Title: Wealth Strategist, Vice President Job Responsibilities: - Act as a senior subject matter expert assisting high net worth clients from an income, trust, estate, and tax planning perspective. - Advise individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company is seeking a Vice President to join its Family Office, with a focus on developing innovative wealth planning strategies and...
Title: Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate within the compliance practice, the primary responsibilities include assisting on large projects where strong technical skills are essential. The role involves: - Performing tax research and working with clients...
Title: R&D Senior Tax Staff, Federal Tax Consulting Services Job Responsibilities: - Execute project work plans, including reviewing data and supporting documentation for R&D tax credits under IRC Sections 41 and 174. - Assist in leading technical interviews with client personnel, such as...
Title: International Tax Services Managing Director, Lead Tax Services Job Responsibilities: - Lead and manage international tax engagements, including compliance and consulting projects, for a diverse portfolio of clients. - Advise clients on cross-border transactions, global tax planning, and international compliance matters. - Provide...
- Participating in engagements requiring tax analysis for various entities and their affiliates, including reviewing public and tax-specific information. -... Analyzing and deploying innovative technologies and processes to enhance value and efficiency in client engagements. - Conducting research and an...
Title: Senior Tax Associate, Financial Services (Capital Markets/Partnerships) Job Responsibilities: The Senior Tax Associate will be engaged in a compliance practice, where they will be required to assist on large projects, necessitating strong technical skills. The responsibilities include: - Identifying...
Title: Tax Senior Associate Job Responsibilities: - Serve as a trusted member of the engagement team, providing federal tax compliance and consulting services to clients within specific industries. - Deliver tax compliance and advisory services to a range of entities, including S-corporations, partnerships,...
Title: Director, Tax Job Responsibilities: - Provide tax compliance, tax provision, and tax advisory services to C-corporation entities across various industries. - Develop, build, and manage client relationships. - Assist in managing, developing, and coaching professional tax staff. - Review tax returns prepared by tax...
Title: Unclaimed Property Associate, State & Local Tax Consulting Job Responsibilities: The Unclaimed Property Associate at Company will engage in a broad range of State and Local Tax Consulting (SALTC) engagements across various service lines. This role involves exposure to diverse...
Title: Federal Tax Manager, Lead Tax Services Job Responsibilities: - Provide tax consulting and compliance services to a diverse client base within various dynamic industries. - Perform tax research and collaborate with clients on tax matters. - Implement special projects related to tax. - Work...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: - Oversee multiple client service teams, ensuring effective and efficient management of projects, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters,...