Estate & Tax Strategist for UHNW Families
Legacy Advisors
Legacy Advisors, LLC seeks a highly experienced Legal & Tax Strategist to serve as the legal and tax resource for client teams handling advanced estate, trust, and charitable planning. This hands-on role focuses on strategy and client impact, collaborating with outside counsel to prepare documents and optimize outcomes. Ideal candidates bring 8+ years in estate and tax planning, with bar admission and credentials in estate planning. #J-18808-Ljbffr
- ...Position Summary: At Legacy, legal and tax strategy is a core part of how we serve our families, and the Legal & Tax Strategist is at the center of that work. In this role,... ...resource for client teams working on advanced estate, trust, business succession, and charitable...TaxTemporary workWork at officeFlexible hours
- Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices... ...family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial...TaxWork at officeLocal area
- ...Pitcairn's Shared Single-Family Office Pitcairn's innovative Shared Single-Family Office model provides unparalleled service... ...comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level...TaxWork at officeLocal areaShift work
$55k - $75k
Pathstone is seeking a Tax Associate in Newtown Square, Delaware County to provide tax and family office services. The role involves tax return preparation, conducting tax research, and developing deliverables for client meetings. Ideal candidates will hold a Bachelor’...TaxWork at office$88k - $246.95k
...success. As a Private Business Strategist within PNC's Private Bank... ...of capital through effective estate-planning techniques.Explanation... ...capital structure and the owners’ tax positions (e.g., redemptions,... ...Experience navigating behavioral and family dynamics with business owners...TaxFull timeTemporary workPart timeWork experience placementWork at office$93.7k - $177.68k
...Milliman MedInsight is seeking a Product Strategist to support the development and commercialization... ...~ Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care,... ...minimum of 10 paid holidays per year ~ Family Building Benefits - Includes adoption and...TaxFull timeTemporary workWork experience placementRemote workFlexible hours- ...Pitcairn’s innovative Shared Single-Family Office ® model provides unparalleled service... ...services include investment advisory, tax, trust and estate planning, risk management, philanthropy... ...review and staff supervision; HNW/UHNW or family office experience preferred....TaxFull timeWork at office
- ...member for the role of Senior Vice President, Wealth Strategist to join our Wealth Management team. This role is... ...Ultra High Net Worth clients on all aspects of estate & gift tax planning, income tax planning, family governance, philanthropy and family wealth and business...TaxPrivate practiceWorldwideFlexible hours
$117.5k - $222.99k
...Milliman MedInsight is seeking a Senior Product Strategist to lead product strategy and... ...Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care, transportation... ...A minimum of 10 paid holidays per year Family Building Benefits - Includes adoption and...TaxFull timeTemporary workWork experience placementRemote workFlexible hours$117.5k - $222.99k
...Milliman MedInsight is seeking a Senior Product Strategist to shape product and platform strategy... ...Flexible Spending Accounts (FSA) - Pre-tax savings for dependent care,... ...A minimum of 10 paid holidays per year Family Building Benefits - Includes adoption and...TaxHourly payFull timeTemporary workWork experience placementWork at officeRemote workWorldwideFlexible hours- ...Predictive Analytics Strategist | Executive Consultant/SME IIProSidian is a Management and Operations... ...-Profit | Professional Services | Real Estate And Hospitality | Technology, Media, And... ...ranges with Group Health Benefits, Pre-tax Employee Benefits, and Performance...TaxFull timeContract workPart timeWork at office
- ...Brief: EAB is seeking an Digital Media Strategist to join the growing Strategic Partnerships... ...care flexible spending account, and pre-tax commuter plans Employee assistance program... ...available to all employees and immediate family Wellness programs including gym discounts...TaxImmediate startWorldwideFlexible hours
- ...deliver sophisticated trust and estate solutions. Through a... ...Company helps individuals and families preserve, manage, and transfer... ...Fiduciary Officer (SFO) and Trust Strategist serves as a senior fiduciary... ...other advanced fiduciary, legal, tax, trust, estate planning, or...TaxWork at officeRemote workFlexible hoursNight shift
- ...growing regional law firm that is looking to expand their Trusts and Estates practice group. Interested candidates should have at least 8... ...(preferred, but not required) - Accountings - Inheritance Tax/Estate Tax/Personal Tax Excellent benefits and compensation package...TaxWork at office
