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United States
Posted On Sep 16, 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,...

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,...

Posted On Sep 16, 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......

Posted On Sep 16, 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...

Posted On Sep 21, 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...

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 18, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Energy estates Taxation trusts
Job Tags:
Energy estates Taxation trusts

income tax returns (1040). - Coordinate with clients and their advisors on quarterly and year-end tax planning and projections. - Supervise,... train, and support engagement staff, promoting open communication with engagement partners and managers. - Inspire, develop, mentor, and retain...

Posted On Aug 20, 26
Full-time 2 views
Practice Area:
Litigation - Trusts & Estates
Job Tags:
civil litigation contracts document review Environmental Law Estate Planning Family Law general litigation Litigation Patent Personal Injury Law pleadings Privacy UCC Uniform Commercial Code
Practice Area:
Litigation - Trusts & Estates
Job Tags:
civil litigation contracts document review Environmental Law Estate Planning Family Law general litigation Litigation Patent Personal Injury Law pleadings Privacy UCC Uniform Commercial Code

of legal practices, including estate planning, environmental law, litigation,... and more. The ideal candidate will be proactive, highly organized, and possess a strong foundation in legal research, document management, and client communication. As a vital member of our team, you...

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...

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...

Posted On Sep 11, 26
Full-time 4 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,...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation Tax - Federal Tax - State & Local Trusts and Estates - General Tax - 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 - Employee Benefits & Executive Compensation Tax - Federal Tax - State & Local Trusts and Estates - General Tax - 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 at Company is... responsible for delivering sophisticated planning strategies and providing technical... legal guidance on advanced planning matters. The role involves... translating complex concepts into practical business...

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. -...

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 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). -......

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...

Posted On Sep 21, 26
Full-time 2 views 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...

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...

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...

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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