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United States
Posted On Sep 10, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management 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 and...

Posted On Sep 22, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management 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. - Engage... with multi-state companies on state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings...

Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

Director - Trust & Estate Job Responsibilities: 1. Client Advisory &... executors. - Provide advanced estate, gift, trust, and wealth... transfer planning, including GRATs, IDGTs, SLATs,... charitable planning, and succession strategies. -... on fiduciary income tax planning and compliance (Forms 1041,... 706,...

Posted On Sep 21, 26
Full-time 10 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

for managing the tax planning and compliance functions for... ultra-high net worth individuals and their families, with a focus on financial service clients such as those in hedge-funds, private equity, and to manage the tax planning and compliance of the......

Posted On Sep 21, 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

Manager - Private Client Services Job Title: Tax Manager - Private Client Services Job Responsibilities: The Tax Manager in the Private Client Services practice is responsible for leading and managing tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities....

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

(Form 1040) including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041) and... advise on matters impacting wealth planning, succession, and family tax... strategy. - Develop and implement advanced tax planning str...

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...

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 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...

Posted On Sep 14, 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,...

Posted On Sep 21, 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....

Posted On Sep 21, 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...

Posted On Sep 14, 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...

Posted On Sep 14, 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...

Posted On Sep 14, 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...

Posted On Sep 14, 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...

Posted On Sep 14, 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...

Posted On Sep 14, 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...

Posted On Sep 08, 26
Full-time 8 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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