Tax Private Client Services Jobs in Hewlett

266 jobs

Preview Results

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.

Direct-from-employer coverage Private search Less competition vs. paid ads
Filter by

Create a Job Alert for this Search

United States
Full-time Experience : Min 5 yrs required

Associate or Partner - Tax Practice Group Job Responsibilities: - Conduct... extensive tax research, focusing on complex... tax issues and innovative solutions. -... Engage in regular client contact, managing projects to... ensure timely and and state and local tax outcomes. - Compose formal and......

Full-time 10 views Experience : 2-3 yrs required

Job Title: Tax Associate Job Responsibilities: The Tax Associate... handling a range of tax-related matters within the law... responsibilities include: - Managing federal tax controversy issues. - Handling income,... estate, and gift tax matters. - Working with tax-exempt... organizations. - Engaging in corporate... and partnership taxation. -...

Posted On Sep 22, 26
Full-time 30 views Experience : Min 8 yrs required

Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New... in New York City, Long Island, and Florida, providing expert financial advisory services across a diverse range... of industries. Their offerings include a full ran...

Posted On Sep 15, 26
Full-time 6 views Experience : Min 5 yrs required

Job Title: Tax Manager Job Responsibilities: - Be a... the team providing various tax, accounting, and advisory services... to clients. - Oversee and... provide services pertaining to accounting, bookkeeping,... and prepared or compiled financials. - Review and analyze accounting records and/or reporting with clients,...

Posted On Sep 15, 26
Full-time 5 views Experience : Min 5 yrs required

Job Title: Tax Manager - Private Wealth Job... a trusted advisor delivering tax and business advisory services... and tax compliance to small business... clients, particularly within the private wealth sector. - Work closely... with firm leadership to serve clients and contribute to...

Full-time 50 views Experience : Min 10 yrs required

Title: Experienced Trusts & Estates Attorney - Estate Administration Experience: Minimum 10 years of Trusts & Estates Administration experience Department: Trust and Estate Group Salary: Competitive with major NYC firms Law Firm Seeking Experienced Trusts & Estates Attorney...

Full-time 64 views Experience : 1-2 yrs required

of estate administration Law Firm Seeks Jr. Associate for Trusts & Estates Practice Our nationally renowned Trust and Estate group is seeking a Jr. Associate to join our team. We provide high level and complex tax, estate pl...

Full-time 52 views Experience : Min 5 yrs required

Trust and Estate group, which is nationally recognized for providing high-level and complex tax, estate planning, and asset... preservation services. The clientele includes executives... from major public and private companies, real estate developers... and investors, successful entrepreneurs and business own...

Posted On Sep 23, 26
Full-time 45 views Experience : 2-5 yrs required

Title: Estate Administration Paralegal Job Responsibilities: The primary responsibilities of the Estate Administration Paralegal include managing various aspects of trust and estate administration. This involves direct communication with clients, their family members, accountants, and financial advisors. The role requires the preparation and...

Full-time 1 views Experience : Min 3 yrs required

Job Title: Tax Expert - TurboTax Store Job... proactive outreach. - Provide hands-on tax advice and complete preparation... services for TurboTax clients, handling... simple to complex tax situations, including personal and... business income, deductions...

Posted On Aug 06, 26
Full-time 1 views

Title: Senior Paralegal Supervisor / Practice Manager – Trusts & Estates Job Responsibilities: 1. Practice Management & Supervision: - Supervise, train, and mentor paralegals, legal assistants, and administrative staff. - Oversee workflow, case assignment, and prioritization of matters across the practice. -...

Posted On Sep 14, 26
Full-time 1 views Experience : Min 15 yrs required

alignment with advisor and client needs across the organization. -... Assess the current landscape of planning tools, identify gaps in adoption, functionality, and advisor experience, and develop a multi-year roadmap for improvement. - Drive advisor adoption and engagement by modeling best practices,...

Posted On Aug 10, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title Tax Senior Associate [Private Client... Services] Job Responsibilities - Serve as... engagement lead on specific client accounts. - Take responsibility... Prepare various types of tax returns, including business tax... returns such as 1120,... 1120S, 1065, trust return 1041, and...

Full-time 2 views Experience : Min 2 yrs required

Job Title Tax Associate Job Responsibilities The Tax Associate will work collaboratively... of federal and state tax matters. These responsibilities include: -... client memoranda, correspondence, and tax-related documents. - Engaging in partnership,... LLC, joint venture, and closely held business planning. - Assisting with mergers, acquisitions, reorganizations,...

Full-time 11 views Experience : Min 5 yrs required

Title: Private Client International Tax and Estate Planning Associate... 1. Advise on international tax matters and cross-border planning... that address complex multi-jurisdictional tax and legal considerations. 2.... sophisticated estate planning and tax-efficient restructuring solutions for high-net-worth... international families and their...

Full-time 124 views Experience : Min 3 yrs required

Job Title: Tax, Trusts & Estates Associate Job... Responsibilities: The Tax, Trusts & Estates Associate... providing legal advice and services in the areas of... tax, trusts, and estates. Key... clients on estate planning, tax strategies, and trust administration.... The associate will draft...

Full-time 14 views Experience : Min 5 yrs required

Job Title: Private Client Services Associate Attorney... Midlevel Job Responsibilities: The Private Client Services Associate Attorney... with sophisticated estate and tax planning techniques. The responsibilities... include: - Creating and administering family offices - Administering, decanting, and modifying trusts - Administering...

Full-time 10 views Experience : Min 7 yrs required

Job Title: Private Clients Attorney (International Estate... estate, gift, generation-skipping transfer tax, and wealth preservation planning... with a strong emphasis on international tax and cross-border planning considerations.... - Counseling clients regarding federal and state transfer tax issues, wealth transfer techniques......

Full-time 16 views Experience : 4-7 yrs required

Job Title: Private Wealth Services Associate Job Responsibilities: -... families on estate and tax planning strategies, including issues... related to gift, estate, and generation-skipping transfer taxes. - Structure and implement sophisticated estate plans, which may include wills, revocable and irrevocable trusts, family limited...

Full-time 4 views

Trusts & Estates / Private Client Practice Job Responsibilities: - Advising... estate, gift, GST, income tax, and succession planning matters. -... Drafting legal documents including wills, revocable trusts, irrevocable trusts, powers of attorney, health care documents, charitable planning documents, and other estate planning...

Narrow Your Search Results - Try Advanced Search
Share these jobs with a friend