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United States
Posted On Jul 27, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Real Estate - Finance Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Leasing Real Estate - General
Job Tags:
acquisitions agreements asset management commercial real estate construction equity Joint Ventures leasing lending mortgage loans
Practice Area:
Real Estate - Finance Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Leasing Real Estate - General
Job Tags:
acquisitions agreements asset management commercial real estate construction equity Joint Ventures leasing lending mortgage loans

Job Title: Real Estate Attorney Job Responsibilities: The Real Estate... Attorney will be a... of the company's Real Estate Investment Team and will... the company's substantial real estate investment portfolio, which exceeds... mortgage loan and real estate equity portfolio, with most... legal...

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Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

Job Title: Wealth Planning Attorney Job Responsibilities: - Collaborate with... comprehensive plans and deliver thought leadership, planning education, and targeted consultation... for high-net-worth and ultra-high-net-worth clients. Focus areas include estate planning, wealth transfer, business... succession,... tax mitigation, and executive compensation strategies. - Asse...

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Posted On Jul 07, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

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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...

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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...

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Posted On Sep 02, 26
Full-time 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...

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Posted On Sep 28, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
estates family finance trusts
Job Tags:
estates family finance trusts

Title: Tax Manager or Director - Individuals, Trusts & Estates Job Responsibilities: In the role of Tax Manager or Director, the candidate will be responsible for the following duties: - Reviewing high net worth individual income tax returns and collaborating with...

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Posted On Jul 08, 26
Full-time 2 views Experience : 10-12 yrs required
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation

Title: Senior Director of Fiduciary Administration Job Responsibilities: - Develop fiduciary policies, procedures, administration standards, and governance frameworks to ensure consistent execution and strong oversight. - Lead fiduciary officers and trust administration professionals by providing direction, coaching, performance oversight, and workflow guidance. - Drive...

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Posted On Sep 28, 26
Full-time 1 views
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

experience, and a range of skills to deliver tax compliance and consulting services to high net-worth clients. This role involves managing tax and consulting engagements, identifying client needs, and exploring tax planning and consulting opportunities. The... Tax Manager directly...

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Posted On Sep 14, 26
Full-time 31 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

Overview . Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations...

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Posted On Sep 07, 26
Full-time 20 views
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

Tax consulting and preparation of tax returns, which encompasses tax research, tax planning, and preparing digital work... papers for various tax returns and related projects. - Working with a diverse range of entities, such as corporations, partnerships, estates, trusts, and non-profits....

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Posted On Sep 01, 26
Full-time 6 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

(Form 1040), including 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 st...

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Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

working relationships with clients by understanding their needs and challenges. - Complete tax planning and research. - Prepare... federal and state & local tax returns. - Develop a general understanding of reporting requirements for different entity structures and the compl...

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Posted On Sep 18, 26
Full-time 5 views
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

Developing strong working relationships with clients by understanding their needs and challenges. - Completing tax planning and research. - Preparing... federal and state & local tax returns. - Developing a general understanding of reporting requirements for different entity structures a...

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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 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 individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions, demonstrating the ability to follow instructions...

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Posted On Sep 28, 26
Full-time 2 views Experience : Min 3 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

background and professional experience to offer tax compliance and consulting services to high net-worth clients. The role involves: - Participating in tax and consulting engagements to identify and address client needs, tax planning, and consulting opportunities. - Working... directly with clients...

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Posted On Sep 28, 26
Full-time 2 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

Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in Private Client Services is tasked with utilizing their educational background and professional experience to offer tax compliance and consulting services to high net-worth clients. The role involves a...

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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....

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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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