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Full-time 4 views 1 applications

Title Attorney - Estate Planning Job Responsibilities - Assist tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients, providing estate planning services. - Collaborate with internal Legal Directors and other professionals. - Receive...

Posted On Sep 07, 26
Full-time 9 views Experience : Min 9 yrs required

Title: Director, Wealth Strategist Job Responsibilities: The Director, Wealth Strategist plays a pivotal role within the company's Wealth Strategy platform, focusing on advanced estate and family enterprise planning. This position involves advising on complex Private Client engagements and collaborating with various service...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 7 yrs required

Title Microsoft Dynamics 365 ERP Operations Solution Architect Job Responsibilities Solution Architecture & Implementation - Lead the architecture, design, and implementation of Microsoft Dynamics 365 ERP Operations solutions aligned to client business objectives and industry best practices. - Design comprehensive solution architectures including system integrations,...

Posted On Sep 01, 26
Full-time 1 views Experience : Min 10 yrs required

Title: Senior Estate and Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning analyses for clients with assets generally exceeding $25 million. Provide consultation on complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection,...

Posted On Sep 07, 26
Full-time Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Tax Strategy and Transformation, the role is centered around supporting transformation in operations and finance. The consultant will collaborate with tax subject matter specialists, technologists, and...

Posted On Sep 07, 26
Full-time Experience : 3-4 yrs required

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, you will undertake a variety of responsibilities designed to enhance service delivery within the Tax Transformation Office. Your core duties will involve: -...

Posted On Sep 09, 26
Full-time 2 views

Title: Asset Wealth Management Division (AWM) Legal Associate/Analyst – Paralegal Job Responsibilities: The Asset Wealth Management Division (AWM) Legal Associate/Analyst role is designed for individuals with a keen interest in alternative investments, finance, and law. The position involves direct collaboration with attorneys...

Posted On Sep 29, 26
Full-time Experience : Min 12 yrs required

Title: Tax Partner - M&A - Financial Products Job Responsibilities: - Serve as a senior tax client service leader, relationship owner, or capability leader for complex client needs and company priorities on engagements involving debt restructuring and workouts. - Lead...

Full-time 1 views Experience : 3-10 yrs required

Title: Regional Underwriting Counsel - North Carolina Job Responsibilities: - Provide underwriting support, answers, and guidance to customers and internal departments on real estate closings and title insurance matters. - Determine the Company's willingness and ability to insure real estate transactions. - Establish and...

Full-time 1 views Experience : 3-10 yrs required

Title: Regional Underwriting Counsel - Georgia Job Responsibilities: - Provide underwriting support, answers, and guidance to customers and internal departments on real estate closings and title insurance matters. Determine the Company's willingness and ability to insure real estate transactions. - Establish relationships with...

Full-time 4 views Experience : Min 5 yrs required

Title: Product Counsel Job Responsibilities: - Provide practical legal advice and counseling on a full range of product-related issues that arise domestically and internationally. - Partner closely with Product Management, Engineering, and Strategy teams throughout the entire product lifecycle to identify issues, recommend...

Posted On Sep 10, 26
Full-time 1 views

Title: Tax Manager or Senior Manager - Family Office Job Responsibilities: - Serve as the trusted advisor to family offices on strategic, operational, and financial matters. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses,...

Posted On Sep 01, 26
Full-time 2 views Experience : Min 10 yrs required

Title: Senior Estate and Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning analyses for the highest-net-worth clients (generally $25M+ in assets). Provide consultation on complex planning scenarios, leveraging expertise in wealth transfer strategies, multigenerational planning, charitable giving, asset protection,...

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