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Posted On Aug 19, 26
Full-time 10 views Experience : Min 7 yrs required

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: The Tax Manager is responsible for managing the tax planning and compliance functions for ultra-high net worth individuals and their families, with a focus on financial service clients such as those in hedge-funds, private equity,...

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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 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

Assistant 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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Full-time 2 views Experience : Min 10 yrs required

Job Title: Associate General Counsel, Corporate & Verticals Job... Responsibilities: Legal Advisory & Client Service: - Serve as a responsive and practical legal advisor to internal clients across the company and its vertical affiliates on a wide range of daily legal and business...

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Full-time 7 views Experience : Min 5 yrs required

success of the business. The role involves serving as a trusted advisor to the Regional General Counsel, executives, and operational... leaders, helping to identify, assess, and mitigate legal issues and risks while enabling sound business decision-making. You will provide h...

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Full-time 13 views Experience : Min 6 yrs required

Title: Tax Counsel – Asset Based Finance** **Job Responsibilities:** - Assist with negotiating and overseeing tax aspects of Asset Based Finance (ABF) investments, which may include credit facilities, broadly syndicated debt offerings, private placements, complex platform equity investments, residential and commercial mortgage-backed...

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Full-time 4 views Experience : Min 4 yrs required

Title: Tax Attorney — Real Estate Private Equity Job Responsibilities: - Advise investment professionals within the real estate business on federal, state, local, and foreign tax planning for acquisitions, dispositions, refinancings, and recapitalizations. - Partner with private wealth and institutional client services teams...

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Posted On Sep 07, 26
Full-time 2 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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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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Posted On Jun 23, 26
Full-time 5 views Experience : Min 3 yrs required

and invoicing. - Handle general correspondence. - Assist with... due diligence as requested. - File both physical and electronic documents. - Take client calls, connecting all incoming calls, including initial screening for potential clients. - Responsible for all aspects of...

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Posted On Sep 07, 26
Full-time 1 views

Title: Estate Administrator - Associate Job Responsibilities: - Collaborate with the Account Opening Group to establish estate or trust accounts. - Interpret governing instruments and applicable laws to ensure accurate setup of account records, payments, fee schedules, and tax records. - Communicate administrative procedures...

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Posted On Sep 07, 26
Full-time Experience : Min 2 yrs required

Title: Wealth Management, Trust Administrator, New York - VP Job Responsibilities: Technical and Risk Management - Collaborate with the Account Opening Group to initiate trust accounts by interpreting governing instruments and applicable laws to ensure accurate account setup, including payments, fee schedules, and...

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