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United States
Posted On Sep 18, 26
Full-time 1 views Experience : Max 3 yrs required

closely held businesses, estates, trusts, and private foundations. - Develop... challenges. - Complete tax planning and research. - Prepare federal and state & local tax returns. - Develop a general understanding of reporting requirements... of different entity structures and the compliance process. - Increase involvement...

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Posted On Sep 21, 26
Full-time 4 views Experience : Min 7 yrs required

Title: Tax Manager (HNW-Financial Services) Job Responsibilities: - Interact closely with clients to provide innovative tax planning, consulting, and compliance expertise. - Provide primary review of complex tax returns and maintain client contact. - Maintain and foster relationships with clients, staff, and outside third-party...

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Full-time 1 views

Job 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. which include wills, revocable trusts, powers of attorney, and......

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Posted On Sep 14, 26
Full-time 43 views Experience : Min 9 yrs required

Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...

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Part-time 10 views Experience : Min 4 yrs required

Job Title: Deputy General Counsel – General Corporate/Finance... Attorney Job Responsibilities: - Provide legal support for project financing and renewable energy certificates (RECs) transactions. - Manage entity formation, registration, and compliance with state and federal filings, including FERC. - Oversee subscriber acquisition and manage...

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