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United States
Posted On Aug 20, 26
Full-time 1 views Experience : Min 8 yrs required
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - Financial Services Regulation Finance - General
Job Tags:
agreements contracts ERISA fiduciary Financial Industry Regulatory Authority FINRA health benefits marketing Securities securities laws stock options trusts
Practice Area:
ERISA/Executive Compensation Transactions & Compliance ERISA - General Finance - Financial Services Regulation Finance - General
Job Tags:
agreements contracts ERISA fiduciary Financial Industry Regulatory Authority FINRA health benefits marketing Securities securities laws stock options trusts

Title: Vice President, Assistant General Counsel - Retirement Job Responsibilities: - Advise on the impacts of new and changing regulations affecting the retirement business of a broker-dealer, investment advisor, custodian, and record keeper. This includes regulatory developments from the Department of...

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Posted On Aug 23, 26
Full-time Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Northeast) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping,...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
artificial intelligence consumer protection Cybersecurity Data Protection emerging technologies health benefits partnerships Privacy privacy laws Registered Investment Advisor regulatory compliance stock options
Job Tags:
artificial intelligence consumer protection Cybersecurity Data Protection emerging technologies health benefits partnerships Privacy privacy laws Registered Investment Advisor regulatory compliance stock options

Title: Senior Vice President, Chief Privacy Officer Job Responsibilities: Enterprise Privacy Governance: - Lead and enhance the enterprise privacy and data protection program. - Establish and maintain privacy governance frameworks, policies, standards, and procedures in line with regulatory requirements and industry best practices. - Ensure...

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Posted On Sep 11, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Probate
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning Probate

Title: Paralegal Job Responsibilities: - Draft estate planning documents with precision and adherence to legal standards. - Handle estate administration processes efficiently and accurately. - Work directly with clients to gather necessary information and provide guidance on estate planning and probate matters. - Utilize strong...

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Posted On Aug 21, 26
Full-time 3 views Experience : Min 1 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning finance Insurance Paternity Profit Sharing Software Transportation

Title: Attorney - Estate and Financial Planning Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations to gather necessary information and help them take actionable steps. - Design...

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Posted On Aug 18, 26
Full-time 8 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manages a portfolio of accounts with varying levels of complexity and asset sizes. - Understands financial and estate planning strategies and is adept at interpreting legal and...

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Posted On Aug 25, 26
Full-time 12 views Experience : Min 5 yrs required
Job Tags:
Code of Conduct family finance H-1B Taxation
Job Tags:
Code of Conduct family finance H-1B Taxation

Title: International Tax Services - Senior Manager Job Responsibilities: As a Senior Manager in the International Tax Services Generalist team, the primary responsibilities include leading significant projects within the ITS Core team and driving innovation and efficiencies in tax processes through...

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Posted On Aug 06, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

Title: Compliance Quality Assurance Lead Testing Analyst - Fiduciary Oversight and Testing Job Responsibilities: The Compliance Quality Assurance (CQA) Lead Analyst is tasked with overseeing the testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. Key responsibilities include: -...

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Posted On Aug 23, 26
Full-time 2 views Experience : Min 8 yrs required
Practice Area:
Corporate - M&A
Job Tags:
acquisitions agreements due diligence finance Insurance Joint Ventures M&A Partnership Privacy Securities treaties Visa
Practice Area:
Corporate - M&A
Job Tags:
acquisitions agreements due diligence finance Insurance Joint Ventures M&A Partnership Privacy Securities treaties Visa

Title: Assistant General Counsel- M&A Law Job Responsibilities: - Lead drafting, review, and negotiation of term sheets, transaction agreements, specifically coinsurance, modco, and funds-withheld reinsurance treaties, retrocession agreements, trust and security/collateral arrangements, administrative services agreements, transition services agreements, and ancillary deal...

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Posted On Sep 07, 26
Full-time 35 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 Sep 07, 26
Full-time 23 views Experience : Min 7 yrs required
Job Tags:
ADA Estate Planning estates family finance LLC partnerships Software trusts
Job Tags:
ADA Estate Planning estates family finance LLC partnerships Software trusts

for individuals and related trusts. - Continuously expand knowledge in... individual, gift, trust, and estate tax planning and consulting, along with overall professional development. - Develop and sustain excellent client relationships, becoming a trusted advisor. - Identify issues and recommend creative solutions to...

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Posted On Sep 07, 26
Full-time 25 views Experience : Min 7 yrs required
Job Tags:
ADA Estate Planning estates family finance LLC partnerships Software trusts
Job Tags:
ADA Estate Planning estates family finance LLC partnerships Software trusts

for individuals and related trusts. - Continuously expand knowledge of... individual, gift, trust, and estate tax planning and consulting, as well as overall professional development. - Develop and sustain excellent client relationships to become a trusted advisor. - Identify issues and recommend creative...

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Posted On Aug 25, 26
Full-time 16 views Experience : Min 5 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership Software
Job Tags:
Code of Conduct family finance H-1B Partnership Software

Title Corporate Tax Senior Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain elevated standards of operational excellence in activities - Interact with clients at...

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Posted On Aug 25, 26
Full-time 12 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance H-1B Partnership Taxation Transfer Pricing
Job Tags:
Ethics family finance H-1B Partnership Taxation Transfer Pricing

Title International Tax Services - Manager Job Responsibilities A career in International Tax Services at the company involves assisting clients with their cross-border tax needs at both local and global levels. This includes managing global tax rates, identifying cost reduction...

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Posted On Aug 25, 26
Full-time 16 views Experience : Min 2 yrs required
Job Tags:
acquisitions Code of Conduct contracts due diligence family H-1B M&A mergers Taxation
Job Tags:
acquisitions Code of Conduct contracts due diligence family H-1B M&A mergers Taxation

Title: Mergers and Acquisitions Tax - Senior Associate Job Responsibilities: - Offer tax advisory services utilizing digitization and automation to enhance service delivery. - Improve efficiencies in handling complex, fast-moving transactions. - Address and solve sophisticated tax challenges that arise during mergers, acquisitions, and...

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Posted On Aug 18, 26
Full-time 12 views Experience : 5-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary finance FINRA Insurance licensing marketing pension Securities Software wealth management

Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients, focusing on developing and deepening client relationships through needs-based, high-level client service. - Responsible for delivering a full suite of...

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Posted On Aug 26, 26
Full-time 17 views Experience : Min 8 yrs required
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management
Job Tags:
equity Ethics family finance H-1B partnerships stage wealth management

Title: Tax Director - Private Companies Job Responsibilities: As a Tax Director within the department, you will be a key part of the team providing a wide range of business advisory services to private companies. Your responsibilities will include: - Assisting private companies...

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Posted On Aug 26, 26
Full-time 6 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B renewals
Job Tags:
Code of Conduct family finance H-1B renewals

Title: Tax Manager - Private Companies Job Responsibilities: - Supervise, develop, and coach teams to ensure effective client service delivery. - Manage client service accounts and engagement workstreams, ensuring project timelines and deliverables are met. - Solve and analyze complex problems to produce top-quality...

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Posted On Aug 26, 26
Full-time 9 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships stage wealth management

- Tax Senior Manager The candidate will get the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that...

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Posted On Aug 26, 26
Full-time 9 views Experience : Min 6 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Senior Manager - Private Companies The candidate will get the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...

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