - Fiduciary Services Job Responsibilities: As a Tax Manager, you will lead federal tax compliance and consulting engagements for a diverse portfolio of clients. You will serve as a trusted advisor, working directly with client stakeholders, managing engagement...

Posted On Sep 28, 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

Collaborate with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex tax returns including individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, covering both Federal and State jurisdictions, while following instructions and seeki...

Posted On Sep 28, 26
Full-time Experience : Min 5 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

to high net-worth clients using their educational background and professional experience. The responsibilities include: - Managing tax and consulting engagements to identify and address client needs, tax planning, and consulting opportunities. -... Working directly with clients and their advisors t...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 10 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

and address client needs, tax planning, and consulting opportunities. -... Acts as the primary client contact, providing executive presence for preparation and presentation of issues and resolutions. - Reviews complex tax returns including individual, trust, estate, S-Corp, foundation, partnership, an......

Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 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, and exploring tax planning and consulting opportunities. - Acts... as the executive presence and primary client contact for issue preparation and resolution presentations. - Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing feedback to preparers. - Directs...

Posted On Jul 13, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

advanced market strategies, including estate planning, wealth transfer, business... complex life insurance and annuity solutions. - Analyze financial, legal, and tax documentation to identify risk exposures and planning opportunities. - Partner with distribution... teams to support case design, underwriting strategy, and...

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