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Legal Staff Paralegal in White Plains, NY (Remote)

In-House • **Members Only** White Plains, NY

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Posted On Sep 14, 26

Full-time 1 views Experience : Min 3 yrs required

Practice Area:

Trusts and Estates - General Estate & Tax Planning

Job Tags:

banking Estate Planning family fiduciary shareholders Taxation

trust administrative matters. - Collaborate with internal groups, including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services, and Operations, to... address trust administration activities. - Partner with the Market Trust Director, Trust Officers, Senior Trust Officers, and...

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Attorney in Harrison, NY

In-House • **Members Only** Harrison, NY

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Posted On Sep 21, 26

Full-time 2 views Experience : Min 7 yrs required

Job Tags:

estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Tax Manager - Private Client... Services 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. -......

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Attorney in Harrison, NY

In-House • **Members Only** Harrison, NY

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Posted On Sep 21, 26

Full-time 14 views Experience : Min 7 yrs required

Job Tags:

estates family Insurance partnerships private client private equity Taxation trusts Visa

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The... Tax Manager is tasked with... overseeing the tax planning and compliance functions... other investment-related fields. This role involves close collaboration with the Chief Financial Officer of the fund to manage the tax pla...

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 28, 26

Full-time 1 views

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Experienced Associate, Private Client... Responsibilities: - Participate in tax and consulting engagements, developing... gather necessary information for tax return preparation. - Prepare individual,... S-Corp, foundation, partnership, and gift tax returns for both... Federal... and State jurisdictions, demonstrating the...

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 29, 26

Full-time

Job Tags:

family finance gift tax Government Insurance Partnership private client Software Taxation

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is tasked with providing tax compliance and consulting services... entertainers. Responsibilities encompass managing tax and consulting engagements, identifying... client needs, and seizing tax planning and consulting opportunities......

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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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 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. -......

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 25, 26

Full-time Experience : Min 5 yrs required

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... and their advisors. - Lead tax compliance and advisory engagements... involving complex individual income tax matters. - Review individual tax... returns and related deliverables,... identify issues, and coordinate...

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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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 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,... as applicable. - Analyze complex tax issues involving gif...

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 22, 26

Full-time 2 views Experience : Min 8 yrs required

Job Tags:

Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing specialized tax and consulting services to... This role involves: - Executing tax planning, preparation, and research... as handling the individual tax returns for business owners,......

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Attorney in Stamford, CT (Remote)

In-House • **Members Only** Stamford, CT

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Posted On Sep 28, 26

Contract, Full-time Experience : Min 5 yrs required

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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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 21, 26

Full-time 6 views Experience : Min 7 yrs required

Job Tags:

estates family Insurance partnerships private client private equity Taxation trusts Visa

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: -... The Tax Manager will be responsible... for tax planning and compliance functions... the CFO of the fund to handle the tax planning and compliance function... of the management company. - Manage staff and mai...

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 18, 26

Full-time 1 views

Job Tags:

Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

Job Title: Tax Manager - Ultra High... a comprehensive range of tax services, including wealth transfer,... planning, as well as tax compliance. - Manage and oversee... focusing on individual, fiduciary, gift, generation skipping, and estate... planning and executing client tax engagements. - Collaborate with specialists......

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 15, 26

Full-time 5 views Experience : 5-10 yrs required

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 Private Client... is tasked with providing tax compliance and consulting services... is responsible for managing tax and consulting engagements, working... gather necessary information for tax returns, and reviewing tax... returns for individ...

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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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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

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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Attorney in Stamford, CT

In-House • **Members Only** Stamford, CT

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Posted On Sep 17, 26

Full-time 1 views Experience : Min 3 yrs required

Job Tags:

company policies Corporation criminal family Insurance Partnership Taxation trusts

Job Title: Tax Senior Associate, High Net... Responsibilities: - Provide individual tax compliance and advisory services... clients - Build and manage teams of tax professionals focused on delivering... tax services to high net... worth business clients - Participate in a...

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Attorney in Woodcliff Lake, NJ

In-House • **Members Only** Woodcliff Lake, NJ

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Posted On Sep 21, 26

Full-time 2 views Experience : Min 7 yrs required

Job Tags:

estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

Tax Manager - Private Client... Private Client Services Job Responsibilities: The Tax Manager in the Private... for leading and managing tax compliance and consulting engagements... This involves reviewing complex tax returns, including individual (1040),... S-corporations, trusts, estates, and gift tax returns. The Tax......

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Attorney in Woodcliff Lake, NJ

In-House • **Members Only** Woodcliff Lake, NJ

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Posted On Sep 21, 26

Full-time 10 views Experience : Min 7 yrs required

Job Tags:

estates family Insurance partnerships private client private equity Taxation trusts Visa

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The... Tax Manager is responsible for... managing the tax planning and compliance functions... working closely with the Chief Financial Officer of the fund to manage the tax planning and compliance of... the management company....

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Attorney in Woodcliff Lake, NJ

In-House • **Members Only** Woodcliff Lake, NJ

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Posted On Sep 21, 26

Full-time 11 views Experience : Min 10 yrs required

Job Tags:

estates family fiduciary Insurance Taxation trusts Visa wealth transfer

- Provide advanced estate, gift, trust, and wealth transfer... planning, including GRATs, IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and compliance (Forms... 1041, 706, 709). - Interpret and apply federal, state, and local...

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