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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

engagements for high-net-worth individuals, family offices, and closely 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. - S...

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Posted On Sep 10, 26
Full-time 22 views Experience : Min 5 yrs required
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Private Equity Corporate - Asset/Investment Management Corporate - M&A
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Vice President, Legal and Compliance Division - Capital Markets and Private Markets Job Responsibilities: The Vice President in the Legal and Compliance Division will provide legal coverage for the Capital Markets and Private Markets businesses within the company. The attorney will focus...

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Posted On Jul 13, 26
Full-time 4 views Experience : Min 5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Corporate - Securities and Capital Markets Corporate - Private Equity Corporate - General
Job Tags:
agreements Capital Markets derivatives employee benefits equity ERISA FINRA marketing Partnership private equity Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

Title: Capital Markets / Private Markets Attorney Job Responsibilities: - Provide legal coverage for the Capital Markets and Private Markets businesses at the company, with a focus on the Private Securities transactional business. - Work closely with a team of seven capital markets...

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Posted On Sep 07, 26
Full-time 39 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

. Private Bank - Wealth Strategist - Executive Director Job... - Deliver the company's wealth planning resources to clients... the use of the Wealth Strategy Engagement Model and... Bank. - Provide unbiased, customized wealth planning guidance based on... deep client discovery and...

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Posted On Aug 31, 26
Full-time 14 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 (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients...

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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 Description: This position is centered on managing fiduciary and investment management accounts for high-net-worth clients, including multi-generational families. Key responsibilities entail overseeing the administration and business development of complex investment management and trust accounts. The role...

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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
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, as well as tax compliance. - Manage and oversee the engagement team, focusing on individual, fiduciary, gift, generation skipping, and estate taxation. This involves planning and executing client tax engagements. - Collaborate...

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Posted On Sep 07, 26
Full-time Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify gaps...

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Posted On Aug 19, 26
Full-time 11 views Experience : Min 10 yrs required
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer
Job Tags:
estates family fiduciary Insurance Taxation trusts Visa wealth transfer

- Provide advanced estate, gift, trust, and wealth transfer planning, including GRATs,... IDGTs, SLATs, charitable planning, and succession strategies. - Advise on fiduciary income tax planning and compliance (Forms 1041, 706, 709). - Interpret and apply federal, state, and local...

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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

Manager - Private Client Services Job Title: Tax Manager - Private Client Services Job Responsibilities: The Tax Manager in the Private Client Services practice is responsible for leading and managing tax compliance and consulting engagements for high-net-worth individuals, family offices, and closely held entities....

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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

forefront of 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....

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Posted On Aug 20, 26
Full-time 5 views Experience : 8-8 yrs required
Practice Area:
Tax - Private Client Services Tax - International Tax - IRS Audits and Appeals 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 - International Tax - IRS Audits and Appeals 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

be expected to provide personal and private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth. This involves advising on... matters involving family, business entities, and private wealth management. Specific responsibilities include: -... Leading the...

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Posted On Aug 31, 26
Full-time 30 views Experience : Min 8 yrs required
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills
Job Tags:
acquisitions agreements Estate Planning estates family fiduciary finance Financial Restructuring Investment Partnerships private client Taxation title trusts wealth management Wills

Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...

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Posted On Jul 07, 26
Full-time 6 views Experience : Min 10 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
asset management Estate and Trust Estate Planning family fiduciary Insurance marketing wealth management wealth transfer

Title: Trust Counsel Job Responsibilities: - Wealth Planning: - Provide clients... of their estate and wealth transfer plans, including making... recommendations and offering financial illustrations. - Collaborate with internal team members and external professional advisors to gather all relevant information, ensuring coordinated...

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Posted On Sep 07, 26
Full-time 2 views
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills
Practice Area:
Probate Trusts and Estates - General
Job Tags:
banking Capital Markets estate tax estates executor family fiduciary Investment Banking investment management Taxation trusts wealth management Wills

Title: Estate Administrator - Associate Job Responsibilities: - Work with the Account Opening Group to open estate or trust accounts. - Interpret the governing instrument and applicable law to ensure proper setup of account records, payments, fee schedules, and tax records. - Communicate with...

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Posted On Sep 07, 26
Full-time Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute the strategic vision for financial planning tools, ensuring alignment with advisor and client needs. - Assess the current landscape of planning tools, identify gaps in adoption and...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 15 yrs required
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer
Job Tags:
banking contracts Estate Planning fiduciary Financial Institutions Partnership Software Taxation wealth management wealth transfer

Title: Executive Director, Head of Financial Planning Tools & Strategy Job Responsibilities: - Define and execute the strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current landscape of planning tools, identify adoption...

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Posted On Sep 07, 26
Full-time Experience : 7-7 yrs required
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer
Job Tags:
banking Estate Planning estates lending Partnership Securities spectrum stock options Taxation trusts wealth management wealth transfer

Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Work with... present content across different wealth management topics. - Serve as... a resource to the field in the areas of both simple and sophisticated tax and trust & estate planning strategies, as well...

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Posted On Jul 03, 26
Full-time 344 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Asset/Investment Management 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 - Asset/Investment Management 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

& Compliance - Private Wealth Legal Group - Securities... Attorney, VP (BREIT) Job Responsibilities: - Prepare and review public offering materials, including registration statements and prospectuses under the ’33 Act and private placement memoranda. - Prepare and review ’34 Act filings including Forms...

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