tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns.... - Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment. - Develop responses to IRS and other regulatory and tax authorities'...
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,...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mult...
collaboration with divisional and Wealth Planning & Advice (WP&A) leadership. The role serves as a resource within the company’s Wealth Management field, offering expertise in both basic and advanced tax and trust & estate planning strategies. This includes... concentrated p...
Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: - Managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering...
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...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading multipl...
Job Title: Virtual Estate Planning & Probate Paralegal Job... Responsibilities: - Draft estate planning documents, including wills,... trusts, powers of attorney, and advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder...
Assistant General Counsel - Trust Services Job Responsibilities: In... responsible for supporting the Trust Services business within the... Wealth and Investment Management (WIM) division of the company. The successful candidate will focus on general fiduciary activities, investment management, philanthropic trusts,...
IronSpire 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: Tax Director - Estate & Trusts Job Responsibilities: - Provide... and consulting services to Estate, Gift, and Trust clients. -... research projects related to Estate, Trust, and Gift issues. -... Work with clients to minimize tax obligations and ensure assets are passed according...
Assistant General Counsel - Trust Services Job Responsibilities: -... Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies, or profitability....
The primary responsibility is to provide objective insights that align financial and estate strategies with the clients'... goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team... Preparing complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions as necessary. - Conducting research on...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Director - Trust & Estate (Consulting Focused) Job Responsibilities: The... in the Trust & Estate group is responsible for... and consulting services to Estate, Gift, and Trust clients.... The role focuses on strategic planning, client relationship management, and collaboration with legal...
Services Tax - Real Estate Director Job Responsibilities: A career in... the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the tax impact on their business. As a Director...
Job Title: Estate Planning Strategist, Vice President Job... Responsibilities: The Estate Planning Strategist, Vice President... for collaborating with senior estate planning strategists and teams... and analyses focusing on estate, gift, and income tax... planning. The specific responsibilities include: - Building and maintaining relationships...
Job Title: Trust Relationship Strategist, Vice President Job... worth clients with income, trust and estate, and tax... planning, with... trusts. - Interpret and understand trust and related documents, utilizing... senior staff and internal and external counsel as necessary. - Act as the main...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as... to construction and real estate clients. - Establish and... maintain client relationships, advising on day-to-day tax matters for a diverse range of clients, from middle market to multinational corporations. - Consult...
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...
Title: Tax Supervisor - Trust & Estate (Compliance Focused) Job Responsibilities: -... Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706),... and gift tax oversee tax deadlines for trust clients. - Respond to IRS......
Associate - Winter 2026 San Francisco, CA, 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,...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will include: - Tax consulting and tax return preparation duties, encompassing tax research, tax planning, and the preparation of supporting digital work papers for various...
Title Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President Job Responsibilities The Family Office Financial Planning Advisor at the Vice President level is responsible for managing client relationships and leading a team of financial planners and...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams catering to a diverse range of sophisticated clients. These clients may include some of the...
Title: Tax Senior Manager – Private Client Services Family Office Job Responsibilities: - Responsible for training, supervising, and ongoing development of associates and seniors. - Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other...
affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal, estate, gi...
Title: Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services practice at the company are responsible for overseeing multiple engagement teams for a diverse range of sophisticated clients. These clients may include some 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 new client acquisition. - Advise clients...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner for the Global Family Office Enterprise is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across service lines to deliver innovative solutions...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company will offer the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, aimed...
client relationships by building trust, understanding client needs, providing... targeted advice, and delivering exceptional client experiences. - Generate business results and acquire new assets, both from the existing client base and through new client acquisition. - Advise clients on their overall balance...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, you will be responsible for performing high-level reviews of tax research for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers and 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 the existing client base and new client acquisition. -...
multi-generational affluent families, family offices, and their private businesses and investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements delivering proactive tax planning and strategic consulting, including federal estate, gift, char...
Title: Tax JD Intern - Summer 2026 Job Responsibilities: - Support tax teams with various tasks. - Participate in diverse projects to gain practical experience. - Conduct research to assist in tax-related assignments. - Observe and learn from professional work environments. - Develop your personal brand...
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mul...
as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies, and in... areas such as concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership and Practice Managem...
management topics. - Serve as a resource to the field in areas of tax and trust & estate planning strategies, concentrated position... management, corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership and practice management to integrate estate an...
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...
a financial planning and estate planning subject matter authority... their advisors. - Deliver point-in-time estate planning guidance and education... lead comprehensive financial and estate planning engagements, depending on... client needs. - Support advanced planning client engagements throughout a geographic region with the...
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,...
affluent families, family offices, and their private businesses and/or investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal estate,...
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...