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United States
Posted On Sep 24, 26
Full-time 3 views Experience : 8-12 yrs required
Practice Area:
Litigation - ADA Compliance Litigation - Appellate Litigation - Commercial Personal Injury Defense Insurance Defense - General
Job Tags:
ADA Americans with Disabilities Act appeals depositions family Litigation Mediation personal injury Property Management title
Practice Area:
Litigation - ADA Compliance Litigation - Appellate Litigation - Commercial Personal Injury Defense Insurance Defense - General
Job Tags:
ADA Americans with Disabilities Act appeals depositions family Litigation Mediation personal injury Property Management title

and owning its real estate portfolio. The diverse portfolio... includes both commercial and residential properties, with over 15,000 residential units in Southern California, Las Vegas, NV, Fort Worth, TX, and San Antonio, TX. Headquartered in Long Beach, CA, the c...

Posted On Jul 15, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
company policies Estate Planning estates fiduciary Insurance special projects trusts wealth management Wills

is integral to the estate planning review process at... responsibilities include: - Reviewing estate planning documents submitted by... completeness, organization, and inclusion of current governing documents. - Analyzing estate planning and trust administration... documents to identify outdated, missing, incomplete, or inconsi...

Posted On Jul 20, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - Contract Law Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - General Corporate - General
Job Tags:
banking closing documents commercial real estate criminal due diligence family
Practice Area:
Corporate - Contract Law Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - General Corporate - General
Job Tags:
banking closing documents commercial real estate criminal due diligence family

Title: Industry Closing Manager Job Responsibilities: The Industry Closing Manager (ICM) is a pivotal figure in the closing process of deals, acting as the leader and a key member of the client team. The ICM is responsible for managing due diligence activities...

Posted On Jul 20, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Real Estate - Finance Real Estate - General
Job Tags:
banking closing documents criminal equity family LLC organizational documents Partnership partnerships title trusts
Practice Area:
Real Estate - Finance Real Estate - General
Job Tags:
banking closing documents criminal equity family LLC organizational documents Partnership partnerships title trusts

Desk Specialist Job Title: Entity Desk Specialist Job Responsibilities: The Entity Desk Specialist is tasked with a variety of responsibilities centered around the review and adjustment of complex legal and financial documents. Key duties include: - Reviewing organizational documents and trust documents to ensure accuracy...

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 as a... trusted leader of the company's tax services, providing federal tax compliance and consulting services to construction and real estate clients. - Act as a... valued tax business advisor, leading client relationships on...

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 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts

Tax Senior - Real Estate Job Responsibilities: As a Senior... Tax Consultant, you will be part of an engagement team that provides tax compliance and consulting services to investment management clients. Your responsibilities will include: - Utilizing your accounting and tax...

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 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 08, 26
Full-time 20 views Experience : Min 5 yrs required
Job Tags:
equity Estate Planning M&A PCAOB private equity Software Taxation
Job Tags:
equity Estate Planning M&A PCAOB private equity Software Taxation

Title: Tax Manager Job Responsibilities: - Responsible for the efficient, accurate, complete, and timely preparation of all clients’ tax returns, whether prepared personally or by supervising others. - Perform technical tax review and approval of all tax returns and governmental tax examinations of...

Posted On Sep 15, 26
Full-time 6 views
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

background and professional experience to deliver tax compliance and consulting services to high net-worth clients. The primary responsibilities include managing tax and consulting engagements, addressing client needs, and identifying tax planning and consulting opportunities. This... role involves direct interaction w...

Posted On Sep 14, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer

clients' objectives related to planning, personal philanthropy, and wealth... with advisors, centers of influence, and internal partners. - Analyze estate and financial information to... develop planning strategies. - Lead client wealth... planning engagement processes, including new... business review and onboarding for truste...

Posted On Jul 22, 26
Full-time 1 views
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
appeals Estate Planning Litigation tax litigation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
appeals Estate Planning Litigation tax litigation

Analyze complex tax situations and develop effective tax resolution strategies. - Prepare legal documents and handle administrative hearings, appeals, and litigation when necessary. - Advise clients on tax planning and compliance to optimize... their tax positions. - Review financial and tax records...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management

point of contact and planning lead for executives participating... program. - Leads the wealth planning engagement process from discovery... through strategy development and ongoing relationship management. - Develops holistic and integrated planning strategies tailored to executives'... unique financial circumstances, incorporating company-specific compensation...

Posted On Sep 18, 26
Full-time 21 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner within the Family Office Enterprise practice at Company, you will be responsible for leading and growing tax engagements, advising on complex tax matters, and collaborating across service lines...

Posted On Sep 18, 26
Full-time 26 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner at the Global Family Office Enterprise is responsible for managing and leading tax engagements, providing strategic tax advisory services, and collaborating across service lines to deliver innovative...

Posted On Sep 14, 26
Full-time 15 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 – Vice President or Executive Director Job Responsibilities: As a Private Banker in the . Private Bank, the key responsibilities include: - Managing and maintaining relationships with clients by earning their trust, thoroughly understanding their...

Posted On Sep 14, 26
Full-time 17 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 – Vice President or Executive 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....

Posted On Sep 14, 26
Full-time 19 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 – Vice President or Executive 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...

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