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United States
Posted On Sep 01, 26
Full-time
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

providing estate planning services as directed by Legal Directors. - Conduct meetings with clients either virtually or in-person to determine estate planning needs. - Prepare typical estate planning documents such as revocable living trusts, wills, powers of attorney,... healthcare directives, deeds, a...

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Posted On Aug 27, 26
Full-time 7 views Experience : 5-18 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: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, focusing on multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. -...

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Posted On Jul 12, 26
Full-time Experience : 8-8 yrs required
Job Tags:
Bank Secrecy Act banking Ethics finance Insurance investment management pension plans Probate stage Transportation wealth management
Job Tags:
Bank Secrecy Act banking Ethics finance Insurance investment management pension plans Probate stage Transportation wealth management

Title: Personal Trust Manager Job Responsibilities: - Lead and manage the Personal Trust team by setting goals, coaching performance, and developing talent. - Drive business development through cultivating client relationships and expanding new business opportunities. - Oversee the administration of high-value Personal Trust accounts...

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Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 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: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Work with team members to...

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Posted On Aug 27, 26
Full-time Experience : 5-18 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: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Work...

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Posted On Sep 07, 26
Full-time Experience : 5-8 yrs required
Job Tags:
estates fiduciary Taxation trusts wealth management
Job Tags:
estates fiduciary Taxation trusts wealth management

Title: Wealth Management - Junior Trust Officer - Vice President Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. - Make recommendations regarding how the Bank shall exercise discretionary powers it has as...

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Posted On Aug 18, 26
Full-time 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....

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Posted On Sep 07, 26
Full-time 9 views Experience : Min 9 yrs required
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills
Job Tags:
Affirmative Action Equal Pay Act Estate Planning family fiduciary inheritance investment management Living Trusts private client trusts wealth management Wills

Title: Director, Wealth Strategist Job Responsibilities: The Director, Wealth Strategist is responsible for advising on complex private client engagements by developing and implementing intricate tax and estate plans in collaboration with existing and external advisors. The role involves translating complex tax,...

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Posted On Sep 01, 26
Full-time 1 views Experience : 8-10 yrs required
Job Tags:
finance Partnership
Job Tags:
finance Partnership

Title: Sales & Use Tax Transformation Managing Director Job Responsibilities: - Lead the transformation of the Sales and Use Tax Compliance practice to a standardized, technology-enabled operating model - Design and implement scalable compliance delivery approaches that support growth without...

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Posted On Sep 03, 26
Full-time 6 views Experience : 1-8 yrs required
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation
Job Tags:
family Financial Institutions FIRPTA Partnership private client Software Taxation

Title: Senior Manager - International Tax (Individuals) Job Responsibilities: - Review international tax compliance forms and collaborate with a dedicated international tax team. - Prepare analysis and computations related to Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. -...

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Posted On Sep 01, 26
Full-time Experience : Min 5 yrs required
Job Tags:
Affirmative Action emerging technologies Litigation LLC Partnership
Job Tags:
Affirmative Action emerging technologies Litigation LLC Partnership

Title: eDiscovery Customer Success Manager Job Responsibilities: The eDiscovery Customer Success Manager is responsible for leading the client-side implementation experience, driving the adoption of the Managed Services operating model, and ensuring long-term success for Managed Services clients. This strategic, client-facing role serves...

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Posted On Sep 07, 26
Full-time 1 views Experience : 5-8 yrs required
Job Tags:
agreements Business Formation construction document review due diligence estates fiduciary fiduciary duty Litigation trusts wealth management Wills
Job Tags:
agreements Business Formation construction document review due diligence estates fiduciary fiduciary duty Litigation trusts wealth management Wills

Title: New Business Review Officer VP/ ED Job Responsibilities: - The New Business Review Officer (NBRO) is tasked with collaborating with the Trust Practice to conduct due diligence, evaluate, and onboard new trust and estate business. The role requires balancing commercial opportunities...

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Posted On Aug 20, 26
Full-time 1 views
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Senior Manager, Private Client Services Job Responsibilities: - Manage tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities. - Serve as the primary client contact for preparation and presentation of issues and resolutions. - Review complex individual,...

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Posted On Sep 01, 26
Full-time 35 views Experience : Min 4 yrs required
Job Tags:
Corporation due diligence finance Partnership private equity restructuring spectrum Taxation
Job Tags:
Corporation due diligence finance Partnership private equity restructuring spectrum Taxation

Advisory - Tax Manager Opportunity ID 8093 Department(s) Advisory Location(s) Chicago Function Transaction and Valuation Advisory Job description As **Members Only.** grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms,...

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Posted On Sep 07, 26
Full-time 26 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...

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Posted On Aug 17, 26
Full-time 32 views Experience : Min 12 yrs required
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation
Job Tags:
Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across various service lines and business areas to develop innovative solutions that meet...

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Posted On Aug 25, 26
Full-time 24 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family H-1B Insurance Taxation
Job Tags:
Code of Conduct family H-1B Insurance Taxation

Title Global Structuring Insurance / Financial Services - Manager Job Responsibilities As a Manager in the Financial Services Global Structuring team at the company, you will lead teams and manage client accounts with a focus on strategic planning and mentoring...

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Posted On Aug 17, 26
Full-time 19 views Experience : Min 12 yrs required
Job Tags:
Corporate Taxation developers Domestic Violence family Harassment hedge funds Joint Ventures Partnership partnerships private client private equity Taxation trusts
Job Tags:
Corporate Taxation developers Domestic Violence family Harassment hedge funds Joint Ventures Partnership partnerships private client private equity Taxation trusts

tax planning, consulting, structuring, and compliance services to high-net-worth clients, including real estate sponsors, owners, investors, and developers. - Work with a variety of clients such as management companies, joint ventures, family partnerships, individuals, trusts, and other owners and... operators o...

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Posted On Sep 07, 26
Full-time 18 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...

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Posted On Sep 07, 26
Full-time 16 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business...

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