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United States
Posted On Aug 21, 26
Full-time 6 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Insurance Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Insurance Living Trusts wealth management Wills

Title: Estate and Document Attorney Job Responsibilities: - Receive hand-offs from company Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Prepare typical work products such as revocable living trusts, wills,...

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Posted On Aug 26, 26
Full-time 17 views Experience : 7-10 yrs required
Job Tags:
developers energy tax credits equity finance health insurance Insurance lease Partnership pension Taxation wealth management
Job Tags:
developers energy tax credits equity finance health insurance Insurance lease Partnership pension Taxation wealth management

Title: Tax Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor...

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Posted On Aug 27, 26
Full-time 6 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services department is responsible for providing tax compliance and consulting services to high net-worth clients. The key duties include: - Managing tax and consulting engagements to identify and...

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Posted On Aug 31, 26
Full-time 5 views Experience : Min 7 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is responsible for a range of duties that encompass tax compliance and consulting services aimed at high net-worth clients. Their responsibilities include: -...

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Posted On Aug 27, 26
Full-time 3 views Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) is tasked with delivering tax compliance and consulting services to high net-worth individuals and entities. The responsibilities include: - Leading tax and consulting engagements,...

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Posted On Aug 31, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is tasked with leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This involves...

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