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United States
Posted On Sep 07, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management
Job Tags:
Affirmative Action artificial intelligence banking Estate Planning estates family fiduciary Investment Banking investment management lending marketing private client restructuring Securities shareholders trusts wealth management

Management, Family Office, Digital Estate Planning Job Responsibilities: - Serve... and scaling the Digital Estate Planning solution, working at... the intersection of Wealth Strategy, Artificial Intelligence, and Client Service. - Leverage artificial intelligence and professional expertise to accurately summarize and reflect...

Posted On Sep 22, 26
Full-time 5 views Experience : 5-7 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

Job Title: Estate Planning Attorney Job Responsibilities: - Serve... point of contact for estate planning clients. - Assist clients... in completing accurate estate plans that fulfill their... wishes efficiently. - Be available for a 'start' meeting within 5 business days and set up a...

Posted On Jul 15, 26
Full-time 5 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies Estate Planning Insurance Litigation marketing Software wealth management

Job Title: Associate Estate Planner - Hybrid Job Responsibilities: -... Prepare estate reviews for clients, including... Provide advisory services on estate tax planning, wealth and... business succession planning, charitable planning, and trust... tax planning. - Communicate with strategic partners,... including attorneys or law...

Posted On Sep 10, 26
Full-time 2 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning special projects
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection company policies Estate Planning special projects

Consult with clients on estate plans and strategies, offering... - Engage in special projects related to asset protection and business planning. Document Drafting and Review:... - Draft estate planning documents for clients,... ensuring... accuracy and compliance. - Review documents submit...

Posted On Sep 14, 26
Full-time 4 views 1 applications
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title Attorney - Estate Planning Job Responsibilities - Assist... wealth management teams with estate planning on a non-exclusive... directly with clients, providing estate planning services. - Collaborate... Legal Directors to deliver estate planning services to clients.... with clients to confirm estate planning needs. - Prepare......

Posted On Aug 03, 26
Full-time 2 views Experience : 3-4 yrs required
Practice Area:
Corporate - Compliance Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media
Practice Area:
Corporate - Compliance Corporate - General Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Corporate Law document review Estate Planning Media

Title: Paralegal Job Responsibilities: Client Interaction: - Assign and answer client-submitted questions. - Perform structure clarification consultations with clients. - Conduct binder reviews with clients, ensuring accuracy and completeness. Document Review and Management: - Review blueprints for accuracy and escalate...

Posted On Aug 24, 26
Full-time 4 views
Practice Area:
Corporate - Contract Law Land Use & Zoning Litigation - Real Estate - Defense Estate & Tax Planning
Job Tags:
acquisitions agreements commercial litigation contracts depositions Employment Law Environmental Law Estate Planning Government health insurance Insurance Joint Ventures Land Use leasing Litigation personal injury Real Estate Law regulatory compliance spectrum tenants
Practice Area:
Corporate - Contract Law Land Use & Zoning Litigation - Real Estate - Defense Estate & Tax Planning
Job Tags:
acquisitions agreements commercial litigation contracts depositions Employment Law Environmental Law Estate Planning Government health insurance Insurance Joint Ventures Land Use leasing Litigation personal injury Real Estate Law regulatory compliance spectrum tenants

General Counsel - Real Estate Job Responsibilities: - Lead and manage... legal aspects of real estate transactions, including acquisitions, dispositions,... and land use arrangements. - Provide strategic counsel on estate planning matters affecting corporate... assets and individual stakeholders. - Advise on environmental law co...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer
Job Tags:
asset management Asset Protection Estate and Trust Estate Planning family fiduciary finance marketing Media special projects Taxation title Visa wealth management wealth transfer

Job Title: Senior Estate and Tax Specialist Job Responsibilities: -... Conduct trust, estate, and/or tax planning analyses... Provide consultation on complex planning scenarios, utilizing expertise in... wealth transfer strategies, multigenerational planning, charitable giving, asset protection,... and tax planning. Develop client presentation materials......

