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United States
Posted On Jul 15, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

Job Title: Associate Estate Planner - Hybrid Job Responsibilities: -... Prepare estate reviews for clients, including... Provide advisory services on estate tax planning, wealth and... business succession planning, charitable planning, and trust... tax planning. - Communicate with strategic partners,... facilitate the drafting of estate documents. -...

Posted On Sep 20, 26
Full-time 1 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 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......

Posted On Sep 14, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title: Estate and Document Attorney Job Responsibilities: -... management teams to provide estate planning services. - Engage directly... assess and confirm their estate planning requirements. - Draft a... variety of estate planning documents including revocable... living trusts, wills, powers of attorney, healthcare directives,...

Posted On Sep 16, 26
Full-time 12 views Experience : Min 10 yrs required
Job Tags:
construction equity finance health insurance Insurance partnerships pension Taxation wealth management
Job Tags:
construction equity finance health insurance Insurance partnerships pension Taxation wealth management

- Construction & Real Estate Job Responsibilities: - Manage all aspects... individual clients. This includes planning, scheduling, projections, extensions, responses... to tax notices, research, drafting client memoranda, calculating quarterly estimated payments, and billing. - Review and sign tax returns for S-corporations, C-corporations, Partnerships,...

Posted On Sep 01, 26
Full-time 7 views Experience : Min 3 yrs required
Job Tags:
construction criminal Genetics Harassment ordinances Partnership Taxation
Job Tags:
construction criminal Genetics Harassment ordinances Partnership Taxation

Senior Tax Associate, Real Estate Job Responsibilities: As a Senior Tax... identifying and implementing tax planning and consulting opportunities for... a diverse client base within the construction and real estate industries. The role involves... participating in tax planning and consultation processes for......

Posted On Sep 01, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
construction criminal Genetics Harassment ordinances Partnership special projects Taxation
Job Tags:
construction criminal Genetics Harassment ordinances Partnership special projects Taxation

Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... the construction and real estate industries. Your duties will... and consulting with clients on tax matters. - Implementing special projects related to tax planning and compliance. - Identifying and... implementing tax planning strat...

Posted On Sep 01, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
construction criminal Genetics Harassment ordinances Partnership Taxation
Job Tags:
construction criminal Genetics Harassment ordinances Partnership Taxation

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 aligned with clients'... business objectives. - Manage and review tax...

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...

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 02, 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 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...

Posted On Sep 08, 26
Full-time 16 views Experience : Min 5 yrs required
Job Tags:
equity Estate Planning M&A PCAOB private equity Software Taxation
Job Tags:
equity Estate Planning M&A PCAOB private equity Software Taxation

Title: Tax Manager Job Responsibilities: The Tax Manager at the company is tasked with a range of responsibilities centered around the preparation, review, and management of client tax returns. This role requires advanced technical skills in tax and accounting, as well as...

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

implications, investment strategies, retirement planning, and estate planning. - Specialized Investment Strategies:... Work closely with the Investment Team to develop and recommend investment strategies that align with the client's specific needs, risk tolerance, and financial goals, taking into consideration their un...

Posted On Sep 28, 26
Full-time
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

addressing client needs, tax planning, and consulting opportunities. - Acts... as the primary client contact, providing executive presence during the preparation and presentation of issues and resolution to clients. - Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns,...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Capital Markets Estate Planning family finance investment management Partnership partnerships pension Software spectrum trusts
Job Tags:
banking Capital Markets Estate Planning family finance investment management Partnership partnerships pension Software spectrum trusts

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of family offices 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...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

teams interested in wealth planning services, focusing on trust,... estate/wealth transfer, and financial planning... needs for high- and... clients. - Lead the wealth planning engagement process with clients... from start to finish. - Collaborate with Wealth Strategy Specialists and/or Wealth Strategy Analysts...

Posted On Sep 16, 26
Full-time 15 views Experience : 10-15 yrs required
Job Tags:
fiduciary finance partnerships Taxation
Job Tags:
fiduciary finance partnerships Taxation

around tax compliance for both business and individual clients. Key duties include: - Managing all aspects of the annual tax compliance process. This encompasses planning, scheduling, projections, preparing extensions,... responding to tax notices, conducting research, drafting client memoranda, calculating quarterly estimated...

Posted On Sep 16, 26
Full-time 6 views Experience : Min 3 yrs required
Job Tags:
equity fiduciary finance health insurance Insurance partnerships pension Taxation wealth management
Job Tags:
equity fiduciary finance health insurance Insurance partnerships pension Taxation wealth management

business and individual clients. This includes planning, scheduling, preparing projections, filing... extensions, responding to tax notices, conducting tax research, drafting client memoranda, calculating quarterly estimated payments, and handling billing processes. The role involves reviewing and signing tax returns for S-corporati...

Posted On Sep 14, 26
Full-time 6 views Experience : Min 15 yrs required
Job Tags:
banking equity hedge funds investment management private equity wealth management
Job Tags:
banking equity hedge funds investment management private equity wealth management

Title: . Private Bank – Private Banker – Managing 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 experience. - Generate business results and...

Posted On Sep 01, 26
Full-time 3 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and... advise on matters impacting wealth planning, succession, and family tax... strategy. - Develop and implement advanced tax planning strategies related to income,......

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