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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 levels of complexity and asset sizes. - Understand and interpret financial and estate planning strategies, as well as legal and...

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Posted On Sep 21, 26
Full-time 2 views 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 reports to the Fiduciary Director and is tasked with leading and executing the daily operations of Trust Administration, New Business Engagement Risk Oversight, Compliance, and Client Delivery commitments. Key responsibilities...

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Posted On Sep 07, 26
Full-time 32 views Experience : Min 7 yrs required
Job Tags:
ADA Estate Planning estates family finance LLC partnerships Software trusts
Job Tags:
ADA Estate Planning estates family finance LLC partnerships Software trusts

for individuals and related trusts. - Continuously expand knowledge in... individual, gift, trust, and estate tax planning and consulting, as well as overall professional development. - Develop and sustain excellent client relationships to the level of becoming a trusted advisor. - Identify issues...

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Posted On Sep 14, 26
Full-time 7 views
Job Tags:
asset management banking equity Financial Institutions Government hedge funds Investment Banking investment management private equity wealth management
Job Tags:
asset management banking equity Financial Institutions Government hedge funds Investment Banking 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 business results and...

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Posted On Sep 14, 26
Full-time 9 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 client relationships by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...

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Posted On Sep 25, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

to Real Estate Investment Trusts, Real Estate Private Equity... Funds, and real estate joint ventures and operating partnerships. Provide federal tax consulting and compliance services to clients in the Real Estate industry sector. Work directly with the client, manage the...

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Posted On Sep 23, 26
Full-time 4 views Experience : 5-7 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation

Title: Tax Controversy Manager (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests and relief requests for missed elections. - Address...

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Posted On Sep 15, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services department is tasked with several key responsibilities. The role involves managing tax and consulting engagements, which includes the identification and addressing of client needs, tax planning,...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
ADA Estate Planning estate tax estates family finance LLC partnerships Software trusts
Job Tags:
ADA Estate Planning estate tax estates family finance LLC partnerships Software trusts

related family partnerships, and trust tax returns. - Consult on complex tax matters and ensure compliance with state and federal tax regulations. - Perform tax, gift, and estate planning and compliance services for individuals, family limited partnerships, and related trusts. - Expand individu...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
ADA estate tax family finance LLC Partnership partnerships trusts
Job Tags:
ADA estate tax family finance LLC Partnership partnerships trusts

family limited partnerships, and trusts. - Continuously expand knowledge... of individual, gift, trust, and estate tax laws, as well as overall professional development. - Conduct technical reviews of individual tax returns to ensure compliance with state and federal tax regulations....

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Posted On Sep 23, 26
Full-time 3 views Experience : Min 3 yrs required
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - Federal Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation
Practice Area:
Tax - Controversy and Dispute Resolution Tax - IRS Audits and Appeals Tax - Federal Tax - General
Job Tags:
agreements appeals family Financial Institutions Government Taxation

Title: Tax Controversy Senior Associate - National Tax Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests and relief...

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Posted On Sep 07, 26
Full-time 1 views Experience : 6-10 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private Wealth Services Tax Manager, the primary responsibilities involve conducting primary and secondary reviews of complex tax returns and providing income, estate, and gift tax planning strategies for high net worth, closely...

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

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Posted On Sep 28, 26
Full-time 1 views Experience : 10-15 yrs required
Job Tags:
authors depositions fraud healthcare compliance healthcare litigation Litigation Medicare Software
Job Tags:
authors depositions fraud healthcare compliance healthcare litigation Litigation Medicare Software

Forensics Healthcare The candidate plays a critical leadership role in high-stakes healthcare litigation, arbitration, and payer/provider disputes, with a particular focus on hospital/inpatient reimbursement, DRG coding, and payment integrity. Serves as a testifying expert in healthcare litigation matters, including depositions,...

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Posted On Sep 29, 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 (Northeast) 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 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts

Manager - Real Estate Duties: The candidate will provide federal tax consulting and compliance services to REITs, real estate private equity funds, joint ventures, and operating partnerships. Work directly with clients, lead tax engagement teams, collaborate with in-house specialists, and...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership Software
Job Tags:
Code of Conduct family finance H-1B Partnership Software

Title: Corporate Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain elevated standards of operational excellence in activities. - Interact with clients at a senior level to...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing wealth management

Services Tax - Real Estate Senior Manager The candidate will guide clients through the complexities of tax compliance and strategic consulting. Help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business...

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Posted On Sep 30, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership
Job Tags:
Code of Conduct family finance H-1B Partnership

Title Partner Tax Preparation Advisor Senior Manager Job Responsibilities - Provide tax compliance and planning guidance to the owners of the company. - Lead large projects and maintain operational excellence. - Innovate processes to enhance tax reporting and compliance. -...

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Posted On Oct 01, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Code of Conduct family finance H-1B
Job Tags:
Code of Conduct family finance H-1B

Title: Tax Senior Manager - Global Information Reporting Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with clients at...

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