Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... tax matters. - Identify and implement tax planning opportunities. - Handle and resolve... tax controversies. - Oversee complete tax research projects for a variety of clients and diverse industries. - Manage multiple engagements concurrently wit...
Job Title: Trust and Estate Tax Manager Job Responsibilities: The Trust... and Estate Tax Manager at the... company will be responsible for leading various tax engagements and providing mentorship to staff while maintaining client relationships. Key responsibilities include: - Reviewing individual, trust, partnership,...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities:... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business.... Preparing complex trust and estate fiduciary accountings. - Performing... complex calculations and reconstructions when necessary. - Researching state-specific principal and income acts...
Job Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: -... of complex trust and estate accountings. - Perform complex calculations... and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain client goodwill. - Actively...
Title: Tax Senior - Trusts & Estates Job Responsibilities: As a Senior in the Trust & Estates (T&E) Tax Department at Company, the primary responsibilities include: - Preparing complex federal and state fiduciary income tax returns, extensions, and quarterly projections for...
addressing client needs, tax planning, and consulting opportunities. - Work... directly with clients and their advisors to gather necessary information for tax return preparation. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both...
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. The role requires utilizing educational background and professional experience, along...
Deliver the firm's wealth planning resources to clients and... and client-facing advocate for the Wealth Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and underst...
Title: . Private Bank – Private Banker – Vice President 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...
Title: . Private Bank – Private Banker – Vice President or Executive Director 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. -...
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 and Infrastructure Transactions Senior... in the global real estate and infrastructure sectors. - Advise... Draft and present insights on tax regulations, enhancing research efficiency through technology. - Engage with cross-border structures and treaty planning strategies. - Confirm compli...
Small Business Trusts (ESBTs), and Qualified Subchapter S Trusts (QSSTs). - 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...
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...
of a team of problem solvers to address complex business issues from strategy to execution. The role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on audit, tax compliance, and planning to enhance...
tax issues within the asset management sector. Key duties include: - Participating in multi-state alternative investment firms, such as hedge funds, funds of funds, private equity, and real estate, dealing with state and... local tax issues, including compliance, advising, planni...