help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
Title: Tax & Estate Attorney Company: Company Schedule: Remote (Must... seeking a Tax & Estate Attorney with approximately 3–5... strong background in advanced estate, income tax, and trust... administration matters. This full-time position is available due to growth within the department and...
Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service and tax expertise. - Oversee tax planning and compliance functions for... ultra-high net worth individuals and their families, with a focus on clients in the financial s...
Title: Managing Counsel – Data Center and Networking (Networking Focus) Job Responsibilities: The Managing Counsel for the Data Center and Networking legal team at the company is responsible for providing comprehensive legal support for intricate data center power and energy transactions with...
Manager - Tax & Estate Planning - Remote Eligible Job... and consulting on the estate planning process to develop... of income, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -... Providing tax planning and......
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking with a Power and Energy focus at the company is responsible for providing legal support for complex transactions involving data...
office. The responsibilities include: - Supporting the legal department on business initiatives, corporate governance, and federal securities law compliance for a publicly traded real estate investment and financial services... company. - Actively participating in public and private debt and equity offerings, investm...
Services Senior Manager - Estate & GST Reviewer -... Responsibilities: - Reviewing United States Estate (and Generation-Skipping Transfer) Tax... 706) and state level estate tax returns. - Collaborating with... staff to ensure estate and GST tax returns... are completed accurately and by...
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...
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: - Review... individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Research and draft memorandums involving complex tax Identify and implement tax planning opportunities. - Handle and resolve......
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Manager includes: - Reviewing ultra-high net worth 1041s and addressing technical firmwide 1041 questions, including multi-state filings and...
Title Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day for a Wealth Transition Services Tax Senior Manager involves a variety of tasks and responsibilities, including: - Reviewing ultra-high net worth 1041s and...
Information The base pay or salary for this role in Irvine, CA ranges from $170, to $225, per year. Job Title: . Private Bank - Private Banker - Vice President or Executive Director (Irvine, CA) Experience:...
Property Tax Consultant is responsible for working with clients and internal teams to ensure compliance with jurisdictional requirements for personal property tax. This includes researching issues, reconciling financials and databases, working with taxing authorities, and completing detailed calculations. The consultant...
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 Senior Manager - Personal Financial Services Job Responsibilities: As a Senior Manager in the Personal Financial Services practice, the role involves working as part of a team to solve complex business issues ranging from strategy to execution. Key responsibilities include: -...
Tax (SALT) team, which is experiencing significant growth. Your primary responsibilities will include managing multiple tax engagements and contributing to the delivery of quality tax planning and compliance services specifically... tailored for clients in the financial services industry. You...
Title: Private Wealth Tax Manager Job Responsibilities: - Join the Private Wealth/High Net Worth team at the company to deliver tax and business advisory services and tax compliance to small business clients. - Work directly with firm leadership to serve clients and contribute...
assist private companies with business advisory needs, including audit, tax compliance, and planning. This role aims to... enhance operational efficiency and allow more focus on business strategy. The position involves experiencing the entire business life cycle of a private compan...
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 business results and...
Tax Services - Research and Development Tax - Manager The candidate will help businesses navigate complex tax regulations and optimise their tax positions. Focus on providing tax advice and solutions to clients in complex and niche areas of taxation. Coach,...
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...
Senior Manager, Private Client Services Los Angeles, CA, United States and 2 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience...
with pass-through entities and to their business owners. Key duties include: - Tax Planning, Preparation, and Research: Handle... tax planning, preparation, and research for... pass-through entities such as S-corporations, LLCs, Partnerships, and individual returns for business owners, which may include estates...
consulting services to high net-worth clients. The role involves participating in tax and consulting engagements, identifying and addressing client needs, and seeking tax planning and consulting opportunities. This... position requires direct interaction with clients and their advisors to gather necessary...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services department is tasked with leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Their responsibilities...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers with...
consulting services to high net-worth clients, such as families, family offices, C-Suite executives, athletes, entertainers, and those with complex tax and financial structures. Key responsibilities include: - Managing tax and consulting engagements to identify and address client needs, tax planning, a...
of responsibilities aimed at providing high-quality tax services to ultra-affluent clients. Key responsibilities 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 leadin...
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....
addressing client needs, tax planning, and consulting opportunities. - Works... directly with clients and their advisors to gather information needed to prepare tax returns. - Develops understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, both Federal and...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services at the company is responsible for leveraging their educational background and professional experience to provide comprehensive tax compliance and consulting services to high net-worth clients....
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-pro...