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United States
Full-time 1 views

Title: Estates and Trusts Attorney Job Responsibilities: The Estates and Trusts Attorney will be responsible for supporting clients with their estate planning needs and managing estate and trust administration clients. Key duties include: - Meeting with clients to design and...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required

Title: Wealth Strategist II Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients. - Collaborate with senior planning resources on complex matters and specific subjects. - Partner in acquiring new clients and retain, expand, and deepen existing relationships. -...

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Posted On Sep 25, 26
Full-time 12 views Experience : 3-4 yrs required

Title: Tax Senior, Legal Business Services - Technology Job Responsibilities: - Participate in the day-to-day interactions with clients' project team members and company project leadership members. - Work with a team to optimize tax and legal processes, leveraging technology to align tax and...

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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 by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. - Lead local events with the support of TurboTax,...

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Full-time 1 views Experience : Min 3 yrs required

Title: Tax Expert - TurboTax Store Job Responsibilities: - Act as a proactive community ambassador by representing TurboTax locally and serving as the public face of TurboTax in the community. - Engage with new prospects, nurture leads, and convert prospects into long-term clients...

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Full-time Experience : 5-20 yrs required

healthcare directives. - Develop complex asset-protection and Medicaid planning strategies. - Advise clients on estate, inheritance, and tax implications. - Manage... estate and trust administration matters. - Prepare fiduciary accounts and estate and inheritance tax returns. - Guide Medicaid... spend-down strategies and application processes. - Repres...

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Full-time 3 views Experience : 6-10 yrs required

Title: Transaction Tax Manager - M&A Tax Job Responsibilities: - Lead innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients. - Collaborate with the Transaction Tax team to assist in planning, execution, and direction of engagements. - Manage, develop, train,...

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