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United States
Posted On Jul 26, 26
Full-time 1 views Experience : 10-15 yrs required
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax operating agreements Software Taxation trusts wealth transfer
Job Tags:
agreements document review equity Estate and Trust Estate Planning Ethics family fiduciary gift tax operating agreements Software Taxation trusts wealth transfer

Title: Managing Director of Wealth Transfer Strategy Job Responsibilities: Client Strategy... deliver customized estate and wealth transfer strategies. - Review, interpret,... and summarize complex estate planning documents, such as irrevocable trusts, operating agreements, buy-sell agreements, voting trusts, and shareholder agreements, providing clear recommendation...

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Posted On Aug 27, 26
Full-time 11 views Experience : Min 5 yrs required
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer
Job Tags:
criminal Estate Planning fiduciary Probate Retirement Planning shareholders trusts wealth management wealth transfer

Wealth Strategies Advisor Job Description: Company is... seeking a Wealth Strategies Advisor to join... its team, with opportunities available in Los Angeles, California; Chicago, Illinois; and San Francisco, California. The company is committed to helping improve financial lives through responsible growth, focusing...

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Posted On Aug 23, 26
Full-time Experience : Min 10 yrs required
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer
Job Tags:
Bank Secrecy Act equity Estate Planning Ethics family FCPA fiduciary FINRA Insurance OFAC pension stage wealth management wealth transfer

PWM Wealth Strategist Job Responsibilities The PWM Wealth... Strategist at the company... working closely with Private Wealth Advisors to develop and... establish new client discovery and collaborating with wealth management specialists to enhance... with existing clients. The Wealth Strategist is integral to......

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Posted On Sep 07, 26
Full-time Experience : 5-8 yrs required
Job Tags:
estates fiduciary Taxation trusts wealth management
Job Tags:
estates fiduciary Taxation trusts wealth management

Job Title: Wealth Management - Junior Trust... Officer - Vice President Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues and coordinate the delivery of services. - Make recommendations regarding how the Bank shall exercise discretionary powers it has...

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Posted On Aug 17, 26
Full-time 3 views Experience : Min 7 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S corporation, or C Corporation as well as Individual and Fiduciary Taxation. This includes the planning and execution of client...

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Posted On Aug 17, 26
Full-time 6 views Experience : Min 8 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

will perform duties centered around technical expertise and collaborative teamwork to deliver excellent client service. Key responsibilities include: - Advising family offices and multi-generational families on a comprehensive range of tax services, including structuring, modeling, succession planning, wealth transfer pl...

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Posted On Aug 31, 26
Full-time 5 views Experience : 8-8 yrs required
Job Tags:
criminal directors estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal directors estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Tax Director - Private Client Services Job Responsibilities: As a member of the Private Client Services practice, the Tax Director is responsible for overseeing and collaborating with multiple client service teams to manage engagements for a diverse range of clients. These...

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Posted On Aug 31, 26
Full-time 4 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage LLC private client trusts Visa wealth transfer

Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that cater to a diverse array of sophisticated clients. These clients...

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Posted On Aug 27, 26
Full-time 7 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, focusing on multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. -...

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Posted On Aug 27, 26
Full-time 3 views Experience : 7-10 yrs required
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer
Job Tags:
banking mortgage loans Partnership private client shareholders wealth transfer

Title: Private Client Manager - Investments Job Responsibilities: - Responsible for expanding client relationships by identifying opportunities to deepen existing relationships. - Advises on client’s financial needs and the full array of Private Bank's capabilities. - Establishes and deepens relationships...

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Posted On Aug 17, 26
Full-time 7 views Experience : Min 5 yrs required
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer
Job Tags:
Corporation Domestic Violence family fiduciary Harassment Partnership private client spectrum Taxation Visa wealth transfer

opportunities, including succession planning, wealth transfer planning, and tax... compliance. - Manage and oversee the engagement team focused on Partnership, S Corporation or C Corporation as well as Individual and Fiduciary taxation. This includes the planning and execution of client...

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Posted On Aug 20, 26
Full-time 9 views Experience : 5-5 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance LLC partnerships pension private client private equity spectrum Taxation wealth management wealth transfer

for complex family and business structures. - Support clients in wealth transfer, succession planning, and... governance strategies. - Navigate the unique challenges of multijurisdictional families and cross-border tax matters. - Provide technical tax planning and advisory services to clients, including private entities...

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Posted On Aug 17, 26
Full-time 1 views
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership Retirement Planning spectrum Taxation Visa wealth transfer

of tax services including wealth transfer, charitable and retirement... planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation skipping, and estate taxation. This includes the planning and execution of client tax engagements. - Collaborate...

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Posted On Jul 28, 26
Full-time Experience : 8-8 yrs required
Job Tags:
agreements estate tax estates fiduciary grantor trust LLC Taxation trusts wealth transfer Wills
Job Tags:
agreements estate tax estates fiduciary grantor trust LLC Taxation trusts wealth transfer Wills

and trust agreements for tax-relevant provisions. - Reviewing complex gift, estate, and fiduciary income tax returns. - Reviewing fiduciary accountings for trusts and estates. - Providing wealth transfer tax planning and... tax consulting to ultra-high-net-worth clients. - Researching and consulting on various estate, gif...

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Posted On Aug 17, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer
Job Tags:
Domestic Violence family fiduciary Harassment Partnership private client Retirement Planning spectrum Taxation Visa wealth transfer

technical expertise and teamwork. Key duties include: - Advising ultra-high net worth clients on a comprehensive range of tax services, including wealth transfer, charitable and retirement... planning, and tax compliance. - Leading the engagement team focused on individual, fiduciary, gift...

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Posted On Aug 17, 26
Full-time Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Title: Tax Manager – Family Office Job Responsibilities: As a Tax Manager at the company, you will be responsible for leveraging your technical expertise and collaborating within a team to deliver excellent client service. Key responsibilities include: - Advising single-family, multi-family, and virtual-family...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer
Job Tags:
criminal Estate Planning estates family Genetics Harassment LLC ordinances partnerships private client Software trusts wealth transfer

complex tax matters. This includes income tax planning, estate and gift planning, charitable giving, wealth transfer strategies, and other... sophisticated planning opportunities. - Lead the review and sign-off of complex ultra-high-net-worth individual and family office tax compliance engagements to ensure te...

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Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Work with team members to...

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Posted On Aug 27, 26
Full-time 1 views Experience : 5-18 yrs required
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer
Job Tags:
branding Estate Planning fiduciary investment management shareholders wealth transfer

Title: Senior Trust Officer Job Responsibilities: - Manage a book of fiduciary and investment management accounts for high-net-worth clients and beneficiaries involving multi-generational families. - Oversee the administration and business development of complex investment management and trust accounts. - Work...

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Posted On Sep 03, 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

private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. The role involves advising... on family, business entities, and private wealth management matters, including High... Net Worth Individuals’ personal business matters, family and busines...

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