Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandums involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work... on multiple engagements that deliver proactive tax planning and strategic consulting,... including federal estate...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading multipl...
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...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for supporting the Trust Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
**Job Title: Trust and Estate Tax Manager** **Job Responsibilities:** - Review... trust, partnership, and corporate tax returns prepared by tax... staff and/or seniors for... draft memoranda involving complex tax matters. - Identify and implement... tax planning opportunities. - Handle and... resolve tax controversies. - Oversee complete tax......
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel position is integral to the Data Center and Networking legal team within the department at the company. This role primarily involves providing legal support for...
The primary responsibility is to provide objective insights that align financial and estate strategies with the clients'... goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate...
Job Title: Estate Planning Strategist, Vice President Job... Responsibilities: The Estate Planning Strategist, Vice President... for collaborating with senior estate planning strategists and teams... and analyses focusing on estate, gift, and income tax... planning. The specific responsibilities... include: - Building and maintaining relationships...
Tax Associate - Winter 2026... States Job Description Tax Associate As a... Tax Associate at **Members Only**,... responsibilities will consist of tax consulting and tax return... preparation duties, including tax research, tax planning, and... work papers for various tax returns and tax related......
Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal, estate, gi...
Job Title: Tax Associate - Winter 2027 Job... Responsibilities: As a Tax Associate at the company,... primary responsibilities will include: - Tax consulting and tax return... preparation duties, encompassing tax research, tax planning, and... work papers for various tax returns and tax-related projects. -......
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as... trusted leader of company’s tax services, providing federal tax... compliance and consulting services... to construction and real estate clients. - Establish and... relationships, advising on day-to-day tax matters for a diverse... tax...
Job Title: Tax Senior Associate - Personal... advisory needs, including audit, tax compliance, and planning, aimed... at enhancing their operational efficiency. This role involves experiencing the entire business life cycle of a private company from inception to growth, maturity, and...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, you will be... performing high-level reviews of tax research for individuals, fiduciaries,... gift work papers and tax returns. You will prepare... consulting projects related to tax planning opportunities and the... tax...
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... partnership, closely-held corporations, estate, and gift work papers... and tax returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
Job Title: Tax Supervisor - Trust &... Estate (Compliance Focused) Job Responsibilities: -... and state fiduciary income tax returns (Form 1041), estate... tax returns (Form 706),... and... gift tax returns (Form 709). - Ensure... and accurate filing of tax returns and estimated payments. -... tax...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements delivering proactive tax planning and strategic consulting,... including federal estate, gift, char...
Job Title: Tax Manager or Senior Manager,... Real Estate Deals & Transactions Job Responsibilities: -... Structure tax aspects of multinational global... private equity real estate investments, including strategic mergers,... Public Offerings (IPOs). - Draft tax opinions, memos, structure decks,... and Excel models illustrating tax benefits of alternative structures. -... tax...
Tax Senior Associate, Real Estate Deals & Transactions Job... corporate, partnership, and real estate tax services, including planning,... deliver due diligence and tax structuring services, and communicate... findings and opportunities to clients. - Assist clients with current issues such as...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mul...
as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies, and in... areas such as concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and Practice Managem...
with divisional and wealth planning & advice leadership to... in areas of tax and trust & estate planning strategies, concentrated position... management,... corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and practice management to integrate estate an...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a... financial planning and estate planning subject... matter authority... their advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements, depending on... client... needs. - Support advanced planning client engagements throughout a... Planning...
to advise clients on planning and compliance matters involving... estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and... international transfer and trust tax. Support the firm's Private... Enterprise and Family Office Practice, working with owners of privately held...
Job Title: Tax Manager - Private Client... clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The primary responsibilities of a Tax Manager i...
Title: Tax Director - Estate & Trusts Job Responsibilities: - Provide... tax compliance and consulting services... to Estate, Gift, and Trust clients. -... client expectations. - Oversee complex tax research projects related to... Estate, Trust, and Gift issues. -... with clients to minimize tax obligations and ensure assets... tax...
Job Title: Tax Senior Manager - Private... Client Services Job Responsibilities: Senior Managers in the Private Client Services practice at the company are responsible for overseeing multiple engagement teams for a diverse range of sophisticated clients. These clients may include some...
Job Title: Tax Partner - Family Office... Job Responsibilities: As a Tax Partner in the Family... responsibilities include: - Leading tax engagements and advising on... tax matters for affluent families... and their family offices. - Providing strategic guidance and customized...
Job Title: Tax Partner - Global Family... Enterprise Job Responsibilities: The Tax Partner for the Global... for leading and growing tax engagements, advising on tax... matters, and collaborating across... service lines to deliver innovative solutions for clients. Key responsibilities include:...
State & Local Income Tax - Asset Management Job Responsibilities:... private equity, and real estate, addressing state and local... tax issues such as compliance,... advising, planning, and controversies. - Engage... handling state and local tax controversies, which involves preparing... clients for...
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role... of Tax Senior Analyst within the... Fiduciary/Trust & Estate Accounting Services (FTEAS) team... Preparing complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions...
Associate, State & Local Tax - Asset Management Job... funds, private equity, real estate) with state and local... tax issues including compliance, advising,... planning, and controversies. - Participate... with state and local tax controversies which includes preparing... clients for discussions...
Title: Legal Counsel, Real Estate Development and Data Centers... Legal Counsel – Real Estate Development and Data Centers... the company's large-scale real estate developments and project financings.... utility-related agreements. - Reviewing, negotiating, and executing real estate transaction agreements from incept......
Specialized Tax Services - Research and... Development Tax - Manager The candidate... help businesses navigate complex tax regulations and optimise their... tax positions. Focus on providing... tax advice and solutions to... clients in complex and niche areas of taxation. Coach,...
Financial Markets & Real Estate - Valuations, Manager Job... a business and the securities within its capital structure. - Lead and manage client accounts, focusing on strategic planning and mentoring junior staff.... - Secure project success and maintain rigorous s...
Job Title: Tax Director - Trust &... Estate (Consulting Focused) Job Responsibilities: The... Tax Director in the Trust... & Estate group is responsible for... delivering comprehensive tax compliance and consulting services... to Estate, Gift, and Trust clients.... planning, legal advisors to minimize tax obligations and ensure asset......
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting... including federal estate, gift,...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mult...
collaboration with divisional and Wealth Planning & Advice (WP&A) leadership.... The role serves as a resource within the company’s Wealth Management field, offering expertise in both basic and advanced tax and trust & estate planning strategies. This includes... concentrated... p...