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Tax Private Client Services Jobs in Lake Mary

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United States
Posted On Sep 25, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Senior, you will be... state, and local individual tax returns and related workpapers. -... Supporting tax compliance engagements for high-net-worth... Preparing and reviewing applicable tax forms, including Forms 1040,......

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Employer Services - Individual Tax Services, High Net Worth Job... Responsibilities As a Tax Manager within the Individual... Tax Services - High Net... and their advisors. - Leading tax compliance and advisory engagements... involving complex individual income tax matters. - Reviewing individual tax... returns and relate...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

Tax Manager - Real Estate... provide compliance and consulting services to Real Estate Investment... Trusts, Real Estate Private Equity Funds, and real... operating partnerships. Provide federal tax consulting and compliance services... Work directly with the client, manage the tax engagement... team, have access......

Posted On Jul 17, 26
Full-time 33 views Experience : 1-4 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate Planning estates family Insurance Software Taxation trusts

Worth Estate Planning & Tax Job Responsibilities: - Work directly with... and implement customized estate, tax, and wealth-transfer plans for... revocable trusts, irrevocable trusts, and other advanced planning structures. - Apply federal estate, gift, income, and generation-skipping transfer tax principles in real-world plannin......

Posted On Jul 20, 26
Full-time 8 views Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning trusts

should possess an . in Tax and demonstrate strong experience... in drafting estate planning documents, including revocable and irrevocable trusts, charitable planning, and tax mitigation strategies. The role... requires the attorney to work closely with clients, providing excellent communication an...

Posted On Sep 21, 26
Full-time 11 views Experience : Max 5 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General Tax - General
Job Tags:
Estate and Trust Estate Planning estates family Genetics gift tax Harassment Litigation power of attorney Taxation trusts Wills

Planning Associate Attorney Job Title: Estate Planning Associate Attorney Job Responsibilities: - Meet with clients to discuss estate planning needs, understand their goals, and provide legal advice. Maintain clear and regular communication with clients, keeping them informed about the progress of their estate planning...

Posted On Sep 10, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
company policies criminal family Insurance
Job Tags:
company policies criminal family Insurance

Job Title: Manager, Business Tax Services - Private Clients... accountable for delivering high-quality tax service and advice, playing... the company's private client tax practice, which focuses on... of complex individual income tax, gift, estate, and trust... returns for ultra-high net-worth...

Posted On Sep 07, 26
Full-time 1 views Experience : 6-10 yrs required
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills
Job Tags:
ADA Americans with Disabilities Act criminal equity family Insurance LLC Software Taxation trusts Wills

Title: Private Wealth Services Tax Manager Job Responsibilities: As... the Private Wealth Services Tax Manager, the candidate will... secondary reviews of complex tax returns. The role involves... income, estate, and gift tax planning strategies for high... the Private Wealth Services Tax team and make recommendations......

Posted On Jul 06, 26
Full-time 2 views
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation consumer protection Elder Law Insurance pleadings Wills
Practice Area:
Elder Law Estate & Tax Planning Trusts and Estates - General
Job Tags:
civil litigation consumer protection Elder Law Insurance pleadings Wills

Adults Unit Job Responsibilities: - Determine client eligibility for legal services... in accordance with program... policies and procedures. - Provide legal services to eligible older adult... clients, including advice, brief services, and full representation in... civil legal matters. - Conduct legal research and draft...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager – Family Office Job... Responsibilities: As a Tax Manager in the Family... teamwork to deliver excellent client service. Key responsibilities include: -... as well as multi-generational families, on a comprehensive spectrum of tax services. This includes structuring... and... modelin...

Posted On Sep 18, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer
Job Tags:
data security Domestic Violence family fiduciary Harassment Partnership Privacy private client spectrum Taxation Visa wealth transfer

Job Title: Tax Manager – Family Office... Job Responsibilities: As a Tax Manager in the Family... team to provide excellent client service. The responsibilities include:... office clients, as well as multi-generational families, on a spectrum of tax services that en...

Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

Tax - Business Tax Services... - Private Tax Partnerships Duties: The candidate... reviewing federal and state tax returns for . partnerships.... reporting requirements for cross-border tax compliance such as foreign... foreign affiliate reporting. Providing tax research, tax memoranda drafting,... and...

Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

Tax - Business Tax Services... - Private Tax - High Net Worth... - providing personal and private tax advice and compliance support... families, and owners of private wealth. Advising on matters... family, business entities, and private wealth management, including High......

Posted On Sep 22, 26
Full-time 3 views Experience : Min 3 yrs required
Job Tags:
acquisitions divestitures due diligence Energy M&A mergers private equity Taxation
Job Tags:
acquisitions divestitures due diligence Energy M&A mergers private equity Taxation

Title: Transaction Advisory M&A Tax Lead Consultant Job Responsibilities: - Coordinate... tax due diligence and structuring... engagements for private equity and strategic clients... project execution. - Collaborate with client management on diligence focus... areas, providing real-time communication of issues and deal considerations. - Prepare...

Posted On Sep 21, 26
Full-time 4 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

Title: Trust Administration Advisor Job Responsibilities: - Administer and provide fiduciary advice and oversight for various Wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and...

Posted On Sep 13, 26
Full-time 4 views Experience : Min 7 yrs required
Job Tags:
criminal family Insurance Investment Banking Litigation M&A marketing Partnership Privacy private equity Profit Sharing social security special projects
Job Tags:
criminal family Insurance Investment Banking Litigation M&A marketing Partnership Privacy private equity Profit Sharing social security special projects

Title: Strategic Pricing Manager Job Responsibilities: Pricing Strategy & Financial Modeling - Apply market insight, historical data, and financial analysis to support pricing decisions that balance competitiveness and profitability. - Partner with the Director of Pricing & LPM to evaluate margin performance and identify...

Posted On Sep 18, 26
Full-time 2 views Experience : 5-8 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

fund, fund to funds, private equity, real estate) with... state and local tax compliance - Work as... part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and presented on state income tax returns before, during, and......

Posted On Sep 22, 26
Full-time 2 views Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

funds, funds of funds, private equity, and real estate,... addressing state and local tax issues, including compliance, advising,... controversies. - Engage with multi-state companies on state and local tax controversies, which involves preparing... clients for discussions with auditors, representing clients...

Posted On Jul 03, 26
Full-time 5 views Experience : 2-11 yrs required
Practice Area:
Trusts and Estates - General Estate & Tax Planning Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - General
Practice Area:
Trusts and Estates - General Estate & Tax Planning Real Estate - Finance Real Estate - Purchase and Sale (Commercial) Real Estate - General

unique opportunity for a mid-level attorney to engage in sophisticated real estate transactions for high-net-worth individuals and with estate planning attorneys on wealth transfer strategies and tax-efficient private clients and... trusts on real estate acquisitions, dispositions, and...

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