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 engagement...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Information: Competitive salary based on experience and qualifications. Comprehensive benefits package including medical, dental, vision, and life insurance. 401(k) retirement plan with employer match. Flexible work schedule options. Paid time off and holidays....
Manage and review trust, estate, and gift tax returns... (Forms 1041, 706, 709, etc.) to ensure compliance with - Provide strategic tax planning and advisory services to... and fiduciaries. - Conduct estate and gift tax planning,... wealth transfer strategies, and......
Title: Associate Director Tax Services Job Responsibilities: - Oversee all aspects of international tax compliance for individuals, corporations, partnerships, trusts, and estates. - Research and advise on tax-efficient structuring of international transactions, effective use of tax treaties, offshore investment activities,...
Strategic Tax Structuring and Planning: Lead research and consultation... on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena. - Client Consultation: Provide expert guidance on international tax developments and implications, offering strategic recommendations for pass-through...
as the primary Wealth Planning expert and resource for... Provide professional consulting and advisory services to clients through the development, delivery, and implementation of a customized wealth plan. - Deliver proactive, high-impact, multi-generational planning solutions tailored to each... client’s unique fa...
returns specifically for real estate partnerships, S corporations, and... high-net-worth individuals. - Advise clients on complex partnership taxation matters, including Section 704(b) allocations, capital account maintenance, taxable income allocations, and waterfall modeling. - Conduct liability analysis and allocations under Sections 752 and...
and investment management. - Allocate 50% of the work schedule to the private equity and investment management practice area, with the remaining time dedicated to other transactional sectors such as real estate, corporate and M&A, and... finance. - Deliver practical guida...
Title: Manager of Tax Services - International Tax Department: Tax Services Company: **Members Only** Location: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami Salary: Competitive and based on experience Employment Type: Full time Posted On: Posted...
Manager of Tax Services Experience Information: 5+ years of experience in trust and estate taxation, preferably in a... public accounting or law firm setting. SEO Friendly Job Title: Manager of Tax Services - Experienced Trust...
individual (1040), fiduciary (1041), estate (706), and gift (709)... state, and local regulations. - Estate & Gift Tax Planning:... in designing and implementing estate planning strategies, including trusts,... charitable entities, and wealth transfer techniques. - Fiduciary Accounting: Review trust and estate acc...
Manage and review trust, estate, and gift tax returns... (Forms 1041, 706, 709, etc.) to ensure compliance with regulations. - Provide strategic tax planning and advisory services to... offices, and fiduciaries. - Conduct estate and gift tax planning,... wealth transfer strategies, and......
Title: Associate Director Tax Services Job Responsibilities: - Oversee all aspects of international tax compliance for individuals, corporations, partnerships, trusts, and estates. - Research and advise on tax-efficient structuring of international transactions, effective use of tax treaties, offshore investment activities, and repatriation programs. -...
Strategic Tax Structuring and Planning: Lead research and consultation... on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena. - Client Consultation: Provide expert guidance on international tax developments and implications, offering strategic recommendations for pass-through entities...
effectively and efficiently, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning... matters, ensuring clients receive... sophisticated guidance on complex EGT issues. - Develop and maintain strong client relationships by delivering exceptional...
them to articulate and achieve their wealth goals. - Create streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk... management, and trust services. - Ensure delivery and execution of Private Bank experience and client service standards. - Develop an...
as the primary Wealth Planning expert and resource for... high net worth prospects and client relationships involving complex financial issues and strategies, such as multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting/advisory services to...
tax returns for real estate partnerships, S corporations, and... high-net-worth individuals. - Advise clients on complex partnership taxation matters, including Section 704(b) allocations, capital account maintenance, taxable income allocations, waterfall modeling, liability analysis, and allocations under Sections 752 and 465, Section...
Title: Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships 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...
involving tax research, tax planning, and the preparation of... for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to various industries, including real estate,...
providing high-quality tax compliance and consulting services to high net-worth clients, including individuals, families, C-Suite executives, athletes, and entertainers. This role involves managing tax and consulting engagements, identifying and addressing client needs, and providing tax planning and consulting opportunities. K......
Title: Tax Senior, Private Client Services Job Responsibilities: The Tax Senior in Private Client Services at the company is tasked with delivering high-quality tax compliance and consulting services to high net-worth clients. This role requires a sophisticated approach to managing tax-related matters...
providing tax compliance and consulting services to high net-worth clients. These responsibilities include: - Managing tax and consulting engagements to identify and address client needs, tax planning, and consulting opportunities. - Working... directly with clients and their advisors to gather necessary informa...
Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships 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...
and coordinating the real estate transaction and closing process. -... The position is 100% in-office and requires effective communication with corporate staff, outside counsel, title agencies, and on-site sales staff to meet the company's legal needs promptly and in alignment with...