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...
Senior Manager - Real Estate Tax Credits Job Responsibilities: The... Senior Manager for Real Estate Tax Credits will be... a pivotal member of the Housing and Community Development practice at the company. The primary responsibilities include: - Leading and managing the closing...
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...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager within the Private Client Services (PCS) is tasked with leveraging their educational background and professional experience, combined with their communication, time management, leadership, technical, business development, and...
Title Key Family Wealth Strategist Job Responsibilities - Serve as a senior advisor exclusively for ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family...
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-profits...
Information The salary for this position is competitive and commensurate with experience. Job Title: . Private Bank - Private Banker - Vice President or Executive Director Experience: Minimum of 6 years in Private...
for business and individual clients. Key duties include: - Planning, scheduling, and executing tax... compliance processes for clients, including projections, extensions, and responses to tax notices. - Conducting research and drafting client memorandums. - Calculating quarterly estimated payments and m...
with various business advisory needs, including audit, tax compliance, and planning. The role involves helping... improve operational efficiency and freeing up time for business strategy. The candidate will experience the full business life cycle of a private company from inc...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services practice is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. The role involves a...
business advisory needs, such as audit, tax compliance, and planning. This role focuses on... improving operational efficiency, allowing businesses to allocate more resources toward strategic initiatives. The Senior Associate will be engaged in the entire business lifecycle of private compan...
Performing 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 focused on compliance and consulting projects, which involve tax planning opportunities and unders...
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....
focusing on the private equity and investment management practice area as well as other transactional areas such as real estate, corporate and M&A, and... finance. - Work collaboratively with a multi-disciplined team including content developers, product planners, external consultants, IT specialist...