Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... 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 maintaining a focus on exceptional client service and...
Job Title: Real Estate Finance and Lending Attorney Job... Responsibilities: - Support real estate finance transactions by reviewing... managers. This includes credit agreements, guarantees, mortgages/deeds of trust, leases, SNDAs, insurance documents,... and security documents, as well as providing related regulatory compliance advice....
Services Tax - Real Estate Director Job Responsibilities: A career in... the Financial Services Tax practice within the Corporate Tax services at the company involves assisting clients in managing their tax obligations while minimizing the impact of tax on their business operations....
Services Tax - Real Estate Senior Manager The candidate... will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Senior Tax Manager, Real Estate and Construction Job Responsibilities: As a... the construction and real estate industries. Your duties will... include: - Performing tax research and working with clients on tax-related matters. - Implementing special projects and identifying tax planning opportunities. - Preparing tax calculations...
Title: Tax Manager, Real Estate and Construction Job Responsibilities:... the construction and real estate industries. Your duties will... include: - Performing tax research and working directly with clients on tax matters. - Implementing special projects related to tax consulting. -...
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: Tax Associate - Winter 2026 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve a range of tax-related tasks. These include tax consulting and tax return preparation duties, such as tax research, tax planning, and the...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at Company, your primary responsibilities will involve tax consulting and tax return preparation. This includes engaging in tax research, tax planning, and preparing supporting digital work papers for various tax...
and financial guidance. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses, as well as owner-managed and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax issues... for ultra-high net-worth individuals and families. - Esta...
worth of $50 million and above, in discussions about advanced wealth transfer and philanthropic strategies, integrating these strategies with their investment portfolios. - Prepare comprehensive analyses and reviews of clients' estate and wealth transfer planning,... educate clients on additional planning opportun...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and through new client acquisition. - Advise clients...
from an income, trust, estate, and tax planning perspective. -... individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated lifetime... gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. - Counsel... clients on asse...
its Family Office, with a focus on developing innovative wealth planning strategies and providing family office services. The role is designed to assist clients in achieving their income tax, estate tax, philanthropic, and financial... planning goals. The ideal candidate wil...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with various business advisory needs such as audit, tax compliance, and planning....
which include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings focused on compliance and consulting projects, which relate to tax planning o...
Title: Tax Manager, Lead Tax Services Job Responsibilities: - Deliver comprehensive tax consulting and compliance services for clients in a variety of industries. - Conduct in-depth tax research, analyze findings, and advise clients on complex tax matters. - Manage and oversee tax compliance processes,...
management of projects, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning... matters, ensuring clients receive sophisticated guidance on complex EGT issues. - Develop and maintain strong client relationships by delivering exce...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing clients and new client acquisition. - Advise clients on their...
returns and providing income, estate, and gift tax planning... strategies for high net worth, closely held business, and family business clients. The role involves collaborating with the Private Wealth Services Tax team and making recommendations on return preparation and tax...
Title: Tax - Business Tax Services - Private Tax - Senior Manager Job Responsibilities: The role of a Senior Manager in the Private Tax practice at the company involves a variety of responsibilities aimed at serving privately held companies and their owners,...
Banker in managing their book of business. Your role is pivotal in assisting the Senior Banker with new client acquisition and retention by leveraging a broad knowledge of investments, banking, trust services, and financial planning.... Key responsibilities include: - Providing leverage...