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United States
Full-time 1 views

virtual or in-person meetings with clients to confirm their estate planning needs. - Prepare typical estate planning documents, including revocable living trusts, wills, powers of... attorney, healthcare directives, deeds, and LLCs. - Draft estate planning documents using personal methods or company-provided templates...

Posted On Sep 10, 26
Full-time 1 views Experience : 5-8 yrs required

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 through...

Posted On Sep 21, 26
Full-time 2 views Experience : Min 7 yrs required

Title: Claims Manager - Complex Claims Unit Job Responsibilities: - Train, coach, and develop a team of claim professionals to achieve individual and professional goals. - Lead the team in investigating, evaluating, negotiating, and resolving complex claims, including those related to environmental, toxic...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Operations/Finance Tax Strategy focusing on Tax Transformation, you will be an integral part of a team dedicated to enhancing the efficiency and value of tax services....

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities: As a Tax Strategy and Transformation Senior Consultant, the primary responsibilities include: - Collaborating with Tax subject matter specialists, technologists, and key stakeholders in tax transformation projects. - Supporting project...

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