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...
Job Title: Real Estate Finance and Lending Attorney Job... Responsibilities: - Support real estate finance transactions by reviewing... managers. This includes credit agreements, guarantees, mortgages/deeds of trust, leases, SNDAs, insurance documents,... and security documents, as well as providing related regulatory compliance advice....
Services Tax - Real Estate Director Job Responsibilities: A career in... the Financial Services Tax practice within the Corporate Tax services at the company involves assisting clients in managing their tax obligations while minimizing the impact of tax on their business operations....
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...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager, you will... will include: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and seniors to ensure accuracy. - Conducting research and drafting memorandums...
Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and... authority on complex trust, estate, and income tax questions... and issues. - Identify unstated needs from clients to offer additional services where relevant. - Present to both large and small groups to share...
Title: Tax Associate - Winter 2026 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve a range of tax-related tasks. These include tax consulting and tax return preparation duties, such as tax research, tax planning, and the...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at Company, your primary responsibilities will involve tax consulting and tax return preparation. This includes engaging in tax research, tax planning, and preparing supporting digital work papers for various tax...
and financial guidance. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses, as well as 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. - Esta...
Client Services at BDO is seeking a highly motivated Tax Manager with experience in tax compliance and consulting for high net-worth individuals and families. This role offers the opportunity to work with a diverse range of clients, including C-Suite executives,...
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 through new client acquisition. - Advise clients...
from an income, trust, estate, and tax planning perspective. -... individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated lifetime... gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. - Counsel... clients on asse...
its Family Office, with a focus on developing innovative wealth planning strategies and providing family office services. The role is designed to assist clients in achieving their income tax, estate tax, philanthropic, and financial... planning goals. The ideal candidate wil...
Title: Tax Senior Associate - Private Client Services Job Responsibilities: As a Senior Associate in Private Client Services, you will play a critical role in tax compliance and consulting on complex engagements. Key responsibilities include: - Overseeing tax compliance, identifying...
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: 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 build the business, impacting the firm’s success. - Mentor and coach a group of...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with various business advisory needs such as audit, tax compliance, and planning....
which include: - 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 relate to tax planning o...
Title: Tax Manager, Lead Tax Services Job Responsibilities: - Deliver comprehensive tax consulting and compliance services for clients in a variety of industries. - Conduct in-depth tax research, analyze findings, and advise clients on complex tax matters. - Manage and oversee tax compliance processes,...
management of projects, 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 exce...
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 existing clients and new client acquisition. - Advise clients on their...