loans for, generally for tax relief and property buyout... the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
loans for, generally for tax relief and property buyout... the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
loans for, generally for tax relief and property buyout... the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
Job Title: Estate Planning Strategist - Executive... and analyses focusing on estate, gift, and income tax... planning, including executive compensation... and pre-liquidity planning. - Work closely with Financial... Advisors to build relationships with ultra-high-net-worth clients and prospects across the country by...
Title: Wealth Transition Services Tax Senior Manager - 1041... Responsibilities: A Wealth Transition Services Tax Senior Manager is responsible... tasks, focusing on complex tax issues related to ultra-high... net worth individuals and their estates. Key responsibilities include: - Reviewing ultra-high net worth...
Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate planning solutions tailored to... each client or prospect's unique circumstances. The primary responsibilities include: - Providing guidance on wealth structuring matters...
key participant in large-scale planning. - Handle matters with... significant impact on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor to the...
participant in large scale planning. - Handle matters that... have a significant impact on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor...
participant in large scale planning. - Handle matters that... significantly impact the Company's operations, strategies, or profitability. - Provide legal advice for the management of the Corporation and its subsidiaries. - Serve as a legal advisor to various businesses within...
Services Senior Manager - Estate & GST Reviewer Job Responsibilities: -... Review United States Estate and Generation-Skipping Transfer (GST)... Tax (Form 706) and state-level estate tax returns. - Collaborate with... staff to ensure estate and GST tax returns... and other instruments concerning estate and business suc...
Offer tailored legal advice on estate plans and strategies. - Engage... in special projects related to asset protection and business planning. Document Drafting and Review: - Draft... estate planning documents for clients,... ensuring... accuracy and compliance with laws. - Review documents submitted online, providin...
custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting plans, and related court documents. - Advise clients and draft legal instruments in estate planning such as wills,... trusts (revocabl...
Job Title: US Seasonal Tax-Financial Services Organization- Private Tax-Senior... Manager Job Responsibilities: The Senior Manager... for reviewing complex individual tax returns, income tax planning,... in various areas such as International tax, state and local tax,... and asset management to... deliver comprehensive so...
Legal Counsel Director, Real Estate Development and Data Centers Job... Responsibilities: Real Estate Development & Acquisitions: - Negotiate... negotiate, and execute real estate transaction agreements from inception... to closing. This includes site selection, letters of intent (LOIs), purchase and sale agreements (PSAs), options,...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in Private Client... is responsible for providing tax compliance and consulting services... time management, leadership, technical, business development, and people skills. Key responsibilities include: - Participating in tax and consulting en...
Private Family Office Financial Planning Advisor, Vice President Job... The Family Office Financial Planning Advisor at the Vice... and analysts. The role involves providing high-quality, personalized financial planning and implementation across various... areas, including: - Advisory, Coordinate and Administration: Advis...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... Key duties include: - Managing tax and consulting engagements, demonstrating... and addressing client needs, tax planning, and consulting opportunities. -... Acting as the primary client contact, providing exe...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing comprehensive tax and consulting services specifically... primary responsibilities include: - Conducting tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... gather information necessary for tax return preparation. - Develop an... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...
Job Title: Tax Managing Director, Core Tax... Services Job Responsibilities: The Tax Managing... with guidance on the tax implications of their business... alternative actions to minimize tax burdens and compliance costs,... methods of adhering to tax regulations, and serving as... client contact for intricate tax issues. R...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager within the Private... tasked with providing comprehensive tax compliance and consulting services... involves the management of tax and consulting engagements, with... and addressing client needs, tax planning, and consulting opportunities.... Tax...
Job Title: Tax Senior Manager - Healthcare... proactive individual and business tax planning, consulting, and compliance... have experience in both individual and business tax returns, with a concentration... in flow-through entities. - Ensure complete client and team satisfaction through open communicatio...
Job Title: Tax Senior Manager - Healthcare... Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance... services both individual and business tax returns, focusing on flow-through......
Job Title: Tax Senior Manager - Healthcare... proactive individual and business tax planning, consulting, and compliance... in individual and business tax returns, with a concentration... in flow-through entities. - Ensure complete client and team satisfaction through open communication, managing deadlines, a...
Job Title: Tax Senior Manager - Healthcare... proactive individual and business tax planning, consulting, and compliance... both individual and business tax returns, with a focus... on flow-through entities. - Ensure client and team satisfaction through open communication, managing deadlines, and proactively...
Job Title: Tax Senior Manager - Healthcare... proactive individual and business tax planning, consulting, and compliance... have experience in both individual and business tax returns, with a concentration... in flow-through entities. - Ensure complete client and team satisfaction through open communicatio...
Job Title: Tax Senior Manager - Healthcare... proactive individual and business tax planning, consulting, and compliance... have experience in both individual and business tax returns, with a concentration... in flow-through entities. - Ensure complete client and team satisfaction through open communicatio...
Job Title: Tax Senior Manager - Healthcare... proactive individual and business tax planning, consulting, and compliance... experience in both individual and business tax returns, with a concentration... in flow-through entities. - Ensure complete client and team satisfaction through open communication, managi...
