- Gould & Ratner LLP (Chicago, IL)
- Overview Gould & Ratner LLP is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. This attorney ... businesses and high-net worth individuals and families in complex and sophisticated estate planning , wealth transfer, business succession planning ,… more
- Oxford Financial Group, Ltd. (Atlanta, GA)
- …relevant experience, managing complex deliverables while providing expert guidance in estate planning . Strong organizational and communication skills are ... is seeking a Managing Director & Family Office Fellow to lead estate and wealth planning efforts. The ideal candidate will have a postgraduate degree and over… more
- Gould & Ratner LLP (Chicago, IL)
- A law firm in Chicago is seeking an experienced Estate Planning & Wealth Transfer Partner to join its Tax and Wealth Transfer Practice Group. The role includes ... advising high-net-worth individuals and firms on complex estate planning and wealth transfer matters. Candidates should be licensed in Illinois and possess… more
- Oxford Financial Group, Ltd. (Cincinnati, OH)
- …in Cincinnati seeks a Managing Director & Family Office Fellow to oversee estate planning deliverables and provide technical expertise. Candidates must have a ... postgraduate degree and at least 10 years of relevant experience. The role requires strong analytical skills and excellent communication abilities, with a focus on client engagement and industry knowledge. This position is 100% onsite. #J-18808-Ljbffr more
- Bond, Schoeneck & King PLLC (Chicago, IL)
- …or counsel with a minimum of eight years of experience in trust and estate planning . Responsibilities include drafting complex wills and trusts and assisting ... clients with estate and tax strategies. Candidates should possess strong academic...academic credentials and communication skills; experience with Chapter 14 planning for private equity is a plus. The firm… more
- Oxford Financial Group, Ltd. (Carmel, IN)
- …Indiana is seeking a Managing Director & Family Office Fellow to oversee complex estate and wealth planning deliverables. The ideal candidate will possess a ... postgraduate degree, at least 10 years of relevant experience in estate and tax planning , and strong analytical and communication skills. This role requires… more
- Spirit League (Richmond, CA)
- …Under the leadership of the Chief Operating Officer, the Director of Real Estate Development (RED) will lead the strategic planning , project operations, and ... Strategic Planning and Leadership: Develops and implements the real estate development strategy in alignment with the organization's mission and goals. Leads… more
- Holthouse Carlin & Van Trigt LLP (Westlake Village, CA)
- …Our team often works with clients and their attorneys to advise on estate planning , including charitable and non-charitable gifting, trusts, and tax strategies. ... individual income tax, gift tax, estate tax, and trust taxation; estate planning experience is a plus Conducting thorough research on complex tax issues… more
- Boston Children's Hospital (Boston, MA)
- …manager for the Hospital by supporting the Facilities Management Department's planning , design, wayfinding and project management functions. Research and prepare ... space data management systems as assigned. Plan facilities, including space planning and creating cost‑effective conceptual designs consistent with the Facilities… more
- Colorado Railroad Museum (Los Angeles, CA)
- …firm is seeking a Tax Senior Manager to provide comprehensive tax planning for high-net-worth individuals. This role involves reviewing legal documents, preparing ... tax returns, and enhancing client relationships. Ideal candidates will have over 7 years of public accounting experience, a relevant degree, and strong communication skills. The position supports remote work and offers competitive compensation along with… more
- Amerilife Group, LLC (Oklahoma City, OK)
- …seeks a Senior Director of Advanced Sales to support life insurance producers with planning and legal research. The candidate must possess a Juris Doctor, have over ... 10 years of relevant experience, and demonstrate excellent communication skills. This role is remote and full-time, offering a dynamic work environment where you facilitate the success of agents in a fast-changing industry. #J-18808-Ljbffr more
- EisnerAmper LLP (Melville, NY)
- … planning and advisory services to clients, including wealth transfer strategies, charitable planning , and estate planning . * Take on the primary review ... Tax Senior Manager, Trust & Estate - Private Client Services (PCS) page is...You Will be Responsible For: Responsible for overseeing tax planning and compliance functions for individuals, trusts, estates, and… more
- GRF CPAs & Advisors (Bethesda, MD)
- …in client meetings and tax planning efforts including wealth transfer strategies, charitable planning , and estate planning to assist the Audit and Client ... Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible...in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems.… more
- Burrey Law Group (Orinda, CA)
- …a trusted, client-focused law firm in Orinda, CA, specializing in estate planning and administration, trust administration, conservatorships, and guardianships. ... We are seeking a seasoned and strategic Trust and Estate Litigation Attorney to join our team. In this...in-depth legal research and analysis on complex trust and estate issues, applying legal principles to develop sound case… more
- Ernst & Young Oman (San Francisco, CA)
- …and trust terminology. Ability to review and interpret trust agreements and estate planning documents. Ability to research state specific principal and ... FTEAS business. Responsibilities include preparation of complex trust & estate fiduciary accountings; managing client relationships; maximizing operating efficiency;… more
- Ernst & Young Oman (San Francisco, CA)
- …and trust terminology. Ability to review and interpret trust agreements and estate planning documents. Comfort and ability to research state‑specific principal ... build a better working world. Tax - Business Tax Services Fiduciary/Trust & Estate Tax Administration Services - Financial Services Organization - Senior Manager The… more
- Regal Executive Search (Carmel Hamlet, NY)
- …a firm that is big enough to work with numerous high-net-worth individuals with complex estate - planning needs, but small enough for you to have an impact in the ... Tax Manager - Tax Senior Manager - Trust & Estate 26515 Carmel Rancho Boulevard, Suite 100 Carmel, CA...technical tax expertise and leadership skills, experience with tax planning , tax research and reviewing tax returns, and leading… more
- RiseBoro Community Partnership (New York, NY)
- …RiseBoro. Education And Experience Bachelor's degree required; Master's degree in Real Estate , Urban Planning , Business, or similar field preferred. 4-8 years ... Overview Managing Director, Real Estate Development (50351) role at RiseBoro Community Partnership....RiseBoro Community Partnership. RiseBoro is seeking a senior-level real estate development professional to lead a robust pipeline of… more
- PowerToFly (Chicago, IL)
- …planning topics - including tax mitigation strategies, charitable giving, trust and estate planning , and equity compensation - elevating client engagement and ... management and insurance planning Wealth transfer, trust, and estate planning Lead client-facing planning conversations alongside Financial Advisors and… more
- PowerToFly (Seattle, WA)
- …planning topics including tax mitigation strategies, charitable giving, trust and estate planning , and equity compensation elevating client engagement and ... management and insurance planning Wealth transfer, trust, and estate planning Lead client-facing planning conversations alongside Financial Advisors and… more
Related Job Searches:
Corporate Real Estate Planning,
Estate,
Estate Planning Associate,
Estate Planning Associate Attorney,
Estate Planning Attorney,
Estate Planning Legal Assistant,
Estate Planning Paralegal,
Estate Tax Planning Attorney,
Planning,
Sr Charitable Estate Planning