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United States
Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - International Tax - General
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Manager Job... Responsibilities: As a Manager in the Private Tax and owners of private wealth. The role involves advising... business entities, and private wealth management, including personal business......

Posted On Sep 01, 26
Full-time 11 views Experience : 8-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Title: Private Banker Job Responsibilities: A Private Banker is tasked with developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families. The role requires providing integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage....

Posted On Sep 01, 26
Full-time 5 views Experience : 10-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families in a designated market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...

Posted On Sep 18, 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...

Posted On Sep 22, 26
Full-time 7 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

providing personal and private tax advice and compliance support to business owners, business-owning families, and owners of private wealth. Key responsibilities include: - Leading... the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting client...

Posted On Jul 08, 26
Full-time Experience : 10-10 yrs required
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer
Job Tags:
asset management banking credit facilities Estate Planning family FINRA Insurance lending licensing marketing performer Securities spectrum wealth transfer

Lead Private Banker WHAT IS THE OPPORTUNITY? The role involves developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. The Team Lead Private Banker provides integrated financial services advice, including banking, credit, asset management,...

Posted On Sep 18, 26
Full-time 6 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...

Posted On Sep 18, 26
Full-time 1 views Experience : Min 6 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

single-family, multi-family, and virtual-family office clients, as well as multi-generational families. The primary responsibilities include: - Providing a full spectrum of tax services such as structuring and modeling, succession planning, wealth transfer planning, and tax... compliance. - Managing and overseeing the enga...

Posted On Sep 08, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

families, fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth...

Posted On Sep 28, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

Posted On Sep 28, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
agreements company policies criminal Estate Planning fiduciary NYSE planning laws Probate regulatory compliance trusts wealth management wealth transfer Wills Women

fiduciaries, and internal business partners on trust and estate matters. - Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders. - Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer...

Posted On Sep 21, 26
Full-time 2 views Experience : 4-6 yrs required
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management
Practice Area:
Estate & Tax Planning Probate Corporate - General Trusts and Estates - General
Job Tags:
agreements bylaws corporate governance Corporation entity formation Estate Planning estate tax fiduciary Living Trusts LLC M&A operating agreements organizational documents Probate Software Taxation trusts wealth management

and income tax planning strategies, including wealth-transfer structuring, business succession planning,... and tax-efficient entity structuring. Draft and structure revocable living trusts, irrevocable gift trusts, and advanced transfer instruments, including GRATs, IDGTs,... and SLATs. Manage trust administration matters for high-net-worth...

Posted On Sep 14, 26
Full-time 4 views Experience : 4-4 yrs required
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer
Job Tags:
estates family finance H-1B insurance coverage private client Software trusts Visa wealth transfer

Title: Manager - Private Client Services Job Description: 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...

Posted On Sep 14, 26
Full-time 1 views Experience : 8-8 yrs required
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership private client trusts Visa wealth transfer
Job Tags:
asset management Corporation criminal directors estates family finance H-1B insurance coverage LLC Partnership 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 on engagements for a diverse range of clients, including some...

Posted On Sep 14, 26
Full-time 1 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: Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice are responsible for overseeing multiple engagement teams that cater to a variety of sophisticated clients. These clients may include some of the wealthiest...

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, including 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 UHNW individual and family office tax compliance engagements, ensuring technical accuracy, quality,...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: - Prepare and review complex federal, state, and local individual tax returns and related workpapers. - Support tax compliance engagements for high-net-worth individuals, families, trusts, and estates. - Prepare...

Posted On Sep 21, 26
Full-time Experience : 8-12 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary gift tax indemnity Insurance investment management marketing Privacy spectrum Taxation trusts wealth management wealth transfer Wills Women
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
CCPA child children Employment Rights Estate Planning family fiduciary gift tax indemnity Insurance investment management marketing Privacy spectrum Taxation trusts wealth management wealth transfer Wills Women

is part of the Wealth Solutions group, a dynamic... serving as an in-house resource in estate planning to wealth management teams and clients... nationwide, maintaining a book of ultra-high-net-worth clients, and reviewing and summarizing existing estate planning documents. The director...

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