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United States
Posted On Sep 15, 26
Full-time 1 views Experience : Min 8 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 Managing Director Job Responsibilities: - Lead... investment entities. - 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,...

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Senior Wealth Strategist The candidate will consult with high net worth clients regarding their wealth management needs with particular attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning, charitable... planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Senior Wealth Strategist The candidate will consult with high net worth clients regarding their wealth management needs with particular attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning, charitable... planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

High Net Worth Specialist The candidate will consult with high net worth clients on financial planning issues including trusts, and other estate planning considerations. Illustrate various planning scenarios for clients to consider with their own attorneys. Act as subject matter experts internally and externally. Document client interaction. College degree is required. Graduate degree, or professional degree such as ., , CFP is preferred. Must have 7+ years of... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

High Net Worth Specialist The candidate will consult with high net worth clients on financial planning issues including trusts, and other estate planning considerations. Illustrate various planning scenarios for clients to consider with their own attorneys. Act as subject matter experts internally and externally. Document client interaction. College degree is required. Graduate degree, or professional degree such as ., , CFP is preferred. Must have 7+ years of... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

Tax Senior Manager - Estate... and Gifts The candidate will serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. Will effectively leverage available technology and other resources to maximize technical application to project, and holds the engagement team to the same standard. Determine appropriate tax objectives, scope and methodology... and actively participate in decision making with client's management to understand... read more

Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here

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