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United States
Posted On Sep 03, 26
Full-time 3 views Experience : 4-8 yrs required

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on the estate planning process to develop plans from a tax perspective, focusing on cash flow projections, income distribution, business succession, estate...

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Full-time 5 views

and their clients. - Assist in developing and implementing advanced irrevocable trust offerings that leverage South Dakota law. - Produce complex trust agreements, marketing materials, whitepapers, and similar... documents. - Develop internal policies, processes, and procedures for onboarding and administering trust offerings. - C...

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Full-time 2 views Experience : 2-5 yrs required

sophisticated estate, trust, and tax planning strategies for advisors and their clients. Your primary responsibilities will include: - Assisting in the development and implementation of advanced irrevocable trust offerings that utilize South Dakota law. - Producing complex trust agreements, marketing materials, whitepapers...

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Full-time 6 views Experience : 2-5 yrs required

and tax planning strategies tailored for advisors and their clients. Your responsibilities will include: - Assisting in the development and implementation of advanced irrevocable trust offerings that utilize South Dakota law. - Producing complex trust agreements, marketing materials, whitepapers, and similar... documents...

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Full-time 1 views Experience : Min 5 yrs required

Title: VP Fintech Lending Counsel Job Responsibilities: - Advise internal business clients on sponsored lending products, focusing on Bank-Fintech partnership models including product design, implementation, servicing, and ongoing program support. - Act as an embedded legal partner to product, compliance, risk management, and...

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Full-time Experience : 8-8 yrs required

Lead negotiation, drafting, and execution of a wide range of vendor agreements, including technology services, cloud services, SaaS, data platform, contractor, marketing/creative, lease, and payment processing... engagements. - Manage a high volume of deals with speed and sound judgment....

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Full-time 2 views Experience : 4-10 yrs required

Title: Member of Legal, Corporate & Commercial Counsel Job Responsibilities: - Serve as the firm's primary subject matter expert on CFTC and NFA firm-level licensing, guiding the business through the end-to-end registration lifecycle and the evolving regulatory landscape of the Commodity Exchange...

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Full-time 1 views Experience : Min 4 yrs required

business experiences across various areas including tax, money, mid-market, and services. - Embed privacy into product development by collaborating with Product, Design, Engineering, Data Science/Analytics, Security, and Marketing from initial concept through... launch. - Advise on privacy-by-design controls, focusing on data minim...

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Full-time Experience : Min 4 yrs required

consumer and business experiences across various sectors including tax, money, mid-market, and services. - Integrate privacy considerations into product development by collaborating with Product, Design, Engineering, Data Science/Analytics, Security, and Marketing from the initial concept... through to launch. - Advise on privacy-by-desig...

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Posted On Aug 20, 26
Full-time Experience : Min 3 yrs required

Expert - Expert Center (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

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