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...
Title Senior Corporate Counsel - Commercial/Transactional Job Responsibilities - Provide strategic legal and business counsel on a wide variety of commercial, financial, compliance, and corporate governance issues relating to the company's principal lines of business. - Draft, analyze, and negotiate...
Title: Tax Principal - Private Client Services Job Responsibilities: - Lead a team of tax and industry professionals to deliver tax compliance and consulting services. This includes mentoring the team to understand and assist clients by developing a deep understanding of their...
includes 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. Additionally, you will be...
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: As a... Trust and Estate Tax Manager at the... company, you will be tasked with a variety of responsibilities that center around tax engagements and client management. Your primary duties will include: - Reviewing...
of two years of ultra-high net worth individual and/or trust and estate tax experience in an... accounting firm and/or law firm. A Bachelor's degree, ., . in taxation and/or Master's in Taxation (MST) from an accredited college/university is also require...
Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...
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 questions related to multi-state filings, complex analysis...
entities and to their business owners. - Performs tax planning, preparation, and research for... pass-through entities such as S-corps, LLCs, Partnerships, and the business owners’ individual returns, which may include estates, trusts, and charitable entities. - Manages client engagements, supervises and revi...
to high net worth clients. The role demands significant knowledge of taxation related to personal income, estate and gift tax, wealth... retention strategies, and taxation of entities owned by business owners, including partnership and corporate taxation. Key responsibilities include: -...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team members to voice opinions and invite input from all, including quieter...
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...
investment firms, including hedge funds, fund of funds, private equity, and real estate, focusing on compliance, advising,... planning, and controversies. - Engage... with multi-state companies on state and local tax controversies, preparing clients for discussions with auditors, representing clients a...
families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including... federal estate, gift...
Title: Sr Manager, Private Wealth Tax Job Responsibilities The Sr Manager, Private Wealth Tax at the company is a critical role within the High Net Worth Tax practice, which is part of one of the fastest-growing CPA advisory firms in the nation....
investment firms, including hedge funds, fund of funds, private equity, and real estate. This involves compliance, advising,... planning, and handling controversies. -... Engage in multi-state tax controversies by preparing clients for auditor discussions, representing clients at hearings and appeal meetings,...
to assist private companies with various business advisory needs, such as audit, tax compliance, and planning to enhance operational efficiency.... The role involves experiencing the business lifecycle of a private company from inception, growth, maturity, to transition. The team help...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are tasked with working collaboratively with engagement teams to serve a broad array of sophisticated clients, including some of the...
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,...
providing state and local property tax planning, consulting, and compliance services.... Your responsibilities will include: - Conducting research on state and local property tax legislation and assisting with drafting client responses and memos. - Identifying opportunities to enhance operational efficiency and...
tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. This role involves preparing and leading client meetings on compliance and consulting projects, focusing on tax planning opportunities and the tax... implications...
family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements that deliver proactive tax planning and strategic consulting, including... federal es...
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...
tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers. The responsibilities include managing tax and consulting engagements to identify and address client needs, tax planning, and consulting opportunities. The... m...