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United States
Full-time 5196 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 3 views Experience : Min 7 yrs required

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in completing accurate estate plans that align with their wishes in an efficient manner. The attorney is expected to be available for an initial 'start' meeting within...

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Posted On Sep 21, 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 25, 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 2 views 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 Sep 25, 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 Sep 30, 26
Full-time 2 views 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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Full-time Experience : Min 5 yrs required

Title: Associate Counsel – Leasing/Real Estate Job Responsibilities: The Associate Counsel – Leasing/Real Estate is responsible for providing legal guidance on commercial leases and real estate matters to stakeholders in North America. The role involves drafting, negotiating, and managing workflows related...

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Posted On Sep 14, 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 Sep 14, 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 Sep 24, 26
Full-time 1 views Experience : 3-4 yrs required

Title: Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job Responsibilities: As a Senior Consultant in Operations/Finance Tax Strategy - Tax Transformation, you will play a crucial role in supporting transformation projects across various tax services. Your responsibilities will include: - Collaborating with...

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Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required

tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare and... review applicable tax forms, including Forms 1040, 709, 706, 1041, and related state filings, as applicable. - Analyze complex tax issues involving gif...

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Posted On Sep 22, 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 Sep 22, 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 Sep 15, 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 1 views 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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