Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: The... Tax Manager for Estate, Gift & Trust at... consulting, compliance, and controversy support for intricate estate, gift, and trust issues. -... Managing multiple projects in a dynamic and collaborative environment while ensuri...
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...
tax management, executive compensation, retirement analysis, estate planning, philanthropy and business... succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing and strengthening client relation...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
Title: Senior Commercial Counsel Job Responsibilities: - Serve as a trusted legal advisor across the organization, partnering with teams such as Sales, Product, Unit Operations, and Technology. - Draft, negotiate, and review commercial contracts, including membership agreements, vendor agreements, marketing contracts, and NDAs. -...
Tax Manager - Real Estate Job Responsibilities: - Provide compliance and... consulting services to Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... partnerships. - Work directly with clients, manage tax engagement teams, and have access...
Services Tax - Real Estate Director Job Responsibilities A... career in the Financial Services Tax practice within Corporate Tax services at the company provides the opportunity to assist clients in meeting their tax obligations while managing the impact tax has...
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...
Associate - Winter 2026 Atlanta, GA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
role in growing the company's private client tax practice, focusing on ultra-high net-worth individuals, trusts, and estate clients. - Review and provide... analyses of complex individual income tax, gift, estate, and trust returns for... ultra-high net-worth individuals and Family Offices. - S...
in growing the company's private client tax practice. This practice focuses on ultra-high net-worth individuals, trusts, and estate clients. - Review and... provide analyses of complex individual income tax, gift, estate, and trust returns for... ultra-high net-worth individuals and f...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in Private Client Services is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Leading...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company is tasked with leading tax and consulting engagements, guiding their team in identifying and addressing client needs, and uncovering tax...
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...
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 new client acquisition. - Advise clients...
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: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company is tasked with utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth...
Title: Tax Manager - High-net-worth Job Responsibilities: - Client Relationship Management: The Tax Manager is responsible for developing and maintaining strong relationships with clients. This involves providing personalized tax planning and compliance services aimed at building long-term wealth, ensuring high levels of...
Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Build and lead a dedicated team of tax professionals, focusing on strategies...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company oversee multiple engagement teams catering to a diverse array of sophisticated clients. These clients may include some of the wealthiest families in...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is tasked with leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. The job entails managing tax...
base, focusing 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, acting as...
Title: Senior Tax Manager Job Responsibilities: - Serve as a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. - Work closely with firm leadership to serve clients and contribute to the business's growth, directly impacting the firm's...
Title: Tax Manager Job Responsibilities: - Be a trusted member of the team providing various tax services to middle market clients. - Oversee and provide services pertaining to accounting, tax, and prepared or compiled financials. - Review and analyze accounting records and/or reporting with...
Title: Federal Tax Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate for the Lead Tax Services practice at the company, the candidate will be expected to: - Assist on large projects, demonstrating strong technical skills which are vital...
with key internal clients and serve as a trusted legal advisor, legal risk manager, and business partner. The primary responsibilities include: - Providing support for consumer real estate and personal lending lines... of business, including product support and loan...