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United States
Posted On Jul 30, 26
Full-time 3 views
Practice Area:
Real Estate - Purchase and Sale (Residential) Real Estate - General
Job Tags:
escrow Insurance partnerships Real Estate Law residential real estate title
Practice Area:
Real Estate - Purchase and Sale (Residential) Real Estate - General
Job Tags:
escrow Insurance partnerships Real Estate Law residential real estate title

Title: Real Estate Attorney Job Responsibilities: - Provide high-level legal and contract guidance on residential real estate transactions. - Lead, mentor, and support internal staff to ensure exceptional service and execution. - Serve as a visible and trusted resource for Realtor partners. - Conduct trainings,...

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Posted On Jul 01, 26
Full-time 2 views Experience : 7-10 yrs required
Job Tags:
artificial intelligence CCPA contracts Cybersecurity evidence health insurance HIPAA Privacy renewals TCPA
Job Tags:
artificial intelligence CCPA contracts Cybersecurity evidence health insurance HIPAA Privacy renewals TCPA

Title: Privacy & Security Enterprise Engagement Officer Job Responsibilities: - Partner with Health Plans or Shared Services to translate privacy, security, artificial intelligence (AI), business continuity, and related requirements from client contracts, laws, and regulations into actionable enterprise controls. - Build trusted relationships...

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Posted On Jul 01, 26
Full-time 1 views Experience : Min 7 yrs required
Job Tags:
contracts Cybersecurity evidence Government health insurance HIPAA information technology Medicaid Medicare Privacy regulatory compliance renewals
Job Tags:
contracts Cybersecurity evidence Government health insurance HIPAA information technology Medicaid Medicare Privacy regulatory compliance renewals

Title: Senior Manager, Privacy & Security Regulatory Engagement Job Responsibilities: 1. Team Leadership & Operations: - Lead, coach, and develop a team of Lead Regulatory Analysts (LRAs) who support Enterprise Engagement Officers (EEOs) in delivering consistent, high-quality deliverables. - Allocate and prioritize...

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Posted On Aug 11, 26
Full-time 1 views Experience : Min 10 yrs required
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management
Practice Area:
Probate Litigation - Trusts & Estates - Defense Trusts and Estates - General
Job Tags:
agreements asset management banking estate tax estates fiduciary Guardianship H-1B Litigation NASDAQ trusts Visa wealth management

Title: Attorney in Trust Counsel Practice Group Job Responsibilities: - Review and analyze wills and trust agreements when the company is named to serve in a fiduciary capacity, ensuring compliance with the law and satisfying client expectations. - Review and analyze other legal...

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Posted On Sep 03, 26
Full-time 8 views Experience : 2-15 yrs required
Job Tags:
family Financial Institutions private client special projects Taxation
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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Posted On Aug 18, 26
Full-time 29 views Experience : Min 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

Advisor III - Palm Beach / Boca Raton This job is available in 2 locations 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...

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Posted On Sep 07, 26
Full-time 44 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

planning, and the preparation of supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure... to various industries, including real estate,...

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Posted On Sep 07, 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 Banker - 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 business results and acquire new assets, both...

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Posted On Aug 31, 26
Full-time 7 views Experience : Min 10 yrs required
Job Tags:
directors estates gift tax Partnership partnerships Taxation Transfer Pricing trusts
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...

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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
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 fiduciaries on...

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Posted On Aug 31, 26
Full-time 6 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements developers finance Joint Ventures LLC operating agreements Partnership partnerships Taxation
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...

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Posted On Sep 07, 26
Full-time 3 views
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 - 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...

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Posted On Sep 07, 26
Full-time 6 views Experience : Max 10 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 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...

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Posted On Sep 03, 26
Full-time 6 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
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 of various federal income tax issues, including those related to real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, accounting methods, and other relevant matters. - Engage...

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Posted On Aug 19, 26
Full-time 7 views Experience : Min 7 yrs required
Job Tags:
Corporation estates gift tax Insurance Investment Partnerships Partnership partnerships private client S Corporations Taxation trusts
Job Tags:
Corporation estates gift tax Insurance Investment Partnerships Partnership partnerships private client S Corporations Taxation trusts

planning and advisory support tailored to S-Corp, high net worth individuals, trusts and estates, partnerships, and... pass-through entity owners. - Build and maintain strong client relationships, ensuring a high level of service and responsiveness. - Identify tax-saving opportunities and strategic planning initiative...

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Posted On Aug 31, 26
Full-time 5 views Experience : Min 2 yrs required
Job Tags:
Affirmative Action partnerships private client Software Taxation trusts wealth transfer
Job Tags:
Affirmative Action partnerships private client Software Taxation trusts wealth transfer

filings for high-net-worth individuals, trusts, partnerships, and closely held... entities with international operations and investments. - Assist with the preparation and review of international informational filings, including Forms 5471, 5472, 8865, 8858, 8938, FBAR, 3520, and 3520-A. - Analyze foreign financial...

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Posted On Sep 03, 26
Full-time 5 views Experience : 7-15 yrs required
Job Tags:
due diligence equity family Financial Institutions Partnership restructuring Taxation wealth management
Job Tags:
due diligence equity family Financial Institutions Partnership restructuring Taxation wealth management

Title:** Tax Partner - Financial Services State and Local Tax (SALT) **Job Responsibilities:** - Building a Financial Services State and Local Tax group. - Providing multistate consulting and compliance services, which includes technical review of partnership and corporate state and local tax returns, focusing...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 3 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 - Associate 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...

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Posted On Aug 31, 26
Full-time 5 views Experience : 5-10 yrs required
Job Tags:
Affirmative Action Estate Planning estate tax estates family fiduciary finance gift tax Software Taxation trusts wealth transfer
Job Tags:
Affirmative Action Estate Planning estate tax estates family fiduciary finance gift tax Software Taxation trusts wealth transfer

Title: Manager of Tax Services - Private Wealth Job Responsibilities: - Manage and review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings. - Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer...

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Posted On Sep 01, 26
Full-time 4 views Experience : 8-8 yrs required
Job Tags:
acquisitions agreements appeals Bankruptcy corporate transactions criminal directors due diligence finance Genetics Harassment M&A mergers Mergers and Acquisitions ordinances private equity restructuring
Job Tags:
acquisitions agreements appeals Bankruptcy corporate transactions criminal directors due diligence finance Genetics Harassment M&A mergers Mergers and Acquisitions ordinances private equity restructuring

Title: State & Local Tax M&A Senior Manager, Tax Transaction Advisory Services Job Responsibilities: As a State & Local Tax (SALT) Senior Manager within the M&A Tax Transaction Advisory practice, the individual will serve as a trusted advisor to clients navigating...

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