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United States
Posted On Aug 19, 26
Full-time 14 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

with overseeing the tax planning and compliance functions for... ultra-high net worth individuals and their families, with a particular focus on clients in the financial services sector, such as those involved with hedge funds, private equity, and other investment-related fields....

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Posted On Aug 19, 26
Full-time 2 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

engagements for high-net-worth individuals, family offices, and closely 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. - S...

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Posted On Sep 07, 26
Full-time 39 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... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...

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Posted On Aug 31, 26
Full-time 14 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients...

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Posted On Sep 07, 26
Full-time 12 views Experience : Min 3 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 - Associate 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. - Generate business...

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Posted On Sep 07, 26
Full-time 5 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 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. - Generate business results and...

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Posted On Sep 07, 26
Full-time 3 views Experience : Min 3 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 - Senior Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...

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Posted On Sep 07, 26
Full-time 1 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 Banker - 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. - Generate business results and acquire new assets, both...

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Posted On Sep 08, 26
Full-time 9 views Experience : Min 5 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Litigation - Real Estate - Defense
Job Tags:
construction deeds of trust easements eminent domain Employee Health Insurance lending mortgages ordinances Real Property Law title Women
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Purchase and Sale (Residential) Litigation - Real Estate - Defense
Job Tags:
construction deeds of trust easements eminent domain Employee Health Insurance lending mortgages ordinances Real Property Law title Women

Job Title Senior Real Estate Services Title Agent Job Responsibilities... wide range of real estate documents, including deeds, mortgages,... easements, liens, and surveys, to identify any encumbrances or defects. - Proactively identify and resolve complex title issues, such as breaks in...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Trusts and Estates - General Estate & Tax Planning
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services,...

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Posted On Jul 07, 26
Full-time 2 views Experience : Min 15 yrs required
Practice Area:
Corporate - General
Job Tags:
ADA advertising antitrust Biotechnology board of directors Commercial Contracts contracts corporate compliance corporate governance corporate transactions Corporation FDA government contracts Immigration Insurance Intellectual Property international trade life sciences Litigation M&A marketing Mediation Medical Device Mergers and Acquisitions
Practice Area:
Corporate - General
Job Tags:
ADA advertising antitrust Biotechnology board of directors Commercial Contracts contracts corporate compliance corporate governance corporate transactions Corporation FDA government contracts Immigration Insurance Intellectual Property international trade life sciences Litigation M&A marketing Mediation Medical Device Mergers and Acquisitions

Title: VP General Counsel & Secretary Job Responsibilities: - Strategic Corporate Leadership: - Collaborate closely with senior leadership, the Board of Directors, and other staff on legal and risk management issues. - Support and advise on legal, business, and...

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Posted On Jul 16, 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... 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 1 views 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 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 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 Aug 17, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

transfer, charitable, and retirement planning, as well as tax... compliance. - Manage and oversee the engagement team, focusing on individual, fiduciary, gift, generation skipping, and estate taxation. This involves planning... and executing client tax... engagements. - Collaborate with specialists regarding state and...

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Posted On Aug 20, 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

client needs. - Collaborate with managers and clients to gather necessary information for tax return preparation. - Prepare individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions, demonstrating the ability to follow instructions and...

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Posted On Sep 10, 26
Full-time 3 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
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...

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