Investment Partnerships Jobs in Wesley Chapel

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Posted On Sep 10, 26
Full-time 5 views Experience : 8-8 yrs required

Title: Senior Manager, Mutual Fund Tax Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients, acting as a primary contact for both internal and external clients. - Manage senior-level relationships with large clients, provide tactical...

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Posted On Aug 17, 26
Full-time 3 views Experience : Min 5 yrs required

Title: Tax Manager - Ultra High Net Worth Job Responsibilities: - Advise ultra-high net worth clients on a comprehensive range of tax services, including wealth transfer, charitable and retirement planning, and tax compliance. - Manage and oversee the engagement team focused on individual,...

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Posted On Aug 30, 26
Full-time 2 views Experience : Min 5 yrs required

taxation expertise to provide tax compliance and consulting services to Investment Management clients. The primary... responsibilities include: - Managing day-to-day account activities by delivering tax consulting services and involving specialists when needed. - Conducting high-level tax research and working on regulated inve...

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Full-time 22 views Experience : Min 10 yrs required

practice is responsible for utilizing expertise in taxation to provide compliance and consulting services to high-net-worth multi-generational wealthy families and their private businesses and/or investment entities. Key responsibilities include:... - Diagnosing, developing, and implementing solutions to clients' tax needs. -...

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Full-time 11 views Experience : 5-15 yrs required

Title: Transactional Tax Attorney Job Responsibilities: The Transactional Tax Attorney will be responsible for providing expert advice on the tax aspects of complex business transactions. Key duties include: - Advising on mergers and acquisitions (M&A), leveraged buyouts, restructurings, financings, private equity transactions, and...

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Posted On Jul 09, 26
Full-time 9 views Experience : Min 7 yrs required

Title: Strategic Pricing Manager Job Responsibilities: The Strategic Pricing Manager is tasked with developing and executing advanced pricing strategies that align with the firm's business objectives. This role involves close collaboration with attorneys, practice leadership, and business professionals to create competitive, profitable,...

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Posted On Sep 11, 26
Full-time 5 views Experience : Min 5 yrs required

services to Real Estate Investment Trusts, Real Estate Private... joint ventures and operating partnerships. Provide federal tax consulting... and compliance services to clients in the Real Estate industry sector. Work directly with the client, manage the tax engagement team, have...

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Full-time 2 views Experience : 15-15 yrs required

Legal Officer Job Title: Chief Legal Officer Job Responsibilities: - Serve as a strategic advisor to the CEO, Board of Directors, and Executive Leadership Team on legal, regulatory, governance, and enterprise risk matters. - Act as Corporate Secretary, overseeing Board governance, resolutions, committee support, and...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required

Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: The ISP Senior Tax Manager at Company is tasked with providing a range of boutique tax and advisory services to ultra-high-net-worth (UHNW) individuals, families, and related entities. The manager is responsible for advising...

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Posted On Sep 07, 26
Full-time 1 views Experience : 7-7 yrs required

Title: Executive Director, Advanced Planner (Wealth Strategist) Job Responsibilities: - Collaborate with divisional and department leadership to develop and present content on various wealth management topics. - Serve as a resource for the USWM field, providing expertise in both simple...

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Posted On Jul 29, 26
Full-time 14 views Experience : 1-8 yrs required

Group in Tampa, FL. Remote arrangements will be considered for this role, which involves advising on high-profile transactions and representing various clients in the real estate and investment on real estate... joint ventures for commercial, industrial, and multifamily ...

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