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...
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...
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...
Assistant District Attorney - Conviction Integrity Unit The **Members Only** is seeking experienced attorneys to work as assistant district attorneys in its Conviction Integrity Unit (“CIU”). Following best practices established in this expanding field, the CIU reinvestigates and resolves credible...
Responsibilities: - Utilize complex financial planning techniques across the Elements... Wealth to deliver advanced estate and financial planning advice... to clients with... expertise to clients and prospects. - Conduct complex diagnostic reviews of financial and estate planning documents, along with... client... ob...
Provide unbiased, customized wealth planning guidance to clients and... prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the development and presentation of Wealth Strategy and...
with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both Federal and State jurisdictions. - Review basic individual and trust tax returns, providing f...
services to business clients, particularly those operating 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, and Partnerships, along with individual returns for business owners, whi...
to drive value for clients. - Develop and manage a team of tax professionals to deliver tax services associated with the Private Wealth Services practice. - Provide tax planning and consulting to high... net worth clients, focusing on estate, wills and trusts...
returns. - Engage in tax planning, consulting, and compliance processes... funds, private equity, real estate, fund of funds, and... technical knowledge of tax planning, consulting, and compliance for... national and foreign entities through formal and on-the-job training. - Work with management to...
private equity, and real estate, addressing state and local... tax issues such as compliance, advising, planning, and controversies. - Engage in... multi-state companies with state and local tax controversies, which involves preparing clients for discussions with auditors, representing clients at...
team that provides business advisory services to private companies. Your responsibilities include: - Assisting private companies with audit, tax compliance, and planning to enhance operational efficiency... and focus on business strategy. - Helping clients develop, design, and implement plans to achieve pers...
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,...
educational and professional background to deliver tax compliance and consulting services to high net-worth clients. The role involves: - Participating in tax and consulting engagements, identifying and addressing client needs, and exploring tax planning and consulting opportunities. - Directly... engaging with clie...
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,...
and implement complex tax, estate, and financial plans for... clients. - Collaborate with other planning resources on complex subject... matters and partner in acquiring new clients. - Retain, expand, and deepen existing client research to develop tax, estate, and financial analyses and......
Title: . Private Bank - AWM Program Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
multi-generational 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 delivering proactive tax planning and strategic consulting, including... federal estate, gift, c...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel position within the Data Center and Networking legal team at the company focuses on providing legal support for complex data center power and energy transactions...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: - Provide legal support for complex data center power and energy transactions with data center providers. - Work closely with company executives to complete agreements between the company and...
custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting plans, and related court documents. - Advise clients and draft legal instruments in estate planning such as wills,... trusts (revocabl...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth Sr. Fiduciary Advisor is primarily tasked with fulfilling the fiduciary responsibilities of the company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
satisfaction. - Oversee and review the preparation of complex federal, state, and local tax returns for individuals, S-Corporations, partnerships and other flow-through entities, and trusts and estates. - Provide advanced tax planning and consulting services for... high-net-worth individuals, business owners, and partners...
individual and business tax planning, consulting, and compliance services... in a timely and effective manner. - Specialize in both individual and business tax returns, with a focus on flow-through entities. - Ensure client and team satisfaction through open communication, managing deadlines, and...
Attorney role in Malvern, PA with a global infrastructure investor, **Members Only**. Responsible for providing legal guidance throughout the bidding process for public private partnerships (P3) in the areas of finance, design, construction, and facilities management services. Key Responsibilities:...