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United States
Posted On Aug 20, 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 (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

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Posted On Aug 20, 26
Full-time 1 views 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 (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

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Posted On Jul 21, 26
Contract, Full-time Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Tax Associate - TurboTax Store Duties: The candidate will enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

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Posted On Jul 21, 26
Full-time Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Expert - TurboTax Store Duties: The candidate will serve customers both in-person and virtually using TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Enthusiastically represent TurboTax locally, serving as a...

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Posted On Jul 29, 26
Full-time Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Associate - TurboTax Store Job Responsibilities: - Be a Proactive Community Ambassador: - Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. - Engage with new prospects, nurture leads, and convert prospects into...

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Posted On Jul 30, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Tax - Federal Tax - State & Local Tax - General Tax - Private Client Services
Job Tags:
equity estates Government marketing Software Taxation
Practice Area:
Tax - Federal Tax - State & Local Tax - General Tax - Private Client Services
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador by representing TurboTax locally, engaging with new prospects, nurturing leads, and converting them into long-term clients through proactive outreach. - Lead local events with TurboTax support, participate in...

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Posted On Aug 19, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
CCPA data privacy equity GDPR lending marketing Partnership Privacy privacy laws
Practice Area:
Data Privacy - Transactional
Job Tags:
CCPA data privacy equity GDPR lending marketing Partnership Privacy privacy laws

Title Corporate Counsel, Product Privacy Job Responsibilities As a Corporate Counsel, Product Privacy at the company, your responsibilities will include: - Providing practical, product-focused counseling to teams developing consumer and business experiences across various sectors such as tax, money, mid-market, and company services. - Embedding...

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Posted On Aug 20, 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 (Midwest) The candidate will work with a focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex...

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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 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 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 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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