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United States
Posted On Sep 14, 26
Full-time 3 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

potential clients on their estate and financial planning options -... clients take action - Design and review personalized estate plans to ensure alignment... with client goals - Guide clients through document signing appointments, making sure they understand their plans completely - Collaborate with attorney...

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Posted On Aug 10, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
artists data privacy Disability Benefits Employee Privacy Estate Planning estates Ethics family finance indemnity Insurance LLC Partnership partnerships Software television trusts
Job Tags:
artists data privacy Disability Benefits Employee Privacy Estate Planning estates Ethics family finance indemnity Insurance LLC Partnership partnerships Software television trusts

Job Title: Senior Tax Accountant (Preparer) Job Responsibilities: The... Senior Tax Accountant (Preparer) plays a... crucial role within the tax team, focusing on the... preparation of various tax returns and assisting clients... with diverse tax-related matters. Key responsibilities include: -... federal and multi-state income tax returns. - Collaborating closely with... tax...

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Posted On Sep 21, 26
Full-time Experience : 4-8 yrs required
Practice Area:
Energy - Renewables - Transactional Energy and Oil & Gas - Transactional Energy and Oil & Gas - General
Job Tags:
agreements alcohol Battery clean energy Commercial Contracts construction contracts corporate governance criminal Domestic Violence EEOC Energy equity family finance health benefits Insurance Intellectual Property Litigation M&A Partnership partnerships project development Transportation wage and hour laws
Practice Area:
Energy - Renewables - Transactional Energy and Oil & Gas - Transactional Energy and Oil & Gas - General
Job Tags:
agreements alcohol Battery clean energy Commercial Contracts construction contracts corporate governance criminal Domestic Violence EEOC Energy equity family finance health benefits Insurance Intellectual Property Litigation M&A Partnership partnerships project development Transportation wage and hour laws

Title: Associate Counsel Job Responsibilities: The Associate Counsel at the company is a pivotal role within the growing energy efficiency business and legal team, specifically supporting the geothermal, energy efficiency, and solar verticals. The Associate Counsel is responsible for a variety...

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Posted On Sep 14, 26
Full-time 2 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

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Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a...

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Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action Software
Job Tags:
Affirmative Action Software

Job Title: Tax Manager Job Responsibilities: - Be a... the team providing various tax, accounting, and advisory services... to clients. - Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials. - Review and analyze accounting records and/or reporting with clients,...

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

Job Title: Tax Manager - Private Wealth Job... a trusted advisor delivering tax and business advisory services... and tax compliance to small business... clients, particularly within the private wealth sector. - Work closely with firm leadership to serve clients and contribute to...

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Posted On Jul 03, 26
Full-time 28 views Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Real Estate- Commercial Transactions Real Estate - Tax Tax - General Corporate - General Real Estate - General
Job Tags:
40 Act Capital Markets corporate governance ERISA health benefits marketing Securities
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Real Estate- Commercial Transactions Real Estate - Tax Tax - General Corporate - General Real Estate - General
Job Tags:
40 Act Capital Markets corporate governance ERISA health benefits marketing Securities

Private Wealth, with a focus on global fundraising and management for Blackstone Real Estate Income Trust (BREIT). Job Responsibilities: The... primary responsibilities of this role include: - Preparing and reviewing public offering materials, including registration statements and prospectuses under the ‘33 Act. - Prep...

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Posted On Jul 22, 26
Full-time 7 views Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Real Estate - Finance Real Estate- Commercial Transactions Real Estate - Tax Corporate - General Real Estate - General Tax - General
Job Tags:
agreements confidentiality agreements construction contracts corporate governance credit facilities equity finance fund formation Harassment Investment Advisers Act of 1940 leasing private equity securities laws
Practice Area:
Corporate - Asset/Investment Management Real Estate - Finance Real Estate- Commercial Transactions Real Estate - Tax Corporate - General Real Estate - General Tax - General
Job Tags:
agreements confidentiality agreements construction contracts corporate governance credit facilities equity finance fund formation Harassment Investment Advisers Act of 1940 leasing private equity securities laws

Job Title: Real Estate Private Funds Lawyer Job Responsibilities: -... within the company's real estate business group for various... real estate funds, including real estate... equity, credit, and secondary... open-end funds. - Oversee real estate fund legal operations throughout... lifecycle of the real estate funds, coordinating with various......

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Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

comprehensive review of their estate and wealth transfer plans,... team members and external professional advisors to gather all relevant information, ensuring coordinated efforts and managing expectations. - Stay informed about changes to federal, state, and local estate, gift, and incom...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Title: Estate Planning Attorney Job Responsibilities: The Estate... Planning Attorney is primarily... of accurate and efficient estate plans that align with... the clients' wishes. The role involves being available for an initial 'start' meeting within five business days, scheduling the signing meeting...

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Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will serve as Counsel supporting the Wealth Management Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. -...

