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United States
Posted On Sep 29, 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...

Posted On Sep 29, 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...

Posted On Sep 29, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Be a proactive community ambassador by representing TurboTax locally and serving as a public face within the community. - Engage with new prospects, nurture leads, and convert them into long-term clients through proactive outreach. -...

Posted On Sep 29, 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...

Posted On Sep 29, 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...

Posted On Sep 22, 26
Full-time 1 views Experience : Min 6 yrs required
Practice Area:
Corporate - Compliance Corporate - General Corporate - Technology Transactions Data Privacy - Transactional
Job Tags:
agreements artificial intelligence family Hardware Insurance marketing partnerships pension plans Privacy Software
Practice Area:
Corporate - Compliance Corporate - General Corporate - Technology Transactions Data Privacy - Transactional
Job Tags:
agreements artificial intelligence family Hardware Insurance marketing partnerships pension plans Privacy Software

Title: Legal Director, Products & Partnerships Job Responsibilities: - Provide strategic guidance by balancing legal expertise with creative problem-solving to deliver risk-calibrated advice to business leaders. - Partner with Product, Engineering, Design, and Technology teams from the earliest stages of development through launch...

Posted On Sep 29, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Be a Proactive Community Ambassador: Represent TurboTax locally, serving as a public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach....

Posted On Sep 16, 26
Full-time 3 views Experience : 5-10 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - General
Job Tags:
Capital Markets corporate governance credit facilities criminal Disability Benefits Energy equity executive compensation plans finance M&A NASDAQ Partnership regulatory compliance SEC filings Securities special projects
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - General
Job Tags:
Capital Markets corporate governance credit facilities criminal Disability Benefits Energy equity executive compensation plans finance M&A NASDAQ Partnership regulatory compliance SEC filings Securities special projects

Title: Senior Counsel, Securities & Governance Job Responsibilities: Corporate Governance & Board Support: - Develop, update, and enforce corporate governance policies and charters to align with SEC requirements, stock-exchange standards, and emerging best practices. - Assist with facilitating Board and committee meetings—developing agendas and...

Posted On Sep 29, 26
Full-time 2 views Experience : Min 3 yrs required
Job Tags:
equity estates Government marketing Software Taxation
Job Tags:
equity estates Government marketing Software Taxation

Title: Tax Expert - TurboTax Store Job Responsibilities: - Serve as a proactive community ambassador for TurboTax, acting as the public face of the company within local communities. - Engage with new prospects, nurture leads, and convert them into long-term clients through proactive...

Posted On Sep 01, 26
Full-time 3 views
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...

Posted On Sep 17, 26
Full-time 4 views
Practice Area:
Estate & Tax Planning Probate Real Estate - Purchase and Sale (Residential) Trusts and Estates - General Real Estate - General
Job Tags:
brokers closing documents contracts Estate and Trust Estate Planning Insurance licensing Probate professional liability residential real estate title trusts Wills
Practice Area:
Estate & Tax Planning Probate Real Estate - Purchase and Sale (Residential) Trusts and Estates - General Real Estate - General
Job Tags:
brokers closing documents contracts Estate and Trust Estate Planning Insurance licensing Probate professional liability residential real estate title trusts Wills

Title: Associate Attorney Job Responsibilities: The Associate Attorney will play a key role in providing personalized and comprehensive legal services to individuals and families, primarily focusing on estate planning and estate administration, with additional involvement in residential real estate transactions. Key responsibilities...

Posted On Sep 21, 26
Full-time 4 views Experience : Min 3 yrs required
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management
Practice Area:
Estate & Tax Planning
Job Tags:
child Insurance Investment Banking pension spouse title wealth management

Title: Wealth Strategist II Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients. - Collaborates with more-senior planning resources on complex matters and specific subject matters. - Partners in acquiring new clients and retaining, expanding, and deepening existing...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management banking corporate governance directors due diligence estates finance Insurance limited liability companies marketing organizational documents partnerships trusts wealth management
Job Tags:
asset management banking corporate governance directors due diligence estates finance Insurance limited liability companies marketing organizational documents partnerships trusts wealth management

Title: Trust & Estates, Closely Held Asset Management - VP Job Responsibilities: - Conduct due diligence on clients’ closely held business interests to support the new business acceptance process. - Complete annual asset review and market value estimates, which involves company due diligence,...

Posted On Sep 14, 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. -...

Posted On Sep 14, 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...

Posted On Sep 14, 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...

Posted On Sep 14, 26
Full-time 2 views 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...

Posted On Jul 12, 26
Full-time 1 views 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...

Posted On Sep 18, 26
Full-time 1 views 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....

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

or Director - Individuals, Trusts & Estates Job Responsibilities: - Review... high net worth individual income tax returns and collaborate with the company's Wealth Advisory practice. - Thrive in an entrepreneurial environment that offers flexibility, autonomy, and encouragement to drive initiatives. - Lead engagement...

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