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United States
Full-time 5195 views Experience : Min 10 yrs required 9 applications

Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...

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Full-time Experience : 2-6 yrs required

Title: Estate Planning Professional Job Responsibilities: - Independently meet with wealth advisors, financial planners, and other wealth management team members to review, fund, and maintain estate plans. - Review and summarize existing estate planning documents, making appropriate recommendations for changes and additions based...

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Posted On Aug 18, 26
Full-time 5 views Experience : 10-10 yrs required

trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying complexity and asset size. - Understand and interpret legal and fiduciary documents to deliver fiduciary advice directly to clients or...

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Posted On Sep 11, 26
Full-time 6 views Experience : Min 5 yrs required

to Real Estate Investment Trusts, Real Estate Private Equity... Funds, and real estate joint ventures and operating partnerships. Provide federal tax consulting and compliance services to clients in the Real Estate industry sector. Work directly with the client, manage the...

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Posted On Sep 10, 26
Full-time 13 views Experience : 5-5 yrs required

Title: Manager, Business Tax Services Real Estate Job Responsibilities: - Manage a diverse portfolio of real estate clients, serving as the primary point of contact for both internal and external stakeholders. - Build and maintain client relationships by providing high-quality...

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Full-time Experience : Min 4 yrs required

Title: Counsel Job Responsibilities: - Serve as a day-to-day legal partner to property management teams across all company markets, providing practical, business-oriented advice on operational matters, including support on all property owner associations. - Draft, review, negotiate, and manage a broad range of...

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Posted On Aug 13, 26
Full-time Experience : Min 6 yrs required

Services Tax - Real Estate Senior Manager Duties: The candidate will play a pivotal role in guiding clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advise on local and international tax...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Manager - Real Estate Duties: The candidate will provide federal tax consulting and compliance services to REITs, real estate private equity funds, joint ventures, and operating partnerships. Work directly with clients, lead tax engagement teams, collaborate with in-house specialists, and...

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Posted On Aug 25, 26
Full-time Experience : Min 6 yrs required

Services Tax - Real Estate Senior Manager The candidate will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Sep 07, 26
Full-time 1 views Experience : 4-7 yrs required

Title: Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work collaboratively with divisional leadership and Wealth Planning & Advice (WP&A) leadership to develop and present content on various wealth management topics. - Serve as a key resource to the US Wealth Management...

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Posted On Aug 31, 26
Full-time 9 views Experience : 4-4 yrs required

teams handling a diverse array of sophisticated clients. These clients may include some of the wealthiest families in the United States, family offices, owner-operated business entities, principals of alternative investment funds, trusts, and estates. The responsibilities... of the role includ...

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Posted On Sep 07, 26
Full-time 10 views Experience : Min 9 yrs required

Title: Director, Wealth Strategist Job Responsibilities: - Collaborate with existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients,...

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Posted On Aug 31, 26
Full-time 15 views Experience : Min 3 yrs required

Title: Tax Manager - High-net-worth Job Responsibilities: - Client Relationship Management: The Tax Manager is responsible for developing and maintaining strong relationships with clients. This involves providing personalized tax planning and compliance services aimed at building long-term wealth, ensuring high levels of...

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Posted On Aug 31, 26
Full-time 21 views Experience : 8-15 yrs required

Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Build and lead a dedicated team of tax professionals, focusing on strategies...

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Posted On Sep 07, 26
Full-time 6 views Experience : Min 11 yrs required

providing comprehensive tax compliance and advisory services to a diverse clientele, including individuals, partnerships, trusts, estates, and private foundations.... The role involves developing and managing client relationships, participating in business development activities, and engaging in networking to expand business opportun...

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Full-time 19 views Experience : Min 8 yrs required

Title Assistant General Counsel, Corporate Job Responsibilities The Assistant General Counsel, Corporate, is a strategic and business-minded corporate attorney responsible for serving as a key member of the Legal leadership team at the company. In this highly visible role, the...

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Posted On Aug 27, 26
Full-time 2 views Experience : Min 5 yrs required

Title: Tax Manager, Private Client Services Job Responsibilities: - Manage tax and consulting engagements to identify and address client needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather required information for tax return preparation. - Review individual,...

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Posted On Sep 07, 26
Full-time Experience : 6-10 yrs required

Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private Wealth Services Tax Manager, you will have the responsibility of conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for high net...

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Posted On Sep 01, 26
Full-time Experience : Min 8 yrs required

Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: - Advise ultra-high-net-worth individuals, families, family offices, and related entities on complex tax matters, including income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other sophisticated planning opportunities. - Lead...

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Full-time 1 views Experience : 5-6 yrs required

COMPANY Company is one of the largest magnet wire manufacturers globally, supplying a diverse range of magnet wire or winding wire products to the energy, automotive, and industrial markets. Operating in 11 countries, including the ., Canada, Mexico, China, Japan, Malaysia,...

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