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Posted On Aug 03, 26
Full-time 4 views Experience : Min 4 yrs required
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Tax - International Tax - Federal Tax - State & Local Tax - General
Job Tags:
acquisitions agreements Domestic Violence due diligence equity FIRPTA fund formation growth equity health benefits hedge funds Insurance life sciences marketing Partnership pension plans private equity purchase and sale agreements Securities sovereign wealth stalking trusts
Practice Area:
Real Estate - Tax Tax - M&A and Transactions Tax - International Tax - Federal Tax - State & Local Tax - General
Job Tags:
acquisitions agreements Domestic Violence due diligence equity FIRPTA fund formation growth equity health benefits hedge funds Insurance life sciences marketing Partnership pension plans private equity purchase and sale agreements Securities sovereign wealth stalking trusts

Tax Attorney — Real Estate Private Equity Job Responsibilities: - Advise... professionals within the real estate business on federal, state,... local, and foreign tax planning for acquisitions, dispositions,... formation and structuring. - Analyze and advise on tax-efficient holding structures for domestic... and cros...

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Posted On Sep 10, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Corporate - M&A Corporate - General Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Finance Real Estate - Tax Real Estate - General Tax - General
Job Tags:
acquisitions asset management Joint Ventures M&A NYSE Partnership physicians Profit Sharing REITs
Practice Area:
Corporate - M&A Corporate - General Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Finance Real Estate - Tax Real Estate - General Tax - General
Job Tags:
acquisitions asset management Joint Ventures M&A NYSE Partnership physicians Profit Sharing REITs

Title: Counsel Job Responsibilities: - Provide legal assistance on . Seniors Housing legal transactions, including acquisitions, dispositions, joint ventures, and development matters. - Advise investment and development teams on . seniors housing development deals, acquisitions, dispositions, joint ventures, management agreement negotiations, and operator...

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Posted On Sep 10, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Tax Tax - General
Job Tags:
CRC Deferred Compensation endorsements escrow health insurance Insurance insurance coverage Software title
Practice Area:
Real Estate - General Real Estate - Purchase and Sale (Commercial) Real Estate - Purchase and Sale (Residential) Real Estate- Commercial Transactions Real Estate - Residential Transactions Real Estate - Tax Tax - General
Job Tags:
CRC Deferred Compensation endorsements escrow health insurance Insurance insurance coverage Software title

and judgment to plan and accomplish assignments. - Utilize underwriting standards and guidelines within delegated authority limits to underwrite the issuance of title insurance and provide guidance in the performance of real estate settlement services. - Provide underwriting... support, counsel, and authori...

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Posted On Sep 23, 26
Full-time 6 views Experience : 4-10 yrs required
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts
Job Tags:
agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts

Job Title: Tax Senior Manager – Real... Estate Job Responsibilities: - Conduct research... analysis on federal income tax issues, with a focus... on real estate tax, partnerships, REITs, S... corporations,... Perform transactional analysis and tax structuring for the acquisition,... and disposition of real estate assets, particularly in joint... tax...

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Posted On Sep 10, 26
Full-time 8 views Experience : 5-8 yrs required
Job Tags:
company policies criminal family Insurance partnerships private equity Securities Taxation
Job Tags:
company policies criminal family Insurance partnerships private equity Securities Taxation

Job Title Tax / Experienced / Manager... NYFS Manager/Senior Manager, Real Estate Tax Services Job Responsibilities... -... - Oversee teams of tax professionals/assistants working on client... projects - Help manage risk and financial performance of engagements including billing, collections, and...

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Posted On Sep 22, 26
Full-time 9 views Experience : Min 10 yrs required
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance pension spectrum
Job Tags:
asset management banking Capital Markets construction family finance Financial Institutions Insurance pension spectrum

and Reporting - Real estate - Tax Senior Manager-EDGE Job... Responsibilities: - Serve as the Tax Functional Leader across compliance,... advisory, or annuity tax service delivery. - Direct and... client deliverables. - Develop internal team members and manage the functional efforts of tax process...

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Posted On Sep 22, 26
Full-time 4 views Experience : Min 4 yrs required
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Software spectrum Taxation
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Software spectrum Taxation

and Reporting - Real Estate - Tax Manager Job Responsibilities: -... a portfolio of complex tax operations to provide meaningful... trends to maintain credibility as a trusted advisor. - Build client relationships and demonstrate knowledge of the real estate, hospitality, and construction indus......

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Posted On Sep 22, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Taxation
Job Tags:
asset management banking Capital Markets construction due diligence family finance Financial Institutions Insurance Partnership pension REITs Taxation

and Reporting - Real Estate - Tax Services Manager-EDGE... Financial Services EDGE Real Estate, Hospitality, and Construction (RHC)... be responsible for managing tax compliance and consulting work... and professionally escalating complex tax and client relationship matters... to senior management and...

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