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United States
Posted On Sep 14, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

topics. - Serve as a resource for the USWM field, providing expertise in both simple and complex tax, trust, and estate planning strategies, as well... as in areas such as concentrated position management, corporate executive services, and pre-liquidity transaction plannin...

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 21, 26
Full-time 4 views Experience : 10-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio with varying account complexities and asset sizes. - Understand and interpret financial, estate planning strategies, and legal... and fiduciary documents to deliver fiduciary advice to clients or client teams. -...

Posted On Sep 07, 26
Full-time 6 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

implement complex tax and estate plans for clients. - Translate... intricate tax, estate, and legacy planning concepts... into clear, actionable recommendations for clients, advisors, and relationship partners. - Lead and participate in multi-advisor and multi-generational client meetings involving family members, attorneys, trustees,...

Posted On Sep 18, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

transfer, charitable and retirement planning, and tax compliance. - Manage... and oversee the engagement team focused on individual, fiduciary, gift, generation skipping, and estate taxation. This includes planning... and executing client tax... engagements. - Collaborate with specialists regarding state and local taxatio...

Posted On Sep 07, 26
Full-time 2 views Experience : 6-10 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

returns and providing income, estate, and gift tax planning... high net worth, closely held business, and family business clients. Your key responsibilities include: - Providing tax planning and consulting services to... high net worth clients for estate, wills, and trusts ......

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 for high- and... net worth clients' trust, estate/wealth transfer, and financial planning... needs. - Lead the wealth... planning engagement process with clients... and/or Wealth Strategy Analysts to gather information, conduct analyses, and develop planning s...

Posted On Sep 22, 26
Full-time 14 views Experience : 8-8 yrs required
Job Tags:
finance Software Taxation trusts
Job Tags:
finance Software Taxation trusts

Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Client Relationship Management & Tax Compliance Oversight: Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Team Leadership and Development: Build...

Posted On Sep 18, 26
Full-time 22 views Experience : Min 10 yrs required
Practice Area:
Tax - Private Client Services
Job Tags:
Corporate Taxation Domestic Violence family Harassment Partnership private client private equity Taxation trusts
Practice Area:
Tax - Private Client Services
Job Tags:
Corporate Taxation Domestic Violence family Harassment Partnership private client private equity Taxation trusts

Title: Tax Partner - High Net Worth - Private Client Services Job Responsibilities: The Tax Partner in the Private Client Services/High Net Worth practice is responsible for utilizing expertise in taxation to provide compliance and consulting services to high-net-worth multi-generational wealthy...

Posted On Sep 14, 26
Full-time 19 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients, including some of the wealthiest families in the...

Posted On Sep 07, 26
Full-time 9 views Experience : Min 11 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

a critical role responsible for providing sophisticated tax compliance, consulting, and planning services to a diverse... clientele, including individuals, multi-generational families, fiduciaries, and more. Key responsibilities include: - Delivering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private...

Posted On Sep 18, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

tax opportunities, including succession planning, wealth transfer planning, and... the engagement team focused on Partnership, S Corporation, C Corporation, as well as Individual and Fiduciary taxation. This includes planning and execution of client... tax engagements. - Collaborate with specialists regardi...

Posted On Sep 18, 26
Full-time 1 views
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

tax opportunities, including succession planning, wealth transfer planning, and... engagement teams focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary taxation, ensuring the planning and execution of client... tax engagements. - Collaborate with specialists regarding Est...

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...

Posted On Sep 01, 26
Full-time 2 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

and advisory services to ultra-high-net-worth (UHNW) individuals, families, and related entities. The manager is responsible for advising clients on complex tax matters, including income tax planning, estate and gift planning, charitable... giving, wealth transfer strategies, and other sophisticated planning opportunities...

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...

Posted On Sep 14, 26
Full-time 1 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

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 acquire...

Posted On Sep 07, 26
Full-time 2 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 Operations/Finance Tax Strategy, you will support Transformation within the Tax Services department. Your primary responsibilities will involve collaborating with Tax subject matter specialists, technologists, and stakeholders to...

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