Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... draft memorandums involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Job Title: Trust & Estate Tax Senior Manager -... Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... strategies, charitable planning, and estate planning. - Perform primary review... tax...
Job Title: Trust and Estate Tax Manager Job Responsibilities: The Trust... and Estate Tax Manager at the... responsible for leading various tax engagements and providing mentorship... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors to... drafting memoranda on complex tax matters. - Identifying...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... and provide consistency in tax preparation due to the... complexities of fund reporting. This includes the plan...
Job Title: Trust & Estate Tax Senior Manager -... Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. -... Provide expert tax planning and advisory services... strategies, charitable planning, and estate planning. - Conduct primary... tax...
Job Title: Tax Senior - Trusts &... Trust & Estates (T&E) Tax Department at Company, the... and state fiduciary income tax returns, extensions, and quarterly... Subchapter S Trusts (QSSTs). - Preparing federal and state gift tax returns. - Preparing fed......
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... The Tax Senior Analyst plays a... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business.... Preparing complex trust and estate fiduciary accountings. - Performing... complex...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain client goodwill. - Actively...
Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... client service teams. The Managing Director must possess significant knowledge in tax compliance and con...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... aimed at providing high-level tax compliance and consulting services... responsibilities include: - Participating in tax and consulting engagements to... identify and address client needs effectively. - Collaborating with clients...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements while... and addressing client needs, tax planning, and consulting opportunities. -... gather necessary information for tax return preparation. - Develop an... of complex individual, trust, estate, S-Corp, foundation, partnership, and... tax...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is responsible for providing tax compliance and consulting services... time management, leadership, technical, business development, and people skills. The primary duties include managing tax and consulting engagements...
Deliver the firm's wealth planning resources to clients and... and client-facing advocate for the Wealth Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and underst...
Job Title: Tax Senior Associate - Personal... Job Responsibilities: As a Tax Senior Associate in the... role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on audit, tax compliance, and planning to... enhance...
Job Title: Tax Senior - Trusts &... and state fiduciary income tax returns, extensions, and quarterly... federal and state gift tax returns. - Prepare federal... and state estate tax returns. - Review... and... to federal and state tax notices. - Review tax......
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,...
Services Tax - Real Estate and Infrastructure Transactions Senior... Associate Job Responsibilities: - Provide in-depth tax advisory services to clients... in the global real estate and infrastructure sectors. - Advise... and present insights on tax regulations, enhancing research efficiency... cross-border structures and treaty planning strategies. - Confirm compli...
State & Local Income Tax - Asset Management Job Responsibilities:... state and local income tax issues within the asset... as hedge funds, funds of funds, private equity, and real estate, dealing with state and... local tax issues, including compliance, advising,... planni...