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United States
Posted On Sep 02, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
asset management Energy Estate Planning estate tax Insurance Medicare Privacy social security trusts

We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...

Posted On Sep 01, 26
Full-time 2 views
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
directors Estate Planning Living Trusts wealth management Wills

Title Estate and Document Attorney Job Responsibilities - Assist the tax and wealth management teams with estate planning on a non-exclusive basis. - Work directly with clients and collaborate with internal Legal Directors and other professionals. - Receive hand-offs from Legal...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Energy estate tax Partnership private client Taxation
Job Tags:
Energy estate tax Partnership private client Taxation

and Estate Tax Manager The candidate will take a lead role on all aspects of tax engagements, supervise/mentor staff, and build/maintain relationships with clients. Review individual, trust, partnership and corporate tax returns prepared by tax staff and/or seniors for accuracy....

Posted On Sep 14, 26
Full-time 23 views Experience : Min 5 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...

Posted On Sep 03, 26
Full-time 6 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on the estate planning process from a tax perspective, including cash flow projections, distribution of income, business succession, estate preservation, and estate...

Posted On Sep 25, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

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...

Posted On Sep 20, 26
Full-time 1 views Experience : 4-8 yrs required
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa
Job Tags:
Affirmative Action equity Estate Planning estates family Insurance marketing Profit Sharing Taxation trusts Visa

Transition Services Tax Manager - Tax and Estate Planning Duties: The candidate will be advising and consulting on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts

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...

Posted On Sep 30, 26
Full-time 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 21, 26
Full-time Experience : 5-8 yrs required
Practice Area:
Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Finance Real Estate - General
Job Tags:
acquisitions commercial real estate construction contracts corporate governance due diligence Insurance Land Use real estate finance Real Estate Law title trusts
Practice Area:
Real Estate - Development/ Dirt law Real Estate- Commercial Transactions Real Estate - Purchase and Sale (Commercial) Real Estate - Leasing Real Estate - Finance Real Estate - General
Job Tags:
acquisitions commercial real estate construction contracts corporate governance due diligence Insurance Land Use real estate finance Real Estate Law title trusts

Title: Assistant Corporate Counsel - Real Estate Job Responsibilities: The Assistant Corporate Counsel - Real Estate at the company is tasked with a variety of responsibilities aimed at facilitating large, industrial land acquisition transactions across the United States. The role is highly...

Posted On Sep 15, 26
Full-time 9 views
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: Tax Senior Manager, Private Wealth Job Responsibilities: The role of Tax Senior Manager, Private Wealth at the company involves delivering compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities...

Posted On Sep 15, 26
Full-time 4 views
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts
Job Tags:
Affirmative Action Corporate Taxation estates family gift tax Partnership Taxation trusts

Title: Private Wealth Tax Principal Job Responsibilities: - Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax...

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 role involves supporting transformation in Operations/Finance within the Tax Transformation Office. The position requires collaboration with Tax subject matter specialists, technologists,...

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, the candidate will be responsible for collaborating with Tax subject matter specialists, technologists, and key stakeholders to drive tax transformation projects. These projects...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer
Job Tags:
Estate Planning Insurance Retirement Planning shareholders Software stock options Taxation trusts wealth transfer

Title: Wealth Strategies Advisor Job Responsibilities: - Serve as a specialized resource for Advisor teams focusing on high- and ultra-high net worth clients' trust, estate/wealth transfer, and financial planning needs. - Build and maintain relationships with Advisor teams, clients, prospects, and centers of...

Posted On Sep 25, 26
Full-time 2 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

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 gi...

Posted On Sep 15, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action family Partnership Software
Job Tags:
Affirmative Action family Partnership Software

Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...

Posted On Aug 20, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
agreements artificial intelligence Commercial Contracts construction contracts Energy partnerships
Job Tags:
agreements artificial intelligence Commercial Contracts construction contracts Energy partnerships

Contracts Manager Company Overview Company is a rapidly growing developer and owner of next-generation digital infrastructure assets, focused on delivering hyperscale data center campuses for leading global technology companies. The company specializes in complex, large-scale projects that require significant coordination across land...

Posted On Sep 01, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - Technology Transactions Corporate - General Corporate - Compliance Corporate - Contract Law Corporate - Asset/Investment Management Corporate - Venture Capital/Emerging Companies Data Privacy - Transactional
Job Tags:
agreements artificial intelligence board of directors Commercial Contracts contracts corporate governance Cybersecurity data privacy Employment Law equity Equity Compensation FAA finance Identity Theft Insurance Intellectual Property IP Labor and Employment leasing Litigation
Practice Area:
Corporate - Technology Transactions Corporate - General Corporate - Compliance Corporate - Contract Law Corporate - Asset/Investment Management Corporate - Venture Capital/Emerging Companies Data Privacy - Transactional
Job Tags:
agreements artificial intelligence board of directors Commercial Contracts contracts corporate governance Cybersecurity data privacy Employment Law equity Equity Compensation FAA finance Identity Theft Insurance Intellectual Property IP Labor and Employment leasing Litigation

Title: Legal Counsel Job Responsibilities: - Serve as the chief legal officer and primary attorney for the company, providing legal advice across the organization. - Ensure the company operates within the law, limiting risk exposure and protecting the company's financial well-being and long-term...

Posted On Sep 22, 26
Full-time 4 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: Manager - Business Tax Services - Private Tax - Wealth Tax Advisory Job Responsibilities: As a Manager in Private Tax, the primary responsibilities include providing comprehensive personal and private tax advice and compliance support to business owners, business-owning families, and private...

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