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United States
Posted On Sep 21, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse title trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse title trusts

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. - Manages the expense for outside...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title

on, and implements tax, estate, and financial plans for... clients. - Collaborates with senior planning resources on complex matters... and specific subject areas. - Engages in the acquisition of new clients and retains, research to develop tax, estate, and financial analyses and......

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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 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...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

on, and implementing tax, estate, and financial plans for... collaboration with more senior planning resources on complex matters... and specific subject matters. The Wealth Strategist II is also responsible for partnering in the acquisition of new clients while retaining, expanding,...

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Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

on, and implements tax, estate, and financial plans for... complexity. - Collaborates with other planning resources on specific subject... new clients. - Retains, expands, and deepens existing relationships. - Conducts and reviews research, as appropriate, and develops tax, estate, and financial analyses an......

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Posted On Sep 21, 26
Full-time 10 views Experience : Min 8 yrs required
Job Tags:
child family fiduciary finance guardian Insurance investment management pension spouse title trusts
Job Tags:
child family fiduciary finance guardian Insurance investment management pension spouse title trusts

Title: Fiduciary Advisor Senior - PNC Private Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer the most complex fiduciary accounts...

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Posted On Sep 15, 26
Full-time 5 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) is tasked with leveraging their educational and professional background alongside communication, time management, leadership, technical, business development, and people skills to provide comprehensive...

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Posted On Sep 15, 26
Full-time 6 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

addressing client needs, tax planning, and consulting opportunities. -... Act as the primary client contact, providing executive presence for preparation and presentation of issues and resolutions to clients. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax...

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Posted On Sep 17, 26
Full-time 2 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at Company is tasked with delivering tax compliance and consulting services to high-net-worth clients. The responsibilities include: - Participating in tax and consulting engagements, identifying and addressing...

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Posted On Sep 07, 26
Full-time 17 views Experience : Max 2 yrs required
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

preparation duties, which encompass tax research, tax planning, and preparing supporting digital... work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to various industries, includi...

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Posted On Sep 15, 26
Full-time 9 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role requires a blend of educational background and professional...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 8 yrs required
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

and implement complex tax, estate, and financial plans for... clients. - Collaborate with other planning resources on complex subject... matters and partner in acquiring new clients. - Retain, expand, and deepen existing client research and developing tax, estate, and financial analyses and......

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Posted On Sep 18, 26
Full-time 6 views Experience : 8-10 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

structuring and modeling, succession planning, wealth transfer planning, and... tax compliance. You will lead engagement teams focused on entity, individual, fiduciary, and gift/estate taxation, ensuring that client tax engagements exceed client expectations a...

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Posted On Sep 01, 26
Full-time 4 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 15, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for offering tax compliance and consulting services tailored to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and...

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Posted On Jul 13, 26
Full-time 3 views Experience : 5-10 yrs required
Practice Area:
Corporate - General Corporate - Contract Law Corporate - Compliance Corporate - Securities and Capital Markets Employment Law - Management (Compliance & Counseling) Data Privacy - Transactional Employment Law - General
Job Tags:
agreements company policies contracts corporate governance Ethics family indemnity Insurance LLC marketing partnerships Privacy renewals Venture Capital
Practice Area:
Corporate - General Corporate - Contract Law Corporate - Compliance Corporate - Securities and Capital Markets Employment Law - Management (Compliance & Counseling) Data Privacy - Transactional Employment Law - General
Job Tags:
agreements company policies contracts corporate governance Ethics family indemnity Insurance LLC marketing partnerships Privacy renewals Venture Capital

legal matters, commercial activity, governance, employment-related advisory work, and risk management. - Build, lead, and develop the legal function, including direct reports, outside counsel, legal operations, playbooks, and scalable processes. - Support the CEO and affiliated entities on business, real estate, investme...

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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 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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