the accurate and efficient fulfillment of legacy gifts to the company Foundation. Reporting to the Director of Planned Giving, the Specialist is charged with managing the administration of bequests and trust distributions. This involves direct interaction with estate executors, trustees,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... on exceptional client service and technical excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax... engagements. - M...
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...
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, trus...
address a range of business advisory needs such as audit, tax compliance, and planning. The aim is to... improve operational efficiency and allow clients to focus on their business strategy. You will be involved in the entire business life cycle...
client accounts, ensuring successful planning, budgeting, execution, and completion... of projects. - Focus on strategic planning, mentoring junior staff, and... fostering a culture of integrity and authenticity. - Oversee project success and maintain elevated standards of quality and service delivery. - Motivate, develop,...
Title: Associate – Private Client Services – 2026 Job Responsibilities: As an Associate in the Private Client Services (PCS) division, you will support a diverse array of sophisticated clients, including some of the wealthiest families in the ., family offices, owner-operated...
Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Client Relationship Management & Tax Compliance Oversight: Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Team Leadership and Development: Build...
funds, private equity, real estate) with state and local... issues including compliance, advising, planning, and controversies. - Engage... with multi-state companies facing state and local tax controversies, including preparing clients for discussions with auditors, representing clients at hearings and appea...
part of a team to provide business advisory services to private companies. The role encompasses a variety of responsibilities, including: - Assisting private companies with audit, tax compliance, and planning to enhance operational efficiency... and focus on business strategy. - Helping client...
accounts, focusing on strategic planning and mentoring junior staff. -... Oversee project success and maintain elevated standards. - Motivate, develop, and inspire team members to deliver quality. - Leverage team strengths to meet client expectations. - Identify opportunities that contribute to the success of...
tax engagements, providing state and local property tax planning, consulting, and compliance services... to a varied client base across different industry sectors. The responsibilities include: - Researching state and local property tax legislation and assisting in drafting client r...
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...
the Lead Tax Services practice, which necessitates strong technical skills. Key responsibilities include: - Performing tax consulting which involves conducting tax research and collaborating with clients on various tax matters. - Planning and implementing special projects. -... Managing the compliance function for c...
Title: . Private Bank - Private Banker - Associate 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...