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United States
Posted On Sep 02, 26
Full-time Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

Posted On Sep 23, 26
Full-time Experience : 2-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning FINRA Insurance Probate Securities trusts wealth management wealth transfer Wills
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning FINRA Insurance Probate Securities trusts wealth management wealth transfer Wills

Title: Estate Planning Attorney Job Responsibilities: - Serve as a legal resource and strategic partner to independent financial services professionals regarding estate planning matters. - Consult with independent financial services professionals to understand estate planning opportunities and considerations within their clients' overall...

Posted On Jun 26, 26
Full-time 11 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa

& Private Fund Distribution (Wealth & Investment Management) Job Responsibilities:... and private investment funds within the Wealth and Investment Management division... at the company. Key responsibilities include: - Advising on the distribution of mutual funds, ETFs, and other registered products, ensuring complian...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate will... lead high-quality reviews of tax research, workpapers, and tax returns across individual, fiduciary, partnership, closely held corporation, estate, and gift engagements. Prepare for and lead client meetings related to compliance and...

Posted On Sep 22, 26
Full-time 3 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

- Private Tax - Wealth Tax Advisory - Manager Job... a Manager in the Wealth Tax Advisory Practice, the... responsibilities include providing bespoke wealth advisory services to premier... families and their enterprises across the . and globally. The manager will engage...

Posted On Sep 30, 26
Full-time Experience : 7-15 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary finance FINRA Insurance OFAC pension stage wealth management
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary finance FINRA Insurance OFAC pension stage wealth management

Title: Managing Director of Wealth Strategy Job Responsibilities: The Managing Director... of Wealth Strategy serves as the... client lead for trust, tax, and planning matters and acts as the primary liaison between the front office and specialized fiduciary services. This role involves...

Posted On Jul 28, 26
Full-time 1 views Experience : 2-4 yrs required
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements company policies contracts Ethics Insurance licensing
Practice Area:
Corporate - Contract Law Corporate - General
Job Tags:
agreements company policies contracts Ethics Insurance licensing

Title: Corporate Counsel Job Responsibilities: - Draft, review, and negotiate a wide variety of commercial agreements. - Act as a liaison between the Contract Team and other stakeholders within the organization. - Articulate negotiating positions to stakeholders. - Advise on contract interpretation, risk mitigation, and...

Posted On Sep 30, 26
Full-time 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

navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. Lead... large projects and innovate processes, focusing on achieving results and maintaining operational excellence. Motivate and...

Posted On Sep 02, 26
Full-time Experience : Min 8 yrs required
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management
Job Tags:
Ethics family finance H-1B Profit Sharing regulatory compliance wealth management

impact. Managing tax compliance and structuring for financial services clients in asset and wealth management. Analyzing and addressing... operational tax risks and implications of investing across jurisdictions. Drafting and reviewing tax documents to validate accuracy and compliance with regulations. Facilitat...

Posted On Sep 22, 26
Full-time Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

to business owners, business-owning families, and owners of private wealth. Advising on matters involving... family, business entities, and private wealth management, including High Net... Worth Individuals' personal business matters, family and business governance, wealth transfer succession, family constitutions,... and...

Posted On Sep 14, 26
Full-time 52 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 business...

Posted On Sep 07, 26
Full-time 19 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

Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, you will be responsible for a range of tax-related duties. Your primary responsibilities will include tax consulting and tax return preparation, which encompasses tax research, tax planning,...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 10 yrs required
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Title: Tax Managing Director, Core Tax Services Job Responsibilities: The Tax Managing Director is tasked with applying industry-specific knowledge to guide clients on the tax implications of their business decisions. This involves evaluating and selecting alternative actions to minimize tax burdens and...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
family finance Software
Job Tags:
family finance Software

Title: Manager/Director - National Accounting for Income Taxes Job Responsibilities: - Serve clients in a high-impact manner, demonstrating command of a major area of specialization. - Demonstrate deep technical skills and - Excel at engagement management and operational excellence. -......

Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues, including automatic and non-automatic changes such as overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and written communication skills...

Posted On Sep 14, 26
Full-time Experience : 12-18 yrs required
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders
Job Tags:
asset management banking credit facilities mortgage loans private client shareholders

goals. - Lead the Client Management Process and partner across... the enterprise to provide a Branded Client Experience. - Ensure retention of clients and deliver access to the full array of Private Bank and company capabilities and services to meet specific client...

Posted On Sep 28, 26
Full-time 1 views Experience : 6-10 yrs required
Job Tags:
appeals family finance Taxation
Job Tags:
appeals family finance Taxation

Title: Manager/Director - Tax Controversy Job Responsibilities: - Help lead and grow the National Tax Controversy team. - Represent clients before the Internal Revenue Service in examinations and appeals, handle tax account and collection issues, and prepare penalty abatement and...

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