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United States
Full-time 35 views Experience : 7-18 yrs required

Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...

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Posted On Sep 14, 26
Full-time 3 views Experience : 2-3 yrs required

Title: Specialized Fiduciary Administrator II (SFA II), Estate Settlement Job Responsibilities: - Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, and National Executive. - Works independently but closely with Officers and Team Leaders to ensure accurate and efficient delivery of...

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Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required

consult on, and implement tax, estate, and financial plans... clients and work on retaining, expanding, and deepening existing relationships. - Conduct and review research to develop tax, estate, and financial analyses... and plans. - Make generally accepted recommendations to the...

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Posted On Sep 10, 26
Full-time 1 views

Job Title: Tax Manager or Senior Manager... financial matters. - Direct tax compliance and consulting services... owner-managed, and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax... issues for ultra-high net-worth... individuals and families. - Establish mean...

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Posted On Sep 29, 26
Full-time Experience : 1-8 yrs required

Senior Manager, Family Enterprise Tax Job Responsibilities - Serve as a... businesses by delivering strategic tax planning, compliance, and advisory... services. - Lead and oversee complex individual, gift, estate, trust, partnership, and... business tax engagements, including matters involving... family-owned operating businesses, investment structu...

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... Client is responsible for offering tax compliance and consulting services... responsibilities include: - Participating in tax and consulting engagements, while... information necessary for preparing tax returns. - Preparing comp...

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager within the Private... professional experience to provide tax compliance and consulting services... Key responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -......

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required

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 25, 26
Full-time 1 views Experience : Min 3 yrs required

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth... Job Responsibilities: As a Tax Senior supporting the Individual... Tax Services – High Net... state, and local individual tax returns and related workpapers.... - Supporting tax compliance engagements for high-net-worth......

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Posted On Sep 25, 26
Full-time Experience : Min 5 yrs required

Job Title Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth... Job Responsibilities As a Tax Manager within 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 28, 26
Contract, Full-time Experience : Min 5 yrs required

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 4 views

Job Title: Tax Manager – Family Office Job... a comprehensive range of tax services. This includes structuring... wealth transfer planning, and tax compliance. - Manage and oversee... team focused on entity, individual, fiduciary, and gift/estate taxation. Responsibilities include planning... and executing c...

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Posted On Sep 18, 26
Full-time 2 views

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

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required

Job Title: Tax Senior Manager - Ultra... Worth Job Responsibilities: As a Tax Senior Manager, the individual... a comprehensive range of tax services, including wealth transfer,... and retirement planning, and tax compliance. The role involves... focused on individual, fiduciary, gift, generation-skipping, and estate taxation.... tax...

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Posted On Sep 18, 26
Full-time 1 views Experience : Min 8 yrs required

Job Title: Tax Senior Manager - Family... Office Job Responsibilities: As a Tax Senior Manager, you will... family offices and multi-generational families on a comprehensive range of tax services, including structuring and... modeling, succession planning, wealth transfer planning, and tax complia...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required

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... acc...

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Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required

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 7 views Experience : Min 9 yrs required

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 family members,...

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