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United States
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... by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle and resolve... tax controversies. Oversee complete tax research projects for...

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Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Director - Trust & Estate Job Responsibilities: 1. Client Advisory &... executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including GRATs, IDGTs, SLATs,... charitable planning, and succession strategies. -... on fiduciary income tax planning and compliance (Forms 1041,... 706,...

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Posted On Sep 21, 26
Full-time 10 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

for managing the tax planning and compliance functions for... ultra-high net worth individuals and their families, with a focus on financial service clients such as those in hedge-funds, private equity, and to manage the tax planning and compliance of the......

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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Manager - Private Client Services Job Title: Tax Manager - Private Client Services Job Responsibilities: The Tax Manager in the Private Client Services practice is responsible for leading and managing tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities....

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Posted On Sep 08, 26
Full-time 8 views Experience : 5-6 yrs required
Job Tags:
acquisitions Capital Markets developers due diligence equity finance Financial Institutions financial products hedge funds Insurance IPO lease partnerships pension private client private equity REITs restructuring special projects spectrum Taxation trusts
Job Tags:
acquisitions Capital Markets developers due diligence equity finance Financial Institutions financial products hedge funds Insurance IPO lease partnerships pension private client private equity REITs restructuring special projects spectrum Taxation trusts

Tax Advisory Real Estate Solutions Job Responsibilities -... Oversee day-to-day workflow management and ensure responsiveness to client deadlines for both tax return and special projects/consulting. - Manage a portfolio of clients of varying size and scope, acting as the...

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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...

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Posted On Sep 22, 26
Full-time 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. - Engage... with multi-state companies on state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings...

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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 clients by protecting, improving, and growing their financial, social, and human capital. - Manage various responsibilities, including consulting and advising high-net-worth individuals. - Review family office governance, operations, and...

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Posted On Sep 22, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

Title: Financial Services - Private Client Services - Tax Manager Job Responsibilities: As a Manager in the Private Tax sector within the company, the candidate will be at the forefront of providing personal and private tax advice and compliance support to business...

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Posted On Sep 22, 26
Full-time 5 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

Title: Financial Services - Private Client Services - Tax Senior Manager Job Responsibilities: As a Senior Manager in Private Tax at the company, the candidate will be expected to provide personal and private tax advice and compliance requirements to business owners, business-owning...

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Posted On Sep 22, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance pension spectrum Taxation
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance pension spectrum Taxation

delivery of quality tax planning and compliance services for... financial services industry clients. - Develop a thorough understanding of company methodologies and tools to enhance service delivery. - Challenge traditional procedures and find new approaches to provide tax services. - Build client relationships...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Director, Head of Financial Planning Tools & Strategy Job Responsibilities: -... strategic vision for financial planning tools, ensuring alignment with... organization. - Assess the current planning tools landscape to identify... gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for...

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Posted On Jul 03, 26
Full-time 6 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

within the Private Wealth Public Funds Legal group, specifically focusing on the **Members Only,** Real Estate Income Trust (BREIT). The... primary responsibilities include: - Preparing and reviewing public offering materials, such as registration statements and prospectuses under the ’33 Act and p...

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

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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 play a crucial role in supporting transformation projects within Operations/Finance. Your responsibilities will include: - Collaborating with Tax subject...

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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 Tax Strategy and Transformation Senior Consultant, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role spans various tax transformation projects that include...

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Posted On Sep 25, 26
Full-time 1 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

company, the candidate will be responsible for a variety of tasks centered around tax compliance and planning for high-net-worth individuals and... families. The key responsibilities include: - Preparing and reviewing complex federal, state, and local individual tax returns and related workp...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters, including income tax planning, estate and gift planning, charitable... giving, wealth transfer strategies, and other sophisticated planning opportunities. - Lead the review... and sign-off of complex UHNW individual and family office tax compliance engagements, ensuring technical accuracy, qu...

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Posted On Sep 10, 26
Full-time Experience : Min 12 yrs required
Job Tags:
Estate Planning family fiduciary finance Insurance mother Partnership private client Registered Investment Advisor Retirement Planning wealth management wealth transfer
Job Tags:
Estate Planning family fiduciary finance Insurance mother Partnership private client Registered Investment Advisor Retirement Planning wealth management wealth transfer

Job Title: Executive Director, Estate Planning Job Responsibilities: Advanced Estate Planning... and delivery of sophisticated estate plans for ultra-high-net-worth individuals... charitable structures, and family governance frameworks. - Partner with advisors to position estate planning as a central... driver of client acquisition and retention...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney is primarily... of accurate and efficient estate plans that align with... the clients' wishes. The role involves being available for an initial 'start' meeting within five business days, scheduling the signing meeting...

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