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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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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 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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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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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 1 views Experience : Min 5 yrs required

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in the creation of accurate and efficient estate plans that align with the clients' wishes. The role involves being available for an initial 'start' meeting within five...

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Full-time 3 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 Experience : 3-8 yrs required

primary focus on brokerage services. - Engage in contract negotiation, review, and drafting, as well as risk management and general legal advice. - Assist in... reviewing internal shared services documentation, including leases and vendor agreements. - Develop positive and collaborative relationships with emp...

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Posted On Sep 14, 26
Full-time Experience : Min 5 yrs required

& Real Estate - General Corporate Real Estate Consultant... - Manager Job Responsibilities - Engage with clients to optimize financial performance, enhance decision-making, and achieve financial goals. - Analyze client needs to develop tailored financial solutions. - Lead teams in...

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Full-time 3 views Experience : Min 8 yrs required

Title: Senior Specialist Legal Editor Job Responsibilities: As a Senior Specialist Legal Editor, you will be responsible for utilizing your specialist legal knowledge in real estate finance law to create and maintain comprehensive legal content. Your duties will include: - Researching, writing, and...

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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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Full-time 1 views Experience : Min 5 yrs required

Title: Real Estate Attorney Job Responsibilities: - Conduct legal research and analysis on real estate laws and regulations. - Review and analyze title reports, surveys, and other due diligence materials. - Prepare legal documents, including deeds, mortgages, and lease agreements. - Represent clients in real...

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