planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,... fiduciary income tax, and... international transfer and trust tax. Support the firm's Private... Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the primary responsibilities... Conducting high-level reviews of tax research on individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns. - Leading client meetings... tax...
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical... Expertise: Deliver high-level tax consulting, compliance, and 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...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Wealth Planner The candidate prepares analysis and work product on cases generally above $10mm. Delivers the wealth plan in partnership with the relationship manager. Develops new clients jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with the client. Documents, follows-up on the status of, and supports the closing of opportunities identified from the planning process. P... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax Manager - Private Client... Services The candidate will provide tax-related domestic and cross-border planning... and compliance assistance to business-connected individuals and their associated entities. Will assist individual clients needing a wide range of tax services, including tax compliance,... tax planning and tax advice... relating to their business interests, investments and related assets. Serve as an advisor to high-net-worth individuals, family businesses and executive... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Planning Strategist Duties: Plays a significant role in deepening and broadening relationships with existing clients, as well as developing/bringing new client relationships of generally above $10mm net worth into Wealth Management. Develops new clients and drives fee based engagements jointly with internal partners as well as individually with external sources. Partners with relationship managers during the consultative process with clients and prospects, and also as... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Estate and Trust Tax Professional The candidate will... be responsible for working primarily in the areas of individual, estate, and trust taxation, including management, supervision and review of work of department personnel. Will make a meaningful contribution with a better work-life balance and the opportunity for growth to partnership. Operates independently and demonstrates the desire and ability to grow into a Partner with the Firm, including developing new business and p... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Senior Wealth Strategist The candidate will consult with high net worth clients regarding their wealth management needs with particular attention to topics such as trust and estate planning, risk management and insurance planning, transfer tax and post-mortem planning, charitable... planning, business succession planning, and asset protection planning. Will partner closely with internal client relationship owners in order to provide educational support for client questions and... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax Senior Associate The candidate... will provide compliance, research and consulting services to high net worth individuals and families, supervising several engagements at a time. Will review work papers and tax returns in progress to... ensure they meet firm standards. Prepare individual, flow-through entity, fiduciary and gift tax returns for high... net-worth... clients. Prepare quarterly estimated tax, year-end planning and extension... analysis. On smaller engagements, perform all... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax Manager The candidate will... lead teams in the planning, execution, and delivery of tax compliance and consulting projects... for high net worth individuals. Advise clients on the income tax implications and wealth transfer... strategies surrounding business/investment ownership, complex capital transactions and strategic planning structures. Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax... advice. Review and fil...... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax Senior Manager The candidate... will lead teams in the planning, execution, and delivery of tax compliance and consulting projects... for high net worth individuals. Will advise clients on the income tax implications and wealth transfer... strategies surrounding business/investment ownership, complex capital transactions and strategic planning structures. Research and analyze issues in connection with the preparation, review, and delivery of tax returns and written tax... advice. Re... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax Senior Associate The candidate... will provide compliance, research and consulting services to high net worth individuals and families, supervising several engagements at a time; Review work papers and tax returns in progress to... ensure they meet firm standards; Prepare individual, flow-through entity, fiduciary and gift tax returns for high... net-worth... clients; Prepare quarterly estimated tax, year-end planning and extension... analysis; On smaller engagements, perform all aspec... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Tax Senior Associate The candidate's... responsibilities include: Provide compliance, research and consulting services to high net worth individuals and families, supervising several engagements at a time; Review work papers and tax returns in progress to... ensure they meet firm standards; Prepare individual, flow-through entity, fiduciary and gift tax returns for high... net-worth... clients; Prepare quarterly estimated tax, year-end planning and extension... analysis. On smaller engagem... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here