affluent families, family offices, and their private businesses and/or 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, gift, c...
multi-generational affluent families, family offices, and their private businesses and/or 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, gift,...
Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax controversies. - Overseeing complete tax...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and...
support our Corporate Development team in identifying and evaluating potential real estate acquisitions and investments to... enhance our portfolio. This is a 12-week intensive program designed to provide hands-on experience and valuable insights to prepare you for a successful c...
and review tax returns for individual or trust tax clients, including federal,... foreign, state, and local tax returns, estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer... projects. - Determine appropriate tax objectives, scope, and methodolo...
families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients to ensure... accuracy and identify tax-saving opportunities and tax exposures. This includes handling federal, foreign, state, and local tax returns, calculating qua...
and families. - Manage and review tax returns for individual or trust tax clients including federal,... foreign, state, and local tax returns, estimated payments, extensions, and audits. - Engage in estate planning and wealth transfer... projects. - Determine tax objectives, scope, and methodol...
the client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy,... and identifying tax-saving opportunities and tax exposures. This includes handling federal, foreign, state, and local tax returns, calcula...
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...
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 businesses and family of...
Title: Assistant Bar Counsel Job Responsibilities: - Investigate allegations of misconduct by attorneys through methods such as witness interviews, subpoenas, and the collection of relevant information. - Analyze facts determined through investigations to identify violations of the Massachusetts Rules of Professional Conduct that...
Services Tax - Real Estate Director Job Responsibilities: As a Director... in the Financial Services Tax practice, you will play a pivotal role in guiding the team and our clients through the complexities of tax obligations and strategies. The responsibilities include: - Setting...
Tax Manager [Real Estate] Opportunity ID 8013... Department(s) Tax Location(s) Boston Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams...
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...
Financial Markets & Real Estate - Valuations, Director Job Responsibilities... - Assist audit teams in evaluating Private Equity portfolio valuations - Set the strategic direction for business development - Make critical decisions at an executive level - Shape and manage client...
Financial Markets & Real Estate - Valuations, Manager Job... Financial Markets & Real Estate - Valuations team at... the company, you will be responsible for a range of duties that require a comprehensive understanding of financial management and strategy. The...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: The... Fiduciary/Trust & Estate Administration Services Manager at... of the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)... responsibilities include: - Technical preparation and review of complex trust and estate accountings. - Performing complex calculati......
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors to ensure accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling...
Title: Business Tax Services - Private Tax - High Net Worth Individuals - Senior Job Responsibilities: As a member of the Business Tax Services team focusing on Private Tax for High Net Worth Individuals, you will be entrusted with a variety of...
Title: Business Tax Services- Private Tax Partnerships - Manager Job Responsibilities: - Support senior managers and partners in providing tax services, balancing time between compliance and planning with a focus on flow through entities such as partnerships. - Prepare or review federal and...
Title: Business Tax Services - Private Tax Partnerships - Senior Job Responsibilities: - Support managers and partners in providing tax services, with a balance between compliance and planning. - Prepare or review federal and state tax returns for . partnerships, including foreign reporting...
Title: Business Tax Services - Private Tax Manager - High Net Worth Individuals Job Responsibilities: - Manage technical planning and advising for high-profile individuals and their families. - Act as a trusted advisor and role model for clients and colleagues across multiple teams. -...
Advice (WP&A) leadership. - Act as a resource for the US Wealth Management (USWM) field by providing insights into both simple and sophisticated tax and trust & estate planning strategies. This includes... expertise in concentrated position management, corporate executive services, and...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services to business clients, particularly focusing on pass-through entities such as S-corps, LLCs, and Partnerships, as well as the individual returns...
Title: US Seasonal Tax-Private Tax-Manager Job Responsibilities: As a Seasonal Tax Manager within the Private Client Services at the company, your primary responsibilities will include: - Reviewing complex individual tax returns and income tax planning for high-net-worth individuals and families. - Handling partnership and...
structuring advice, including complex estate, trust, and gift tax... returns to high-net-worth clients and family offices. - Conduct research on tax issues to develop effective tax planning strategies. - Communicate complex tax issues to non-tax professionals and clients. - Manage, coach, and d...
Title: Tax - Business Tax Services - Private Tax - Wealth Tax Advisory - Senior Job Responsibilities: As a Senior in the Wealth Tax Advisory practice at the company, the primary responsibilities involve delivering high-quality advisory services to high-net-worth individuals (HNWI) and...
Title: Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: - Review complex individual tax returns and provide income tax planning and advice to high-net-worth individuals and families, developing into a trusted advisor role. - Collaborate with specialists in...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving their long-term objectives. - Act as an advocate both internally and with clients for the use...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in Private Client Services (PCS) at Company is tasked with utilizing their educational background and professional experience, in conjunction with communication, time management, leadership, technical,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A Tax Senior Associate in Personal Financial Services at the company will be part of a team that provides a range of advisory needs to private companies, focusing on improving operational efficiency...
focuses on ultra-high net worth individuals, trust, and estate clients. - Prepare complex... individual income, gift, trust, and estate tax returns for ultra-high... net-worth individuals and Family Offices. - Manage a portfolio of clients of varying size and scope a...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that work with a wide range of sophisticated clients. These clients may include...