counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
counsel that we fund trust loans for, generally for... paid by the family trust. Contact us ASAP..." We are... Loan Corp, licensed California trust and estate lenders in... Newport Beach,... We are referring legal needs out to attorneys concerning trust estates...
Assistant General Counsel - Trust Services Job Responsibilities: In... responsible for supporting the Trust Services business within the... Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities:... Tax Manager focused on Estate, Gift & Trust at... Company, you will have the opportunity to deliver tax and business advisory services and tax compliance to small business clients. Your key...
Assistant General Counsel - Trust Services Job Responsibilities: -... Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or profitability....
Job Title: Trust Relationship Strategist, Vice President Job... worth clients with income, trust and estate, and tax... planning, with... trusts. - Interpret and understand trust and related documents, utilizing... senior staff and internal and external counsel as necessary. - Act as the main...
Title Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President Job Responsibilities The Family Office Financial Planning Advisor at the Vice President level is responsible for managing client relationships and leading a team of financial planners and...
Job Title: Estate Planning Strategist, Vice President Job... Responsibilities: The Estate Planning Strategist, Vice President... for collaborating with senior estate planning strategists and teams... and analyses focusing on estate, gift, and income tax... planning. The specific responsibilities include: - Building and maintaining relationships...
a financial planning and estate planning subject matter authority... advisors. - Deliver point-in-time estate planning guidance and education... lead comprehensive financial and estate planning engagements. - Support... advanced planning client engagements throughout a geographic region, primarily using video technology to...
a financial planning and estate planning expert for high-net-worth... The role involves delivering estate planning guidance and education... leading comprehensive financial and estate planning engagements based on... client needs. The VP will work closely with a Director, Advance Planning, and...
a financial planning and estate planning subject matter authority... their advisors. - Deliver point-in-time estate planning guidance and education... lead comprehensive financial and estate planning engagements, depending on... client needs. - Support advanced planning client engagements throughout a geographic region with the...
management topics. - Serve as a resource to the field in areas of tax and trust & estate planning strategies, concentrated position... management, corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership and practice management to integrate estate an...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise...
Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: - Managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering...
as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies, and in... areas such as concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership and Practice Managem...
Director, Real Estate Acquisitions Job Responsibilities - Deal Execution:... Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager in Private Client Services at the company is tasked with leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at Company is tasked with providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers. Key...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax Experienced Senior, Private Client Services (PCS) is tasked with a variety of responsibilities that leverage their educational background and professional expertise to deliver tax compliance and consulting services to high net-worth...
client needs, tax planning, and consulting opportunities. - Works directly with clients and their advisors to gather information necessary for preparing tax returns. - Develops an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns across both Fe...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax Experienced Senior in the Private Client Services (PCS) is responsible for providing tax compliance and consulting services to high net-worth clients. The role involves: - Participating in tax and consulting engagements, identifying...
market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure... relationship profitability and portfolio risk management, focusing on profitable portfolio growth. - Serve as a segment or industry specialist, acting as a...
specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage... overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - May act as a segment or industry specialist, se...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients. This involves leveraging their educational background and professional...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager within the Private Client Services practice is responsible for providing high-level tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The role...
Title: Tax JD Intern - Summer 2026 Job Responsibilities: - Support tax teams with various tasks. - Participate in diverse projects to gain practical experience. - Conduct research to assist in tax-related assignments. - Observe and learn from professional work environments. - Develop your personal brand...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
IronSpire Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... on exceptional client service and technical excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax... engagements. - M...
/ Senior Manager - Estate/Gift/Trust Group H1 Heading: Tax Manager... / Senior Manager - Estate/Gift/Trust Group H2 Heading: Come for... advisory, and business management firm, is seeking a Tax Manager/Senior Manager for their Estate/Gift/Trust group in Westlake Village,... CA. The group specializ...
Title: Tax Director - Estate & Trusts Job Responsibilities: - Provide... and consulting services to Estate, Gift, and Trust clients. -... research projects related to Estate, Trust, and Gift issues. -... Work with clients to minimize tax obligations and ensure assets are passed according...
The primary responsibility is to provide objective insights that align financial and estate strategies with the clients'... goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate...
Title: Tax & Estate Attorney Company: Company Schedule: Remote (Must... seeking a Tax & Estate Attorney with approximately 3–5... strong background in advanced estate, income tax, and trust... administration matters. This full-time... position is available due to growth within the department and...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The... Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at... responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Managing client... relationships to retain client goodwill and ensure satisfaction. - Maximizing operatin...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team... Preparing complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions as necessary. - Conducting research on...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays... Preparing complex trust and estate fiduciary accountings. - Conducting... complex calculations and reconstructions as needed. - Researching state-specific principal and income acts...
Services Tax - Real Estate Director Job Responsibilities: As a Financial... Services Tax - Real Estate Director at the company,... you will be expected to lead and drive the strategic direction of the Financial Services Tax team. Your responsibilities will include: - Setting...
Manager - Tax & Estate Planning - Remote Eligible Job... and consulting on the estate planning process to develop... of income, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and...
Director - Trust & Estate (Consulting Focused) Job Responsibilities: The... in the Trust & Estate group is responsible for... and consulting services to Estate, Gift, and Trust clients.... The role focuses on strategic planning, client relationship management, and collaboration with legal...
Services Tax - Real Estate Director Job Responsibilities: As a director... clients in the real estate sector. You will: - Set... the strategic direction for the Financial Services Tax team, ensuring alignment with broader company goals. - Lead business development initiatives to drive growth...
Services Tax - Real Estate Director Job Responsibilities: A career in... the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the tax impact on their business. As a Director...
Services Tax - Real Estate Director Job Responsibilities: As a Financial... Services Tax - Real Estate Director, you will be... positioned within the Corporate Tax services, specifically focusing on Financial Services Tax practice. Your role will encompass advising clients on both local...
Services Tax - Real Estate Director Job Responsibilities: - Set the... strategic direction for the Financial Services Tax team. - Lead business development initiatives to drive growth. - Oversee multiple projects to ensure top-quality delivery. - Maintain executive-level client relationships. - Provide technical proficiency and industry...
Services Tax - Real Estate Director Job Responsibilities: The Financial Services... Tax - Real Estate Director role involves a... combination of strategic leadership, technical proficiency, and client relationship management within the Financial Services Tax practice. The primary responsibilities include: - Leading the strategic...
Services Senior Manager - Estate & GST Reviewer -... Responsibilities: - Reviewing United States Estate (and Generation-Skipping Transfer) Tax... 706) and state level estate tax returns. - Collaborating with... staff to ensure estate and GST tax returns... are completed accurately and by...
Real Estate Tax Manager ID... 2025-6636 Job Locations US-CA-Los Angeles US-CA-Costa Mesa The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a... to construction and real estate clients, which will positively... impact clients through: - Acting as a valued tax business advisor, leading client relationships on daily tax matters with various clients ranging...