Title: US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager Job Responsibilities: The Senior Manager in the Financial Services Organization (FSO) will be responsible for reviewing complex individual tax returns, income tax planning, and advising high net-worth individuals and families. This role requires...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
Title: **Members Only** Wealth Planner Job Responsibilities: The **Members Only** Wealth Planner collaborates closely with Private Bankers and other team members within the Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate...
Title Financial Markets & Real Estate - Transactions, CLO Manager Job Responsibilities - Assist clients with understanding complex financial structures. - Verify that disclosures align with the underwriter's intent of the security structure. - Lead and manage client accounts with...
Title: Manager - International Tax Job Responsibilities: - Advise multinational enterprises on . inbound tax planning, ensuring clients understand the potential short- and long-term implications of tax planning decisions, while aligning with broader business objectives and considering the multinational's tax risk profile,...
Title: Senior Lead Fiduciary Strategist (LO) Job Responsibilities: In the role of Senior Lead Fiduciary Strategist (LO) at the company, the candidate will be expected to: - Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning. -...
Title Legal, Asset Management Attorney – Registered Funds (ETF), Vice President Job Responsibilities The role is embedded within the Asset and Wealth Management (AWM) legal team of the company. The primary responsibilities include: - Providing legal counsel and advice related...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
National Estate Settlement Services Job Title: Manager National Estate Settlement Services Job Responsibilities: The Manager National Estate Settlement Services is responsible for supervising estate settlement officers and support staff across the country. The role involves overseeing the administration and distribution of estate/trust assets...
Title . Private Bank - Estate Planning Innovation Lead - Executive Director Job Responsibilities - Build a comprehensive understanding of existing estate disposition analysis capabilities within the company. - Develop and execute a strategic vision and roadmap for the digital...
Title: Commercial Underwriting Counsel – Hybrid Orlando or Remote Job Responsibilities: - Provide underwriting support, counsel, and authorization to company personnel and customers concerning the issuance of title insurance commitments and policies. - Apply underwriting standards and guidelines within delegated authority limits to...
Title Financial Markets & Real Estate - RMBS Securitization Transactions, Senior Associate Job Responsibilities - Work on client engagements related to complex financial instruments. - Apply accounting, tax, and regulatory standards to financial structures. - Assist clients in understanding complex financial...
Title Financial Markets & Real Estate - CMBS Securitization Transactions, Senior Associate Job Responsibilities As a Senior Associate in the Financial Markets Business Advisory Generalist team, your primary responsibilities include: - Engaging in client assignments related to complex financial instruments, such...
Title: Home Lending Title Review Specialist Job Responsibilities: The Home Lending Title Review Specialist is tasked with conducting comprehensive reviews of property titles to identify potential issues or discrepancies and taking necessary measures to resolve them. Key responsibilities include ensuring that all...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
Title Family Wealth Sr. Fiduciary Advisor Job Responsibilities The Sr. Fiduciary Advisor is tasked with delivering fiduciary client advisory services to Ultra High Net Worth (UHNW) clients who possess a net worth exceeding $25 million, along with their beneficiaries. As...
Title: . Private Bank - Tax Strategist - Vice President/Executive Director Job Responsibilities: - Engage directly with clients and prospects who have complex tax and wealth structuring situations, working alongside their primary private banking coverage team and external advisors to develop bespoke...
Title: Senior Counsel - Senior AVP, Structured Products Job Responsibilities: The Senior Counsel in the Legal Department, as part of the Corporate Investment Banking, Tech, Innovation, and Information Legal Division at the company, will serve as a legal advisor in the Structured...
Title: Data Center Global Contract Manager Job Responsibilities: - Lead the Global Contracts team in executing a portfolio of contract models for **Members Only**’s expanding Global Data Center program. - Identify and integrate opportunities for efficiency and simplification in the contracting process. - Influence the...
Title . Private Bank - Private Banker - Vice President/Executive Director Job Responsibilities - Manage and maintain relationships 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...
Title: Counsel, Healthcare Transactions & Regulatory Data Job Responsibilities: - Advise on legal and regulatory issues arising in connection with corporate transactions, including acquisitions, dispositions, operator transitions, and facility closures, with a particular focus on healthcare-specific considerations. - Lead or support the preparation...
Title: Tax Managing Director, Alternative Investments Job Responsibilities: The Tax Managing Director in the Alternative Investments practice is responsible for providing tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. The primary...
Title: Tax Managing Director, Alternative Investments Job Responsibilities: 1. Tax Compliance: - Ensure clients comply with all applicable authorities, minimizing their tax and reporting burdens while adhering to company policies, standards, and the **Members Only** Tax Quality Manual. - Apply understanding of client’s...
Title: Paralegal - REMOTE Job Responsibilities: The Paralegal position is designed to offer timely and effective legal support to attorneys, internal clients, and members of the Real Estate, Treasury, and Corporate Governance & Securities teams. The responsibilities include managing requests for guidance...
