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United States
Posted On Sep 07, 26
Full-time 8 views Experience : Min 11 yrs required
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: The role of Managing Director, Tax - Private Client at Company entails a comprehensive set of responsibilities aimed at providing high-level tax compliance, consulting, and planning services to a diverse clientele, including individuals,...

Posted On Sep 14, 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

Title: Estate and Document Attorney Job Responsibilities: - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Conduct virtual or in-person meetings with clients to confirm their estate planning needs. - Prepare typical estate planning documents, including revocable living trusts,...

Posted On Sep 07, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Manager, Tax - Private Client Job Responsibilities: The Private Client Tax Manager at the company is tasked with providing sophisticated tax compliance, consulting, and planning services to a diverse clientele, including individuals, multi-generational families, fiduciaries, and charitable entities managed by ultra-high-net-worth...

Posted On Sep 25, 26
Full-time 1 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

engagements that span individual, fiduciary, partnership, closely held corporation,... estate, and gift tax matters. Review tax research and workpapers, support the preparation of tax returns, and help prepare for client meetings tied to compliance and consulting projects. Contribute to tax...

Posted On Sep 25, 26
Full-time 1 views 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 returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
directors ERISA fiduciary Financial Institutions indemnity Insurance insurance coverage Litigation marketing trials underwriters
Job Tags:
directors ERISA fiduciary Financial Institutions indemnity Insurance insurance coverage Litigation marketing trials underwriters

Title: Private D&O Claim Consultant Job Responsibilities: As a Private D&O Claim Consultant, you will be responsible for managing a caseload of Private and Non-Profit Directors and Officers (D&O) Claims from inception to final disposition. These claims are often in...

Posted On Sep 21, 26
Full-time 8 views Experience : Min 5 yrs required
Job Tags:
agreements asset management child contracts criminal Energy estates fiduciary Financial Industry Regulatory Authority FINRA Insurance investment management lease licensing pension Probate Property Management Real Estate Law royalty spouse title trusts
Job Tags:
agreements asset management child contracts criminal Energy estates fiduciary Financial Industry Regulatory Authority FINRA Insurance investment management lease licensing pension Probate Property Management Real Estate Law royalty spouse title trusts

responsibility is the comprehensive management of oil, gas, mineral, and other specialty assets held in trusts, estates, agency accounts, and investment management relationships. The position requires fiduciary oversight, asset strategy development,... risk management, and client service. Key duties include: - Ma...

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

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior in the Individual Tax Services – High Net Worth group at the company, the candidate will be responsible for a variety of tasks...

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