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United States
Posted On Aug 19, 26
Full-time 5195 views Experience : Min 10 yrs required 9 applications
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
Estate Planning Insurance
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
Estate Planning Insurance

financial planning, investments, insurance, tax management, executive compensation, retirement... analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing...

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Posted On Aug 19, 26
Full-time Experience : 2-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management marketing Privacy spectrum wealth management Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary indemnity Insurance investment management marketing Privacy spectrum wealth management Women

Title: Estate Planning Professional Job Responsibilities: - Independently meet with wealth advisors, financial planners, and other wealth management team members to review, fund, and maintain estate plans. - Review and summarize existing estate planning documents, making appropriate recommendations for changes and additions based...

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Posted On Aug 27, 26
Full-time 2 views Experience : Min 5 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 Manager, Private Client Services Job... Responsibilities: - Manage tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -... gather required information for tax return preparation. - Review individual,... S-Corp, foundation, partnership, and gift tax returns, providing feedback......

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Posted On Sep 07, 26
Full-time Experience : 6-10 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private... Wealth Services Tax Manager, you will have... secondary reviews of complex tax returns and providing income,... estate, and gift tax planning strategies for... high... the Private Wealth Services Tax team to make recommendations... tax...

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Posted On Aug 31, 26
Full-time 15 views Experience : Min 3 yrs required
Job Tags:
finance Software Taxation trusts
Job Tags:
finance Software Taxation trusts

Job Title: Tax Manager - High-net-worth Job Responsibilities: -... Client Relationship Management: The Tax Manager is responsible for... This involves providing personalized tax planning and compliance services... client satisfaction and retention. - Tax Compliance Oversight: The role... and review of complex tax returns for indivi...

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Posted On Aug 31, 26
Full-time 21 views Experience : 8-15 yrs required
Job Tags:
finance Software Taxation trusts
Job Tags:
finance Software Taxation trusts

Job Title: Tax Managing Director - Premier... for the premier wealth tax practice, including service offerings,... a dedicated team of tax professionals, focusing on strategies... maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax plan...

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Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... planning, charitable giving, wealth... sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements, ensuring technical... ac...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership RICO Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership RICO 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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Posted On Sep 07, 26
Full-time 10 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

recommend, and implement complex tax and estate plans for... clients. - Translate complex tax, estate, and legacy planning... concepts into clear, actionable recommendations for clients, advisors, and relationship partners. - Lead and participate in multi-advisor and multi-generational client meetings involving...

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