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-...
contribution plan recordkeeping, administration, trust, and institutional business at... the company. Key responsibilities include: - Advising on product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation, and investment-related matters. - Collaborating on advocacy for and...
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...