Title: Experienced Tax Manager [Commercial Real Estate] Job Responsibilities: - Manage tax compliance and tax advisory engagements within the Commercial Real Estate Industry group. - Determine resource requirements and coordinate with a team to ensure exceptional client service. - Manage expectations...
Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships 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...
Title: Senior Director, Head of Wealth Strategies Job Responsibilities: - Lead a national team of wealth strategists across the country, advising Ultra High Net Worth clients on estate and gift tax planning, family governance, philanthropy, and family wealth and business...
Title: Tax Senior, Alternative Investments Job Responsibilities: Tax Compliance - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Self and client service teams must comply with all company policies, standards, and the BDO Tax...
Title: Tax Senior, Alternative Investments Job Responsibilities: Tax Compliance: - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Ensure self and client service teams comply with all company policies, standards, and the BDO Tax Quality Manual (“TQM”). -...
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: Legal Counsel Job Responsibilities: - Provide advice and counsel to development, permitting, interconnection, environmental, stakeholder relations, and project execution teams for renewable energy and battery storage projects from inception to construction-ready status. - Assist with public policy and regulatory...
Counsel Job Title: Legal Counsel Job Responsibilities: - Provide advice and counsel to development, permitting, interconnection, environmental, stakeholder relations, and project execution teams for renewable energy and battery storage projects from inception to construction-ready status. - Assist with public policy and regulatory issues and provide...
Title: Senior Wealth Strategy Associate Job Responsibilities: - Assist financial advisors in client conversations by providing analytic information and aiming to understand the client’s goals. - Develop customized asset allocation strategies and investment solutions for clients. - Provide support for client relationship building and...
Title: Associate Counsel – Real Estate (Retail Leasing) Job Responsibilities: The Associate Counsel – Real Estate (Retail Leasing) is responsible for managing the legal aspects of Company's nationwide real estate portfolio, specifically focusing on retail leasing and commercial real estate...
Title: Corporate Counsel Job Responsibilities: The Corporate Counsel will provide legal services to support the company's development, ownership, and management of a large and growing portfolio of multifamily affordable housing properties. This role involves assisting and supporting the Chief Legal Officer (CLO)...
Title: Real Estate Paralegal Job Responsibilities: - Entity Management: Support the formation, dissolution, and ongoing maintenance of corporate entities. This includes preparing and filing required documentation and maintaining accurate records. - Lease Administration: Track and monitor key lease dates, update internal trackers, review...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
Title: NYFS Manager/ Senior Manager, Real Estate Tax Job Responsibilities: - Manage a portfolio of real estate clients of varying size and scope and act as the point of contact for internal and external clients. - Build and handle client relationships by advising...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team to align with the company's goals and objectives. - Lead business development initiatives to drive growth and expand the firm's client base. -...
Senior Manager, WNT Estates, Gifts & Trusts ... Albany, NY; Albuquerque, NM; Alexandria, VA; Ashburn, VA; Atlanta, GA; Austin, TX; Baltimore, MD; Baton Rouge, LA; Bellevue, WA; Bentonville, AR; Birmingham, AL; Boston, MA; Charlotte, NC; Chicago, IL; Cincinnati, OH; Cleveland,...
Title: Tax Manager – National Real Estate Job Responsibilities: The Tax Manager in the National Real Estate group at the company is responsible for a wide array of duties centered around federal income tax issues related to real estate. These include: - Conducting...
Title: Corporate and Real Estate Paralegal Job Responsibilities: The Corporate and Real Estate Paralegal is responsible for supporting the Legal Department in managing real estate development, financing, and corporate transactions. Key responsibilities include: - Real Estate Development and Transactions: - Coordinate and manage...
Title: Senior Corporate Paralegal Job Responsibilities: The Senior Corporate Paralegal is tasked with providing high-level legal, transactional, and corporate governance support within the legal department of a large affordable housing real estate development company. Key responsibilities include: - Corporate Governance and Entity...
Title: Financial Services - Global Compliance and Reporting - Real Estate - Tax Manager Job Responsibilities: The role of a Real Estate Tax Manager at the company involves a dynamic range of tax consulting and compliance projects. Key responsibilities include: - Analyzing a...
Senior - Trusts & Estates Job Responsibilities: As a Tax Senior... in the Trusts & Estates (T&E) Tax Department, the... candidate will be responsible for a variety of tasks that support the preparation and management of tax-related documents and interactions. Key responsibilities...
Title Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate Job Responsibilities As a Senior Associate in the Financial Services Tax - Real Estate and Infrastructure Transactions team, you will be responsible for providing comprehensive tax advisory services...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: The role of Financial Services Tax - Real Estate Director involves leading the strategic direction of the Financial Services Tax team within the company. The Director is responsible for spearheading business development...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director in the Financial Services Tax practice, you will play a critical role in guiding clients to meet their tax obligations while managing the impact of tax on their business....
Principal, Real Estate Apply BT Logo locations USA NY New York time type Full time posted on Posted Today job requisition id JR101682 Overview Baker Tilly is a leading advisory,...