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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

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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Posted On Sep 21, 26
Full-time 10 views Experience : Min 7 yrs required

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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Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required

- 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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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required

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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Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

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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Posted On Sep 21, 26
Full-time 14 views Experience : Min 7 yrs required

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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Posted On Sep 23, 26
Full-time 1 views Experience : 5-5 yrs required

Title: Legal Administrator Job Responsibilities: - Provide highly confidential executive-level support to the legal team, specifically the Health Plans legal team, Business Development legal team, and the Government Affairs team. - Create and modify correspondence, documents, reports, and spreadsheets. - Revise agreements and documents,...

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Posted On Sep 23, 26
Full-time 1 views Experience : 3-5 yrs required

Title: Temporary, Legal Administrator Job Responsibilities: - Provide highly confidential executive-level support to the legal team, specifically supporting the Health Plans legal team, Business Development legal team, and the Government Affairs team - Create and modify correspondence, documents, reports, and...

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Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Manager supporting the Individual... Tax Services - High Net... their advisors. - Leading tax compliance and advisory engagements... involving complex individual income tax matters. -...

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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 in the Individual... Tax Services – High Net... of tasks centered around tax compliance and planning for... state, and local individual tax returns and related workp......

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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 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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Full-time 2 views Experience : 7-10 yrs required

Title: Sr Corporate Counsel Job Responsibilities: - Draft, review, and negotiate a wide range of commercial agreements including MSAs and related SOWs, DPAs/BAAs, reseller and collaboration agreements, and data licensing. - Lead complex, multi-threaded negotiations with enterprise customers and strategic partners, balancing risk...

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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... of complex UHNW individual and family office tax compliance engagements, ensuring technical... accuracy, qu...

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Posted On Jun 09, 26
Full-time 7 views Experience : 2-5 yrs required

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...

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Full-time 6 views Experience : Min 10 yrs required

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...

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Posted On Sep 14, 26
Full-time 1 views Experience : Min 3 yrs required

- 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...

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Full-time 1 views Experience : Min 5 yrs required

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...

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Full-time 3 views Experience : 3-5 yrs required

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. -...

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Posted On Sep 15, 26
Full-time 2 views

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...

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