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United States
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....

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...

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 a strategic vision for financial planning tools, ensuring alignment with advisor and client needs across the organization. - Assess the current planning tools landscape to identify gaps...

Posted On Jul 03, 26
Full-time 6 views Experience : Min 6 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - Compliance Corporate - Contract Law 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 - Compliance Corporate - Contract Law 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... role within the Private Wealth Public Funds Legal group,... specifically focusing on the **Members Only,** Real Estate Income Trust (BREIT). The primary responsibilities include: - Preparing and reviewing public offering materials, such as...

Posted On Sep 07, 26
Full-time 3 views Experience : Min 5 yrs required
Practice Area:
Tax - Federal Tax - International Tax - Transfer Pricing Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - General
Job Tags:
asset management banking derivatives equity finance Financial Institutions Government Investment Banking investment management lending marketing Partnership partnerships REITs Taxation trusts wealth management
Practice Area:
Tax - Federal Tax - International Tax - Transfer Pricing Tax - M&A and Transactions Tax-General Practice (Transaction) Tax - General
Job Tags:
asset management banking derivatives equity finance Financial Institutions Government Investment Banking investment management lending marketing Partnership partnerships REITs Taxation trusts wealth management

connection with Asset and Wealth Management products and services,... including wealth management and private banking,... investment solutions, product development (including alternative investments), and retail financial services (including retail banking, investment products, and consumer lending). - Coordinate and communicate effectively with colleagues,...

Posted On Aug 20, 26
Full-time 8 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Finance - Financial Services Regulation Corporate - General
Job Tags:
Capital Markets Domestic Violence equity ERISA finance fund formation growth equity health benefits Insurance investment management life sciences marketing Partnership private equity Securities stalking

business environment, focusing primarily on registered funds and Business Development Companies (BDCs) within the Private Wealth Group. The attorney will... handle a range of legal and general corporate matters, with specific responsibilities including: - Participating in the design, launch, and management...

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...

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...

Posted On Sep 07, 26
Full-time 3 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...

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. - Assess the current landscape of planning tools, identify gaps in adoption and...

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...

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...

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...

Posted On Jul 29, 26
Full-time 1 views Experience : Min 5 yrs required
Practice Area:
Corporate - Asset/Investment Management 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 Corporate - General
Job Tags:
40 Act agreements distribution agreements family finance fund formation health insurance Insurance Investment Company Act marketing

Job Title Attorney – Wealth-Focused Investment Products Job Responsibilities -... support for the company's wealth-focused investment products across all... structuring of the company's wealth-focused funds, with a focus... matters across the company's wealth platform. - Advise on... both private funds and...

Posted On Aug 31, 26
Full-time 43 views Experience : Min 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

Manager - Private Client Services (Hybrid) ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...

Posted On Aug 27, 26
Full-time 19 views Experience : Min 15 yrs required
Job Tags:
banking private client shareholders wealth transfer
Job Tags:
banking private client shareholders wealth transfer

Title: Private Client Manager II Job Responsibilities: The role of a Private Client Manager II involves expanding client relationships by identifying opportunities to deepen existing connections. Key responsibilities include advising on clients’ financial needs and leveraging the full array of the Private...

Posted On Aug 31, 26
Full-time 16 views Experience : 6-6 yrs required
Job Tags:
criminal estates family finance H-1B insurance coverage private client trusts Visa wealth transfer
Job Tags:
criminal estates family finance H-1B insurance coverage private client trusts Visa wealth transfer

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

Posted On Aug 19, 26
Full-time 4 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

executors. - 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 tax la...

Posted On Aug 20, 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

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 clients in...

Posted On Aug 20, 26
Full-time 5 views Experience : 8-8 yrs required
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer
Job Tags:
asset management banking Capital Markets construction family Financial Institutions Insurance pension private client private equity regulatory compliance spectrum wealth management wealth transfer

private tax advice and compliance requirements to business owners, business-owning families, and owners of private wealth. Your duties will include: -... Leading the delivery of tailored tax advice and compliance solutions for complex family and business structures. - Supporting clients in weal...

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