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United States
Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

consults on, and implements tax, estate, and financial plans... acquiring new clients and works to retain, expand, and deepen existing relationships. - Conducts and reviews research as needed and develops tax, estate, and financial analyses... and plans. - Makes generally accepted recommenda...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension spouse title

consult on, and implement tax, estate, and financial plans... acquiring new clients. - Retain, expand, and deepen existing client relationships. - Conduct and review research as necessary, developing tax, estate, and financial analyses... and plans. - Make generally accepted recommendations to the tea...

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Posted On Sep 24, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements Estate and Trust Estate Planning estates family fiduciary LLC operating agreements Registered Investment Advisor Taxation trusts wealth management wealth transfer Wills

of wealth planning, including gift, estate, and income taxation,... charitable giving, trust administration, wealth transfer, and business succession matters. - Work closely with clients and their outside legal counsel to ensure comprehensive estate planning. - Utilize prior experience with wills, revocable trusts,...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse trusts

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. -...

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Posted On Sep 15, 26
Full-time
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

Tax Senior Manager, Private Client... offices, C-Suite executives, athletes, entertainers, and others with complex tax and financial structures. The... practice is proficient in all aspects of estate, income, gift, and trust tax consulting... and compliance, as... well as charitable giving,...

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Posted On Sep 21, 26
Full-time 4 views
Job Tags:
Affirmative Action family finance gift tax Insurance wealth management
Job Tags:
Affirmative Action family finance gift tax Insurance wealth management

Senior Vice President, Global Tax Advisory Job Responsibilities: - Advise a... clients on estate & gift tax planning, income tax... planning,... and accountants to implement estate plans and mitigate tax risk. - Work with the... broader wealth management team to prospect new cl...

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Posted On Sep 23, 26
Full-time 2 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 for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Collaborate with...

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Posted On Sep 15, 26
Full-time 1 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, utilizing... and address client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Review individual,... S-Corp, foundation, partnership, and gift tax returns, providing written......

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Posted On Sep 09, 26
Full-time 1 views Experience : Min 10 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 Managing Director, Private Client... Services Job Responsibilities: - Leads tax and consulting engagements while... and addressing client needs, tax planning, and consulting opportunities. -... of issues and resolution to clients. - Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift...

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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 within the Individual... Tax Services - High Net... their advisors. - Lead tax compliance and advisory engagements... involving complex individual income tax matters. - Review indivi......

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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... Responsibilities: As a Tax Senior within the department,... families with their complex tax needs. Your primary responsibilities... state, and local individual tax returns and related workpapers. -... tax...

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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 10, 26
Full-time 3 views Experience : 5-5 yrs required
Job Tags:
company policies criminal family Insurance
Job Tags:
company policies criminal family Insurance

Job Title: Manager, Business Tax Services - Private Clients Job... accountable for delivering high-quality tax service and advice. - Play... the company's private client tax practice, focusing on ultra-high... of complex individual income tax, gift, estate, and trust... returns... for ultra-high net-worth...

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Posted On Sep 15, 26
Full-time 1 views Experience : 5-5 yrs required
Job Tags:
Affirmative Action family Partnership Software trusts
Job Tags:
Affirmative Action family Partnership Software trusts

Job Title: Tax Manager, Private Wealth Job Responsibilities: -... Deliver tax and business advisory services... and tax compliance to high-net-worth individuals... and trusts. - Collaborate with firm leadership to serve clients and contribute to business growth, directly impacting the firm's success. - Mentor and...

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance... - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. ... - Lead multiple... engagements that deliver proactive tax planning and strategic consulting... including federal, estate...

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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: A Tax Senior in the Private... is responsible for providing tax compliance and consulting services... to high net-worth clients. The role requires utilizing educational background, professional experience, and a combination of skills including...

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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
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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Posted On Sep 24, 26
Full-time 6 views Experience : 1-3 yrs required
Job Tags:
fiduciary finance investment management Privacy Securities special projects wealth management
Job Tags:
fiduciary finance investment management Privacy Securities special projects wealth management

Title: Management Associate Job Responsibilities: - Independently handle routine to moderately complex client inquiries as part of the relationship management team. - Respond to client requests, take necessary actions to resolve issues, and keep relevant parties informed. - Act as an initial point of...

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Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
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,... and retirement planning, and tax compliance. - Manage and oversee... focused 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 01, 26
Full-time 1 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Title: Attorney - Estate Planning Job Responsibilities - Receive hand-offs from Legal Directors to provide estate planning services for clients. - Meet virtually or in-person with clients to confirm estate planning needs. - Produce typical estate planning documents including revocable living trusts, wills, powers...

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