divisional leadership and Wealth Planning & Advice (WP&A) leadership. -... US Wealth Management (USWM) field by providing insights into both simple and sophisticated tax and trust & estate planning strategies. This includes... expertise... in concentrated position management, corporate executive services, and...
Manager/Tax Senior Manager, Real Estate Boston, MA; Hartford,... CT 119983 At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: The... Fiduciary/Trust & Estate Administration Services Manager at... of the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)... responsibilities include: - Technical preparation and review of complex trust and estate accountings. - Performing complex calculati......
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...
to advise clients on 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...
Financial Markets & Real Estate - Valuations, Manager Job Responsibilities: As... Financial Markets & Real Estate - Valuations team, your... primary responsibilities include performing valuation analysis of financial instruments and structured products. You will be responsible for creating independent financial models using...
Financial Markets & Real Estate - RE, Manager Job Responsibilities: -... accounts, focusing on strategic planning and mentoring junior staff. -... Confirm project success and maintain top standards. - Enhance leadership style and motivate team members to deliver quality. - Lead business development efforts for...
Services Tax - Real Estate 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 as...
Financial Markets & Real Estate - Valuations, Manager Job... Financial Markets & Real Estate - Valuations team at... the company, you will be responsible for a range of duties that require a comprehensive understanding of financial management and strategy. The...
Financial Markets & Real Estate - Valuations, Manager Job Responsibilities: -... and manage client accounts with a focus on valuations. - Mentor and develop junior staff members. - Ensure project success and maintain rigorous standards. - Implement strategic planning for client engagements. - Inspire... and motivate...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving... tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engage...
balance between compliance and planning. - Prepare or review federal... and state tax returns for . partnerships, including foreign reporting requirements for cross-border tax compliance. - Conduct tax research, draft tax memoranda, and assist in quantitative modeling for private client tax advisory...
Individuals Job Responsibilities: - Manage technical planning and advising for high-profile... for clients and colleagues across multiple teams. - Research tax issues to develop effective tax planning strategies. - Translate complex data... from various sources into client-ready insights and deliverables. - Build effective long-term rela...
Deliver the company's wealth planning resources to clients and... with clients for the use of the Wealth Strategy Engagement Model and the full range of advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance to c...
Individuals, you will be entrusted with a variety of responsibilities. Your key duties will include: - Managing technical planning and advising for clients,... including high-profile individuals and their families, making you a trusted advisor and role model across multiple teams. - Re...
time between compliance and planning with a focus on... flow through entities such as partnerships. - Prepare or review federal and state tax returns for . partnerships, including foreign reporting requirements for cross-border tax compliance involving foreign partnerships, corporations, disregarded entities,...
focuses on ultra-high net worth individuals, trust, and estate clients. - Prepare complex... individual income, gift, trust, and estate tax returns for ultra-high... net-worth individuals and Family Offices. - Manage a portfolio of clients of varying size and scope a...
Title: Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the...
range of business advisory needs such as audit, tax compliance, and planning to enhance their operational... efficiency and focus on business strategy. The role involves experiencing the entire business life cycle of a private company from inception to growth, matu...
Private Client Services (PCS), involves a range of responsibilities aimed at serving privately held companies, their owners, and families. The position requires managing technical planning and advising clients, including... private entities like C-Corps, S-Corps, and Partnerships, as well as hi...
to the delivery of quality tax planning and compliance services for... clients in the financial services industry. The role involves working with a rapidly growing team that aims to double in size over the next few years. Your key re...
and provide income tax planning and advice to high-net-worth... individuals and families, developing into a trusted advisor role. - Collaborate with specialists in areas like International tax, state and local tax, and asset management to deliver comprehensive client solutions. - Manage, coach,...
support to the Legal Service Center. This role involves assisting in a variety of legal matters including property management, contracts, compliance, employment law, real estate, litigation support, and dispute... resolution. Key responsibilities include: - Reviewing and analyzing contract documents to e...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice at the company is tasked with a range of significant responsibilities. This role involves leading and managing tax engagements, advising clients on...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: As a Tax Partner in the Global Family Office Enterprise, the individual will be responsible for leading tax engagements and advising on tax matters specifically for affluent families and their family offices....
