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United States
Posted On Sep 01, 26
Full-time 1 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: Attorney - Estate Planning Job Responsibilities - Receive hand-offs... Legal Directors to provide estate planning services for clients. -... with clients to confirm estate planning needs. - Produce typical... estate planning documents including revocable... deeds, and LLCs. - Draft estate planning documents using personal......

Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

Job Title: Estate and Trust Attorney Job Responsibilities: -... wealth planning, including gift, estate, and income taxation, charitable... clients and their outside legal counsel to ensure comprehensive estate planning. - Utilize prior experience... with wills, revocable trusts, premarital agreements, generation-skipping trusts, ILITs, G...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implements tax, estate, and financial plans for... clients. - Collaborates with more senior planning resources on complex matters and specific subject matters. - Partners in acquiring new clients and works to needed and develops tax, estate, and financial analyses and......

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

on, and implement tax, estate, and financial plans for... clients, including complex cases. - Collaborate with other planning resources on complex subjects and partner in acquiring new clients. - Retain, expand, and deepen as necessary, developing tax, estate, and financial analyses and......

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

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... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...

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 performance feedback. -...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse
Practice Area:
ERISA - General ERISA/Executive Compensation Transactions & Compliance Tax - Employee Benefits & Executive Compensation Tax - Private Client Services Tax - Federal Tax - IRS Audits and Appeals Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse

Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide expert advice to operations and sales personnel regarding applicable laws, including the Internal Revenue Code, Employee Retirement Income Security Act of 1974 (ERISA), Department...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 6 yrs required
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Corporate - General Real Estate - Leasing Real Estate - Development/ Dirt law Real Estate - General
Job Tags:
acquisitions agreements appeals commercial real estate corporate compliance corporate governance document review due diligence easements escrow Government Insurance landlords lease licensing permitting requirements renewals
Practice Area:
Corporate - M&A Corporate - Contract Law Corporate - Compliance Corporate - General Real Estate - Leasing Real Estate - Development/ Dirt law Real Estate - General
Job Tags:
acquisitions agreements appeals commercial real estate corporate compliance corporate governance document review due diligence easements escrow Government Insurance landlords lease licensing permitting requirements renewals

legal and compliance matters. Key responsibilities include: - **Commercial Lease Administration**: Manage a portfolio of commercial real estate leases, amendments, renewals, easements,... and landlord waivers across multiple locations. Maintain and oversee lease tracking, including renewal options, expirations, rent increases, notice deadlines...

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

Job Title: Tax Senior Manager, High Net... Worth Job Responsibilities: As a Tax Senior Manager on the... High Net Worth Tax team at the company,... and families with complex tax needs. The primary duties... include: - Tax Strategy & Compliance: -... reviewing complex individual income tax returns (Form 1040), including......

Posted On Sep 21, 26
Full-time 4 views
Job Tags:
Affirmative Action family finance gift tax Insurance wealth management
Job Tags:
Affirmative Action family finance gift tax Insurance wealth management

Senior Vice President, Global Tax Advisory Job Responsibilities: - Advise a... Net Worth clients on estate & gift tax planning,... income tax planning,... and accountants to implement estate plans and mitigate tax... risk. - Work with the... broader wealth management team to prospect...

Posted On Sep 25, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

Tax Manager - Real Estate Duties: The candidate will... consulting services to Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... partnerships. Provide federal tax consulting and compliance services... clients in the Real Estate industry sector. Work directly... tax...

Posted On Sep 23, 26
Full-time 2 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international... tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis and... Services and Trust & Estate groups on cross-border matters... for individuals and families with global holdings and...

Posted On Sep 15, 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

Tax Senior Manager, Private Client... offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. The... practice is proficient in all aspects of estate, income, gift, and trust... tax consulting and compliance, as... well as charitable giving,...

Posted On Sep 15, 26
Full-time 1 views
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital

Job Title: Tax Manager, Alternative Investments Job Responsibilities: Tax... authorities while minimizing their tax and reporting burdens. - Ensure... standards, and the BDO Tax Quality Manual. - Apply understanding... of client’s unique circumstances and prepare required filings using a system of review and documentation. -...

Posted On Sep 15, 26
Full-time 1 views Experience : 5-5 yrs required
Job Tags:
Affirmative Action family Partnership Software trusts
Job Tags:
Affirmative Action family Partnership Software trusts

Job Title: Tax Manager, Private Wealth Job Responsibilities: -... Deliver tax and business advisory services... and tax compliance to high-net-worth individuals... and trusts. - Collaborate with firm leadership to serve clients and contribute to business growth, directly impacting the firm's success. - Mentor and...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 10 yrs required
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

Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance... - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple... engagements that deliver proactive tax planning and strategic consulting... including federal, estate...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts

Tax Manager - Real Estate Duties: The candidate will... provide federal tax consulting and compliance services... to REITs, real estate private equity funds, joint... directly with clients, lead tax engagement teams, collaborate with... in-house specialists, and use advanced technology and...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Job Title: Senior Consultant, Tax Strategy - Tax Transformation Job... a Senior Consultant in Tax Strategy and Transformation, the... responsibilities include collaboration with Tax subject matter specialists, technologists,... role involves working on tax transformation projects that cover... Business Threads, including tax compliance and advisory client......

Posted On Sep 25, 26
Full-time 1 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

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior within the department,... families with their complex tax needs. Your primary responsibilities... state, and local individual tax returns and related workpapers. -... tax...

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