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United States
Posted On Jul 27, 26
Full-time 2 views
Practice Area:
Adoption Law Divorce Law Family Law - General Corporate - Contract Law Corporate - General Real Estate - Purchase and Sale (Residential) Real Estate - Purchase and Sale (Commercial) Real Estate - General Real Estate - Leasing Real Estate - Finance Real Estate- Commercial Transactions
Job Tags:
Estate Planning Family Law Real Estate Law
Practice Area:
Adoption Law Divorce Law Family Law - General Corporate - Contract Law Corporate - General Real Estate - Purchase and Sale (Residential) Real Estate - Purchase and Sale (Commercial) Real Estate - General Real Estate - Leasing Real Estate - Finance Real Estate- Commercial Transactions
Job Tags:
Estate Planning Family Law Real Estate Law

Focus on family law, estate planning, business law, and... real estate law. - Handle legal... matters related to the aforementioned areas, providing legal advice and representation to clients. - Draft, review, and negotiate legal documents and contracts. - Conduct legal...

Posted On Sep 07, 26
Full-time 18 views
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa

includes tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax-related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. Additionally, you will be...

Posted On Sep 02, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax & Estate Planning - Remote Eligible Job... and consulting on the estate planning process from a... of income, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and......

Posted On Sep 20, 26
Full-time 1 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Manager - Tax and Estate Planning Duties: The candidate... and consulting on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Providing tax planning and......

Posted On Sep 01, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Job Title Estate and Document Attorney Job Responsibilities... - wealth management teams with estate planning on a non-exclusive... Legal Directors to provide estate planning services for clients.... or in-person to confirm estate planning needs. - Prepare... typical estate planning documents, including...

Posted On Sep 18, 26
Full-time 2 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 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts
Job Tags:
criminal finance Government Immigration investment management Investment Partnerships Partnership private equity spectrum trusts

Tax Senior - Real Estate Job Responsibilities: As a Senior Tax... Consultant within the Real Estate Services Tax practice at... the company, you will be part of an engagement team providing tax compliance and consulting services to investment management clients. Your role...

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 Aug 26, 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... 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 14, 26
Full-time 23 views Experience : Min 5 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 5 yrs required
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, and tax compliance. - Manage... and oversee the engagement team focused on individual, fiduciary, gift, generation skipping, and estate taxation. This includes planning... and executing client tax... engagements. - Collaborate with specialists regarding state and local tax...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

net worth clients' trust, estate/wealth transfer, and financial planning... Build and maintain relationships with Advisor teams, clients, prospects, and centers of influence. - Perform technical analyses of clients' estate and financial information. - Develop... and implement holistic, integrated planning strategies in collaborati...

Posted On Sep 15, 26
Full-time 9 views
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

involves delivering compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - L...

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. - 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 18, 26
Full-time 8 views
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

of tax services to clients, including: - Advising single-family, multi-family, and virtual-family office clients as well as multi-generational families on tax services such as structuring and modeling, succession planning, wealth transfer planning, and... tax compliance. - Managing and overseeing th...

Posted On Sep 15, 26
Full-time 4 views
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting including... federal, estate, gif...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements delivering proactive tax planning and strategic consulting, including... federal estate, gift, c...

Posted On Sep 24, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
finance Immigration Personal Property restructuring Taxation
Job Tags:
finance Immigration Personal Property restructuring Taxation

and local property tax planning, consulting, and compliance services... to a diverse client base across various industry sectors. - Conducting research on state and local property tax legislation and assisting in drafting client responses and memos. - Identifying opportunities to...

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...

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