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United States
Posted On Sep 30, 26
Full-time Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General
Job Tags:
asset management Bank Secrecy Act corporate trust equity Ethics family FCPA fiduciary FINRA Insurance investment management OFAC pension stage

Title CQA Lead Analyst - Fiduciary Job Responsibilities The Compliance Quality Assurance (CQA) Lead Analyst is tasked with overseeing the administration and execution of testing activities within the Independent Risk Review and Assessment (IRRA) second line organization. The key responsibilities...

Posted On Sep 25, 26
Full-time 2 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 Jul 13, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

strategies, including estate planning, wealth transfer, business succession, and... executive compensation. - Design and structure complex life insurance and annuity solutions. - Analyze financial, legal, and tax documentation to identify risk exposures and planning opportunities. - Partner with distribution teams to support case...

Posted On Sep 30, 26
Full-time 2 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

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 30, 26
Full-time 1 views 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

the complex landscape of tax obligations, both locally and internationally. Within the Tax practice, you will provide strategic consulting on business analysis, working capital management, and profit-sharing, while advising... on the tax implications of deals and pricing between related part...

Posted On Sep 22, 26
Full-time 1 views 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 28 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...

Posted On Jul 13, 26
Full-time 2 views Experience : 3-5 yrs required
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer
Practice Area:
Insurance - Regulatory & Compliance
Job Tags:
brokers Estate Planning Insurance marketing wealth transfer

strategies, including estate planning, wealth transfer, business succession, and... executive compensation. - Design and structure complex life insurance and annuity solutions. - Analyze financial, legal, and tax documentation to identify risk exposures and planning opportunities. - Partner with distribution teams to support case...

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