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United States
Posted On Aug 27, 26
Full-time 35 views Experience : 7-18 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer

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 Aug 27, 26
Full-time Experience : 2-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders

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 08, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

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
Job Tags:
company policies criminal equity family Insurance
Job Tags:
company policies criminal equity family Insurance

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 Aug 31, 26
Full-time 15 views
Job Tags:
banking Case Law directors due diligence finance marketing payment processing Software
Job Tags:
banking Case Law directors due diligence finance marketing payment processing Software

Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities: 1.... report of findings. - Develop relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR)... personnel, Department of Treasury, etc. - Stay updated on the l...

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Posted On Aug 31, 26
Full-time 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... 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 Aug 27, 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: 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 11, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer
Job Tags:
Corporation criminal estates family fiduciary finance gift tax Immigration Partnership Software Taxation trusts wealth transfer

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 Aug 17, 26
Full-time 4 views
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

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 Aug 17, 26
Full-time
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... 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 Aug 17, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

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 Aug 17, 26
Full-time Experience : Min 8 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

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 Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

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 11, 26
Full-time 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 07, 26
Full-time 7 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

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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