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in Private Client Services (PCS) at Company is tasked with utilizing their educational background and professional experience, in conjunction with communication, time management, leadership, technical,...
clients, particularly focusing on pass-through entities such as S-corps, LLCs, and Partnerships, as well as the individual returns of their business owners. Key responsibilities include: - Performing tax planning, preparation, and research for... pass-through entities and individual returns, which may also...
variety of essential duties to support the firm's clients, including: - Participating in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local... tax issues, including compliance, advising, planning, and controversies. - Engagi......
provides a range of advisory needs to private companies, focusing on improving operational efficiency and strategic planning. The role involves helping... high net worth individuals and private wealth management structures with audit, tax compliance, and planning. Key responsibilities include: - Solv......
a variety of tasks centered around state and local property tax planning, consulting, and compliance services... for multiple clients across various industries. Key responsibilities include: - Maintaining and developing strong client relationships on various property tax consulting and compliance engagements. - Prov...
and provide state and local property tax planning, consulting, and compliance services... to a diverse client base in various industry sectors. Responsibilities will include: - Researching state and local property tax legislation and assisting with drafting client responses and memos. - I...
Tax Services - Research and Development Tax - Manager The candidate will help businesses navigate complex tax regulations and optimise their tax positions. Focus on providing tax advice and solutions to clients in complex and niche areas of taxation. Coach,...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that work with a wide range of sophisticated clients. These clients may include...
tax opportunities, including succession planning, wealth transfer planning, and... tax compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes...
returns and income tax planning for high-net-worth individuals and... families. - Handling partnership and S Corp tax compliance for Private Tax clients. - Engaging in technical writing and research in a tax context. - Performing high-quality reviews of co...
engagements, providing sophisticated tax planning and structuring advice, including... complex estate, trust, and gift tax... returns to high-net-worth clients and family offices. - Conduct research on tax issues to develop effective tax planning strategies. - Communicate complex tax... issues to non-tax professionals...
company, the primary responsibilities involve delivering high-quality advisory services to high-net-worth individuals (HNWI) and their family offices. The role is pivotal in collaborating closely with managers, partners, and engagement teams to lead complex wealth planning projects. The responsibilities include: -... E...
Title: Managing Counsel – Data Center and Networking (Networking Focus) Job Responsibilities: The managing counsel will be part of the Data Center and Networking legal team at the company, responsible for supporting the company's growth in data center and networking transactions. The...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving... tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engagements...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... company, you will be entrusted with a variety of responsibilities that are crucial to ensuring the success of tax engagements. Your duties will include: -...
Proactively manage the tax planning process with clients and... clients, including federal, foreign, state, and local tax returns, estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer... projects.... - Determine appropriate tax objectives, scope, and methodolo...
clients and families, including planning, scheduling, projections, and billing. -... Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy and identify tax-saving opportunities and tax exposures. This includes handling federal, foreign, state, and local tax returns,...
Proactively manage the tax planning process with clients and... or trust tax clients including federal, foreign, state, and local tax returns, estimated payments, extensions, and audits. - Engage in estate planning and wealth transfer... projects. -... Determine tax objectives, scope, and methodol...
of the client/family, including planning, scheduling, projections, and billing.... - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, and identifying tax-saving opportunities and tax exposures. This includes handling federal, foreign, state, and local tax returns,...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking with a focus on Power and Energy is responsible for providing legal support for complex data center power and energy...
Title: Managing Counsel – Data Center and Networking (Networking Focus) Job Responsibilities: The primary responsibility of the Managing Counsel in the Data Center and Networking legal team is to provide legal support for complex data center power and energy transactions with data...
affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting including... federal estate, gift, c...
individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including... federal estate, gift,...