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...
Job Title: Trust Administrator Associate Job Responsibilities: - Collaborate... Opening Group to establish estate or trust accounts. - Interpret... governing instruments... Communicate administrative procedures to beneficiaries and co-executors or co-trustees. - Analyze Wills and trust documents for legal, tax,... administrative, and investment issues, coor...
Job Title: Trust Administrator Associate Job Responsibilities: - Collaborate... Opening Group to initiate estate or trust accounts. - Interpret... governing instruments... Communicate administrative procedures to beneficiaries and co-executors or co-trustees. - Analyze Wills and trust documents for legal, tax,... administrative, and investment issues, coordi...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The... in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department... Preparing complex trust and estate fiduciary accountings. - Managing... client relationships and ensuring client satisfaction through timely and effective responses to client...
Title: Senior Commercial Counsel Job Responsibilities: - Serve as a trusted legal advisor across the organization, collaborating with teams such as Sales, Product, Unit Operations, and Technology. - Draft, negotiate, and review a variety of commercial contracts, including membership agreements, vendor agreements, marketing...
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 strategic direction of the team, spearheading business development initiatives, and overseeing multiple projects with a focus...
aspects of fiduciary litigation and disputes related to trust or estate-related matters. This includes developing... case strategies in consultation with senior internal counsel and implementing these strategies while coordinating with internal and external partners. The responsibilities also encompass overseeing in...
Tax Services - Real Estate and REIT Job Responsibilities: - Provide... advisory services to real estate businesses that are operating... as Real Estate Investment Trusts (REITs), partnerships,... and corporations. - Work as part of a multi-disciplinary team to provide industry knowledge and experience. -...
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... the construction and real estate industries. Your role will... involve performing tax research, working with clients on various tax matters, and implementing special projects. You will work directly with clients and...
Financial Markets & Real Estate - Insurance Investment Accounting,... Director Job Responsibilities: - Participate as an individual contributor and team member on complex accounting and financial reporting matters related to the financial instrument life cycle. - Set strategic direction and drive business growth...
Director - Trust & Estate Job Responsibilities: The Tax Senior... within the Trust & Estate segment of the National... include: - Reviewing complex gift, estate, and fiduciary income tax... returns. - Reviewing fiduciary accountings for trusts and estates. - Providing tax planning and consulting...
Net Worth - Real Estate Job Responsibilities: - Join the Ultra... Worth (UHNW) – Real Estate team to provide federal... high-net-worth clients, including real estate sponsors, owners, investors, and... developers. - Work with a variety of clients such as management companies, joint ventures,...
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...
matters. - Support global trust teams on all tax... matters including estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors to ensure accuracy. - Conduct research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities...
Job Title: Trust Advisor Intern Job Responsibilities: - Gain... an overview of the process of trust administration. - Acquire hands-on experience... fiduciary accounting and a trust accounting system. - Facilitate the... most aspects of daily trust administration for the Trust... Officer’s book of business. -......
Title: Tax Manager, Real Estate Job Responsibilities: As a Tax Manager... in the real estate sector, you will be... the construction and real estate industries. The role involves... performing tax research, collaborating with clients on tax-related matters, and implementing special projects. You...
tax matters. - Support global trust teams on tax matters... including estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. -...
Grant St, Pittsburgh, PA, 15219, US 100 Park Ave., New York, NY, 10017, US 225 Asylum St, Hartford, CT, 06103, US 1919 M Street, NW, Washington, DC, 20036, US Tax Senior Manager, Private Client Services - Chicago, IL Job Summary: BDO is seeking...
to registered investment products, including privately offered business development companies (BDCs), non-traded BDCs, and non-listed real estate investment trusts (REITs). The... primary responsibilities include: - Drafting, reviewing, and maintaining registration statements and related materials for funds and other securities offerings. - Coo...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: 1. Tax Planning and Compliance: - Perform tax planning, preparation, and research for pass-through entities (S-corps, LLCs, Partnerships) and business owners' individual returns, potentially including estates, trusts, and charitable entities. - Ensure 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 clients on...
returns, while providing income, estate, and gift tax planning... strategies for high net worth, closely held business, and family business clients. Your role will involve collaborating with the Private Wealth Services Tax team to make recommendations on return preparation and...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Tax Senior Manager in the Personal Financial Services practice, the candidate will work as part of a team of problem solvers, addressing complex business issues from strategy to execution. Responsibilities...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across various service lines and business areas to develop innovative solutions that meet...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Their key...
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:** Business Tax Services - Family Office Advisory Services - Manager **Job Responsibilities:** The Family Office Advisory Services Manager is responsible for supporting the legacy of family clients by protecting, improving, and growing their financial, social, and human capital. Key...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work closely with firm leadership to serve clients and contribute to business growth. - Mentor and coach a group of talented staff...
Title: Family Office Advisory Services - Manager Job Responsibilities: Family Office Advisory Services at the company focuses on supporting the legacy of family offices by protecting, improving, and growing the family's financial, social, and human capital. The role involves reviewing the current...
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. -...
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: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will have a range of responsibilities centered around delivering compliance and consulting services to individual clients. These clients may include...
Title: Managing Director, Tax Job Responsibilities: - Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. - Effectively leverage available technology and other resources to maximize technical application to projects and ensure the engagement team adheres to the...
Title: Senior Bank Counsel - Lending and Special Assets Job Responsibilities: The Senior Bank Counsel - Lending and Special Assets is a key role within the legal department of the company, primarily responsible for providing legal advice and support to the bank's...
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...