a strong understanding of family relationships and the needs of current clients as well as beneficiaries. - Review and monitor estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine dut...
Services Tax - Real Estate Director Job Responsibilities: As a Director... in the Financial Services Tax practice within the Corporate Tax services, the role involves a blend of strategic leadership, client relationship management, and technical expertise. Key responsibilities include: - Setting the strategic...
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...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The Tax Senior Associate in Personal Financial Services will be part of a team that aids private companies with various business advisory needs. This includes audit, tax compliance, and planning, all...
needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather information necessary for preparing tax returns. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns across Federa...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, entertainers, and...
Title: Specialized Tax Services - Research & Development Tax - Manager Job Responsibilities: - Lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. - Oversee project success and maintain elevated standards, ensuring quality delivery of services. - Motivate, develop,...
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 new client acquisition. - Advise clients on...
Title . Private Bank - 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 long-term goals. - Act as an advocate for the use of...
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 the existing client base and through new client acquisition. - Advise...
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 new client acquisition. - Advise...
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 clients...