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Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required

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 22, 26
Full-time 1 views Experience : Min 5 yrs required

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

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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Full-time 5 views Experience : 8-8 yrs required

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

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 21, 26
Full-time 11 views Experience : Min 10 yrs required

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

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

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 10, 26
Full-time 1 views Experience : Min 2 yrs required

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

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 14, 26
Full-time 1 views Experience : Min 15 yrs required

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

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Posted On Sep 10, 26
Full-time Experience : Min 12 yrs required

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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Full-time 1 views Experience : Min 5 yrs required

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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Full-time 2 views Experience : Min 10 yrs required

General Counsel/Unit Chief, Real Estate Development & Planning Job Responsibilities:... - Manage the Real Estate Development & Planning practice... within the company's consolidated Legal Department, overseeing all related legal matters such as air-rights overbuild developments, infrastructure and facility expansion, property sales,...

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Full-time 4 views Experience : Min 4 yrs required

Tax Attorney — Real Estate Private Equity Job Responsibilities: - Advise... professionals within the real estate business on federal, state,... local, and foreign tax planning for acquisitions, dispositions, refinancings,... and recapitalizations. - Partner with private wealth and institutional client services teams on new...

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Full-time 3 views Experience : Min 4 yrs required

range of commercial real estate, construction and development, and... real estate finance matters, depending on... the area of experience. - Draft, review, and negotiate commercial leases, purchase and sale agreements, construction and documents, and other real estate-related agreements. - Counsel clients on......

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Full-time 1 views Experience : Min 7 yrs required

the Company Company is transforming the way people buy and sell their homes, making it a more straightforward, fair, and market-true process. The traditional home buying and selling process in the . is lengthy and fraught with anxiety, generating significant fees...

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Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required

within the Trust and Estate Group of a well-established... advisor that focuses on ultra-high-net-worth clients. The role involves three primary functional responsibilities: 1. Provide day-to-day administrative and operational support to the Trust and Estate Group. 2. Assist with trust... and estate docum...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required

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

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