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United States
Full-time 7 views Experience : Min 2 yrs required

Title: Junior Associate Job Responsibilities - Advocating on behalf of clients before IRS revenue officers, agents, and other IRS personnel. - Drafting necessary forms and responding to IRS collection actions. - Working with specialists to address state tax authority issues. - Conducting thorough reviews and...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required

Title: Trust Officer I (TO I), Private Bank Job Responsibilities: - Engage in fiduciary oversight activities, proactively identifying issues and coordinating trust administrative matters by partnering with internal groups including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax...

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Full-time Experience : Min 8 yrs required

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...

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Posted On Sep 11, 26
Full-time 4 views Experience : 3-4 yrs required

Title: Tax Senior, Legal Business Services - Technology Job Responsibilities: As a Senior Consultant in the Legal Business Services team at the company, you will be engaged in multiple responsibilities that encompass a comprehensive approach to enhancing legal departments through technology. The...

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Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador, representing TurboTax locally and engaging with new prospects to convert them into long-term clients. - Lead local events with support from TurboTax, participate in local marketing, and make...

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Full-time 1 views Experience : Min 5 yrs required

Job Title Tax Manager - Federal / Corporate Tax ### Job Responsibilities As a Tax Manager within the Business Tax Services group, the primary responsibilities include providing federal tax consulting and compliance services to large global and dynamic midsize clients across various industries....

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Full-time Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally and engaging with new prospects to convert them into long-term clients. - Lead local events and participate in marketing activities to make tax topics...

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Full-time Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations, gather necessary information, and help clients take action. - Design and review personalized estate plans to...

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Posted On Sep 11, 26
Full-time 5 views Experience : 3-4 yrs required

Title: Tax Senior, Legal Business Services - Technology Job Responsibilities: As a Senior Consultant in the Legal Business Services team at the company, the incumbent will engage in several key responsibilities aimed at optimizing and transforming legal functions through technology. The...

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Full-time 5 views

Title: Tax Attorney, Corporate Tax Planning - Vice President Job Responsibilities: The Tax Attorney in the Corporate Tax Planning department at the Vice President level is responsible for providing expert legal advice and strategies related to corporate tax planning. This role...

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Full-time Experience : Min 5 yrs required

Title: Tax Attorney, Corporate Tax Planning – Vice President Job Responsibilities: - Provide tax counsel and support for Asset and Wealth Management products and services, including wealth management, private banking, investment solutions, product development (including alternative investments), and retail financial services (including...

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Full-time 5 views Experience : 8-8 yrs required

Title: Financial Services - Private Client Services - Tax Senior Manager Job Responsibilities: As a Senior Manager in Private Tax at the company, the candidate will be expected to provide personal and private tax advice and compliance requirements to business owners, business-owning...

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Full-time 1 views Experience : Min 3 yrs required

Title: Tax Associate - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador for TurboTax, representing the brand locally and engaging with new prospects to convert them into long-term clients. - Lead local events with TurboTax support, participate in local marketing,...

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Part-time Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador, representing TurboTax locally and engaging with new prospects to convert them into long-term clients through proactive outreach. - Lead local events with the support of TurboTax, participate in...

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Posted On Jul 26, 26
Full-time Experience : Min 1 yrs required

Monitor and analyze funded inheritance purchases throughout the probate... process to assess payment status and identify any risks. - Review case dockets, court filings, and estate documents to track each funded deal’s path to conclusion and flag developments that could affect...

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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

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients with a comprehensive review of their estate and wealth transfer plans, including making recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all...

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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 Sep 07, 26
Full-time 3 views

Title: Estate Administrator - Associate Job Responsibilities: - Work with the Account Opening Group to open estate or trust accounts. - Interpret the governing instrument and applicable law to ensure proper setup of account records, payments, fee schedules, and tax records. - Communicate with...

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