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Posted On Aug 19, 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 Aug 19, 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 Aug 19, 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 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 Sep 11, 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 Aug 27, 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 Aug 18, 26
Full-time Experience : Min 8 yrs required

Founders and Tech Executive Tax Senior Manager Job Responsibilities: - Lead... complex high-net-worth individual, fiduciary, gift and estate, and other... tax returns, ensuring accuracy and... strategic planning. - Conduct advanced tax research and draft technical... issues. - Design and implement tax planning strategies that optimize......

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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 07, 26
Full-time 3 views

and applicable law to ensure proper setup of account records, payments, fee schedules, and tax records. - Communicate with beneficiaries... and co-executors or co-trustees to outline administrative procedures. - Analyze Wills and trust documents for legal, tax, administrative, and investment issues;... coord...

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Posted On Aug 27, 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 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 Aug 27, 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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Posted On Aug 31, 26
Full-time 30 views Experience : Min 8 yrs required

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...

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Posted On Sep 03, 26
Full-time 4 views Experience : 1-8 yrs required

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...

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Posted On Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required

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 Aug 17, 26
Full-time 17 views Experience : Min 12 yrs required

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...

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Posted On Aug 17, 26
Full-time 21 views Experience : Min 12 yrs required

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......

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Posted On Aug 17, 26
Full-time 34 views Experience : Min 12 yrs required

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...

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Posted On Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required

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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