Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
Title: Tax Manager, Private Wealth Job Responsibilities: The Tax Manager in the Private Wealth/High Net Worth team at the company will play a crucial role in delivering tax and business advisory services along with tax compliance to small business clients. The responsibilities...
providing sophisticated tax compliance, consulting, and planning services to a wide... range of clients, including individuals, multi-generational families, fiduciaries, and charitable entities. The role involves: - Offering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. -...
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...
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... Services Tax - Real Estate and Infrastructure Transactions team,... in the global real estate and infrastructure sectors. Your... duties will include advising on fund formation for both . and international ventures,...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services department at the company is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills,...
addressing client needs, tax planning, and consulting opportunities. - Works... directly with clients and their advisors to gather necessary information for tax return preparation. - Reviews individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing written and verbal feedback to...
Tax Manager - Private Client Services (Hybrid) ID 2025-6702 Job Locations US-NY-Melville The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
companies with various business advisory needs such as audit, tax compliance, and planning. This role aims to... enhance operational efficiency and allow businesses to concentrate more on business strategy. The position offers exposure to the entire business lifecycle, from incepti...
needs, including audit, tax compliance, and planning. The goal is to... enhance operational efficiency and allow companies to focus on business strategy. As a Senior Associate, the role includes: - Working as part of a team to solve complex business i...
addressing client needs, tax planning, and consulting opportunities. - Works... directly with clients and their advisors to gather information needed for tax return preparation. - Develops an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, both Federal...
Deliver the company's wealth planning resources to clients and... for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep... client discovery and u...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
Title: . Private Bank - Private Banker - VP 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...
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 from...
Title . Private Bank - Private Banker - Managing 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...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
staff and/or seniors for accuracy. - Researching and drafting memorandums 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 engagements...
to clients on personal planning matters. - Identify opportunities for... capacity. - Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. -... Assist Bankers and other... team members in their new business efforts. - Cultivate relationship...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a... in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department,... of complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstruction when required. - Conducting research on state-s...
Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax... Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS)... various aspects of fiduciary and estate tax services. Key responsibilities... include: - Conducting technical preparation and review of complex trust and estate accounti...
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. - Take... on the... primary review...
- FSO - Fiduciary/Trust Estate Advisory Services Job Responsibilities: - Conduct... of complex trust and estate accountings. - Manage teams to... ensure the accuracy and timely delivery of work products to clients. - Oversee client relationships and actively engage in business development efforts, including...
Tax Principal, Real Estate Apply BT Logo ... locations USA NY New York time type Full time posted on Posted Today job requisition id JR101682 Overview Baker Tilly is a leading...
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...
and Reporting - Real Estate - Tax Senior Job Responsibilities: -... Provide first-level reviews of tax returns while maintaining regular communication with clients. - Analyze complex tax issues and structures to deliver exceptional work. - Offer meaningful business insights by analyzing an evolving portfolio...
and Reporting - Real Estate - Tax Manager Job Responsibilities: The... role of a Real Estate Tax Manager at the... company involves a dynamic range of tax consulting and compliance projects. Key responsibilities include: - Analyzing a portfolio of complex tax operations to...
Seasonal Tax-Financial Services Organization-Real Estate-Manager Job Responsibilities: As a Seasonal Tax... Manager in the Real Estate Partnership sector within the... and contributing to the delivery of quality tax planning and compliance services for... real estate industry clients. The position... offers the flexibi...
Financial Markets & Real Estate - Transactions, CLO Manager Job... Responsibilities: - As a Manager within the Financial Markets Business Advisory services, you will contribute to audit, regulatory, valuation, and financial analyses to design solutions for clients' complex accounting and financial reporting...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a... trusted leader of the company's tax services, delivering federal tax compliance and consulting services specifically to construction and real estate clients. - Act as a... valued tax business advisor, managing client relationships...
Accounting and Risk Advisory-Real Estate-Senior Manager Job Responsibilities: As a Seasonal... will include providing clients with tax guidance and consulting related to tax accounting and planning. This includes internal restructurings,... acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IF...
Accounting and Risk Advisory-Real Estate- Manager Job Responsibilities: As a Seasonal... to tax accounting and planning. This includes managing internal... restructurings, acquisitions, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share-based compensation, financial statem...
Seasonal Tax-Financial Services Organization-Real Estate-Senior Manager Job Responsibilities: As a Seasonal... Real Estate Tax Senior Manager at... wide range of tax planning projects, responsibilities, and tasks... for a diverse client base. Key responsibilities include: - Analyzing an evolving portfolio of increasingly complex tax...
Financial Markets & Real Estate - Transactions, RMBS Securitization... intent of the security structure. - Lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff.... - Ensure project success and uphold rigorous standards. - Implement strat...
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...
Net Worth - Real Estate Job Responsibilities: The Tax Partner in... Worth (UHNW) - Real Estate team is responsible for... federal and state tax planning, consulting, structuring, and compliance... services to high-net-worth clients, including real estate sponsors, owners, investors, and... developers. The...
Title Financial Services Tax - Real Estate and Infrastructure Transactions Senior... Associate Job Responsibilities As a Senior Associate in the Financial Services Tax - Real Estate and Infrastructure Transactions team,... you within the global real estate and infrastructure sectors. Your......
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... company, you will be responsible for a variety of critical tasks aimed at providing top-notch tax services to our clients. Your primary duties will...
Senior Manager - Real Estate Job Responsibilities: - Develop and sustain... relationships with top real estate companies. - Collaborate cross-functionally within... the company to expand existing business and offer diverse business solutions to clients and prospects. - Analyze industry trends to advise clients during...
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...
Title: Manager of Tax Services - International Tax Experience: 5-10 years of progressive tax consulting experience Location: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami Employment Type: Full Time Overview: Join our team at Berkowitz Pollack...
experience in trust and estate taxation, preferably in a... setting. Department: Tax Services H1: Join Our Growing Team as a Manager of Tax Services H2: Exciting Opportunity in Trust and Estate Taxation Bullet Points:... - Seekin...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services practice at the company is tasked with delivering tax compliance and consulting services to high net-worth clients. This role involves a high level of interaction with...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is responsible for fulfilling the fiduciary responsibilities of Company by providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and their...
Title: Associate Director Tax Services Job Responsibilities: - Lead the delivery of comprehensive international tax services, providing guidance to . and foreign multinational companies on the tax implications of their international operations. - Coordinate . tax laws with foreign tax laws to develop...
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...
- Tax Structuring and Planning: Conduct research and provide... consultation on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena. - Client Consultation: Facilitate clients' understanding of international tax developments and implications, offering recommendations for pass-through...
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 s...
Information: The base salary for a Private Banker position in New York, NY ranges from $170,000 to $225,000 per year. This salary is dependent on experience, qualifications, and skills. Additional bonuses and incentives may also be offered based on...