Posted On Sep 08, 26
Full-time 2 views Experience : Min 7 yrs required
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning Guardianship Probate Software
Practice Area:
Guardianship and Conservatorship Probate Elder Law Trusts and Estates - General
Job Tags:
Conservatorship Estate Planning Guardianship Probate Software

Probate, Guardianship, Conservatorship, and Estate Administration Paralegal Job Responsibilities: The role... probate, guardianship, conservatorship, and estate administration matters from start... The candidate will manage estate planning, estate administration, and/or... probate cases primarily in the states of GA, FL, CA, WI, IN, NC,...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 15 yrs required
Job Tags:
Affirmative Action branding construction Software special projects Taxation
Job Tags:
Affirmative Action branding construction Software special projects Taxation

Title: Tax Principal, Real Estate Job Responsibilities: - Serve... to construction and real estate clients. - Act as... a valued tax business advisor, managing client relationships on day-to-day tax matters for various clients, ranging from middle market to multinational. -...

Posted On Sep 01, 26
Full-time 5 views Experience : Min 3 yrs required
Job Tags:
construction criminal Genetics Harassment ordinances Partnership Taxation
Job Tags:
construction criminal Genetics Harassment ordinances Partnership Taxation

Senior Tax Associate, Real Estate Job Responsibilities: As a Senior Tax... Associate within the real estate sector, the primary responsibility... identify and implement tax planning and consulting opportunities for... the construction and real estate industries. The role involves... participating in the tax planning and consultation process, ensuring......

Posted On Sep 18, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
developers Domestic Violence family Harassment homebuilders Mergers and Acquisitions Partnership partnerships private equity REITs spectrum Taxation trusts Visa
Job Tags:
developers Domestic Violence family Harassment homebuilders Mergers and Acquisitions Partnership partnerships private equity REITs spectrum Taxation trusts Visa

Tax Manager - Real Estate Job Responsibilities: As a Tax Manager... in the Real Estate group at the company,... the individual will be responsible for various duties centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client...

Posted On Sep 18, 26
Full-time 5 views Experience : Min 5 yrs required
Job Tags:
developers Domestic Violence family Harassment homebuilders Mergers and Acquisitions Partnership partnerships private equity REITs spectrum Taxation trusts Visa
Job Tags:
developers Domestic Violence family Harassment homebuilders Mergers and Acquisitions Partnership partnerships private equity REITs spectrum Taxation trusts Visa

Tax Manager - Real Estate Job Responsibilities: - Serve as an... advisor, mentor, or coach to one or more employees, providing honest and timely performance feedback, which will consume approximately 10-20% of your time. - Train and develop staff members, dedicating around 10-20%...

Posted On Sep 08, 26
Full-time 11 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, both for tax returns and special projects/consulting. - Manage a portfolio of clients of varying size and scope, acting as the primary point of...

Posted On Sep 01, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
construction criminal Genetics Harassment ordinances Partnership special projects Taxation
Job Tags:
construction criminal Genetics Harassment ordinances Partnership special projects Taxation

Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... the construction and real estate industries. Your duties will... research and working directly with clients on tax matters. - Implementing special projects and identifying tax planning opportunities. - Preparing tax calculations... and managi...

Posted On Sep 30, 26
Full-time 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 18, 26
Full-time 1 views
Job Tags:
developers Domestic Violence family Harassment homebuilders Mergers and Acquisitions Partnership partnerships private equity REITs spectrum Taxation trusts Visa
Job Tags:
developers Domestic Violence family Harassment homebuilders Mergers and Acquisitions Partnership partnerships private equity REITs spectrum Taxation trusts Visa

Tax Manager - Real Estate Job Responsibilities: - Serve as a... Career Advisor, mentor, or coach to one or more employees, providing honest and timely performance feedback, dedicating approximately 10-20% of your time. - Train and develop staff members, allocating approximately 10-20% of...

Posted On Sep 30, 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 Job Responsibilities: - Advise clients... on local and international tax affairs to optimize business impact - Manage tax compliance and structuring for financial services clients in asset and wealth management - Analyze and address operational tax risks and...

Posted On Sep 18, 26
Full-time 2 views Experience : 2-2 yrs required
Job Tags:
developers Domestic Violence family Harassment homebuilders Partnership private equity REITs Taxation trusts Visa
Job Tags:
developers Domestic Violence family Harassment homebuilders Partnership private equity REITs Taxation trusts Visa

Senior Associate - Real Estate Job Responsibilities: - Preparing complex tax... clients to handle questions, planning, concerns, etc. - Performing, documenting,... and summarizing research and conclusions regarding specific tax issues. - Developing, motivating, and training staff level and intern team members. - Remaining up-to-date on...

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