Job Title: Tax Senior Manager - Healthcare... proactive individual and business tax planning, consulting, and compliance... experience with both individual and business tax returns, with a concentration... in flow-through entities. - Ensure complete client and team satisfaction through open communication,...
Job Title: Tax Senior Manager - Healthcare... proactive individual and business tax planning, consulting, and compliance... experience in both individual and business tax returns, with a concentration... in flow-through entities. - Ensure complete client and team satisfaction through open communication, manag...
Title: Manager - International Tax Job Responsibilities: - Advise multinational enterprises... on . inbound tax planning, ensuring clients understand... and long-term implications of tax planning decisions, while aligning... and considering the multinational's tax risk profile, global effective... tax rate, and cash posture. -... tax...
Job Title Senior Tax Associate – Alternative Investment... are integral to the tax planning, consulting, and compliance... as hedge funds, private equity, real estate, fund of funds, and... venture capital. The specific responsibilities include: - Reviewing and preparing tax returns. - Building...
Job Title: Senior Tax Associate – Private Client... Services Job Responsibilities: Senior Tax Associates within the Private... Client Services practice are tasked with managing and supporting their team across multiple engagements. These engagements cater to a diverse array of sophisticated clients, including...
Job Title: Tax Experienced Manager, Private Client... Services Job Responsibilities: - Manage tax and consulting engagements while... needs, as well as tax planning and consulting opportunities. -... gather necessary information for tax preparation. - Review individual, trust,... estate, S-Corp, foundation, partnership, and... gift tax returns, providing written and......
Financial Markets & Real Estate - Transactions, CLO Manager... Job Responsibilities - Assist clients with understanding complex financial structures. - Verify that disclosures align with the underwriter's intent of the security structure. - Lead and manage client accounts with a...
Job Title: Senior Tax Manager - Private Client... Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These...
Job Title: Tax Manager - Private Client... Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are tasked with overseeing multiple engagement teams handling a diverse array of sophisticated clients. These clients may include some of the...
Job Title: Specialized Tax Services - Research &... Development Tax - Manager Job Responsibilities: - Lead... accounts, focusing on strategic planning and mentoring junior staff. -... Oversee project success and maintain elevated standards, ensuring quality delivery of services. - Motivate, develop, and inspire team...
Title: Vice President, Complex Estate Planner Job Responsibilities: - Contribute significantly... team to deliver cutting-edge estate plan reviews 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...
Services Tax - Real Estate Manager The candidate will... help clients meet their tax obligations while managing the... impact tax has on their business.... their local and overseas tax affairs, while acting as... a strategic consultant related to business analysis,...
Responsibilities: - Utilize complex financial planning techniques across the Elements... Wealth to deliver advanced estate and financial planning advice... to clients with... expertise to clients and prospects. - Conduct complex diagnostic reviews of financial and estate planning documents, along with... client... ob...
Title: Senior Associate – Private Client Services Job Responsibilities: Senior Associates in the Private Client Services practice are responsible for managing and supporting their team on multiple engagements for a diverse range of sophisticated clients. These clients include some of the wealthiest...
Worth (UHNW) financial and estate plans. Utilizing their strong... technical planning expertise, the strategist enhances... drives positive client outcomes, and significantly contributes to revenue impact. This role involves working with multi-generational, complex client and prospect families, providing planning subject...
with income, trust and estate, and tax planning, with... a specialization in the administration and restructuring of trusts. - Interpret and understand trust and related documents, utilizing senior staff and internal and external counsel as necessary. - Act as the main point...
an income, trust and estate, and tax planning perspective. -... individuals and families on all aspects of wealth transmission, including tax-efficient estate planning structures, sophisticated lifetime... gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. -...
Title: Trust Administration Advisor Job Responsibilities: The Trust Administration Advisor is responsible for directly administering and providing fiduciary advice and oversight for various types of Wealth trust accounts. These accounts include personal trusts, special needs trusts, investment management, custodial, and guardianship accounts....
Title: Trust Administration Advisor Job Responsibilities: This position entails the direct administration and provision of fiduciary advice and oversight for various types of wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts. The advisor is responsible...
including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and converse with financial and estate planning strategies, interpret legal... and fiduciary documents to...
special needs trusts, investment management, custodial, and guardianship accounts. - Manages a portfolio of accounts with varying complexity and asset sizes. - Understands and interprets financial and estate planning strategies, as well... as legal and fiduciary documents, to deliver fiduciary advice direct...
needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset sizes. - Understand and interpret financial and estate planning strategies, as well... as legal and fiduciary documents, to offe...
Title: Trust Advisor II Job Responsibilities: - Provide expertise and thought leadership in fiduciary advice and solutions to high net worth clients. - Participate as part of the broader client-facing wealth team to expand existing relationships and capture new opportunities from both internal...
Title: Trust Advisor II Job Responsibilities: The Trust Advisor II role involves providing expertise and thought leadership regarding fiduciary advice and solutions to high-net-worth clients. The advisor participates as part of a broader client-facing wealth team to expand existing relationships and capture...
Title: Trust Advisor II Job Responsibilities: The Trust Advisor II is responsible for providing expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. The role involves participating as part of a broader client-facing wealth team to expand...