Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
- Construction & Real Estate Job Responsibilities: - Consult with clients... as succession and tax planning. - Lead, schedule, supervise, and... review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities for clients, communities, and...
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...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager, you will... prepared by tax staff and seniors to ensure accuracy. - Conducting research and drafting memorandums on complex tax matters. - Identifying and implementing tax planning oppo...
Client Services at BDO is seeking a highly motivated Tax Manager with experience in tax compliance and consulting for high net-worth individuals and families. This role offers the opportunity to work with a diverse range of clients, including C-Suite executives,...
from an income, trust, estate, and tax planning perspective. -... individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated lifetime... gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. - Counsel clients on asse...
its Family Office, with a focus on developing innovative wealth planning strategies and providing family... office services. The role is designed to assist clients in achieving their income tax, estate tax, philanthropic, and financial... planning goals. The ideal candidate... wil...
management of projects, 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 exce...
Title: . Private Bank - Private Banker - Vice President or 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...
consulting on complex engagements. Key responsibilities include: - Overseeing tax compliance, identifying tax planning and consulting opportunities, and... preparation and review of client tax projections and calculations. - Supervising and developing staff, as well as acting as the in-charge f...
Title: Counsel Job Responsibilities: Litigation Role: - Provide accurate and timely legal advice and counsel to business management and risk teams regarding a nationwide litigation docket. - Offer strategic advice on mitigating legal risk and dispute resolution. - Manage external counsel in developing and implementing...
and tax return preparation duties, such as tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax-related projects. You will engage with different types of entities, including corporations, partnerships, estates, trusts, a...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor and coach a group of...
in tax research, tax planning, and preparing supporting digital... work papers for various tax returns and related projects. You will work with different types of entities such as corporations, partnerships, estates, trusts, and non-profits, and be exposed to industries like...
funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies. - Engage... with multi-state companies on state and local tax controversies, preparing clients for discussions with auditors, representing clients at hearings and appeal meetings,...
advisory needs such as audit, tax compliance, and planning. The aim is to... improve operational efficiency and free up time for focusing on business strategy. The role involves experiencing the entire business life cycle of a private company from inc...
which include: - Performing 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, which relate to tax planning o...
tax engagements, providing state and local property tax planning, consulting, and compliance services... to a diverse client base across various industry sectors. The role involves continuing to develop technical knowledge in property taxation through involvement in large, complex tax engagement...
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....
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...
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 return preparation using PTMS. -...
Title: Tax Manager, Lead Tax Services Job Responsibilities: - Deliver comprehensive tax consulting and compliance services for clients in a variety of industries. - Conduct in-depth tax research, analyze findings, and advise clients on complex tax matters. - Manage and oversee tax compliance processes,...