Manager - Tax and Estate Planning The candidate will... and consult on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Provide tax planning and......
Services Senior Manager - Estate and GST Reviewer The... will review United States Estate (and Generation-Skipping Transfer) Tax... 706) and state level estate tax returns. Work with... staff to ensure estate and GST tax returns... instruments) in relation to estate and business succession planning......
Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts specifically designed for high-net-worth clients and beneficiaries, which often involves multi-generational families. The primary responsibilities include: - Overseeing the administration and...
Transition Services Tax Senior Manager - 1041 Expert The candidate will review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Work with...
Transition Services Tax Manager - 1041 Expert The candidate will interact with clients in the high-net-worth and ultra-high-net-worth space and speak to groups on wealth transition topics. Review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis...
high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings focused on compliance and consulting projects, particularly those related to tax planning opportunities and understand...
fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax... implications of transactions to the client....
fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax... implications of transactions to the client....
Title: Associate, Property Tax Compliance Job Responsibilities: - Provide excellent client service to multi-state companies with property tax compliance. - Evaluate information presented on property tax returns before, during, and after preparation. - Assist in property tax bill payment and...