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 the existing client base and new client acquisition. - Advise clients...
Title: Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership... and review of advanced estate, gift, and trust tax... returns (Forms 706, 709, and 1041) with a focus on accuracy and strategic tax optimization. - Ensure that all engagements comply with federal,...
Title: Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax... and review of advanced estate, gift, and trust tax... returns (Forms 706, 709, and 1041). - Ensure timely and accurate compliance with federal, state, and local tax regulations. - Resolve complex technical tax...
Senior Manager - Real Estate/Other Job Responsibilities: Tax Strategy and Engagement... Oversight: - Develop and implement comprehensive tax planning strategies for clients to align with their financial objectives and minimize tax liabilities. - Analyze complex tax scenarios, including mergers and acquisitions, to provide optimal...
Services Tax - Real Estate Director Job Responsibilities: - Set the... in the sector. - Oversee and manage multiple projects to ensure top-quality delivery and client satisfaction. - Maintain and nurture executive-level client relationships to foster long-term engagements and trust. - Provide exceptional technical proficienc......
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...
business clients, particularly those with pass-through entities, and their business owners. Key responsibilities include: - Performing tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, Partnerships, and the individual returns of business owners, which may encompass estates, trust...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will have the opportunity to work with private companies, high net worth individuals, and private wealth management structures. The role...
research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. You will prepare and lead client meetings concerning compliance and consulting projects, focusing on tax planning opportunities and the tax implications of transactions....