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United States
Posted On Sep 14, 26
Full-time 3 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options - Meet with clients in consultations, gather necessary information, and help clients take action - Design and review personalized estate plans to...

Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a...

Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects
Practice Area:
Estate & Tax Planning Elder Law Trusts and Estates - General
Job Tags:
Estate Planning estates family fiduciary finance private client Registered Investment Advisor special projects

Title: Legal Assistant and Team Coordinator Job Responsibilities: The Legal Assistant and Team Coordinator position resides within the Trust and Estate Group of a well-established $20+ billion New York-based registered investment advisor that focuses on ultra-high-net-worth clients. The role involves three primary...

Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all relevant information, ensuring coordinated efforts and managing expectations. - Stay informed about changes to federal, state, and local estate, gift, and incom...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Estate Planning family fiduciary shareholders Taxation

- Partner with internal groups such as the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services, Operations, and other... stakeholders to ensure effective trust administration. - Collaborate with the Market Trust Director, Trust Officers, Senior T...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in the creation of accurate and efficient estate plans that align with the clients' wishes. The role involves being available for an initial 'start' meeting within five...

Posted On Jul 14, 26
Full-time 3 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General Estate & Tax Planning ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

General Counsel Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel will serve as Counsel supporting the Wealth Management Division of the company. The primary responsibilities include: - Providing legal support to wealth management, trust, fiduciary, investment advisory, and brokerage businesses. -...

Posted On Sep 15, 26
Full-time 2 views
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: A Tax Manager in the Private... role in delivering comprehensive tax compliance and consulting services... The responsibilities include managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.... Tax...

Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client... Raton, FL Title: Tax Senior Manager, Private Client... Client Group Supervises: Tax Managers Role Type:... Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or Boca Raton, FL...

Posted On Sep 23, 26
Full-time 5 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Senior Manager - International Tax (Individuals) Job Responsibilities:... - Review international tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis... and computations related to Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Job Title: Tax Manager - Private Client... Responsibilities: - Lead and manage tax compliance and consulting engagements... held entities. - Review complex tax returns, including individual (1040),... S-corporations, trusts, estates, and gift tax returns. - Provide advanced... related to income, estate, gift, and wealth transfer taxes. -......

Posted On Sep 25, 26
Full-time 2 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 within the department,... and their advisors. - Leading tax compliance and advisory engagements... involve complex individual income tax matters. - Reviewing individual tax... returns and related deliverables,......

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

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... state, and local individual tax returns and related workpapers. -... Support tax compliance engagements for high-net-worth... Prepare and review applicable tax forms, including Forms 1040,... state filings. - Analyze complex tax issues involving gifts, trusts,......

Posted On Sep 23, 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 necessary information for tax return preparation. - Develop an... S-Corp, foundation, partnership, and gift tax returns across Federal......

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...

Posted On Oct 01, 26
Full-time Experience : 5-10 yrs required
Job Tags:
asset management family Financial Institutions FIRPTA Partnership Software Taxation
Job Tags:
asset management family Financial Institutions FIRPTA Partnership Software Taxation

### Job Title: International Tax Director - Financial Services... Responsibilities: - Review international tax compliance forms and collaborate... with a dedicated international tax team, handling forms such... as 926, 1120-F, 5471, 8288, 8621, 8858, 8991, 8892, 8893, 8865, K-2/K-3, 5472,...

Posted On Sep 18, 26
Full-time 17 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

Job Title: Tax Partner - Family Office... Enterprise Job Responsibilities: The Tax Partner in the Family... - Leading and growing tax engagements, with a focus... on advising clients on tax matters. - Collaborating across... service lines and lines of business...

Posted On Sep 18, 26
Full-time 21 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

Job Title: Tax Partner - Global Family... Enterprise Job Responsibilities: The Tax Partner in the Global... for leading and growing tax engagements while advising on... tax matters. This role requires... needs of clients. The Tax Partner will: - Manage... and oversee large tax engagements specifically for com......

Posted On Sep 18, 26
Full-time 34 views Experience : Min 12 yrs required
Job Tags:
Corporate Taxation developers Domestic Violence family Harassment hedge funds Joint Ventures Partnership partnerships private client private equity Taxation trusts
Job Tags:
Corporate Taxation developers Domestic Violence family Harassment hedge funds Joint Ventures Partnership partnerships private client private equity Taxation trusts

Job Title: Tax Partner - Ultra High... - Real Estate Job Responsibilities: The Tax Partner in the Ultra... providing federal and state tax planning, consulting, structuring, and... compliance services to high-net-worth clients, including real estate sponsors, owners, investors, and developers. The role...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa
Job Tags:
estates family Insurance partnerships private client private equity Taxation trusts Visa

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: -... clients to provide innovative tax planning, consulting, and compliance... primary review of complex tax returns and maintain client... third-party client vendors. - Conduct tax planning, preparation, and research... for high-net-worth individuals and related business...

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