Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is responsible for fulfilling the fiduciary obligations of the company by providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
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...
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...
Job Title: Trust & Estate Tax Senior Manager -... (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for... regulations. - Provide expert tax planning and advisory services to... wealth transfer strategies, charitable planning, and estate planning. - Conduct... primary review... of complex...
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...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda involving complex Identify and implement tax planning opportunities. - Handle and resolve......
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...
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...
private companies with a variety of business advisory needs including audit, tax compliance, and planning to enhance their operational... efficiency. This role involves experiencing the entire business life cycle of a private company from inception to growth, maturity, and transition...
advisory services to private companies, focusing on audit, tax compliance, and planning to enhance operational efficiency.... The role involves analyzing tax efficiencies related to income tax, investment, insurance, and other lifestyle investment planning to establish a foundation... for financial long...
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...
accounts, focusing on strategic planning and mentoring junior staff. -... Oversee project success and maintain elevated standards. - Motivate, develop, and inspire team members to deliver quality. - Leverage team strengths to meet client expectations effectively. - Identify opportunities that contribute to the success...
Title Wealth Strategist Market Manager - Private Bank Job Responsibilities - Directs and oversees the Wealth Strategy function, including critical measurements of assigned market or group. - Supports the overall mission and vision of the business. - Coordinates/conducts acquisition, performance...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in Family Office Advisory Services will play a crucial role in supporting the legacy of family offices by enhancing their financial, social, and human capital. Key responsibilities...
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,...
Title: Family Office Advisory Services - Manager Job Responsibilities: The Family Office Advisory Services Manager is tasked with supporting the legacy of the family by protecting, improving, and growing the family’s financial, social, and human capital. Key responsibilities include: - Reviewing family office...
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,...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients. The role involves participating in tax and consulting engagements, identifying...
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...
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:...
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...
Title: Managing Counsel – Data Center and Networking (Networking Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking at the company is responsible for providing legal support for complex data center power and energy transactions. This role involves partnering with...
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...
Job Title: Trust & Estate Tax Senior Manager -... (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for... regulations. - Provide expert tax planning and advisory services to... wealth transfer strategies, charitable planning, and estate planning. - Conduct... primary reviews... of complex...