Title: Tax Manager - Estate, Gift & Trust Job Responsibilities:... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. The role requires managing multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service...
Tax Manager [Commercial Real Estate] Opportunity ID 8043... Department(s) Tax Location(s) Denver Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster...
Job Title: Trust Manager Job Responsibilities: - Act in... governing documents. - Oversee Personal Trust, Agency, and IRA accounts. -... Engage in business development by building and maintaining relationships with clients, partners, relationship managers, attorneys, and other contacts to generate leads. - Administer irrevocable trusts,...
Manager - Tax & Estate Planning - Remote Eligible Job... related to tax and estate planning. Key responsibilities include: -... Advising and consulting on estate planning processes, focusing on... flow projections, income distribution, business succession, estate preservation, and estate plan... flow. -...
Services Tax - Real Estate Director Job Responsibilities: As a Director... in the Financial Services Tax practice within the Corporate Tax services, you will play a pivotal role in helping clients manage their tax obligations while minimizing the tax impact on their...
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 Senior Manager - Estate & GST Reviewer Job Responsibilities: -... Reviewing United States Estate (Form 706) and Generation-Skipping... Returns, along with state-level estate tax returns. - Collaborating with... staff to ensure estate and GST tax returns... are completed accurately by required deadlines...
Job Title: Estate Planning Advisor Entry Level... Job Responsibilities: As an Estate Planning Advisor at the... - Understanding and implementing estate planning techniques to assist... clients in tax reduction strategies, thereby providing tax planning and consulting services. - Assisting in...
Senior Tax Manager, Real Estate Job Responsibilities: As a Senior Tax... the construction and real estate sectors. Your responsibilities will... encompass: - Conducting tax research and working collaboratively with clients on various tax matters. - Implementing special projects to address unique tax issues. - Direct...
Title: Tax Manager, Real Estate Job Responsibilities: As a Tax Manager... the construction and real estate industries. Your duties will... include performing tax research, collaborating with clients on tax matters, and implementing special projects. You will work directly with clients and tax...
Associate - Winter 2026 Denver, CO, 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...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) department at Company is tasked with providing tax compliance and consulting services tailored to high net-worth individuals. This role involves managing tax and...
Title: Tax Associate - Winter 2026 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will include: - Engaging in tax consulting and tax return preparation duties, which involve tax research, tax planning, and preparing supporting digital work papers for...
for professional advisors and trust/estate clients. - Provide personalized... service and maintain strong relationships with professional advisors, beneficiaries, and wealth holders. - Educate and equip professional advisors, beneficiaries, and wealth holders to make informed decisions regarding generational wealth. - Trust Administ...
Title: Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities: - Review ultra-high net worth 1041s and address technical questions related to 1041 filings, including multi-state filings and complex analysis involving pass-through entities, hedge funds, partnerships, and S...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert Job Responsibilities: - Review ultra-high net worth 1041 tax filings, addressing technical questions related to multi-state filings and complex analysis of pass-through entities, hedge funds, partnerships, and S corporation implications for Form...
Senior Associate [Affordable Housing] Opportunity ID 8042 Department(s) Tax Location(s) Denver Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams...
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...
client relationships by earning trust, understanding client needs, providing... targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing client base and new client acquisition. - Advise clients on their...
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 from both the existing client base and new client acquisition; advise clients...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients. This role involves leading tax and consulting engagements,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The role of a Tax Senior Associate in the Personal Financial Services practice at the company involves aiding private companies with various business advisory needs, such as audit, tax compliance, and...
Performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and understanding the tax i...
Title: Senior Manager, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships during the proposal process. - Participate in networking activities to expand business opportunities...