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United States
Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - Exempt Organization Tax - General
Job Tags:
Asset Protection Energy Estate Planning family Syndication

Title: Senior Attorney - Strategic Wealth Advisor Job Responsibilities: - Guide clients through high-level wealth strategies, integrating legal, tax, and investment considerations into a comprehensive system. - Connect clients with appropriate fulfillment options such as CPAs, wealth advisors, and deal clubs. - Conduct 10-25...

Posted On Aug 03, 26
Full-time Experience : Min 6 yrs required
Job Tags:
alcohol asset management banking conflict resolution fiduciary investment management lending Privacy regulatory compliance Special Needs Trust trusts Visa Women
Job Tags:
alcohol asset management banking conflict resolution fiduciary investment management lending Privacy regulatory compliance Special Needs Trust trusts Visa Women

Trust Officer - Associate Fiduciary Specialist Job Responsibilities: The Associate... Trust Officer - Associate Fiduciary Specialist at the company... with a team of fiduciary professionals to administer a... book of fiduciary relationships. Key responsibilities include: -... Analyzing trust and estate documents, implementing...

Posted On Aug 03, 26
Full-time Experience : 10-10 yrs required
Job Tags:
family fiduciary finance Insurance Taxation
Job Tags:
family fiduciary finance Insurance Taxation

Job Title: Senior Fiduciary Tax Manager Job Responsibilities: As a... Senior Fiduciary Tax Manager, you will... tasked with leading the fiduciary tax function for personal... trust accounts, ensuring that tax operations, compliance, and process optimization are handled efficiently and effectively. Your primary...

Posted On Sep 21, 26
Full-time 26 views Experience : 5-8 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

Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through high-level client service. - Responsible for meeting revenue growth, profitability, and client retention...

Posted On Sep 07, 26
Full-time 9 views Experience : 11-20 yrs required
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Practice Area:
Tax - Private Client Services
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client at Company is responsible for providing sophisticated tax compliance, consulting, and planning services to high-net-worth individuals, multi-generational families, fiduciaries, and other clients. Key responsibilities...

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, you will be responsible for leveraging your technical expertise to deliver excellent client service. Your duties will include: - Advising single-family, multi-family, and virtual-family office clients, as well...

Posted On Aug 23, 26
Full-time 1 views Experience : 3-5 yrs required
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa
Job Tags:
family fiduciary indemnity Insurance Litigation Mediation NYSE Scams Visa

including D&O, EPL, and Fiduciary Liability. - Investigate and... analyze coverage under primary and excess management liability insurance policies, make coverage determinations, draft routine and complex coverage correspondence, and effectively communicate coverage positions to policyholders and ot...

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 15, 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 Description: The Portfolio Manager III position at Company involves working with complex, high-net-worth investors to develop personalized investment strategies. The role focuses on evaluating, designing, constructing, managing, and monitoring all aspects of discretionary portfolio management. This includes...

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 role involves a variety of responsibilities centered around tax...

Posted On Sep 22, 26
Full-time 1 views Experience : 12-15 yrs required
Job Tags:
acquisitions criminal divestitures EEOC emerging technologies equity fiduciary finance Financial Institutions Government Insurance investment management mergers Partnership partnerships Visa
Job Tags:
acquisitions criminal divestitures EEOC emerging technologies equity fiduciary finance Financial Institutions Government Insurance investment management mergers Partnership partnerships Visa

Title: Vice President, Global Benefits Job Responsibilities: - Develop and implement a comprehensive global benefits and wellbeing strategy that aligns with the company's business priorities and workforce needs. - Establish global principles and standards while ensuring regional flexibility and compliance. - Continuously assess market...

Posted On Sep 22, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
agreements appeals artificial intelligence banking COBRA contracts data privacy downstream employee benefits equity ERISA Ethics Federal Trade Commission fiduciary higher education HIPAA Insurance Litigation Medicare partnerships regulatory compliance Scams social security Software special projects
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General
Job Tags:
agreements appeals artificial intelligence banking COBRA contracts data privacy downstream employee benefits equity ERISA Ethics Federal Trade Commission fiduciary higher education HIPAA Insurance Litigation Medicare partnerships regulatory compliance Scams social security Software special projects

Title: Corporate Counsel – Benefits Administration & Service Contracts Job Responsibilities: - Negotiate and draft contracts with clients, vendors, and partners, including agreements with third-party administrators, pharmacy benefit managers, wellness vendors, stop-loss carriers, point solutions, and insurance providers. - Provide legal counsel on...

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