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United States
Posted On Sep 18, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Guardianship and Conservatorship Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Guardianship and Conservatorship Trusts and Estates - General Litigation - Trusts & Estates - Defense
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

transfer taxes. The candidate will provide legal counsel and support within the Wealth Management business, specifically in the following areas: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring c...

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Posted On Sep 07, 26
Full-time 12 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 the Private Client Tax Managing Director involves providing sophisticated tax compliance, consulting, and planning services. The responsibilities include: - Offering tax compliance and advisory services to individuals, partnerships, trusts, estates, and...

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Posted On Sep 21, 26
Full-time 26 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Advisor III - Miami Location Miami, Florida, USA Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...

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Posted On Sep 18, 26
Full-time 29 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner within the Family Office Enterprise practice, you will lead and grow tax engagements, providing strategic guidance and customized advisory services to affluent families and their family offices....

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Posted On Sep 18, 26
Full-time 22 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner in the Global Family Office Enterprise at the company is tasked with several key responsibilities, primarily focusing on providing strategic guidance and customized advisory services to affluent...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 8 yrs required
Job Tags:
estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer
Job Tags:
estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer

Lead and review complex fiduciary, estate, and gift tax... engagements, ensuring technical accuracy and timely delivery. - Serve as a primary advisor to high-net-worth individuals, family offices, trustees, and fiduciaries on estate and wealth transfer planning. - Design and implement...

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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

planning, and tax compliance. - Manage and oversee the engagement team focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary Taxation. This includes the... planning and execution of client tax engagements. - Collaborate with speci...

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Posted On Sep 21, 26
Full-time 8 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action Estate Planning estate tax estates family fiduciary finance gift tax Software Taxation trusts wealth transfer
Job Tags:
Affirmative Action Estate Planning estate tax estates family fiduciary finance gift tax Software Taxation trusts wealth transfer

Responsibilities: - Manage and review fiduciary, estate, and gift tax... returns, including Forms 1041, 706, 709, and related state filings. - Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax matters. - Assist clients with wealth transfer...

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Posted On Sep 18, 26
Full-time Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Title: Tax Manager – Family Office Job Responsibilities: As a Tax Manager within the Family Office Enterprise practice, candidates are expected to deliver exceptional client service through a variety of responsibilities that leverage their technical expertise and collaborative skills. The key duties...

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Posted On Aug 20, 26
Full-time 2 views Experience : 1-5 yrs required
Practice Area:
Insurance Coverage
Job Tags:
children Disability Benefits fiduciary Insurance Litigation marketing Mediation spouse
Practice Area:
Insurance Coverage
Job Tags:
children Disability Benefits fiduciary Insurance Litigation marketing Mediation spouse

related systems and processes. - Evaluate exposures and make substantive claim decisions, offering support to other lines as needed. - Provide comprehensive coverage, liability, and damages analysis for Public Directors & Officers (D&O), Fiduciary Liability, and Fidelity claims. -... Proactively identify claim tre...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Title: Tax Manager – Family Office Job Responsibilities: As a Tax Manager within the Family Office Enterprise practice, the primary responsibilities include advising single-family, multi-family, and virtual-family office clients, as well as multi-generational families, on a wide array of tax services....

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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...

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Posted On Sep 14, 26
Full-time 1 views Experience : 10-18 yrs required
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management
Job Tags:
asset management banking branding construction Ethics fiduciary finance financial products investment management shareholders wealth management

Title: Portfolio Manager III Job Responsibilities: - Develop and recommend customized investment strategies for complex, high-net-worth investors, tailored to their unique goals and objectives. - Manage all aspects of clients' investment portfolios, including asset allocation, portfolio construction, security/manager selection, trade execution, risk management,...

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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 within the Individual Tax Services - High Net Worth group at the company, the primary responsibilities include: - Preparing and reviewing...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

to serve in a fiduciary capacity, ensuring compliance with... the law and satisfying client expectations. - Review and analyze other legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, and waivers, providing legal advice to internal partners regarding these documents. -...

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Posted On Sep 18, 26
Full-time 1 views Experience : 5-10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

to serve in a fiduciary capacity, ensuring compliance with... laws and client expectations. - Review and analyze various legal documents such as post-nuptial agreements, disclaimers, settlement agreements, consents, and waivers, providing legal advice to internal partners. - Provide legal counsel to management...

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Posted On Sep 21, 26
Full-time 29 views Experience : Min 8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...

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Posted On Sep 21, 26
Full-time 6 views Experience : Min 8 yrs required
Job Tags:
estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer
Job Tags:
estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer

Lead and review complex fiduciary, estate, and gift tax... engagements, ensuring technical accuracy and timely delivery. - Serve as a primary advisor to high-net-worth individuals, family offices, trustees, and fiduciaries on estate and wealth transfer planning. - Design and implement advanced estate,...

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Posted On Sep 18, 26
Full-time 5 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

Title: Tax Senior Manager - Private Company Job Responsibilities: As a Tax Senior Manager within the Private Company team, the candidate will be responsible for a variety of tasks that leverage their technical expertise and leadership abilities. The key responsibilities include: -...

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Posted On Sep 18, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Title: Tax Manager – Family Office Job Responsibilities: As a Tax Manager, the candidate will be responsible for providing expert advice to single-family, multi-family, and virtual-family office clients, as well as multi-generational families, on a comprehensive range of tax services....

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