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United States
Posted On Aug 05, 26
Full-time 1 views Experience : 7-7 yrs required
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer
Job Tags:
banking due diligence Estate Planning family fiduciary investment management private client Taxation trusts wealth management wealth transfer

engagements involving significant family wealth, multiple entities, trusts, beneficiaries, tax considerations, and fiduciary relationships. -... Serve as the primary relationship lead during estate settlement engagements, providing guidance to beneficiaries, family members, co-fiduciaries, attorneys, accountants, and other professional advisors. - Develop and main...

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Posted On Jul 26, 26
Full-time 2 views Experience : Min 10 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax Insurance operating agreements Securities Software Taxation trusts wealth transfer

Title: Managing Director of Wealth Transfer Strategy Job Responsibilities: Client Strategy and Advice: - Engage with ultra-high-net-worth (UHNW) clients to understand their goals and deliver customized estate and wealth transfer strategies. - Review, interpret, and summarize complex estate planning documents such as irrevocable trusts,...

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Posted On Sep 28, 26
Full-time 1 views
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager, Private Client... is responsible for providing tax compliance and consulting services... personal income, estate and gift tax, and wealth retention... strategies.... Additionally, the role involves taxation of entities...

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Posted On Sep 16, 26
Full-time 1 views Experience : 6-6 yrs required
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation
Job Tags:
agreements criminal estate tax family fiduciary finance Genetics gift tax Harassment LLC private client Profit Sharing Taxation

Job Title: Tax Senior Manager, Private Client... Perform technical reviews of tax returns for high-net-worth individuals,... focusing on personal income tax returns, closely held businesses... entities), trust, estate, and gift tax returns. - Provide... consultation... transactions and the related tax implications, consequences, and treatment.... tax...

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Posted On Sep 25, 26
Full-time 2 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

Tax Senior - Private Wealth... held corporation, estate, and gift tax matters. Review tax... research... support the preparation of tax returns, and help prepare... for client meetings tied to compliance and consulting projects. Contribute to tax planning opportunities and help......

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participates in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepares complex... S-Corp, foundation, partnership, and gift tax returns for both... Federal... and State jurisdictions, demonstrating the ability...

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... gather information needed for tax return preparation. - Develop an... S-Corp, foundation, partnership, and gift tax returns across Federal......

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Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... a Manager in Private Tax at the company, you... providing personal and private tax advice and compliance support... the delivery of tailored tax advice and compliance solutions......

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Job Title Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities As a Tax Manager supporting the Individual... Tax Services - High Net... their advisors. - Leading tax compliance and advisory engagements... involving complex individual income tax matters. - Reviewing individual... tax...

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Posted On Sep 25, 26
Full-time 2 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

Employer Services - Individual Tax Services, High Net Worth Job... Responsibilities As a Tax Senior within the company's... Individual Tax Services – High Net... state, and local individual tax returns and related workpapers. -... Supporting tax compliance engagements for high-net-worth... Preparing and reviewing applicable tax f...

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Posted On Sep 28, 26
Contract, Full-time Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Taxation
Job Tags:
criminal finance gift tax Taxation

Seasonal Tax Delivery Manager, Individual Tax... Services - Global Employer... Review complex individual and gift tax returns, workpapers, and... related... deliverables for accuracy and completeness. Track filing, review, and client milestones; identify risks early and escalate blockers. Resolve review notes...

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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

Job Title: Tax Senior Manager - Private... range of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and oversee... Individual and Fiduciary Taxation, which includes planning and executing client tax engagements. - Collaborate with specialists......

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Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Estate Planning family finance trusts wealth transfer
Job Tags:
Estate Planning family finance trusts wealth transfer

Job Title: Tax Manager or Director -... Gift, Estate, Trusts Job Responsibilities:... such as succession and tax planning. - Lead, schedule,... supervise, and review tax engagements. - Develop and... industry-leading events and trainings. - Perform a range of tax pr...

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Posted On Aug 18, 26
Full-time 1 views Experience : Min 11 yrs required
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management
Job Tags:
agreements asset management banking criminal equity Estate Planning estate tax executive compensation plans finance FINRA indemnity Insurance Partnership Profit Sharing Securities Software Taxation title trusts wealth management

Title: Senior Tax Strategist - High Net... Net Worth (HNW) clients, focusing on wealth management and tax planning needs. - Act as... a subject matter expert for complex cases requiring extensive tax planning expertise and deep... technical knowledge. Understand the impa...

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Posted On Sep 25, 26
Full-time 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 Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... held corporation, estate, and gift engagements. Prepare for and... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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