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United States
Posted On Sep 21, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse title trusts
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
agreements child corporate governance Corporation Estate Planning estates Ethics fiduciary Insurance pension Probate regulatory compliance spouse title trusts

Title: Senior Counsel - Trusts and Estates Job Responsibilities: - Performs... significant and complex legal work while regularly interacting with management. - Oversees legal research, analysis, consultation, and documentation within a framework of legal compliance and risk management. - Manages the expense for outside...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Trusts and Estates - General
Job Tags:
Affirmative Action estates family fiduciary fiduciary litigation finance Insurance trusts
Practice Area:
Trusts and Estates - General
Job Tags:
Affirmative Action estates family fiduciary fiduciary litigation finance Insurance trusts

Title: Senior Vice President and Counsel Job Responsibilities: - Provide legal advice to various business areas offering trust and fiduciary administration for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of...

Posted On Sep 21, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title

Title: Wealth Strategist II Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients. - Collaborates with senior planning resources on complex matters and specific subject areas. - Engages in the acquisition of new clients and retains, expands, and...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

Title Wealth Strategist II Job Responsibilities As a Wealth Strategist II at the company, the primary responsibilities include developing, consulting on, and implementing tax, estate, and financial plans for clients. The role involves collaboration with more senior planning resources on complex...

Posted On Sep 23, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Title: Wealth Strategist III Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of greater complexity. - Collaborates with other planning resources on specific subject matters of greater complexity and partners in the acquisition of...

Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

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...

Posted On Sep 07, 26
Full-time 17 views Experience : Max 2 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa
Job Tags:
ADA Americans with Disabilities Act criminal equity estates Insurance LLC Partnership partnerships trusts Visa

preparation duties, which encompass tax research, tax planning, and preparing supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to... various industries, includi...

Posted On Sep 21, 26
Full-time 10 views Experience : Min 8 yrs required
Job Tags:
child family fiduciary finance guardian Insurance investment management pension spouse title trusts
Job Tags:
child family fiduciary finance guardian Insurance investment management pension spouse title trusts

serves as trustee, guardian, or agent. - Administer the most complex fiduciary accounts and sensitive high-profile relationships. Ensure compliance with all legal and fiduciary regulations, policies, and procedures. - Possess an in-depth understanding of how types of trusts operate individua...

Posted On Sep 01, 26
Full-time 4 views Experience : Min 8 yrs required
Job Tags:
equity Equity Compensation estates family Software Taxation trusts
Job Tags:
equity Equity Compensation estates family Software Taxation trusts

Title: Tax Senior Manager, High Net Worth Job Responsibilities: Tax Strategy & Compliance - Lead and review complex individual income tax returns (Form 1040), including sophisticated multi-state filings, pass-through considerations, investment activity, and related entity structures. - Oversee trust and estate-related filings (Form 1041)...

Posted On Sep 15, 26
Full-time 5 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) is tasked with leveraging their educational and professional background alongside communication, time management, leadership, technical, business development, and people skills to provide comprehensive...

Posted On Sep 15, 26
Full-time 6 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior Manager, Private Client Services Job Responsibilities: - Manage tax and consulting engagements, demonstrating skills in identifying and addressing client needs, tax planning, and consulting opportunities. - Act as the primary client contact, providing executive presence for...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates finance Immigration investment management Software trusts

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Tax Strategy and Transformation, the candidate will support transformation efforts in Operations/Finance within the Tax Transformation Office. This position involves collaboration with Tax subject matter specialists,...

Posted On Sep 07, 26
Full-time 1 views Experience : 3-4 yrs required
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts
Job Tags:
Computer Science criminal estates Immigration investment management Software trusts

Title Senior Consultant, Tax Strategy - Tax Transformation Job Responsibilities As a Tax Strategy and Transformation Senior Consultant, you will engage with tax subject matter experts, technologists, and key stakeholders to drive tax transformation projects. These projects encompass business threads...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job Responsibilities: As a Manager in Private Tax, the candidate will be responsible for providing personal and private tax advice and compliance support to business owners, business-owning...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

– High Net Worth group within the company, the responsibilities include: - Preparing and reviewing complex federal, state, and local individual tax returns and related workpapers. - Supporting tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Preparing and... reviewing...

Posted On Sep 15, 26
Full-time 9 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role requires a blend of educational background and professional...

Posted On Sep 15, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for offering tax compliance and consulting services tailored to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and...

Posted On Sep 21, 26
Full-time 2 views Experience : 5-7 yrs required
Practice Area:
Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse title
Practice Area:
Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Tax - General
Job Tags:
asset management child Corporation divorce Employee Retirement Income Security Act ERISA Ethics fiduciary Insurance investment management Partnership pension regulatory compliance special projects spouse title

Title Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities - Perform significant and complex legal work while regularly interacting with management. - Oversee legal research, analysis, consultation, and documentation within a framework of...

Posted On Sep 17, 26
Full-time 2 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation Water

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at Company is tasked with delivering tax compliance and consulting services to high-net-worth clients. The responsibilities include: - Participating in tax and consulting engagements, identifying and addressing...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title
Practice Area:
Estate & Tax Planning
Job Tags:
child criminal Financial Industry Regulatory Authority FINRA Insurance Investment Banking licensing pension Privacy spouse title

Wealth Strategist Job Title: Senior Wealth Strategist Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborate with other planning resources on specific subject matters of greatest complexity and partner in...

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