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United States
Posted On Aug 26, 26
Full-time 40 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

clients and families, including planning, scheduling, projections, and billing. -... Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy and identify tax-saving opportunities and tax exposures. This includes handling federal, foreign, state, and local tax returns,...

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Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

of the client/family, including planning, scheduling, projections, and billing.... - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, and identifying tax-saving opportunities and tax exposures. This includes handling federal, foreign, state, and local tax returns,...

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Posted On Aug 26, 26
Full-time 11 views Experience : Min 5 yrs required
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer

Proactively manage the tax planning process with clients and... returns for high net worth individuals or trust tax clients, including federal, foreign, state, and local tax returns, estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer... projects......

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Posted On Aug 26, 26
Full-time 18 views Experience : Min 10 yrs required
Job Tags:
equity finance health insurance Insurance partnerships pension Taxation wealth management
Job Tags:
equity finance health insurance Insurance partnerships pension Taxation wealth management

of responsibilities focused on tax compliance and client interaction. Key duties include: - Managing all aspects of annual tax compliance for business and individual clients. This encompasses planning, scheduling, projections, extensions, responding... to tax notices, conducting research, drafting client memoranda, calculating...

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Posted On Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income,... estate, gift, and wealth transfer... taxes. - Serve as a primary point of contact for...

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Posted On Sep 08, 26
Full-time 4 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 for both tax return and special projects/consulting. - Manage a portfolio of clients of varying size and scope, acting as the...

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Posted On Jul 15, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary

working closely with individuals and families to understand their priorities, goals, and intentions for the legacies they wish to achieve. The candidate will be involved in estate planning, trust and estate... administration, and related tax... work. The role requires establishi...

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Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in... the Advanced Planning team will engage in... and growth in sophisticated planning strategies. Key responsibilities include: -... and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business succession,...

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Posted On Jul 12, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
commercial real estate LLC Partnership Software Taxation
Job Tags:
commercial real estate LLC Partnership Software Taxation

Tax Senior Associate [Real Estate Group] Job Responsibilities: -... tax research, and tax planning. - Work collaboratively with... a team to meet various department deadlines throughout the year. - Assist with the process and review of 1065 tax returns. -...

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Posted On Aug 18, 26
Full-time 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...

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Posted On Jul 16, 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... act as a strategic consultant, helping organizations manage their tax obligations while navigating the complexities of the global tax environment. Help the Financial Services clients navigate the frequently changing tax landscape,...

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Posted On Aug 13, 26
Full-time Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing RICO wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing RICO wealth management

Services Tax - Real Estate Senior Manager Duties: The... candidate will play a pivotal role in guiding clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax...

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Posted On Aug 13, 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 playing a pivotal role in guiding clients through the intricate landscape of tax obligations, both locally and internationally. Within the Tax practice, will be providing strategic consulting on business...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
company policies criminal due diligence family Insurance Partnership private equity REITs Taxation
Job Tags:
company policies criminal due diligence family Insurance Partnership private equity REITs Taxation

Manager/Tax Senior Manager, Real Estate Job Responsibilities: - Manage a... portfolio of clients of varying size and scope, acting as the primary contact for both internal and Demonstrate knowledge of real estate investment funds and Real... Estate Investment Trusts (REITs). -......

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Posted On Aug 25, 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...

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Posted On Aug 26, 26
Full-time Experience : Min 8 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... complexity. - Collaborates with other planning resources on specific subject... matters of greatest complexity and partners in the acquisition of new clients. - Retains, expands, and deepens existing relationships with clients. - Conducts and...

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Posted On Aug 26, 26
Full-time 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 10, 26
Full-time Experience : 5-8 yrs required
Job Tags:
acquisitions company policies criminal family hedge funds initial public offerings Insurance Joint Ventures M&A mergers Partnership partnerships private equity Taxation
Job Tags:
acquisitions company policies criminal family hedge funds initial public offerings Insurance Joint Ventures M&A mergers Partnership partnerships private equity Taxation

Senior Manager, M&A Real Estate Job Responsibilities: - Structure... global private equity real estate investments, including strategic mergers,... acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs). This includes drafting tax opinions, memos, structure decks, and Excel models illustrating the...

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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 07, 26
Full-time 21 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

Deliver the company's wealth planning resources to clients and... with clients for the use of the Wealth Strategy Engagement Model and the full range of advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance to c...

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