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United States
Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

Title: Wealth Planning Attorney Job Responsibilities: - Collaborate with a team of professionals, including attorneys, CFPs, and CPAs, as well as top wealth management advisors, to create comprehensive plans and deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth...

Posted On Jul 07, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

Posted On Sep 15, 26
Full-time 9 views
Practice Area:
Tax - Federal Tax - State & Local Tax - International Tax - General
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Practice Area:
Tax - Federal Tax - State & Local Tax - International Tax - General
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Title: Tax Managing Director, Core Tax Services Job Responsibilities: The Tax Managing Director is responsible for advising clients on the tax implications of their business objectives and identifying methods to reduce tax burden and compliance costs. The role involves acting as the...

Posted On Sep 25, 26
Full-time 4 views Experience : 3-4 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - General
Job Tags:
criminal Immigration scientist Software
Practice Area:
Tax-General Practice (Transaction) Tax - General
Job Tags:
criminal Immigration scientist Software

Title: Tax Senior, Legal Business Services - Technology Job Responsibilities: As a Senior Consultant in the company's Legal Business Services team, the candidate will be part of a team dedicated to providing integrated approaches to technology implementations, automation, data wrangling, document extraction,...

Posted On Aug 25, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - General
Job Tags:
Code of Conduct family finance H-1B Partnership
Practice Area:
Tax-General Practice (Transaction) Tax - General
Job Tags:
Code of Conduct family finance H-1B Partnership

Title: Partner Tax Preparation Advisor Senior Manager Job Responsibilities: - Provide tax compliance and planning guidance to the owners of Company. - Lead large projects and maintain operational excellence. - Innovate processes to enhance tax reporting and compliance. - Manage partnership K-1 income, state tax...

Posted On Aug 31, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
Tax - Federal Tax - General
Job Tags:
banking Capital Markets Code of Conduct family finance guardian H-1B regulatory compliance
Practice Area:
Tax - Federal Tax - General
Job Tags:
banking Capital Markets Code of Conduct family finance guardian H-1B regulatory compliance

and Capital Markets Tax Director Duties: The candidate will focus on providing advice and guidance to clients on tax planning, compliance, and strategy. Helping businesses navigate complex tax regulations and optimize their tax positions. Reviewing and analyzing financial data, preparing...

Posted On Aug 20, 26
Part-time 4 views Experience : Min 3 yrs required
Practice Area:
Tax - Federal Tax - General
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Practice Area:
Tax - Federal Tax - General
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Title: Tax Expert - Expert Center (Midwest) Job Responsibilities: - Provide hands-on tax advice and comprehensive preparation services for TurboTax clients, addressing both simple and complex tax situations, including personal and business income, deductions optimization, and amendments. - Facilitate discovery sessions and tax...

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