as the primary Wealth Planning expert for high net... professional consulting and advisory services to clients by developing, delivering, and implementing customized wealth plans, which include proactive, high-impact, multi-generational planning solutions. - Deliver customized wealth... plans based on each client’s...
as the primary Wealth Planning expert for high net... strategies. - Provide professional consulting and advisory services to clients through the development, delivery, and implementation of customized wealth plans. - Develop proactive, high-impact, multi-generational planning solutions tailored to each... client’s unique circumstances....
Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success....
Title: **Members Only** Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with ultra-high-net-worth (UHNW) families with a net worth greater than $25 million. - Act as the primary point of contact for internal and external referrals for Family Wealth (FW) prospects. -...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking with a focus on Power and Energy is responsible for providing legal support for complex data center power and energy...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking with a focus on Power and Energy at **Members Only** is a key position within the legal department. The role involves...
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...
Senior Tax Associate, Real Estate and Construction Job Responsibilities: As a... the construction and real estate industries, your primary responsibilities... identifying and implementing tax planning and consulting opportunities for... participating in the tax planning and consultation process to... deliver an outstanding client...
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a... Tax Manager at Company, you will be responsible for providing tax consulting and the construction and real estate industries. Your role will... You will manage tax planning, prepare tax calculations, and......
Tax Senior Manager- Real Estate Tax Credits Job Responsibilities: -... Lead and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor junior...
Senior Manager - Real Estate Tax Credits Job Responsibilities: The... Senior Manager for Real Estate Tax Credits will be... a pivotal member of the Housing and Community Development practice at the company. The primary responsibilities include: - Leading and managing the closing...
Senior Manager - Real Estate Tax Credits Job Responsibilities: - Lead... and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions, ensuring that all financial and legal requirements are met. - Review financial models to ensure...
Title Key Family Wealth Strategist Job Responsibilities - Serve as a senior advisor exclusively for ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family...
Title: Key Family Wealth Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family Wealth (FW)...
their wealth goals. - Develop and lead a team of highly credentialed specialists to provide wealth planning, investments, private banking, risk... management, and trust services. - Ensure delivery and execution of Private Bank experience and client service standards. - Responsible for identifying,...
W. Madison, Suite 3600, Chicago, IL, 60606, US 60 East State Street, Suite 900, Columbus, OH, 43215, US Additional Locations St. Louis, MO, US BDO is currently seeking a Tax Senior Manager, Private Client Services to join our...
Tax Senior Manager, Private Client Services position is a full-time role that offers a competitive salary and comprehensive benefits package. This position requires a bachelor's degree in Accounting and a CPA or Licensed Attorney certification, with a preference for a...
Title: Tax Senior, Private Client Services Job Responsibilities: The Tax Senior in Private Client Services at the company plays a crucial role in providing tax compliance and consulting services to high net-worth clients. This position involves a variety of responsibilities, including: - Participating...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager within the Private Client Services (PCS) is tasked with leveraging their educational background and professional experience, combined with their communication, time management, leadership, technical, business development, and...
focusing on the private equity and investment management practice area as well as other transactional areas such as real estate, corporate and M&A, and... finance. - Work collaboratively with a multi-disciplined team including content developers, product planners, external consultants, IT specialist...
Title: Content Manager, Private Equity & Transactional Floater Job Responsibilities: As a Content Manager for Company, your primary role will be to leverage your expertise in the private equity and investment management practice area to develop and manage legal content, products, tools,...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is tasked with leveraging their educational and professional background, along with their communication, leadership, and technical skills, to deliver tax compliance and consulting...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution....
business advisory needs, such as audit, tax compliance, and planning. This role focuses on... improving operational efficiency, allowing businesses to allocate more resources toward strategic initiatives. The Senior Associate will be engaged in the entire business lifecycle of private compan...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in Personal Financial Services, you will engage in a variety of tasks to support private companies and high net worth individuals with their financial advisory...
for business and individual clients. Key duties include: - Planning, scheduling, and executing tax... compliance processes for clients, including projections, extensions, and responses to tax notices. - Conducting research and drafting client memorandums. - Calculating quarterly estimated payments and m...
Information The salary for this position is competitive and commensurate with experience. Job Title: . Private Bank - Private Banker - Vice President or Executive Director Experience: Minimum of 6 years in Private...
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...
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...
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...
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 on compliance and consulting projects, focusing on tax planning opportunities and the tax... implications of transaction...
of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Prepare and lead client meetings on compliance and consulting projects concerning tax planning opportunities and the tax... implications of transactions. - Train, me...
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 involve tax planning opportunities and unders...
high-level reviews of tax research pertaining to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and understanding the... tax implications...
consulting and tax return preparation duties, including tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates,...
return preparation duties, including tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits...
preparation duties, which encompass tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to diver...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services practice is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. The role involves a...
addressing client needs, tax planning, and consulting opportunities. - Serve... as the primary client contact for preparation and presentation of issues and resolution to clients, demonstrating executive presence. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing...
Title: Technical Director, Advanced Consulting Group Job Responsibilities: As the Technical Director of the Advanced Consulting Group (ACG) Annuity Team, the primary responsibility is to assist Americans in preparing for and living in retirement. This role requires expertise in the tax rules...