Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and... expert on complex trust, estate, and income tax questions... and issues. - Identify and address unstated needs from clients to offer additional company services where relevant. - Present expertise and offerings to key...
Vice President, Senior Counsel - Legal & Compliance Job Title: Senior Vice President, Senior Counsel Location: Westlake Village, California; Plano, Texas Salary: $174,000 - $305,000 Work Model: OFFICE PENNYMAC is a specialty financial services firm that focuses on...
and efficiently, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning... matters, ensuring clients receive sophisticated guidance on complex EGT issues. - Develop and maintain strong client relationships by delivering exceptional se...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and aid in business growth, impacting the firm's success directly. - Mentor and coach a...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... on exceptional client service and technical excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax... engagements. - M...
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...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation... of complex trust and estate fiduciary accountings. - Perform complex... calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. - Participate in...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
Services Tax - Real Estate Director Job Responsibilities: As a Financial... Services Tax - Real Estate Director at Company, you... will play a vital role in our Financial Services Tax practice within Corporate Tax services. Your primary responsibilities will include: - Setting the...
Title Wealth Management Solutions, Trusts & Estates – Oil & Gas Regional Property Manager, Executive Director Job Responsibilities The Oil & Gas Regional Property Manager, Executive Director, will play a pivotal role in overseeing the management of mineral assets within...
Financial Markets & Real Estate - Insurance Investment Accounting,... Director Job Responsibilities: - Participate as an individual contributor and team member on complex accounting and financial reporting matters related to the financial instrument life cycle. - Set strategic direction and drive business growth...
- T&E [Trust & Estate] Job Responsibilities: The Tax Senior... in the Trust & Estate Tax team within the... to: - Reviewing complex gift, estate, and fiduciary income tax... returns. - Reviewing fiduciary accountings for trusts and estates. - Providing tax planning and consulting...
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...
Financial Markets & Real Estate - Valuations, Manager Job Responsibilities: -... Perform valuation analysis of financial instruments and structured products. - Create independent financial models using income or market approaches to estimate or assess the worth of a business and the securities within...
Manager – National Real Estate Job Responsibilities: - Responsible... tax issues, including real estate tax, partnerships, REITs, S... tax structuring related to the acquisition, restructuring, and disposition of real estate assets in joint venture,... fund, and REIT/blocker structures. - Ma...
Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and... expert on complex trust, estate, and income tax questions... and issues. - Identify unstated needs from clients to offer additional services where relevant. - Deliver presentations to large and small groups to share...
Range Negotiable # Tax Associate at **Members Only** Are you looking for an opportunity to join a global organization of independent audit, tax and advisory firms? **Members Only** LLP is the . member firm of Grant...
Title: Tax Associate Job Responsibilities: As a Tax Associate at the company, you will be responsible for a range of tax-related duties. These responsibilities include tax consulting and tax return preparation, which involves tax research, tax planning, and the preparation of supporting...
Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...
1717 Main St, Dallas, TX, 75201, US Summary: BDO is currently seeking a Tax Manager for their Private Client Services practice. This is a high touch, boutique practice within the firm that serves high net-worth individuals, families, C-Suite...
is seeking a Vice President to craft innovative wealth planning strategies and provide family office services. The role involves assisting clients in achieving their income tax, estate tax, philanthropic, and financial... planning objectives. The ideal candidate should be hard-working, client-frie...
Title: Tax Senior Manager Job Responsibilities: - Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. - Effectively leverage available technology and other resources to maximize technical application to projects and ensure the engagement team adheres to the...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in the Family Office Advisory Services is tasked with supporting the legacy of family offices by protecting, improving, and growing the family's financial, social, and human capital....
Title: Senior Manager, Tax - Private Client Job Responsibilities: The Senior Manager, Tax - Private Client at the company is tasked with providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other clients. This role involves partnering...
Title: Manager, Tax - Private Client Job Responsibilities: The Manager, Tax - Private Client at the company is responsible for providing comprehensive tax compliance and advisory services to a range of clients, including individuals, partnerships, trusts, estates, and private foundations. The role...
individual, and trust and estate tax services. - Oversee the... calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that...
Title: Family Office Advisory Services - Manager Job Responsibilities: The Family Office Advisory Services Manager is responsible for supporting the legacy of family offices by protecting, improving, and growing their financial, social, and human capital. Key responsibilities include: - Reviewing family office governance,...
Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, which includes service offerings, pricing models, and growth targets. - Lead and develop a dedicated team of tax professionals with a...
Title: Tax Senior Manager - High-net-worth Job Responsibilities: - Client relationship management: Assist in building and maintaining strong client relationships to ensure high levels of satisfaction and retention. Provide personalized tax planning and compliance services aimed at fostering long-term wealth for clients. -...
financial matters. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses, owner-managed, and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax issues... for ultra-high net-worth individuals and families. - Establish meani...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The Tax Senior Associate in the Personal Financial Services practice within the company will play a crucial role in assisting private companies and high net worth individuals with their business advisory...
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...
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...
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 the tax implications of transactions for...
Services team, responsible for overseeing multiple client service teams and managing complex projects. The role involves: - Managing projects effectively and efficiently, including billing and accounts receivable responsibilities. - Providing specialized consulting, analysis, and research on estate, gift, and trust planning......