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...
Information - Executive Director position in . Private Bank - Base pay/salary range of $170,, in New York, NY - Additional compensation potential through business results and new client acquisition - Opportunity for growth and advancement within **Members Only** Job...
Tax Manager - Alternative Investment Funds (Hybrid) ID 2025-6648 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just...
Manager, NYFS International Tax, Asset Management New York, NY; Short Hills, NJ; Stamford, CT 121445 Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy...
Manager - Private Client Services (Hybrid) ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: . Private Bank - 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...
Title: Tax Manager, Private Wealth Job Responsibilities: As a Tax Manager with the Private Wealth/High Net Worth team at the company, you will be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. Your responsibilities...
Organization Private Client Services (PCS) at the company is centered around providing high-level tax planning and compliance services to... privately held companies, their owners, and families. The key responsibilities include: - Reviewing complex individual tax returns for Private Tax clients. - Han...
assist private companies with various business advisory needs. These include audit, tax compliance, and planning aimed at improving operational... efficiency and allowing focus on business strategy. The role involves experiencing the business life cycle of a private company from in...
will manage multiple tax engagements and contribute to the delivery of quality tax planning and compliance services for... financial services industry clients. Your responsibilities will include: - Implementing extensive knowledge of state and local tax concepts and law to provide up-...
and provide income tax planning and advising for high... net worth individuals and families, developing into a trusted advisor role for clients. - Collaborate with specialists in areas such as International tax, state and local tax, and asset management to deliver...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice is tasked with a multitude of responsibilities aimed at addressing the complex needs of affluent families and their family offices. The primary...
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 business results and...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner in the Global Family Office Enterprise at the company is responsible for leading and growing tax engagements while advising on tax matters. This role requires collaboration across...
Title: Tax Senior Associate - Private Client Services Job Responsibilities: As a Senior Associate in Private Client Services, you will play a crucial role in tax compliance and consulting across a variety of complex engagements. This position demands growing technical expertise and...
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 meeti...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in the Family Office Advisory Services will have a range of responsibilities designed to support the legacy of families by protecting, improving, and growing their financial,...
Title: Private Wealth Tax Manager Job Responsibilities: - Join Company as a Tax Manager within the Private Wealth/High Net Worth team, delivering tax and business advisory services and tax compliance to small business clients. - Collaborate with firm leadership to serve clients and...