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United States
Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

Job Title: Estate Settlement Manager Job Responsibilities: - Manage... portfolio of highly complex estate settlement engagements involving significant... multiple entities, trusts, beneficiaries, tax considerations, and fiduciary relationships. -... primary relationship lead during estate settlement engagements, providing guidance... to beneficiaries, family members, co-fiduciaries, attorneys,...

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Posted On Jul 26, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer

(UHNW) clients to understand their goals and deliver customized estate and wealth transfer strategies. -... Review, interpret, and summarize complex estate planning documents such as... irrevocable trusts, operating agreements, buy-sell agreements, voting trusts, and shareholder agreements. - Provide recommendations for client consideration...

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Posted On Jul 26, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills
Job Tags:
Estate Planning fiduciary finance inheritance Insurance licensing pension Registered Investment Advisor Retirement Planning Securities spectrum trusts Wills

clients' financial situations, including tax implications, investment strategies, retirement... planning, and estate planning. - Specialized Investment Strategies:... Collaborate with the Investment Team to develop and recommend investment strategies tailored to clients' specific needs, risk tolerance, and financial goals, considering their unique...

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Posted On Aug 05, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer
Job Tags:
banking Estate Planning fiduciary Insurance investment management lending private client Taxation wealth management wealth transfer

Title: Private Client Advisor and Trust Officer Job Responsibilities: - Deliver comprehensive advice and customized wealth management solutions for high-net-worth clients and families. - Effectively manage a portfolio of relationships comprised of fiduciary, IRA, and investment management clients. - Maintain a client-centric focus and...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 10 yrs required
Job Tags:
Partnership Taxation
Job Tags:
Partnership Taxation

Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Lead and... manage complex real estate tax compliance and consulting... engagements,... providing proactive guidance on tax strategies and industry trends.... - Mentor and develop team members through coaching, training, and...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

Tax Senior - Private Wealth... partnership, closely held corporation, estate, and gift tax matters.... Review tax research... support the preparation of tax returns, and help prepare... for client meetings tied to consulting projects. Contribute to tax planning opportunities and help......

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 11 yrs required
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management

Title: Senior Tax Strategist - High Net... Net Worth (HNW) clients, focusing on wealth management and tax planning needs. - Act as... a subject matter expert for complex cases requiring extensive tax planning expertise and deep... technical knowledge. Understand the impa...

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Posted On Sep 16, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

Job Title: Tax Senior Manager, Private Client... Perform technical reviews of tax returns for high-net-worth individuals,... focusing on personal income tax returns, closely held businesses... (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation... transactions and the related tax implications, consequences, and treatment.... tax...

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Posted On Sep 28, 26
Full-time 1 views
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager, Private Client... is responsible for providing tax compliance and consulting services... related to personal income, estate and gift tax, and... wealth retention strategies.... Additionally, the role involves taxation...

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Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... a Manager in Private Tax at the company, you... providing personal and private tax advice and compliance support... the delivery of tailored tax advice and compliance solutions......

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Employer Services - Individual Tax Services, High Net Worth Job... Responsibilities As a Tax Senior within the company's... Individual Tax Services – High Net... state, and local individual tax returns and related workpapers. -... Supporting tax compliance engagements for high-net-worth... Preparing and reviewing applicable tax f...

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Posted On Sep 18, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Job Title: Tax Senior Manager - Private... range of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and oversee... Individual and Fiduciary Taxation, which includes planning and executing client tax engagements. - Collaborate with specialists......

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Estate Planning family finance trusts wealth transfer
Job Tags:
Estate Planning family finance trusts wealth transfer

Job Title: Tax Manager or Director -... Gift, Estate, Trusts Job Responsibilities: -... such as succession and tax planning. - Lead, schedule,... supervise, and review tax engagements. - Develop and... events and trainings. - Perform a range of tax pr...

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Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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Posted On Sep 30, 26
Full-time 1 views 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... through the complexities of tax compliance and strategic consulting.... clients navigate the ever-evolving tax landscape, advising on local... and international tax affairs, and providing insights... into business analysis, working capital management,...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
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

Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participates in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepares complex... individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal... and State jurisdictions,...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 3 yrs required
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

Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... gather information needed for tax return preparation. - Develop an... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...

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Posted On Sep 30, 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... helping organizations manage their tax obligations while navigating the... complexities of the global tax environment. Lead teams and... manage client accounts, focusing navigate the frequently changing tax landscape, providing insights and......

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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... on local and international tax affairs to optimize business... impact. Managing tax compliance and structuring for... Analyzing and addressing operational tax risks and implications of... jurisdictions. Drafting and reviewing tax documents to validate accuracy......

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Posted On Sep 28, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
estates family finance trusts
Job Tags:
estates family finance trusts

Job Title: Tax Manager or Director -... net worth individual income tax returns and collaborate with... the company's Wealth Advisory practice. - Thrive in an entrepreneurial environment that offers flexibility, autonomy, and encouragement to initiate and execute tasks. - Lead...

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