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

Title: Senior Estate and Tax Specialist Job Responsibilities: The... Senior Estate and Tax Specialist is... responsible for deepening client relationships and delivering exceptional estate and tax planning services... to the company's highest-net-worth and matter expert, providing sophisticated planning solutions, thought leadership, and......

Posted On Sep 22, 26
Full-time 58 views Experience : 5-10 yrs required
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
agreements Code of Conduct company policies construction Corporate Law directors due diligence equity finance Litigation partnerships project finance security agreements shareholders
Practice Area:
Corporate - M&A Corporate - General
Job Tags:
agreements Code of Conduct company policies construction Corporate Law directors due diligence equity finance Litigation partnerships project finance security agreements shareholders

Attorney role in Malvern, PA with a global infrastructure investor, **Members Only,**. Responsible for providing legal guidance throughout the bidding process for public private partnerships (P3) in the areas of finance, design, construction, and facilities management services. Key Responsibilities:...

Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

Job Title: Estate and Trust Attorney Job Responsibilities: -... wealth planning, including gift, estate, and income taxation, charitable... clients and their outside legal counsel to ensure comprehensive estate planning. - Utilize prior experience... with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, G...

Posted On Sep 21, 26
Full-time 8 views Experience : 1-3 yrs required
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Defense
Job Tags:
document review Estate and Trust Estate Planning Guardianship Litigation pleadings Probate trials
Practice Area:
Guardianship and Conservatorship Probate Litigation - Trusts & Estates - Defense
Job Tags:
document review Estate and Trust Estate Planning Guardianship Litigation pleadings Probate trials

Court proceedings, which involve estate disputes, guardianships, and trust... clients dealing with complex estate, trust, and guardianship issues. -... Draft and review various legal documents, including petitions, motions, and briefs, to ensure they meet legal standards and support case objectives. - Conduct...

Posted On Sep 21, 26
Full-time 3 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 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 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. -...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

Trust and Estate Tax Manager The candidate... by tax staff and/or seniors for accuracy. Research and draft memorandum involving complex tax matters. Identify and implement tax planning opportunities. Handle and resolve... tax controversies. Oversee complete tax research projects for...

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 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implements tax, estate, and financial plans for... clients. - Collaborates with more senior planning resources on complex matters... and specific subject matters. - Partners in acquiring new clients and works to needed and develops tax, estate, and financial analyses and......

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 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implement tax, estate, and financial plans for... clients, including complex cases. - Collaborate with other planning resources on complex subjects... and partner in acquiring new clients. - Retain, expand, and deepen as necessary, developing tax, estate, and financial analyses and......

Posted On Sep 14, 26
Full-time 26 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Provide unbiased, customized wealth planning guidance to clients and... prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the development and presentation of Wealth Strategy and...

Posted On Sep 24, 26
Full-time 6 views Experience : 1-3 yrs required
Job Tags:
fiduciary finance investment management Privacy Securities special projects wealth management
Job Tags:
fiduciary finance investment management Privacy Securities special projects wealth management

Title: Management Associate Job Responsibilities: - Independently handle routine to moderately complex client inquiries as part of the relationship management team. - Respond to client requests, take necessary actions to resolve issues, and keep relevant parties informed. - Act as an initial point of...

Posted On Sep 23, 26
Full-time 2 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

analysis and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with the Private Client Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and activities. -...

Posted On Jul 13, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

with producers, brokers, MGAs, and financial advisors to deliver complex case design, underwriting strategy, and tailored solutions for high net worth and business owner clients. - Provide expertise on advanced market strategies, including estate planning, wealth transfer, business... succession, and execu...

Posted On Sep 15, 26
Full-time
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

high-net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. The practice is proficient in all aspects of estate, income, gift, and trust... tax consulting and compliance, as well as charitable giving,...

Posted On Sep 01, 26
Full-time 5 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

Title: Tax Senior Manager, High Net Worth Job Responsibilities: As a Tax Senior Manager on the High Net Worth Tax team at the company, the individual will engage in a range of responsibilities aimed at delivering exceptional service to high net worth...

Posted On Sep 21, 26
Full-time 4 views
Job Tags:
Affirmative Action family finance gift tax Insurance wealth management
Job Tags:
Affirmative Action family finance gift tax Insurance wealth management

Net Worth clients on estate & gift tax planning,... income tax planning, family governance, philanthropy, and... family wealth and business succession strategies. - Collaborate with more complex clients and their attorneys and accountants to implement estate plans and mitigate tax... risk. -...

Posted On Sep 24, 26
Full-time 4 views Experience : Min 3 yrs required
Job Tags:
finance Immigration Personal Property restructuring Taxation
Job Tags:
finance Immigration Personal Property restructuring Taxation

engagements, providing state and local property tax planning, consulting, and compliance services... to a diverse client base across various industry sectors. The responsibilities include: - Researching state and local property tax legislation and assisting with drafting client responses and mem...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 5 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

address client needs, tax planning, and consulting opportunities. - Work... directly with clients and their advisors to gather necessary information for tax return preparation. - Review individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing written and verbal feedback to...

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