Manager - Tax & Estate Planning - Remote Eligible... Advising and consulting on estate planning to create tax-based... income distribution, business succession, estate preservation, and estate plan... and reviewing legal documents related to estate and business succession planning.... - Pro...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: The Corporate Counsel for Global Fund Services at the company will be responsible for providing legal advice and interpretation across all areas of the Global Fund Services (GFS) business. Key responsibilities include: - Preparing,...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The managing counsel will be part of the Data Center and Networking legal team, which is responsible for legal support concerning complex data center power and energy transactions...
Services Senior Manager - Estate & GST Reviewer -... - Reviewing United States Estate (and Generation-Skipping Transfer) Tax... (Form 706) and state-level estate tax returns. - Collaborating... staff to ensure that estate and GST tax returns... are completed accurately and...
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...
specifically related to Special Needs Trusts for high net worth (HNW) and ultra-high net worth (UHNW) clientele. This role requires a deep understanding of complex estate planning documents and the... ability to identify and mitigate risks associated with these...
Title: Senior Lead Trust Advisor - Special Needs Trust Job Responsibilities: The Senior Lead Trust Advisor is tasked with providing personalized advice and wealth management services specifically related to Special Needs Trusts for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Key responsibilities...
Shift Day Job Description Tax Experienced Senior, Private Client Services Location St. Louis, MO, United States Job ID 8096 Job Summary: BDO is currently seeking a Tax Experienced Senior for our...
to business clients who have pass-through entities, as well as to the individual business owners. Key responsibilities include: - Conducting tax planning, preparation, and research for... pass-through entities such as S-corporations, LLCs, and Partnerships, along with individual returns for business owner...
Title: Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities: - Review ultra-high net worth 1041s and address technical 1041 questions related to multi-state filings and complex analysis of pass-through entities, hedge funds, partnerships, and S corporation implications...
Title Wealth Transition Services Tax Senior Manager - 1041 Expert Job Responsibilities A typical day as a Wealth Transition Services Tax Senior Manager includes: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings, complex pass-through...
Grant St, Pittsburgh, PA, 15219, US 1919 M Street NW, Washington, DC, 20036, US 622 Third Avenue, New York, NY, 10017, US 1350 Avenue of the Americas, New York, NY, 10019, US 700 Bishop St, Honolulu, HI, 96813, US 777...
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...
a variety of business advisory needs, including audit, tax compliance, and planning. This role aims to... enhance operational efficiency and allow clients to focus on business strategy. The position involves experiencing the entire business life cycle of a private c...
Title: Tax Director - Personal Financial Services Job Responsibilities: As a Tax Director in the Personal Financial Services practice, you will be part of a team dedicated to assisting high net worth individuals and private wealth management structures. Your primary responsibilities will...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior within the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients, which include individuals, families, family offices, C-Suite executives, athletes, and...
firms, such as hedge funds, fund of funds, private equity, and real estate. This includes handling compliance,... providing advisory services, planning, and managing controversies. - Engage... with multi-state companies on state and local tax controversies, which involves preparing clients for d...
include 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 and will be exposed...
tax consulting and tax return preparation, which encompasses tax research, tax planning, and preparing supporting digital... work papers for various tax returns and tax-related projects. You will work with a diverse array of entities, such as corporations, partnerships, estates, trus...
as tax research, tax planning, and the preparation of... supporting digital work papers for various tax returns and tax-related projects. You will work with diverse entities, including corporations, partnerships, estates, trusts, and non-profits, and gain exposure to multiple industries,...
private equity, and real estate, addressing state and local... tax issues such as compliance, advising, planning, and controversies. - Engage... in multi-state companies with state and local tax controversies, including preparing clients for discussions with auditors, representing clients at hear...
range of business advisory needs such as audit, tax compliance, and planning to improve their operational... efficiency and focus on business strategy. The role involves experiencing the entire business life cycle of a private company from inception to growth, matu...
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,...
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...