include: - Supporting the legal department on various matters, including 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 e...
Job Title: Virtual Estate Planning & Probate Paralegal Job... Responsibilities: - Draft estate planning documents, including wills,... accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries... and financial institutions. - Maintain and manage case files, calendars, dead...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel position is integral to the Data Center and Networking legal team within the department at the company. This role primarily involves providing legal support for...
Title: Tax Director - Estate & Trusts Job Responsibilities: - Provide... and consulting services to Estate, Gift, and Trust clients. -... Develop and deliver innovative planning ideas to meet or... research projects related to Estate, Trust, and Gift issues. -... Work with clients to...
The primary responsibility is to provide objective insights that align financial and estate strategies with the clients'... goals. This role is highly visible within the Private Wealth Management (PWM) sector and involves close collaboration with advisors and management in designate...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual California Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role... within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team... Preparing complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions as necessary. - Conducting research on...
Supervisor - Trust & Estate (Compliance Focused) Job Responsibilities: -... tax returns (Form 1041), estate tax returns (Form 706),... and gift tax returns (Form 709). - Ensure timely and accurate filing of tax returns and estimated payments. - Maintain compliance calendars and oversee...
Director - Trust & Estate (Consulting Focused) Job Responsibilities: The... in the Trust & Estate group is responsible for... and consulting services to Estate, Gift, and Trust clients.... The role focuses on strategic planning, client relationship management, and... collaboration with legal...
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...
**Job Title: Trust and Estate Tax Manager** **Job Responsibilities:** - Review... tax matters. - Identify and implement tax planning opportunities. - Handle and resolve... tax controversies. - Oversee complete tax research projects for a variety of clients and diverse industries. - Manage multiple engagements concurrently wit...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as... to construction and real estate clients. - Establish and... maintain client relationships, advising on day-to-day tax matters for a diverse range of clients, from middle market to multinational corporations. - Consult...
Title: Legal Counsel, Real Estate Development and Data Centers... Legal Counsel – Real Estate Development and Data Centers... the company's large-scale real estate developments and project financings.... utility-related agreements. - Reviewing, negotiating, and executing real estate transaction agreements from incept......
Financial Markets & Real Estate - Valuations, Manager Job... a business and the securities within its capital structure. - Lead and manage client accounts, focusing on strategic planning and mentoring junior staff.... - Secure project success and maintain rigorous s...
Associate, Business Tax Services - Private Enterprise **Members Only** is seeking a Senior Associate to join their dynamic team at one of the world's top tax firms, providing tax compliance and advisory services to owners and senior executives of the...
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...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams catering to a diverse range of sophisticated clients. These clients may include some of the...
affluent families, 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 delivering proactive tax planning and strategic consulting, including... federal, estate, gi...
Title: Tax Senior Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services practice at the company are responsible for overseeing multiple engagement teams for a diverse range of sophisticated clients. These clients may include some of...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner in the Family Office Enterprise, the primary responsibilities include: - Leading tax engagements and advising on tax matters for affluent families and their family offices. - Providing...
Title: . Private Bank - Banker - 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 acquire...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner for the Global Family Office Enterprise is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across service lines to deliver innovative solutions...
funds, private equity, and real estate, addressing state and local... tax issues such as compliance, advising, planning, and controversies. - Engage... with multi-state companies in handling state and local tax controversies, which involves preparing clients for discussions with auditors, represe...
encompassing 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 a variety of industri...
affluent families, family offices, and their private businesses and/or investment entities. This includes: - Performing complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Working on multiple engagements that deliver proactive tax planning and strategic consulting, includin......
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 est...
engage in comprehensive tax planning, consulting, and compliance processes... for a diverse range of complex clients. These clients include hedge funds, private equity, real estate, fund of funds, and... venture capital. The key responsibilities of the role include: - Reviewing and...
funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies. - Participate... in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings...
assist private companies with various business advisory needs, including audit, tax compliance, and planning, aimed at enhancing their... operational efficiency. This role involves experiencing the entire business life cycle of a private company from inception to growth, maturity, and transitio...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain client relationships by building trust, understanding client needs, providing targeted advice, and delivering exceptional client experiences. - Generate business results and acquire new assets,...
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,...
for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers and tax returns. You will prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax... implications of transactions for clients....
Title: . Private Bank - Private Banker - 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...
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....
providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading mul...
multi-generational affluent families, family offices, and their private businesses and investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements delivering proactive tax planning and strategic consulting, including... federal estate, gift, char...
activities with a focus on state and local tax income and franchise tax compliance and consulting for various clients and industries, excluding investment funds and real estate. The primary responsibilities include: -... Providing detailed review and analysis of complex partnership...
Comprehensive compensation package Health care and insurance benefits Retirement benefits Paid time off and vacation policy Family-friendly and flexible work environment Career development and advancement opportunities Company Overview **Members Only**...
multi-generational affluent families, 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 delivering proactive tax planning and strategic consulting, including... federal estate,...
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...
compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Leading multiple engagemen...
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...
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......