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United States
Full-time Experience : 2-6 yrs required

Job Title: Estate Planning Professional Job Responsibilities: - Independently... review, fund, and maintain estate plans. - Review and summarize... existing estate planning documents, making appropriate... legal updates and family circumstances. - Address general informational estate planning questions from clients... and advisor teams. - Serve as...

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Posted On Sep 07, 26
Full-time 1 views Experience : 4-7 yrs required

divisional leadership and Wealth Planning & Advice (WP&A) leadership... resource to the US Wealth Management (USWM) field, providing guidance on both simple and complex tax and trust & estate planning strategies, as well... as... concentrated position management, corporate executive s...

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Full-time 5195 views Experience : Min 10 yrs required 9 applications

complex needs around financial planning, investments, insurance, tax management,... executive compensation, retirement analysis, estate planning, philanthropy and business... succession... planning. Think both strategically and... situation, and design, implement and manage the planning process. Responsible for developing... and strengthening client relation...

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Posted On Aug 18, 26
Full-time 3 views Experience : Min 6 yrs required

Title: Advice and Financial Planning Wealth Management Analyst Job Responsibilities: -... creating and delivering advanced planning advice to High and... Ultra-High Net Worth clients and prospects. - Engage in activities that enhance the overall planning group, including contributing to... the collective expertise of...

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Posted On Sep 08, 26
Full-time 6 views Experience : 6-6 yrs required

Tax Advisory Real Estate Solutions Job Responsibilities: - Oversee... day-to-day workflow management for a significant role on a major client-service team. - Ensure responsiveness to client deadlines, including tax return and special projects/consulting. - Possess strong compliance skills, particularly in managing the...

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Posted On Sep 01, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Tax Manager, Real Estate & Construction Job Responsibilities: - Provide... tax consulting, planning, and compliance services to... clients in the real estate and construction industries. - Perform... Develop and implement tax planning strategies tailored to clients'... business objectives. - Manage and review tax...

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Posted On Jul 16, 26
Full-time Experience : Min 4 yrs required

Services Tax - Real Estate Manager The candidate will... act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Help the Financial Services clients navigate the frequently changing tax landscape,...

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Posted On Aug 13, 26
Full-time Experience : Min 6 yrs required

Services Tax - Real Estate Senior Manager Duties: The... candidate will play a pivotal role in guiding clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax...

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Posted On Aug 13, 26
Full-time 1 views Experience : Min 8 yrs required

Services Tax - Real Estate Director Duties: The candidate... will be playing a pivotal role in guiding clients through the intricate landscape of tax obligations, both locally and internationally. Within the Tax practice, will be providing strategic consulting on business...

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Posted On Aug 25, 26
Full-time Experience : Min 6 yrs required

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 Aug 26, 26
Full-time 1 views Experience : Min 4 yrs required

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...

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Posted On Sep 02, 26
Full-time Experience : Min 8 yrs required

Services Tax - Real Estate Director Duties: The candidate... will be responsible for advising clients on local and international tax affairs to optimize business impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing...

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Posted On Aug 18, 26
Full-time 5 views Experience : 10-10 yrs required

Title: Trust Administration Advisor Job Responsibilities: - Administer and provide fiduciary advice and oversight for various types of Wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying complexity and...

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Posted On Sep 07, 26
Full-time 10 views Experience : Min 9 yrs required

implement complex tax and estate plans for clients. -... Translate complex tax, estate, and legacy planning concepts... into clear, actionable recommendations for clients, advisors, and relationship partners. - Lead and participate in multi-advisor and multi-generational client meetings involving family members,...

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Posted On Sep 07, 26
Full-time Experience : 6-10 yrs required

returns and providing income, estate, and gift tax planning... strategies for high net... worth, closely held business, and family business clients. Your role will involve collaborating with the Private Wealth Services Tax team to make recommendations on return preparation and...

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Posted On Sep 08, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of the family by protecting, improving, and growing the family’s financial, social, and human capital. - Consult and advise clients, including high-profile individuals of extremely high net worth. - Review family...

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Posted On Aug 31, 26
Full-time 15 views Experience : Min 3 yrs required

clients. This involves providing personalized tax planning and compliance services aimed... at building long-term wealth, ensuring high levels of client satisfaction and retention. - Tax Compliance Oversight: The role involves overseeing the preparation and review of complex tax returns for indivi...

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Posted On Aug 31, 26
Full-time 21 views Experience : 8-15 yrs required

Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Build and lead a dedicated team of tax professionals, focusing on strategies...

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Posted On Aug 31, 26
Full-time 9 views Experience : 4-4 yrs required

Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are tasked with overseeing multiple engagement teams handling a diverse array of sophisticated clients. These clients may include some of the wealthiest...

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Posted On Sep 11, 26
Full-time 4 views Experience : Min 3 yrs required

Title: Senior, Indirect Tax - Property Tax Job Responsibilities: As a Property Tax Senior Consultant within the Indirect Tax group, you will play a crucial role in providing state and local property tax planning, consulting, and compliance services... to a diverse client...

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