Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
complex needs around financial planning, investments, insurance, tax management,... executive compensation, retirement analysis, estate planning, philanthropy and business... succession... planning. Think both strategically and... situation, and design, implement and manage the planning process. Responsible for developing... and strengthening client relation...
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...
Tax Manager - Real Estate Job Responsibilities: - Provide compliance and... consulting services to Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... partnerships. - Work directly with clients, manage tax engagement teams, and have access...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: The... Tax Manager for Estate, Gift & Trust at... clients on complex tax planning and compliance matters. The... controversy support for intricate estate, gift, and trust issues. -... Managing multiple projects in a...
services, including structuring and modeling, succession planning, wealth transfer planning, and... tax compliance. - Lead engagement teams focused on entity, individual, fiduciary, and gift/estate taxation. This involves planning and executing client tax... engagements to exceed client expectations and meet company profitabilit...
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-profits....
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...
Title: 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 business results and acquire...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company is tasked with utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth...
clients. This involves providing personalized tax planning and compliance services aimed... at building long-term wealth, ensuring high levels of client satisfaction and retention. - Tax Compliance Oversight: The role involves overseeing the preparation and review of complex tax returns for indivi...
Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Build and lead a dedicated team of tax professionals, focusing on strategies...
funds, private equity, and real estate, addressing state and local... tax issues including compliance, advising, planning, and handling controversies. -... Participate in handling state and local tax controversies for multi-state companies, which involves preparing clients for discussions with auditors, repres...
companies with various business advisory needs, including audit, tax compliance, and planning, to enhance operational efficiency... and focus on business strategy. The role involves experiencing the entire business life cycle of a private company from inception to growth, maturity,...
member of tax engagements and provide state and local property tax planning, consulting, and compliance services... to a diverse client base across various industry sectors. Your responsibilities will include: - Researching state and local property tax legislation and assisting with draftin...
for providing state and local property tax planning, consulting, and compliance services... to clients across various industries. Your role involves direct client interaction, managing tax engagement teams, and ensuring alignment with company leadership for successful execution of responsibilities. Key responsibilit...
expected to: - Refine skills by working with large-scaled operating partnership tax clients across various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, and consumer products. -... Deliver value to clients experiencing publ...
experience in sectors such as private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, among others. -... Deliver value to clients undergoing public offerings, including SPACs, and interact with external counsel, underwriters, client executives, a...
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,...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company oversee multiple engagement teams catering to a diverse array of sophisticated clients. These clients may include some of the wealthiest families in...
to provide tax compliance and consulting services to high net-worth clients. The job entails managing tax and consulting engagements, identifying client needs, tax planning, and consulting opportunities. The... role involves working directly with clients and their advisors to gather...