Job Title: Trust Administrator Associate Job Responsibilities: - Collaborate... to establish estate or trust accounts. - Interpret governing instruments... tax records. - Communicate administrative procedures to beneficiaries and co-executors or co-trustees. - Analyze Wills and trust documents for legal, tax,... administrative, and investment issues, coor...
matters. - Support global trust teams on all tax... matters including estate and gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and...
Job Title: Trust Advisor Intern Job Responsibilities: - Gain... of the process of trust administration. - Acquire hands-on experience... including revocable, irrevocable, grantor, charitable, and life insurance trusts. -... fiduciary accounting and a trust accounting system. - Facilitate the... most aspects of daily trust administration for the Trust......
tax matters. - Support global trust teams on tax matters... including estate and gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. -...
Title: Head of Legal Counsel Job Responsibilities: The Head of Legal Counsel (HLC) at **Members Only** is responsible for leading the legal team and managing legal affairs related to commercial activities across all jurisdictions where the company operates. The role involves strategic decision-making...
Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private Wealth Services Tax Manager, you will be responsible for conducting primary and secondary reviews of complex tax returns, while providing income, estate, and gift tax planning strategies for high net worth,...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work closely with firm leadership to serve clients and contribute to business growth. - Mentor and coach a group of talented staff...
(S-corps, LLCs, Partnerships) and business owners' individual returns, potentially including estates, trusts, and charitable entities. - Ensure clients... comply with all applicable authorities while minimizing their tax and reporting burdens. - Conduct top-level review of tax returns and resolve a...
Title: Tax Partner - Ultra High Net Worth - Real Estate Job Responsibilities: - Join the Ultra High Net Worth (UHNW) – Real Estate team to provide federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients, including real...
of responsibilities centered around delivering compliance and consulting services to individual clients. These clients may include trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business... concerns. Your primary duties will include: - Performing high-level reviews of tax research re...