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United States
Posted On Jul 07, 26
Full-time 2 views Experience : 2-3 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
fiduciary marketing Securities wealth management

Title: Trust Strategist and Legal Assistant Job Responsibilities: - Support a team of trust strategists with a variety of administrative functions, including scheduling meetings, managing CRM entries, and general support. - Assist with pre-acceptance and onboarding of new trust company clients,...

Posted On Sep 16, 26
Full-time 3 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Employee Benefits & Executive Compensation ERISA/Executive Compensation Transactions & Compliance ERISA - General Trusts and Estates - General Tax - General
Job Tags:
Estate Planning FINRA Insurance Software wealth management wealth transfer

Title: Wealth Planning Attorney Job Responsibilities: - Collaborate with a team of professionals, including attorneys, CFPs, and CPAs, as well as top wealth management advisors, to create comprehensive plans and deliver thought leadership, planning education, and targeted consultation for high-net-worth and ultra-high-net-worth...

Posted On Sep 28, 26
Full-time 3 views Experience : Min 6 yrs required
Job Tags:
estates family finance trusts
Job Tags:
estates family finance trusts

or Director - Individuals, Trusts & Estates Job Responsibilities: In... the role of Tax Manager or Director, the candidate will be responsible for the following duties: - Reviewing high net worth individual income tax returns and collaborating with the company's Wealth...

Posted On Aug 25, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Finance - Structured Finance Finance - General Finance - Banking Real Estate - Finance Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements brokers Capital Markets commercial real estate construction corporate governance developers Employee Compensation Energy equity finance financing documents Insurance intercreditor agreements Joint Ventures lending licensing mergers mezzanine financing partnerships real estate finance securitization structured finance title
Practice Area:
Finance - Structured Finance Finance - General Finance - Banking Real Estate - Finance Real Estate- Commercial Transactions Real Estate - General
Job Tags:
acquisitions agreements brokers Capital Markets commercial real estate construction corporate governance developers Employee Compensation Energy equity finance financing documents Insurance intercreditor agreements Joint Ventures lending licensing mergers mezzanine financing partnerships real estate finance securitization structured finance title

Title: Legal Counsel Job Responsibilities: Transactional Support - Review, negotiate, and manage commercial real estate financing documents. - Support the structuring and closing of C-PACE transactions nationwide. - Review loan documents, intercreditor agreements, subordination agreements, guaranties, and related transaction documents. - Assist with construction financing, draw...

Posted On Sep 08, 26
Full-time 2 views
Job Tags:
document review downstream electronic discovery Litigation Privacy Software upstream Water
Job Tags:
document review downstream electronic discovery Litigation Privacy Software upstream Water

Title: Manager, eDiscovery Project Management Job Responsibilities: - Independently manage complex eDiscovery and related forensic technology matters. - Coordinate with Subject Matter Experts (SME), Digital Forensics, eDiscovery Administration, Managed Document Review, and client stakeholders to ensure consistent delivery, quality, and client confidence. - Lead...

Posted On Sep 02, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
corporate compliance Ethics Partnership Privacy
Job Tags:
corporate compliance Ethics Partnership Privacy

Title: Senior Director, Corporate Compliance Job Responsibilities: - Lead the Program: Develop, implement, and oversee a strategic ethics and compliance plan aligned with global regulations and the company’s business objectives. This involves ensuring that the company's compliance strategies are well-integrated into its...

Posted On Sep 07, 26
Full-time 20 views
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

Tax consulting and preparation of tax returns, which encompasses tax research, tax planning, and preparing digital work papers for various tax returns and related projects. - Working with a diverse range of entities, such as corporations, partnerships, estates, trusts, and non-profits....

Posted On Sep 15, 26
Full-time 19 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Software special projects Taxation
Job Tags:
Affirmative Action Software special projects Taxation

Title: Tax Senior Manager Job Responsibilities: - Serve as a trusted member of the engagement team, delivering various tax compliance and consulting services to industry-specific clients. - Act as a valued tax business advisor, managing client relationships on day-to-day tax matters for clients...

Posted On Sep 15, 26
Full-time 16 views Experience : Min 8 yrs required
Job Tags:
Affirmative Action Software special projects Taxation
Job Tags:
Affirmative Action Software special projects Taxation

Title: Tax Senior Manager Job Responsibilities: 1. Serve as a trusted business advisor delivering industry-focused tax advisory and compliance services to middle market clients. 2. Work alongside firm leadership to serve clients and contribute to business growth, directly impacting the firm's success. 3. Mentor...

Posted On Sep 21, 26
Full-time 8 views Experience : Min 10 yrs required
Job Tags:
Partnership Taxation
Job Tags:
Partnership Taxation

Title: Tax Senior Manager - Real Estate Job Responsibilities: - Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. - Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry trends. - Mentor...

Posted On Sep 21, 26
Full-time 11 views Experience : Min 10 yrs required
Job Tags:
Partnership Taxation
Job Tags:
Partnership Taxation

Title: Tax Senior Manager - Real Estate Job Responsibilities: - Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. - Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action LLC Partnership Taxation
Job Tags:
Affirmative Action LLC Partnership Taxation

Title: Tax Manager - Real Estate Job Responsibilities: - Lead and manage complex real estate tax compliance and consulting engagements, ensuring accuracy and timeliness. - Serve as a trusted advisor to clients, providing proactive guidance on tax strategies and industry...

Posted On Sep 01, 26
Full-time 6 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 Jul 08, 26
Full-time 2 views Experience : 10-12 yrs required
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation
Job Tags:
Bank Secrecy Act banking Estate Planning Ethics fiduciary finance Insurance investment management Partnership pension plans stage Taxation

Title: Senior Director of Fiduciary Administration Job Responsibilities: - Develop fiduciary policies, procedures, administration standards, and governance frameworks to ensure consistent execution and strong oversight. - Lead fiduciary officers and trust administration professionals by providing direction, coaching, performance oversight, and workflow guidance. - Drive...

Posted On Jul 08, 26
Full-time Experience : 3-6 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
Government Insurance
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
Government Insurance

Title: Attorney, Insurance Products & Operations Job Responsibilities: - Serve as a point of contact on legal, regulatory, and other issues related to risk products and insurance operations within the company. - Provide business areas with timely and high-quality advice on law, regulation,...

Posted On Sep 01, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
acquisitions divestitures due diligence equity M&A private equity
Job Tags:
acquisitions divestitures due diligence equity M&A private equity

Title: Manager or Senior Manager, M&A Tax Job Responsibilities: Client Leadership & Relationship Management - Serve as a primary point of contact for clients and provide day-to-day leadership on engagements. - Develop and maintain strong client relationships, acting as a trusted advisor on transaction-related...

Posted On Sep 18, 26
Full-time 2 views
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

closely held businesses, estates, trusts, and private foundations. -... Develop strong working relationships with clients by understanding their needs and challenges. - Complete tax planning and research. - Prepare federal and state & local tax returns. - Develop a general...

Posted On Sep 18, 26
Full-time 5 views
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts
Job Tags:
Domestic Violence estates family Harassment Immigration Partnership private client Taxation trusts

closely held businesses, estates, trusts, and private foundations. -... Developing strong working relationships with clients by understanding their needs and challenges. - Completing tax planning and research. - Preparing federal and state & local tax returns. - Developing a general...

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