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Trusts and Estates - General Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 07, 26

Full-time

Practice Area:

Trusts and Estates - General

Job Tags:

asset management banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management spectrum Taxation trusts wealth management Wills

Title: Estate Administrator - Senior Associate Job Responsibilities: - Collaborate with the Account Opening Group to initiate estate or trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate with...

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Tax - Private Client Services Attorney / Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 07, 26

Full-time 12 views Experience : Min 11 yrs required

Practice Area:

Tax - Private Client Services Estate & Tax Planning Trusts and Estates - General

Job Tags:

Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

involves providing sophisticated tax compliance, consulting, and planning services. The responsibilities include: - Offering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. -... Developing, building, and managing client relationships, especially during the proposal process. - Engaging in networ...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 25, 26

Full-time 18 views Experience : Min 4 yrs required

Job Tags:

Ethics family finance H-1B Partnership Taxation Transfer Pricing

Title: International Tax Services - Manager Job Responsibilities: - Supervise, develop, and coach teams to ensure optimal performance and growth. - Manage client service accounts and drive engagement workstreams by independently solving and analyzing complex tax issues to develop exceptional deliverables. - Leverage methodologies...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 03, 26

Full-time 4 views Experience : 1-8 yrs required

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 for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions. - Work...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 18, 26

Full-time 26 views Experience : Min 8 yrs required

Job Tags:

banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Advisor III - Miami Location Miami, Florida, USA Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 17, 26

Full-time 29 views Experience : Min 12 yrs required

Job Tags:

Domestic Violence family fiduciary finance Harassment Partnership Taxation

Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner within the Family Office Enterprise practice, you will lead and grow tax engagements, providing strategic guidance and customized advisory services to affluent families and their family offices....

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 25, 26

Full-time 34 views Experience : Min 5 yrs required

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 a senior level to...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 25, 26

Full-time 11 views Experience : Min 5 yrs required

Job Tags:

Code of Conduct family finance H-1B Taxation

Title: International Tax Services - Senior Manager Job Responsibilities: - Lead significant projects within the International Tax Services (ITS) Core team, focusing on providing strategic advice and guidance on tax planning, compliance, and strategy to multinational businesses. - Innovate and streamline tax processes...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 31, 26

Full-time 6 views Experience : Min 8 yrs required

Job Tags:

estate tax estates family fiduciary finance gift tax private client Taxation trusts wealth transfer

Title: Senior Manager of Tax Services - Private Wealth Job Responsibilities: - Lead and review complex fiduciary, estate, and gift tax engagements, ensuring technical accuracy and timely delivery. - Serve as a primary advisor to high-net-worth individuals, family offices, trustees, and...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 31, 26

Full-time 22 views Experience : Min 10 yrs required

Job Tags:

directors estates gift tax Partnership partnerships Taxation Transfer Pricing trusts

Title: Principal - International Tax Job Responsibilities: - Lead and oversee complex international tax engagements, providing strategic advisory services to . and foreign multinational clients across a broad range of industries. - Serve as a trusted advisor to executive-level client stakeholders on international...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 31, 26

Full-time 8 views Experience : Min 8 yrs required

Job Tags:

acquisitions agreements developers finance Joint Ventures LLC operating agreements Partnership partnerships Taxation

Title: Senior Manager of Tax Services - Real Estate Tax Job Responsibilities: - Lead and review complex federal, state, and local tax engagements for real estate partnerships, multi-tier partnership structures, and high-net-worth individuals. - Serve as a trusted advisor to clients on...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 27, 26

Full-time 7 views Experience : Min 12 yrs required

Job Tags:

asset management banking credit facilities private client shareholders

Title: Private Client Advisor II Job Responsibilities: The role of a Private Client Advisor II at the company involves acquiring new clients, deepening existing client relationships, and building an internal and external network to achieve business development goals. The key responsibilities include...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 26, 26

Full-time 7 views Experience : Min 6 yrs required

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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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 26, 26

Full-time 5 views Experience : Min 6 yrs required

Job Tags:

Code of Conduct Commercial Contracts contracts family H-1B regulatory compliance

Title Risk & Independence Contract Specialist Senior Manager - Advisory Consulting Services Job Responsibilities As a Risk & Independence Contract Specialist Senior Manager in Advisory Consulting Services, you will be responsible for leading initiatives in enterprise risk management with a...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 26, 26

Full-time 5 views Experience : Min 5 yrs required

Job Tags:

Code of Conduct family finance H-1B Taxation

Title: Value Added Tax (VAT) Senior Manager Job Responsibilities: - Lead large-scale projects and innovate processes within the State and Local Tax team. - Maintain exceptional standards of operational excellence. - Engage with clients at senior levels to achieve project success. - Build and sustain...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 07, 26

Full-time 7 views Experience : Min 6 yrs required

Job Tags:

banking equity hedge funds Insurance investment management private equity wealth management

Title: Private Banker – Vice President 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 results and acquire new...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Aug 25, 26

Full-time 4 views Experience : Min 5 yrs required

Job Tags:

Ethics family finance H-1B partnerships Profit Sharing wealth management

and Wealth Management - Tax Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 03, 26

Full-time 6 views Experience : 2-15 yrs required

Job Tags:

family Financial Institutions private client special projects Taxation

Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: - Serve as a trusted advisor to high-net-worth individuals, family offices, and closely held businesses by leading complex tax compliance and consulting engagements throughout all phases of the engagement life cycle. - Provide...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 10, 26

Full-time 5 views Experience : 5-5 yrs required

Job Tags:

company policies criminal family Insurance

Title Manager, Business Tax Services - Private Clients Job Responsibilities - Advise clients and deliver high-quality tax service and advice. - Play a key role in growing the company's private client tax practice, focusing on ultra-high net worth individual, trust, and estate clients. - Review...

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Attorney in Miami, FL

In-House • **Members Only** Miami, FL

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Posted On Sep 03, 26

Full-time 7 views Experience : 4-10 yrs required

Job Tags:

agreements due diligence family Financial Institutions Partnership partnerships private equity real estate acquisition REITs restructuring S Corporations trusts

Title: Tax Senior Manager – Real Estate Job Responsibilities: - Conduct research and analysis on various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, accounting methods, and other related matters. - Perform transactional analysis and...

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