to assist them with the transition of wealth from one generation to the next. - Interpreting and reviewing various legal documents related to estate and business succession planning.... - Conducting technical research on individual, trust, and estate planning and comp...
vertical within the company's Global Legal BP organization. This team is primarily responsible for supporting the Corporate Services department, which includes functions such as Administration, Real Estate & Facilities, Physical Security,... Environment Health and Safety, and Procurement, which encompasses Marketin...
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...
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: The... Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at... responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Managing client... relationships to retain client goodwill and ensure satisfaction. - Maximizing operatin...
Title: Associate General Counsel, Product & Commercial Job Responsibilities: - Act as the primary business partner for the Product and Engineering teams, identifying risks such as intellectual property, consumer protection, privacy, data rights, security, and regulatory issues, as well as...
Services Tax - Real Estate Director Job Responsibilities: The Financial Services... Tax - Real Estate Director role involves a... combination of strategic leadership, technical proficiency, and client relationship management within the Financial Services Tax practice. The primary responsibilities include: - Leading the strategic...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Lead... review process of individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors to ensure accuracy. - Conduct research and draft memorandums on complex tax matters. - Identify and implement...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a... to construction and real estate clients, which will positively... impact clients through: - Acting as a valued tax business advisor, leading client relationships on daily tax matters with various clients ranging...
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, Director Job Responsibilities: -... Assist audit teams in evaluating the valuations of Private Equity portfolio companies. - Set strategic direction for business development and lead efforts in this area. - Make critical decisions at an executive level,...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Conduct complex calculations... and reconstruction when necessary. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain client goodwill. - Actively...
Strategist / Client Development Sales Director - Remote/Hybrid Job Title: Wealth Strategist / Client Development Sales Director - Remote/Hybrid Company: **Members Only** Department: Wealth Strategist Team Experience: 10+ years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary...
Friendly Job Title: High Net Worth Tax Manager H1: Join Our Team as a High Net Worth Tax Manager in Los Angeles H2: Advance Your Career in Tax Management at **Members Only** Summary: **Members Only**, one of the...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager plays a crucial role in providing tax and consulting services to business clients, particularly those with pass-through entities, and to their business owners. The primary responsibilities include: - Tax Planning...
Tax Manager - Private Client Services ID 2025-6639 Job Locations US-CA-Los Angeles The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Senior Associate - PCS [Private Client Services] Opportunity ID 8035 Department(s) Tax Location(s) Los Angeles Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory...
Carmel Mountain Road, San Diego, CA, 92130, US Job Title: Tax Senior Manager, Private Client Services Experience: 7+ years Location: Los Angeles, CA and other locations Salary Range: $120,000 - $205,000 Company: BDO Department: Private Client Services Job...
Tax LLC is a . member firm of Andersen Global. Andersen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice within the company, the primary role involves working as part of a team to address complex business issues. The responsibilities include,...
Bank, the key responsibilities include: - Managing and maintaining relationships with clients by earning their trust, thoroughly understanding their needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generating business results and acquiring new assets both from...
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. -...
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: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for utilizing their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to...
and consulting engagements. This role requires the identification and addressing of client needs, tax planning, and consulting opportunities. Key responsibilities include: - Directly working with clients and their advisors to gather necessary information for tax return preparation. - Reviewing individual, trust, est...
reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. The role also involves preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior within the Private Client Services at the company is tasked with utilizing their educational background and professional expertise to offer tax compliance and consulting services to high net-worth clients. Specific responsibilities...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at Company is tasked with providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers. Key...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax Experienced Senior in the Private Client Services (PCS) is responsible for providing tax compliance and consulting services to high net-worth clients. The role involves: - Participating in tax and consulting engagements, identifying...
/ Senior Manager - Estate/Gift/Trust Group H1 Heading: Tax Manager... / Senior Manager - Estate/Gift/Trust Group H2 Heading: Come for... advisory, and business management firm, is seeking a Tax Manager/Senior Manager for their Estate/Gift/Trust group in Westlake Village,... CA. The group specializ...
VP Senior Counsel: - Responsible for providing legal support to Corporate Treasury and Secondary Marketing on various financing, securitization, repurchase agreements, and correspondent lending activities. - Draft and negotiate transaction documents for financing arrangements secured by mortgage-related assets. -...
Title: Tax Manager / Senior Manager - High Net Worth Individuals Location: Westlake Village, CA Employment Type: Full-time Work Arrangement: Hybrid Come for the Challenge. Stay for the Experience. Company Overview: HCVT is a leading professional services firm...
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...