Senior Trusts & Estates Tax Partner — Private Wealth
$220kMadison-Davis, LLC
An established advisory firm based in New York is seeking a senior-level Trust & Estates Tax Partner. In this leadership role, you will oversee complex advisory and compliance work for high-net-worth clients, focusing on wealth transfer planning and fiduciary taxation. The ideal candidate has extensive experience in trust & estates taxation, a strong network, and technical expertise in handling affluent families and multi-entity structures. The position offers a competitive salary range of $220,000 to $500,000 annually. #J-18808-Ljbffr Madison-Davis, LLC
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Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Office, Vice President... ...closely with top fiduciary, tax and wealth management... ...TO) administer trusts, estates and other fiduciary... ...governing each account, using senior staff, and internal and...PrivateTaxFull timeTemporary workPart timeWork at office- OnePoint BFG Wealth Partners Parsippany, New Jersey, United States... ...join our team as a Sr. Trust & Estate Strategist . Position Overview The Senior Trust & Estate... ...IDGTs, SLATs, CLTs, CRTs, private foundations, and family... ...client values, goals, and tax efficiency Monitor...SeniorPrivateTax
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Corient Private Wealth LLC. is looking for a Wealth Strategist in New York City. This role involves supporting high-net-worth clients by... ...candidate will have 8+ years of experience and expertise in tax and estate planning. The position offers a full-time role with a pay...SeniorPrivateTaxFull time$200k - $250k
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