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...
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...
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. -...
Title: Cannabis Tax Senior Manager Job Responsibilities: In the role of Cannabis Tax Senior Manager, the candidate will be engaged in a variety of responsibilities that are crucial for the successful management of tax-related services for clients. The key responsibilities include: -...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... Identify and implement tax planning opportunities to benefit clients. -... Handle and resolve tax controversies that may arise. - Oversee comprehensive tax research projects for a variety of clients across diverse industries. - Manage...
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...
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...
Job Title: Trust & Estate Tax Senior Manager -... Responsibilities: - Oversee tax planning and compliance functions for... - Provide expert tax planning and advisory services to... wealth transfer strategies, charitable planning, and estate planning. -... Conduct primary... review of...
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...
tax compliance, consulting, and planning services to individuals, multi-generational... families, fiduciaries, and other entities. This role involves serving as a trusted advisor and a key member of various client service teams. The Managing Director must possess significant knowledge in tax...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services division is tasked with a variety of responsibilities aimed at providing high-level tax compliance and consulting services to high net-worth clients. The responsibilities include: - Participating in...
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...
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,...
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. - Perform... primary review... of complex...
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...