Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company Family Office is seeking a Vice President to craft innovative wealth planning strategies and provide family office services. The role...
state filings for exempt organizations. - Advise clients on complex tax issues specific to exempt organizations, such as unrelated business income tax (UBIT), public support tests, intermediate sanctions, and charitable contribution substantiation. - Interpret and... apply tax law to unique nonprofit is...
and optimizations. Utilize advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for ultra-high net worth (UHNW) clients. - Act as a subject matter expert in document reviews by interpreting key trust provisions and fiduciary law,... assessing var...
variety of responsibilities aimed at delivering high-level tax services to individual clients, trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business... concerns. The key duties include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-...