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United States
Posted On Aug 19, 26
Full-time 2 views Experience : Min 7 yrs required
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer
Job Tags:
estates family gift tax Insurance Partnership partnerships private client Taxation trusts Visa wealth transfer

held entities. - Review complex tax returns, including individual (1040), partnerships, S-corporations, trusts, estates, and gift tax returns. - Provide advanced tax planning strategies related to income, estate, gift, and wealth transfer taxes. - Serve as... a primary point of contact for...

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Posted On Sep 07, 26
Full-time 4 views Experience : Min 5 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation
Job Tags:
ADA Americans with Disabilities Act criminal Energy equity Insurance LLC Partnership Taxation

and partnering across multiple solution families, such as Corporate, Partnership, International, State & Local, and Wealth & Employer Solutions. You... will address complex and cross-functional tax matters, collaborating with WNTO leadership and staff and working closely with Tax Business L...

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Posted On Sep 07, 26
Full-time 29 views Experience : Min 9 yrs required
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer
Job Tags:
banking Estate Planning Insurance wealth management wealth transfer

Job Title: Wealth Strategist - Executive Director Job... Responsibilities: - Provide unbiased, customized wealth planning guidance to clients... on the development and presentation of Wealth Strategy and Advice materials... to guide client and advisor decision making. - Present in an easily digestible, conversat...

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Posted On Jul 29, 26
Full-time Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Tax - General Tax - Federal Corporate - General
Job Tags:
40 Act agreements distribution agreements family finance fund formation health insurance Insurance Investment Company Act marketing
Practice Area:
Corporate - Asset/Investment Management Tax - General Tax - Federal Corporate - General
Job Tags:
40 Act agreements distribution agreements family finance fund formation health insurance Insurance Investment Company Act marketing

support for the company’s wealth-focused investment products across all... structuring of the company’s wealth-focused funds, focusing on new... product development, fund formation, fund structuring, fund governance, and operational matters across the company’s wealth platform. - Advise on... both private funds...

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Posted On Aug 17, 26
Full-time
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, including planning and execution of client tax engagements. - Collaborate with specialists regarding...

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Posted On Aug 17, 26
Full-time 2 views
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

of tax services including wealth transfer, charitable and retirement... planning, and tax compliance. - Lead the engagement team focusing on individual, fiduciary, gift, generation-skipping, and estate taxation. This includes planning and executing client tax engagements that exceed client expectations and profitability...

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Posted On Aug 27, 26
Full-time 4 views Experience : Min 8 yrs required
Job Tags:
agreements international business marketing Software
Job Tags:
agreements international business marketing Software

Title: Global Employer Services-Expatriate Tax Senior Manager Job Responsibilities: - Advise clients on international assignment structuring and present researched conclusions and recommendations for alternative courses of action. - Identify methods for complying with tax obligations and review and sign expatriate US...

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Posted On Aug 20, 26
Full-time 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, which includes planning and executing client tax engagements. - Collaborate...

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