Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.
Job Title: Estate Planning & Medicaid Planning... Work - Advise clients on estate planning, Medicaid planning, and... long-term care planning options based on their... Evaluate clients’ family and financial circumstances, identify planning needs, and explain available... options in clear, practical t...
Job Title: Estate Planning or Elder Law... Attorney Job Responsibilities: The Estate Planning or Elder Law... in the areas of estate planning, trust and estate... administration, and elder law.... on matters related to estate planning, trust and estate... administration, and elder law. -... estate...
Job Title Estate Planning and Administration Attorney... probate administration, planning, and estate law matters, assisting families... and individuals in navigating complex legal processes. Key responsibilities include: - Direct, hands-on client and case interaction - Managing client expectations via email, phone,...
Job Title Estate Planning and Administration Attorney... The role of the Estate Planning and Administration Attorney... in the realm of estate planning and administration. The... administration, planning, and various estate law matters. - Assisting... families and individuals in navigating complex...
Title: Intake Attorney — Estate Planning & Probate Administration Job... and needs related to estate planning or probate administration. -... Evaluate whether prospective matters align with the law firm’s services and identify issues that require further attorney review. - Clearly explain the law...
Job Title: Senior Tax Manager - High Net... Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning... and compliance services... individual, gift, trust, and estate tax planning and consulting,... as... well as overall professional development. - Develop and sustain excellent client relationships...
Job Title: Tax Senior Manager - Real... Estate Job Responsibilities: - Develop and maintain... relationships with leading real estate companies in the markets... served by the company. - Collaborate across various functions within the company to expand existing business and provide diverse business...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... The role involves managing tax and consulting engagements, which... addressing of client needs, tax planning, and exploring consulting... opportunities. The Tax Manager works directly with... gather necessary information for tax return preparation. They ......
Job Title: Tax Manager - High Net... Wealth Services Job Responsibilities: - Oversee tax preparation and perform the... family partnerships, and trust tax returns. - Consult on complex... tax matters and ensure compliance... with state and federal tax regulations. - Perform tax, gift,... and estate planning and compliance services......
Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private... Wealth Services Tax Manager, the primary responsibilities... secondary reviews of complex tax returns and providing income,... estate, and gift tax planning... strategies for high... the Private Wealth Services Tax team to make recommendations... tax...
Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... partnership, closely held corporation, estate, and gift engagements. Prepare... projects, helping clients identify tax planning opportunities and understand... the implications of important...
Services Tax - Real Estate Director Duties: The candidate... on local and international tax affairs to optimize business... impact. Managing tax compliance and structuring for... Analyzing and addressing operational tax risks and implications of... jurisdictions. Drafting and reviewing tax documents to validate accuracy......
Services Tax - Real Estate Senior Manager The candidate... through the complexities of tax compliance and strategic consulting.... clients navigate the ever-evolving tax landscape, advising on local... and international tax affairs, and providing insights... into business analysis, working capital management,...
Services Tax - Real Estate Manager The candidate will... helping organizations manage their tax obligations while navigating the... complexities of the global tax environment. Lead teams and... accounts, focusing on strategic planning and mentoring junior staff.... navigate the frequently changing tax landscape, providing insights and......
with all aspects of estate and trust administration. - Prepare... accountings, receipts, and other court filings. - Communicate with personal representatives, trustees, beneficiaries, financial advisors, CPAs, and financial institutions. - Collect, organize, and analyze asset information. - Coordinate transfers of estate and trust as...
Associate, State & Local Tax - Financial Services Job Responsibilities:... funds, private equity, real estate) with state and local... tax issues, including compliance, advising,... planning, and controversies. - Engage... with state and local tax controversies, which includes preparing... clients for discussions...
Job Title: Tax Senior Manager - Private... spectrum of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and... Taxation. This includes the planning and execution of client... tax engagements. - Collaborate with... company...
Job Title Senior Consultant, Operations/Finance Tax Strategy - Tax Transformation Job... a Senior Consultant in Tax Strategy and Transformation, focusing... role involves collaborating with Tax subject matter specialists, technologists,... responsibilities include: - Supporting project planning by managing work plans... defined outcomes. - Partnering with Tax prac...
a regional office. The ideal candidate will have two to six years of experience in sophisticated estate planning and estate/trust ... comprehensive estate planning complex ... federal estate and gift tax ... to six years of relevant ...