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 Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve tax consulting and tax return preparation duties. This includes tax research, tax planning, and the preparation of supporting digital work papers for...
Title: Tax Principal - Private Client Services Job Responsibilities: - Lead a team of tax and industry professionals to deliver tax compliance and consulting services. This includes mentoring the team to understand and assist clients by developing a deep understanding of their...
Title: Tax Manager, State & Local Income Tax - (Remote Option) Job Responsibilities: The Tax Manager in the State and Local Tax (SALT) practice at the company will have a variety of responsibilities aimed at assisting high-profile clients with their tax...
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: Sr. Trust Officer Job Responsibilities: The Sr. Trust... Officer is responsible for... families. Key responsibilities include: - Overseeing the administration and business development of complex investment management and trust accounts. - Collaborating with team... members to ensure trust product awareness and e......
Title: Wealth Management Senior Trust Officer Job Responsibilities: The Wealth Management... Senior Trust Officer is responsible for... the administration, risk management, and servicing of assigned fiduciary and investment management accounts. The role may involve Relationship Management responsibilities and requires product specialty knowledge...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... will include: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors to ensure accuracy. - Researching and drafting memoranda involving...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: - The Senior Tax Manager provides tax and consulting services to business clients with pass-through entities and to their business owners. - Performs tax planning, preparation, and research for pass-through entities such as S-corps,...
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Manager includes: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings, complex analysis...
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 Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private sector offers the opportunity to assist private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are tasked with working collaboratively with engagement teams to serve a broad array of sophisticated clients, including some of the...
tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. This role involves preparing and leading client meetings on compliance and consulting projects, focusing on tax planning opportunities and the tax implications...
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 that deliver proactive tax planning and strategic consulting, including federal es...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers....
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is accountable for delivering fiduciary responsibilities on behalf of the company, specifically focusing on high-net-worth clients and their beneficiaries. This role is a crucial part of the relationship management team and...
Title: General Manager, Strategic Energy Partnerships Job Responsibilities: - Develop and maintain trusted commercial relationships with external suppliers and partners, including policy-makers, electric utilities, independent power producers (IPPs), energy technology OEMs, and third-party engineering diligence firms. - Lead the development and execution of...
a deep understanding of their businesses and delivering the company's services to fully meet client needs. - Assume full responsibility for clients in a book of business, which includes a full range of services such as gift, estate, and t...