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Posted On Aug 18, 26
Full-time Experience : Min 5 yrs required

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 08, 26
Full-time Experience : Min 5 yrs required

Title: Family Offices Advisory Services - Manager Job Responsibilities: - Support the legacy of family clients by protecting, improving, and growing their financial, social, and human capital. - Manage various responsibilities, including consulting and advising high-net-worth individuals. - Review family office governance, operations, and...

Posted On Aug 20, 26
Full-time 5 views Experience : 5-5 yrs required

Title: Financial Services - Private Client Services - Tax Manager Job Responsibilities: As a Manager in the Private Tax sector within the company, the candidate will be at the forefront of providing personal and private tax advice and compliance support to business...

Full-time 5 views Experience : 8-8 yrs required

Title: Financial Services - Private Client Services - Tax Senior Manager Job Responsibilities: As a Senior Manager in Private Tax at the company, the candidate will be expected to provide personal and private tax advice and compliance requirements to business owners, business-owning...

Posted On Aug 20, 26
Full-time 1 views Experience : Min 5 yrs required

delivery of quality tax planning and compliance services for... financial services industry clients. - Develop a thorough understanding of company methodologies and tools to enhance service delivery. - Challenge traditional procedures and find new approaches to provide tax services. - Build client relationships...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required

Director, Head of Financial Planning Tools & Strategy Job Responsibilities: -... strategic vision for financial planning tools, ensuring alignment with... organization. - Assess the current planning tools landscape to identify... gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for...

Full-time 6 views Experience : Min 6 yrs required

within the Private Wealth Public Funds Legal group, specifically focusing on the **Members Only,** Real Estate Income Trust (BREIT). The... primary responsibilities include: - Preparing and reviewing public offering materials, such as registration statements and prospectuses under the ’33 Act and p...

Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

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...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in the Tax Strategy and Transformation team, you will play a crucial role in supporting transformation projects within Operations/Finance. Your responsibilities will include: - Collaborating with Tax subject...

Posted On Sep 07, 26
Full-time Experience : 3-4 yrs required

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, the primary responsibilities include collaborating with Tax subject matter specialists, technologists, and key stakeholders. The role spans various tax transformation projects that include...

Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required

Title: Senior Trust Officer Job Description: This position is centered on managing fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. Key responsibilities entail overseeing the administration and business development of complex investment management and trust accounts. The role...

Posted On Sep 07, 26
Full-time 12 views Experience : Min 8 yrs required

. Private Bank - Estate Planning Innovation Lead -... comprehensive understanding of existing estate disposition analysis capabilities within... digital transformation of the estate disposition offering. - Collaborate... closely with Product and Technology teams to ensure the successful design, development, and...

Posted On Sep 10, 26
Full-time Experience : Min 12 yrs required

Job Title: Executive Director, Estate Planning Job Responsibilities: Advanced Estate Planning... and delivery of sophisticated estate plans for ultra-high-net-worth individuals... charitable structures, and family governance frameworks. - Partner with advisors to position estate planning as a central... driver of client acquisition and retention...

Full-time 11 views Experience : Min 4 yrs required

Tax Attorney — Real Estate Private Equity Job Responsibilities: - Advise... professionals within the real estate business on federal, state,... local, and foreign tax planning for acquisitions, dispositions, refinancings,... and recapitalizations. - Partner with private wealth and institutional client services teams on new...

Full-time 2 views Experience : Min 10 yrs required

General Counsel/Unit Chief, Real Estate Development & Planning Job Responsibilities:... - Manage the Real Estate Development & Planning practice... within the company's consolidated Legal Department, overseeing all related legal matters such as air-rights overbuild developments, infrastructure and facility expansion, property sales,...

Full-time 4 views Experience : Min 4 yrs required

Tax Attorney — Real Estate Private Equity Job Responsibilities: - Advise... professionals within the real estate business on federal, state,... local, and foreign tax planning for acquisitions, dispositions, refinancings,... and recapitalizations. - Partner with private wealth and institutional client services teams on new...

Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required

within the Trust and Estate Group of a well-established... advisor that focuses on ultra-high-net-worth clients. The role involves three primary functional responsibilities: 1. Provide day-to-day administrative and operational support to the Trust and Estate Group. 2. Assist with trust... and estate docum...

Posted On Sep 07, 26
Full-time 3 views

Job Title: Estate Administrator - Associate Job Responsibilities: -... Opening Group to open estate or trust accounts. - Interpret... the governing instrument and applicable law to ensure proper setup of account records, payments, fee schedules, and tax records. - Communicate with beneficiaries and co-executors...

Posted On Sep 07, 26
Full-time 1 views

Job Title: Estate Administrator - Associate Job Responsibilities: -... Opening Group to establish estate or trust accounts. - Interpret... governing instruments and applicable laws to ensure accurate setup of account records, payments, fee schedules, and tax records. - Communicate administrative procedures to beneficiaries and...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required

Director, Head of Financial Planning Tools & Strategy Job Responsibilities: -... strategic vision for financial planning tools, ensuring alignment with... the current landscape of planning tools, identify gaps in... adoption and functionality, and develop a multi-year roadmap for improvements. - Drive advisor adoption...

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