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United States
Posted On Aug 24, 26
Full-time Experience : Min 3 yrs required
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estate tax estates gift tax health insurance Insurance Probate trusts
Practice Area:
Probate Trusts and Estates - General
Job Tags:
Elder Law Estate and Trust Estate Planning estate tax estates gift tax health insurance Insurance Probate trusts

Title: Estate Administration Attorney Job Responsibilities: - Independently manage estate administration, probate, and trust settlement cases from start to finish. - Prepare and file Massachusetts estate tax returns, Federal estate tax returns, and gift tax returns (706/709). - Prepare, review, and submit necessary probate...

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Posted On Sep 11, 26
Full-time 3 views Experience : Min 4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer
Practice Area:
Estate & Tax Planning Tax - Private Client Services Tax - Exempt Organization Tax - Federal Tax - General Tax - M&A and Transactions Trusts and Estates - General
Job Tags:
artificial intelligence Corporation Estate Planning family Insurance insurance coverage marketing Partnership wealth transfer

variety of responsibilities to support the company's strategic objectives and growth in sophisticated planning strategies. Key responsibilities include: - Strategic Case Consultation: - Provide timely written and verbal consultation on complex life insurance opportunities involving wealth transfer, estate planning, business... succession,...

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Posted On Sep 07, 26
Full-time 21 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: - Deliver the company's wealth planning resources to clients... the use of the Wealth Strategy Engagement Model and... advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance to c......

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Posted On Jun 26, 26
Full-time 7 views Experience : Min 4 yrs required
Practice Area:
Finance - Financial Services Regulation 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:
Finance - Financial Services Regulation 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: The... companies and private investment funds within the Wealth and Investment Management division.... Key responsibilities include: - Advising on the distribution of mutual funds, ETFs, and other registered products, ensuring compliance with the...

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Posted On Jul 03, 26
Full-time 100 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
40 Act agreements Capital Markets corporate governance Domestic Violence equity ERISA finance growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

President (VP) - Private Wealth Legal Group Job Responsibilities: The... role is situated within a fast-growing and dynamic business environment, focusing on global fundraising and marketing initiatives alongside day-to-day legal matters for the **Members Only,** Real Estate Income Trust (BREIT), a leading...

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Posted On Aug 27, 26
Full-time Experience : Min 7 yrs required
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management
Job Tags:
banking criminal Deferred Compensation equity Equity Compensation Estate Planning Insurance investment management Retirement Planning shareholders Software stock options Taxation trusts wealth management

Job Title: Executive Wealth Services Advisor Job Responsibilities: - Serve... participating in the Executive Wealth Services program. - Lead the... wealth planning engagement process from... discovery through strategy development and ongoing relationship management. - Develop holistic and integrated planning strategies tailored to executives' unique...

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Posted On Aug 31, 26
Full-time 23 views Experience : 4-4 yrs required
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B Insurance LLC private client trusts Visa wealth transfer

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

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Posted On Aug 31, 26
Full-time 17 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 work with a wide range of sophisticated clients. These clients may include...

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Posted On Aug 20, 26
Full-time 5 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

and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. Your key responsibilities will... include: - Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting cl...

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Posted On Aug 20, 26
Full-time 6 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - Federal Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Practice Area:
Tax - Private Client Services Tax - Federal Tax - General
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

and private tax advice and managing compliance requirements for business owners, business-owning families, and private wealth owners. Your key duties... include delivering tailored tax advice and compliance solutions for complex family and business structures, supporting clients in wealth transfer,...

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Posted On Aug 19, 26
Full-time 3 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 Aug 17, 26
Full-time 1 views Experience : Min 5 yrs required
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 focusing on individual, fiduciary, gift, generation-skipping, and estate taxation, including planning and executing client tax engagements. - Collaborate with specialists regarding state...

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Posted On Aug 20, 26
Full-time 1 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 tax...

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Posted On Aug 19, 26
Full-time 3 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 Aug 26, 26
Full-time 40 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all... advisory team to optimize wealth management goals for clients... and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy...

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Posted On Sep 10, 26
Full-time 37 views Experience : Min 10 yrs required
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary finance health insurance Insurance partnerships pension trusts wealth management wealth transfer

Title: Tax Senior Manager Wealth Management Job Responsibilities: -... team to optimize the wealth management goals of the... client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, and...

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Posted On Aug 26, 26
Full-time 11 views Experience : Min 5 yrs required
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer
Job Tags:
equity Estate Planning family fiduciary health insurance Insurance partnerships pension trusts wealth management wealth transfer

advisory teams to optimize wealth management goals for clients... returns for high net worth individuals or trust tax clients, including federal, foreign, state, and local tax returns, estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer projects...

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