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...
Services Tax - Real Estate Director Job Responsibilities -... Set the strategic direction for the Financial Services Tax team, ensuring alignment with the company’s broader goals and objectives. - Lead business development initiatives to drive growth within the Financial Services...
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...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services primarily to business clients with pass-through entities and their business owners. Key responsibilities include: - Tax Planning, Preparation, and Research:...
Associate - Winter 2026 Cleveland, OH, 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...
Information The salary for this position is competitive and commensurate with experience. Job Title: . Private Bank - Private Banker - Vice President or Executive Director Experience: Minimum of 6 years in Private...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services practice is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. The role involves a...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in Personal Financial Services at Company involves assisting private companies with a range of business advisory needs, such as audit, tax compliance, and planning. This role focuses on improving...
Performing 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, which involve tax planning opportunities and unders...
Title: **Members Only** Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with ultra-high-net-worth (UHNW) families with a net worth greater than $25 million. - Act as the primary point of contact for internal and external referrals for Family Wealth (FW) prospects. -...