Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... responsibilities include: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex...
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...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
that are crucial for the successful management of tax-related services for clients. The key responsibilities include: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors to ensure accuracy. - Conducting research and drafting memorandums involving comple...
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. - Research and draft memoranda on complex tax matters. - Identify and implement tax planning opportunities to...
Services Tax - Real Estate Director Job Responsibilities: As a Director... clients in the real estate sector. Your primary duties... include: - Setting the strategic direction for the Financial Services Tax team and driving business development efforts to achieve growth. - Overseeing multiple projects...
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...
Services Tax - Real Estate and Infrastructure Transactions Senior... in the global real estate and infrastructure sectors. - Advise... on fund formation for both . and international ventures. - Draft and present insights on tax regulations, enhancing research efficiency through technology. - Engage...
Small Business Trusts (ESBTs), and Qualified Subchapter S Trusts (QSSTs). - Prepare federal and state gift tax returns. - Prepare federal and state estate tax returns. - Review... and respond to federal and state tax notices. - Review tax returns...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, the primary responsibilities include working as part of a team of problem solvers to address complex business issues from...
Title: Tax Senior Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Work as part of a multi-disciplinary team to offer industry knowledge and experience to clients and...
Title: Tax Manager/Tax Senior Manager, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net-worth business clients. - Collaborate with a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Develop and...
Job Title: Trust Administrator VP, Wealth Management... Solutions, Trust & Estates Job Responsibilities: Technical and... Opening Group to establish trust accounts. - Interpret governing instruments... and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative...
clients by earning their trust, thoroughly understanding their needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and new client acquisition. - Advise clients...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...
clients by earning their trust, thoroughly understanding their 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...
Title: Consumer Banking Attorney - Vice President Assistant General Counsel Job Responsibilities: - Develop subject matter expertise and foster collaborative working relationships to support a business unit focusing on deposit, lending, and investment products for affluent individual and business customers. - Provide strategic...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is... of complex trust and estate accountings and performing intricate... calculations and reconstruction when necessary. The role involves researching state-specific principal and income...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards retaining client goodwill. - Actively...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...