Job Title: WM Trust Officer Job Responsibilities: The WM Trust... Officer is responsible for... knowledge and expertise, including but not limited to IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. The Trust Officer will likely work... as part of a team of experts adminis...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is tasked with a variety of responsibilities that leverage their educational background and professional experience. Key duties include: - Managing tax and consulting engagements,...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager within the Private Client Services at Company is tasked with providing comprehensive tax compliance and consulting services to high net-worth clients. This role involves the management of tax and consulting engagements,...
as well as tax planning and consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax preparation. - Review individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing written and verbal feedback to sta...
needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather information necessary for tax return preparation. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal...
Services Tax - Real Estate Director Job Responsibilities: As a Director... clients within the real estate sector. Your responsibilities will... include: - Setting the strategic direction for the Financial Services Tax team, ensuring alignment with the overall goals of the department and company. -...
and tax return preparation duties, including tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trust...
including tax research, tax planning, and creating supporting digital work papers for various tax returns and projects. You will work with diverse entities such as corporations, partnerships, estates, trusts, and non-profits across multiple industries, including real estate, consumer industrial prod...
- Conducting 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 on compliance and consulting projects that are related to tax planning oppo...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with a range of business advisory needs, including audit, tax compliance, and planning,...
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...