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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 (Southcentral) 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,...

Posted On Sep 16, 26
Full-time 2 views Experience : 10-15 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking Banking Law banking laws commercial real estate consumer protection ERISA Estate Planning family fiduciary fiduciary litigation investment management Litigation Partnership Privacy Probate Securities Taxation wealth management Wills
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking Banking Law banking laws commercial real estate consumer protection ERISA Estate Planning family fiduciary fiduciary litigation investment management Litigation Partnership Privacy Probate Securities Taxation wealth management Wills

Title: Associate General Counsel, Fiduciary Services Job Responsibilities: The Associate General Counsel, Fiduciary Services serves as the principal legal advisor to the company's Trust Department. This role involves providing strategic legal guidance on fiduciary matters, personal and institutional trust and estate...

Posted On Sep 14, 26
Full-time 35 views Experience : 7-18 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
banking criminal Estate Planning estates FINRA Retirement Planning Taxation trusts wealth management wealth transfer

Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...

Posted On Sep 14, 26
Full-time 3 views Experience : 2-3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders
Practice Area:
Probate Trusts and Estates - General
Job Tags:
asset management fiduciary shareholders

Title: Specialized Fiduciary Administrator II (SFA II), Estate Settlement Job Responsibilities: - Provides administrative support to Specialized Fiduciary Officers, Team Leaders, Group Manager, and National Executive. - Works independently but closely with Officers and Team Leaders to ensure accurate and efficient delivery of...

Posted On Sep 21, 26
Full-time 1 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: - Develop, consult on, and implement tax, estate, and financial plans for clients. - Collaborate with senior planning resources on complex matters and specific subject areas. - Partner in acquiring new clients and...

Posted On Sep 21, 26
Full-time 3 views Experience : Min 5 yrs required
Job Tags:
agreements asset management child contracts criminal Energy estates fiduciary Financial Industry Regulatory Authority FINRA Insurance investment management lease licensing pension Probate Property Management Real Estate Law royalty spouse title trusts
Job Tags:
agreements asset management child contracts criminal Energy estates fiduciary Financial Industry Regulatory Authority FINRA Insurance investment management lease licensing pension Probate Property Management Real Estate Law royalty spouse title trusts

comprehensive management of specialty assets such as oil, gas, mineral, and others held in trusts, estates, agency accounts, and... investment management relationships. Key responsibilities include: - Managing a portfolio of complex energy and mineral assets, ensuring compliance with fiduciary obligations, governin...

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 24, 26
Full-time 13 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, the primary responsibilities include: - Selling, leading, and delivering large client engagements while serving as a strategic advisor to clients in...

Posted On Sep 07, 26
Full-time 7 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, advisors, and relationship...

Posted On Sep 10, 26
Full-time 1 views
Job Tags:
company policies criminal equity family Insurance
Job Tags:
company policies criminal equity family Insurance

Title: Tax Manager or Senior Manager - Family Office Job Responsibilities: - Serve as the trusted advisor to family offices on strategic, operational, and financial matters. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses,...

Posted On Aug 07, 26
Full-time 2 views Experience : 5-10 yrs required
Practice Area:
Corporate - M&A Corporate - General Finance - Banking Finance - Structured Finance Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - General Real Estate - Eviction (Litigation) Finance - General
Job Tags:
acquisitions agreements Corporate Law corporate transactions Credit Enhancement credit facilities divestitures due diligence easements Energy Ethics FAA family finance government affairs Joint Ventures lease leasing lending Letters of Credit Mergers and Acquisitions natural gas partnerships real estate financing structured finance Surety Bonds title Transportation upstream
Practice Area:
Corporate - M&A Corporate - General Finance - Banking Finance - Structured Finance Real Estate - Finance Real Estate - Leasing Real Estate - Purchase and Sale (Commercial) Real Estate- Commercial Transactions Real Estate - General Real Estate - Eviction (Litigation) Finance - General
Job Tags:
acquisitions agreements Corporate Law corporate transactions Credit Enhancement credit facilities divestitures due diligence easements Energy Ethics FAA family finance government affairs Joint Ventures lease leasing lending Letters of Credit Mergers and Acquisitions natural gas partnerships real estate financing structured finance Surety Bonds title Transportation upstream

Title: Senior Corporate Counsel Job Responsibilities: - Serve as a strategic legal advisor and business partner, offering practical counsel on corporate, financing, treasury, commercial, governance, and strategic matters. - Advise on treasury, financing, liquidity, transferable tax credit purchase transactions, share repurchase programs, and...

Posted On Sep 01, 26
Full-time 4 views Experience : 2-6 yrs required
Practice Area:
Real Estate- Commercial Transactions Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - Development/ Dirt law Real Estate - General
Job Tags:
acquisitions agreements asset management banking commercial real estate construction contracts corporate transactions due diligence equity finance Joint Ventures M&A organizational documents partnerships private equity Property Management purchase and sale agreements real estate finance title
Practice Area:
Real Estate- Commercial Transactions Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - Development/ Dirt law Real Estate - General
Job Tags:
acquisitions agreements asset management banking commercial real estate construction contracts corporate transactions due diligence equity finance Joint Ventures M&A organizational documents partnerships private equity Property Management purchase and sale agreements real estate finance title

Title Counsel / Senior Counsel – Real Estate Transactions Job Responsibilities - Review, draft, revise, and negotiate a variety of transactional and real estate agreements, including purchase and sale agreements, loan documents, joint venture agreements, development-related agreements, and other transaction documents. -...

Posted On Sep 14, 26
Full-time 23 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Vice President or Executive Director 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...

Posted On Sep 21, 26
Full-time 31 views Experience : 8-8 yrs required
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management
Job Tags:
banking Corporation Deferred Compensation fiduciary FINRA Insurance licensing marketing pension Securities Software wealth management

Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, focusing on developing and deepening client relationships through needs-based, high-level client service. - Deliver the full suite of wealth solutions, leveraging...

Posted On Sep 01, 26
Full-time 32 views Experience : Min 3 yrs required
Job Tags:
criminal Genetics Harassment ordinances Partnership special projects Taxation
Job Tags:
criminal Genetics Harassment ordinances Partnership special projects Taxation

Title: Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate within the compliance practice, the primary responsibilities include assisting on large projects where strong technical skills are essential. The role involves: - Performing tax research and working with clients...

Posted On Sep 07, 26
Full-time 24 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

research, tax planning, and preparing supporting digital work papers for various tax returns and related projects. You will work with different types of entities such as corporations, partnerships, estates, trusts, and non-profits, and be... exposed to industries like real...

Posted On Sep 14, 26
Full-time 14 views Experience : Min 6 yrs required
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management
Job Tags:
banking equity hedge funds Insurance investment management private equity wealth management

Title: . Private Bank - Private Banker - Vice President or Executive Director 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...

Posted On Sep 24, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
finance health insurance Software
Job Tags:
finance health insurance Software

Title: International Tax Manager Job Responsibilities: Tax Strategy and Engagement Oversight - Develop and implement international tax planning strategies that align with client business goals while minimizing global tax liabilities. - Oversee a portfolio of international tax engagements, ensuring compliance with . international tax...

Posted On Sep 23, 26
Full-time 8 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: As a Director within the Global Tax Incentives (GTI) practice at the company, the individual will engage in a variety of responsibilities including: - Collaborating with multi-disciplinary teams to conduct research and development (R&D) tax credit...

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