Manager - Tax and Estate Planning The candidate will... and consult on the estate planning process to create... of income, business succession, estate preservation and estate plan... documents in relation to estate and business succession planning.... Provide tax planning and......
Services Senior Manager - Estate and GST Reviewer The... will review United States Estate (and Generation-Skipping Transfer) Tax... 706) and state level estate tax returns. Work with... staff to ensure estate and GST tax returns... instruments) in relation to estate and business succession planning......
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...
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...
variety of responsibilities that leverage their educational background and professional experience. Key duties include: - Managing tax and consulting engagements, demonstrating skills in identifying and addressing client needs, tax planning, and consulting opportunities. - Acting... as the primary client contact, providing exe...
addressing client needs, tax planning, and consulting opportunities. - Work... directly with clients and their advisors to gather information necessary for tax return preparation. - Develop an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns for both...
Transition Services Tax Manager - 1041 Expert The candidate will interact with clients in the high-net-worth and ultra-high-net-worth space and speak to groups on wealth transition topics. Review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis...
Transition Services Tax Senior Manager - 1041 Expert The candidate will review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Work with...
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...
of business advisory needs, including audit, tax compliance, and planning, to improve their operational... efficiency. As a Senior Associate, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to executi...
- Conducting high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers... and tax returns. - Preparing and leading client meetings on compliance and consulting projects that are related to tax planning oppo...
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....
as well as tax planning and consulting opportunities. - Work... directly with clients and their advisors to gather necessary information for tax preparation. - Review individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns, providing written and verbal feedback to sta...
high net-worth clients. This role involves the management of tax and consulting engagements, with a focus on identifying and addressing client needs, tax planning, and consulting opportunities. The... Tax Manager works closely with clients and their advisors to collect n...