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United States
Posted On Aug 24, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estate tax estates gift tax health insurance Insurance Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estate tax estates gift tax health insurance Insurance Probate trusts

and file Massachusetts estate tax returns, Federal estate tax... returns, and gift tax... returns (706/709). - Prepare,... review,... and submit necessary probate forms and court documents. - Obtain date-of-death valuations and secure required documentation for estate tax returns and settlement processes. -... Over...

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Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

Title: Associate Counsel - Advanced Planning Job Responsibilities: The Associate Counsel in the Advanced Planning team will engage in a variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: -...

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Posted On Jul 15, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Estate Planning fiduciary

working closely with individuals and families to understand their priorities, goals, and intentions for the legacies they wish to achieve. The candidate will be involved in estate planning, trust and estate administration, and related tax work. The role requires... establishi...

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Posted On Aug 26, 26
Full-time Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title

consults on, and implements tax, estate, and financial plans... subject matters of greatest complexity and partners in the acquisition of new clients. - Retains, expands, and deepens existing relationships with clients. - Conducts and reviews research as appropriate and develops tax, estat...

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Posted On Aug 31, 26
Full-time 32 views Experience : Min 8 yrs required
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing comprehensive tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities and individual returns, which may also...

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Posted On Sep 03, 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 Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

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 19, 26
Full-time 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: - Lead tax and consulting engagements, teaching... and address client needs, tax planning, and consulting opportunities. -... clients. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, providing written... an......

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Posted On Aug 17, 26
Full-time 34 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Job Title: Tax Partner - Family Office... Enterprise Job Responsibilities: The Tax Partner in the Family... involves leading and managing tax engagements, advising clients on... complex tax matters, and collaborating across... deliver innovative solutions. The Tax Partner will work closely......

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Posted On Aug 17, 26
Full-time 32 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Job Title: Tax Partner - Global Family... Office Enterprise Job Responsibilities: As a Tax Partner in the Global... be responsible for leading tax engagements and advising on... tax matters specifically for affluent... families and their family offices. The role requires collaboration across...

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Posted On Aug 17, 26
Full-time 1 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... 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 20, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager - Private Company Job... spectrum of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and oversee... This includes the planning and execution of client tax engagements. - Collaborate with specialists... regarding Es...

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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 10, 26
Full-time 1 views Experience : 5-8 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... clients and deliver high-quality tax service and advice, playing... the company's private client tax practice focused on ultra-high... of complex individual income tax, gift, estate, and trust... returns... for ultra-high net-worth...

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Posted On Aug 19, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

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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