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: Senior Manager, Trust Tax Job Responsibilities: - Accountable for... relationships related to a trust tax services contract and... specialty needed by the trust tax practice. - Work independently... with clients and trust administrators to resolve complex... issues with positive outcomes. - Oversee...
high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings focused on compliance and consulting projects related to tax planning opportunities and the tax implic...
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 existing client base and new client acquisition. - Advise...
Title: Remote Paralegal Job Responsibilities: - Assist the Legal Department in all phases of legal transactions, including contracts, grant agreements, financial transactions, real estate transactions, mergers and acquisitions,... and litigation support. - Work in a cross-functional capacity with general responsibilities in contract management,...
Manager - Tax & Estate Planning - Remote Eligible... centered around tax and estate planning, including: - Advising... and consulting on estate planning to create tax-efficient... income distribution, business succession, estate preservation, and estate plan... flow. - Interpreting and reviewing...
Services Tax - Real Estate Director Job Responsibilities: As a Director... in the Financial Services Tax practice within Corporate Tax services, you will be tasked with a variety of responsibilities that are pivotal to the success of the team and the satisfaction...
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 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: -... Review United States Estate (and Generation-Skipping Transfer) Tax... (Form 706) and state-level estate tax returns. - Collaborate with... staff to ensure estate and GST tax returns... other instruments related to estate and business suc...
Director, Tax, Trust & Estate Specialist Job Responsibilities: - Develop and... authority on complex trust, estate, and income tax questions... and issues. - Identify unstated needs from clients to offer additional company services where relevant. - Present to large and small groups to share...
Associate - Winter 2026 Phoenix, AZ, United States Be the First to Apply 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...
Title: Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities: - Review ultra-high net worth 1041s and provide answers to technical firmwide 1041 questions, including multi-state filings and complex analysis of pass-through entities, hedge funds, partnerships, and S...
Title Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Senior Manager involves: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings,...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team members to voice their opinions and include quieter members in discussions. -...
Title: Tax Director - Personal Financial Services Job Responsibilities: A role as a Tax Director in Personal Financial Services at the company involves working within the department to assist private companies with a variety of business advisory needs. The responsibilities include providing...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Service practice, the candidate will work as part of a team of problem solvers, assisting in resolving complex business issues from strategy to...