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United States
Posted On Aug 23, 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 (Southeast) 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 23, 26
Full-time 5196 views Experience : Min 10 yrs required 9 applications
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
Estate Planning Insurance
Practice Area:
Trusts and Estates Litigation - Trusts & Estates - Defense Litigation - Trusts & Estates - Plaintiffs Trusts and Estates - General
Job Tags:
Estate Planning Insurance

Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...

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Posted On Sep 21, 26
Full-time 3 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning title wealth management

Estate Planning Attorney Job Responsibilities: The Estate Planning Attorney is primarily responsible for assisting clients in completing accurate estate plans that align with their wishes in an efficient manner. The attorney is expected to be available for an initial 'start' meeting within...

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Posted On Sep 21, 26
Full-time 5 views Experience : 10-10 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. - Manage a portfolio of accounts with varying complexity and asset size. - Understand and interpret legal and fiduciary documents to deliver fiduciary advice directly to clients or...

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Posted On Sep 21, 26
Full-time Experience : Min 10 yrs required
Job Tags:
Corporation Deferred Compensation fiduciary finance Insurance pension
Job Tags:
Corporation Deferred Compensation fiduciary finance Insurance pension

Title: Trust Administration Team Director Job Responsibilities: The Trust Administration Team Director is responsible for overseeing the successful execution and leadership of all Trust Administration activities, New Business Engagement Risk Oversight, Compliance, and Client Delivery commitments for their respective segment(s). The individual...

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Posted On Aug 27, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
contracts Cybersecurity equity family Insurance Intellectual Property Software
Practice Area:
Data Privacy - Transactional
Job Tags:
contracts Cybersecurity equity family Insurance Intellectual Property Software

Title: Principal Corporate Counsel: Security & Trust: Product Security Job Responsibilities: - Provide legal mentorship and support to the Security and Trust department on vulnerability matters, including coordinating with and advising other members of the legal department, outside counsel, communication teams, and...

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Posted On Aug 31, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
abuse developers equity fraud fraud and abuse Insurance
Job Tags:
abuse developers equity fraud fraud and abuse Insurance

Title: Director, Trust and Safety, Policy Principles and Strategy Job Responsibilities: - Lead the development of coherent policy principles, strategies, and frameworks that balance user and product needs across evolving AI models and digital experiences. - Drive proactive policy positioning across harm spectrums,...

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Posted On Aug 25, 26
Full-time 4 views Experience : Min 7 yrs required
Practice Area:
Data Privacy - Transactional
Job Tags:
contracts Cybersecurity equity family Insurance Intellectual Property Software
Practice Area:
Data Privacy - Transactional
Job Tags:
contracts Cybersecurity equity family Insurance Intellectual Property Software

Title Legal Advisor - Product Security and Risk Management Job Responsibilities - Provide legal mentorship and support to the company's Security and Trust department on vulnerability matters. This includes coordinating with and advising other members of the legal department, outside counsel,...

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Posted On Sep 24, 26
Full-time 8 views Experience : Min 15 yrs required
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software
Job Tags:
ADA agreements Equity Compensation FMLA Insurance pension Software

Title: Senior Director, Executive Compensation and Board Advisory Job Responsibilities: As a Senior Director in the Executive Compensation and Board Advisory practice at the company, you will have a multifaceted role that includes selling, leading, and delivering large client engagements, and serving...

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Posted On Sep 07, 26
Full-time 10 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: - Collaborate with existing and external advisors to develop, recommend, and implement complex tax and estate plans for clients. - Translate complex tax, estate, and legacy planning concepts into clear, actionable recommendations for clients,...

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Posted On Sep 01, 26
Full-time 2 views Experience : 10-15 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 proportional increases in...

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Posted On Aug 19, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Product Liability Defense
Job Tags:
emerging technologies Intellectual Property IP Litigation NYSE Partnership product liability product safety subrogation warranty
Practice Area:
Product Liability Defense
Job Tags:
emerging technologies Intellectual Property IP Litigation NYSE Partnership product liability product safety subrogation warranty

Title: Counsel and COE Lead, Litigation Job Responsibilities: The Counsel and COE Lead, Litigation, is a key member of the Law and Business Environment (LBE) team at the company. This role involves leading the company's day-to-day litigation across various areas including...

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Posted On Sep 14, 26
Full-time 1 views Experience : 4-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Title: Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work collaboratively with divisional leadership and Wealth Planning & Advice (WP&A) leadership to develop and present content on various wealth management topics. - Serve as a key resource to the US Wealth Management...

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Posted On Sep 22, 26
Full-time 15 views Experience : Min 3 yrs required
Job Tags:
finance Software Taxation trusts
Job Tags:
finance Software Taxation trusts

Title: Tax Manager - High-net-worth Job Responsibilities: - Client Relationship Management: The Tax Manager is responsible for developing and maintaining strong relationships with clients. This involves providing personalized tax planning and compliance services aimed at building long-term wealth, ensuring high levels of...

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Posted On Sep 22, 26
Full-time 21 views Experience : 8-15 yrs required
Job Tags:
finance Software Taxation trusts
Job Tags:
finance Software Taxation trusts

Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Build and lead a dedicated team of tax professionals, focusing on strategies...

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Posted On Sep 14, 26
Full-time 21 views Experience : Min 12 yrs required
Job Tags:
asset management banking credit facilities private client shareholders
Job Tags:
asset management banking credit facilities private client shareholders

Title: Private Client Advisor II Job Responsibilities: - Lead the client management process (CMP) within the client team to identify new business development opportunities. - Source new clients in alignment with the established risk appetite. - Lead the client team to deliver meaningful interactions...

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Posted On Sep 14, 26
Full-time 9 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

teams handling a diverse array of sophisticated clients. These clients may include some of the wealthiest families in the United States, family offices, owner-operated business entities, principals of alternative investment funds, trusts, and estates. The responsibilities... of the role includ...

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Posted On Sep 15, 26
Full-time 7 views Experience : Min 5 yrs required
Job Tags:
Affirmative Action
Job Tags:
Affirmative Action

Title: Tax Manager - Flow-Through Job Responsibilities: - Be a trusted member of the team providing various tax, accounting, and advisory services to middle market clients. - Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with...

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Posted On Sep 23, 26
Full-time 4 views Experience : 4-6 yrs required
Job Tags:
Energy entertainment family finance Fringe Benefits
Job Tags:
Energy entertainment family finance Fringe Benefits

Title: Director, Global Tax Incentives Job Responsibilities: - Work with multi-disciplinary teams to conduct research and development (R&D) tax credit consulting services, including leading interviews with client subject matter experts, writing technical memorandum, performing tax technical research, and developing quantitative workpapers supporting...

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Posted On Sep 07, 26
Full-time 6 views Experience : Min 11 yrs required
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts
Job Tags:
Affirmative Action estates family finance Partnership partnerships private client Software Taxation trusts

providing comprehensive tax compliance and advisory services to a diverse clientele, including individuals, partnerships, trusts, estates, and private foundations.... The role involves developing and managing client relationships, participating in business development activities, and engaging in networking to expand business opportun...

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