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United States
Full-time 3 views Experience : Max 5 yrs required

potential clients on their estate and financial planning options -... clients take action - Design and review personalized estate plans to ensure alignment... with client goals - Guide clients through document signing appointments, making sure they understand their plans completely - Collaborate with attorney...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Senior Tax Accountant (Preparer) Job Responsibilities: The Senior Tax Accountant (Preparer) plays a crucial role within the tax team, focusing on the preparation of various tax returns and assisting clients with diverse tax-related matters. Key responsibilities include: - Preparing federal and...

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Posted On Sep 14, 26
Full-time 2 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 22, 26
Full-time 30 views Experience : Min 8 yrs required

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

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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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Full-time 1 views

serve as a real estate transaction attorney supporting the... Wealth Management (AWM) Real Estate team. Key responsibilities include:... and execution of real estate transactions, including financing and... sale-leaseback transactions, while considering legal, regulatory, reputational...

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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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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 adoption and... functionality gaps, and develop a multi-year roadmap for improvement. - Drive advisor adoption and...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Partner with internal groups such as the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight...

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Posted On Sep 18, 26
Full-time 34 views Experience : Min 12 yrs required

Net Worth - Real Estate Job Responsibilities: The Tax Partner in... Worth (UHNW) - Real Estate team is responsible for... federal and state tax planning, consulting, structuring, and compliance... services to high-net-worth clients, including real estate sponsors, owners, investors, and... developers. The...

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Posted On Sep 07, 26
Full-time 25 views Experience : Min 7 yrs required

Senior Manager - Real Estate Job Responsibilities: - Develop and sustain... relationships with top real estate companies. - Collaborate cross-functionally within... the company to expand existing business and offer diverse business solutions to clients and prospects. - Analyze industry trends to advise clients during...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 10 yrs required

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

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Posted On Sep 15, 26
Full-time 3 views

Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a... trusted leader, providing federal tax compliance and consulting services to construction and real estate clients. - Act as a... valued business advisor, managing client relationships on day-to-day tax matters with a diverse...

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Posted On Sep 18, 26
Full-time 4 views Experience : Min 5 yrs required

Tax Manager - Real Estate Job Responsibilities: As a Tax Manager... in the Real Estate group at the company,... the primary responsibilities focus on three core areas: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development. Key duties include: -...

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