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Tax Senior Manager - Family Office
The candidate will... client service. Will advise family office and multi-generational families... taxation including working with family offices and multi-generational families required.... Most recent years should include experience in leading all aspects of client engagements...
(estate & wealth transfer, family tree, business entity, etc.)... by leveraging Life360 and other tools as identified. Memorialize and help to maintain, in collaboration with the Private Bank team, a Wealth Strategy for each client and prospect. This represents the...
income tax situation, their family tree and business entity... structure, and the current structure of the estate and wealth transfer plans, supervising Analysts, Strategists, and leveraging Life360 and other tools as identified. Will meet with the WMA with clients and...
The candidate will handle... constant communication with clients, updating the case management program, and monitoring caseloads and expiration date from inception to completion. Must be admitted to practice law in any state. JD is required. 2+ years of...