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...
Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...
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 through new client acquisition. - Advise...
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...
Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Job Title: Estate Planning Strategist - Executive... and analyses focusing on estate, gift, and income tax... planning, including executive compensation and pre-liquidity planning. - Work closely with Financial Advisors to build relationships with ultra-high-net-worth clients and prospects across the country by...
Title: Tax Senior - Trusts & Estates Job Responsibilities: As a Tax Senior in the Trusts & Estates (T&E) Tax Department, the candidate will be responsible for a variety of tasks that support the preparation and management of tax-related documents and interactions....
Services Tax - Real Estate Director Job Responsibilities: As a Director... in the Financial Services Tax practice within the Corporate Tax services, the role involves a blend of strategic leadership, client relationship management, and technical expertise. Key responsibilities include: - Setting the strategic...
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 Associate - Personal Financial Services Job Responsibilities: The Tax Senior Associate in Personal Financial Services will be part of a team that aids private companies with various business advisory needs. This includes audit, tax compliance, and planning, all...
needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather information necessary for preparing tax returns. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns across Federa...
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, entertainers, and...
Title: Specialized Tax Services - Research & Development Tax - Manager Job Responsibilities: - Lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. - Oversee project success and maintain elevated standards, ensuring quality delivery of services. - Motivate, develop,...
Title: Senior Associate, Tax - Private Client Job Responsibilities: The Senior Associate, Tax - Private Client at Company is responsible for providing sophisticated tax compliance, consulting, and planning services to a wide range of clients, including individuals, multi-generational families, fiduciaries, and charitable...
a strong understanding of family relationships and the needs of current clients as well as beneficiaries. - Review and monitor estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine dut...
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 from both the existing client base and new client acquisition. - Advise clients...
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 A... career in the Financial Services Tax practice within Corporate Tax services provides the opportunity to assist clients in meeting their tax obligations while managing the impact tax has on their business....
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...
Services Tax - Real Estate and Infrastructure Transactions Senior... Services Tax - Real Estate and Infrastructure Transactions team,... in the global real estate and infrastructure sectors. Your... duties will include advising on fund formation for both . and international ventures,...
- Prepare federal and state gift tax returns. - Prepare federal and state estate tax returns. - Review... and respond to federal and state tax notices. - Review tax returns prepared by junior level staff and provide feedback, training, a...
Tax Manager - Private Client Services (Hybrid) ID 2025-6702 Job Locations US-NY-Melville The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice, within the department, involves assisting private companies with various business advisory needs, including audit, tax compliance, and planning. The goal is to enhance...
client needs, tax planning, and consulting opportunities. - Works directly with clients and their advisors to gather information needed for tax return preparation. - Develops an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, both Federal an...
consulting opportunities. - Works directly with clients and their advisors to gather necessary information for tax return preparation. - Reviews individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing written and verbal feedback to staff and interns. - Communicates with g...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
Title: Tax Manager, Private Wealth Job Responsibilities: The Tax Manager in the Private Wealth/High Net Worth team at the company will play a crucial role in delivering tax and business advisory services along with tax compliance to small business clients. The responsibilities...
Title: Tax Manager Job Responsibilities: - Serve as a trusted advisor, delivering tax and business advisory services and tax compliance to clients. - Work closely with firm leadership to serve clients and build the business, contributing directly to the firm's success. - Coach a...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and...
Responsibilities: - Manage probate and trust administration matters, including client... court filings. - Draft comprehensive estate planning documents such as... Healthcare Directives, ILITs, SLATs, and gifting trusts. - Conduct client meetings to design, review, and execute estate plans while guiding clients... through e...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is... of complex trust and estate accountings and performing intricate... calculations and reconstruction when necessary. The role involves researching state-specific principal and income...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards retaining client goodwill. - Actively...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
flexible, cost-effective, and service-oriented trust administration. Operating in the... top-rated domestic trust jurisdiction, the company's primary... focus is on meeting individual family goals while preserving family wealth for future generations. We are seeking a Legal Counsel to support the General Counsel...
IronSpire 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...
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: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a... in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department,... of complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstruction when required. - Conducting research on state-s...
Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax... Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS)... various aspects of fiduciary and estate tax services. Key responsibilities... include: - Conducting technical preparation and review of complex trust and estate accounti...
within the company's Global Legal BP organization. This role primarily supports the Corporate Services department, which encompasses functions such as Administration, Real Estate & Facilities, Physical Security,... Environment Health and Safety, and Procurement. The key responsibilities include: - Drafting and negotiating...
Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax controversies. - Overseeing complete tax...
Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate planning solutions tailored to... each client or prospect's unique circumstances. The primary responsibilities include: - Providing guidance on wealth structuring matters...
Services Tax - Real Estate Director Job Responsibilities: - Set the... drive growth and expand the firm's client base. - Oversee multiple projects to ensure top-quality delivery and client satisfaction. - Maintain and foster executive-level client relationships to ensure continued engagement and trust. - Provid...
NYFS Senior Associate, Real Estate Tax Services Job Responsibilities:... advisory services to real estate businesses operating as Real... Estate Investment Trusts (REITs), partnerships,... and corporations. - Work as part of a multi-disciplinary team to deliver industry knowledge and experience. -...
Manager – National Real Estate Job Responsibilities: The Tax Manager in... the National Real Estate group at the company... issues related to real estate. These include: - Conducting research... those related to real estate tax, partnerships, REITs (Real... Estate Investment Trusts), S corporations,......
Manager National Estate Settlement Services Job Title: Manager... National Estate Settlement Services Job Responsibilities: The Manager... National Estate Settlement Services is responsible... for supervising estate settlement officers and support... administration and distribution of estate/trust assets held within an... administrative trust or probate. The manager......
Tax Principal, Real Estate Apply BT Logo ... locations USA NY New York time type Full time posted on Posted Today job requisition id JR101682 Overview Baker Tilly is a leading...
and Reporting - Real Estate - Tax Manager Job Responsibilities: The... role of a Real Estate Tax Manager at the... company involves a dynamic range of tax consulting and compliance projects. Key responsibilities include: - Analyzing a portfolio of complex tax operations to...
and Reporting - Real Estate - Tax Services Manager-EDGE Job... Responsibilities: - Serve as the Tax Functional Leader across compliance, advisory, or annuity tax service delivery. - Lead tax processes by directing and coordinating day-to-day interactions with the team. - Review engagement work product...