Title: Paralegal II Job Responsibilities: As a Paralegal II at the company, you will be an integral part of the Office of the General Counsel (OGC), working collaboratively with attorneys, paralegals, and other team members to support the Consumer Markets Division, Institutional...
Transition Services Tax Manager - Tax and Estate Planning The candidate will advise and consult on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and...
Transition Services Senior Manager - Estate and GST Reviewer The candidate will review United States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706) and state level estate tax returns. Work with staff to ensure estate and GST tax returns are...
Senior Manager, WNT Estates, Gifts & Trusts The... candidate will work closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping...
Title: Associate General Counsel Job Responsibilities: The Associate General Counsel is tasked with collaborating with the General Counsel to address the legal needs of the company family of companies. This role primarily focuses on supporting the corporate function and the...
Tax Manager, State & Local Tax (Income / Franchise) The candidate will participate in compliance and consulting projects for multi-state alternative investment clients (hedge fund, fund of funds, private equity, real estate). Work as part of a multi-disciplinary team helping...
Senior - Strategic Partnership Solutions The candidate will work with large-scaled operating partnership tax clients on matters that mean the most to them. Diversify industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial...
Manager - National Federal Tax Services - Strategic Partnership Solutions The candidate will work with large-scaled operating partnership tax clients on matters that mean the most to them. Diversify industry experience by working on a plethora of various industries including...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, you will be responsible for: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and...
Senior - Private Wealth Duties: The candidate will perform high-level reviews of tax research of individual, 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...
Title: Manager or Senior Manager, Tax, Family Office Job Responsibilities: - Serve as the trusted advisor to family offices on strategic, operational, and financial matters. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses...
Title: Managing Director of Wealth Planning Job Responsibilities: The Managing Director of Wealth Planning is tasked with leading the Midwest Region’s Wealth Planning team. Key responsibilities include: - Developing and managing a standard planning process focused on efficiency and scalability. - Driving growth via...
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...