- ...Description Waldron Private Wealth (Waldron) is looking for a Multi-Family Office Strategist to partner with senior department members to create... ...experience working with Family Office and Ultra High Net Worth (UHNW) client families ($50MM+ in investable assets) required....Work at office
- ...Services Group. The group's practice is trusts and estates for business owners, executives, professionals, high-net-worth individuals and families, fiduciaries, trustees, and closely held businesses - estate and tax planning, business succession, charitable planning,...TaxWork at office3 days per week
- ...wealth management firm serving ultra-high net worth families, single family offices, foundations, and... ...planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family...TaxFull timeWork at officeFlexible hours
- ...Description Job Description Pitcairn’s innovative Shared Single-Family Office ® model provides unparalleled service to wealthy... ...family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial...TaxWork at officeLocal area
$77k - $202k
...professional and technical standards (e.g. refer to specific PwC tax and audit guidance), the Firm's code of conduct, and... ...medical, dental, vision, 401k, holiday pay, vacation, personal and family sick leave, and more. To view our benefits at a glance, please visit...TaxFull timeH1b- ...Description Job Description Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy... ...family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial...TaxWork at officeLocal area
- ...Private Client practice in Philadelphia. This opportunity focuses on sophisticated estate planning, estate and trust administration, and transfer tax matters for high-net-worth individuals, families, fiduciaries, and closely held businesses.The attorney will collaborate with...TaxPrivate practiceWork at office3 days per week
- ...seeking an Assurance Manager to join the Real Estate Assurance practice, able to sit in a... ...EisnerAmper is one of the largest accounting, tax, and business advisory firms, with... ...companies, as well as high net worth individuals, family offices, not-for-profit organizations, and...TaxFull timeLocal area
$150k - $200k
...Trust + Estate Senior Tax Manager$150,000 - $200,000Philadelphia, PA +5RemoteHNW Senior Tax Manager - RemoteA bit about us:As one of Virginia... ...life balance that promotes personal health, well being and family life!Why join us?Do you want to work with some of the nation'...TaxPart timeFlexible hours- ...established, highly specialized practice where estate planning is a core focus Handle meaningful, sophisticated work for individuals, families, business owners, and fiduciaries Take... ...planning, trusts, estate administration, tax-related matters, and business succession planning...Tax
- ...succeed and the autonomy to reach your goals. EisnerAmper is seeking a Tax Director to join our Real Estate Tax practice with a primary focus on privately held real estate owners, developers, operators, family offices, and closely held real estate businesses. This role is...TaxFull timeLocal area
- ...Strategy About the Company Offers family office services and sophisticated estate and wealth planning for high-net-... ...Managing Director & Senior Wealth Strategist to join their Family Office... ...relevant experience in estate and tax planning, or fiduciary and trust planning...TaxWork at office
$110k - $210k
...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...Private Client services. As a Trust and Estate Tax Manager based out any of our office locations... ...status, domestic partnership status, familial status, affectional or sexual orientation...TaxFull timeWork at officeLocal areaRemote work$125k - $200k
...autonomy to reach your goals. We are seeking a technical tax professional to join our growing Real Estate Tax practice. This role will serve as a technical... ...REITs, as well as privately owned Real Estate held by family offices or joint ventures. This open position offers...TaxFull timeWork at officeLocal area- ...Power in the Plus!Job Description:Withum’s Tax Services Group is made up of a brilliant... ...spend your time: Reviewing complex gift, estate, and fiduciary income tax returns,... ...marital status, domestic partnership status, familial status, affectional or sexual orientation...TaxFull timeWork at officeLocal area
$115.1k - $156.9k
...unique work environment where your passions, work, and family & friends can overlap. We want to help you achieve... ...ResponsibilitiesManage, review, and deliver real estate valuation engagements for financial reporting, tax compliance, transaction support, regulatory...TaxFull timeContract workLocal areaFlexible hours
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