Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in ensuring the success and growth of the business. Key...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Environment The noise level in the work environment is usually quiet to moderate. Salary Information: The salary for this position will be competitive based on qualifications and experience. In addition, we offer a comprehensive benefits package that includes...
Environment This job operates in an office setting, with a professional, fast-paced, team-oriented environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. The noise level in the work environment is usually moderate....
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: Right of Way Agent Job Responsibilities: - Perform the basic principles involved in reading, writing, retracing, and interpreting legal descriptions, which include parent parcels, metes and bounds, and subdivisions. - Review and identify title defects and curative requirements, and bring these matters...
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 Senior 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...
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, the individual will be expected to: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Conduct research...
Title: Tax Senior Manager - Real Estate Job Responsibilities: - Develop and maintain excellent relationships with top real estate companies in the market. - Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Financial Services Tax - Real Estate Director, you will join the Financial Services Tax practice within Corporate Tax services. You will play a crucial role in helping clients manage their...
Title: Tax Manager - Real Estate Job Responsibilities: - Serve as an advisor, mentor, or coach to one or more employees, providing honest and timely performance feedback, dedicating approximately 10-20% of your time to this responsibility. - Train and develop staff members, spending...
Title: Paralegal - REMOTE Job Responsibilities: The Paralegal position is responsible for providing timely and effective legal support to attorneys, internal clients, and members of the Real Estate, Treasury, and Corporate Governance & Securities teams. Key responsibilities include: - Supporting internal...
analytical skills with the ability to analyze complex financial information and develop recommendations for clients Ability to work effectively in a team environment and collaborate with colleagues from different backgrounds and functions Salary Information...
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...
Oakmead Dr, Perrysburg, OH, 43551, US Bullet Points: - Tax Senior Manager, Private Client Services position - Assists in providing tax compliance and consulting services to high net worth clients - Significant knowledge of personal income, estate and gift...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those with the greatest complexity. - Collaborate with other planning resources on specific complex subject matters and partner in acquiring new...
Title Tax Senior Associate - Personal Financial Services Job Responsibilities - Work as part of a team of problem solvers, assisting in solving complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal strengths,...
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, the individual will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title: Consultant, Personal Property Tax Job Responsibilities: The Consultant, Personal Property Tax is responsible for ensuring compliance with jurisdictional requirements for personal property tax. This role involves working with clients and internal teams to manage personal property tax compliance. Key responsibilities include: -...
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: Senior Tax Manager - High Net Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning and compliance services to individuals and related trusts. - Continuously expand knowledge in individual, gift, trust, and estate tax planning and consulting, alongside overall professional development. -...
Manager - Ultra High Net Worth - Investment Fund Executives The candidate will advise Financial Fund Executive clients on a full spectrum of individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance. Manage and oversee...
Title: Manager, Tax Job Responsibilities: - Managing tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities, focusing on sectors such as manufacturing and distribution, construction and real estate, professional services, technology, and financial institutions. - Developing, building, and managing...
Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth Strategist is responsible for collaborating with the Wealth Management Advisor to cultivate and establish new client relationships with individuals possessing a net worth of $3MM or more, integrating them into Private Wealth Management....
Title: Wealth Management Advisor II Job Responsibilities: The Wealth Management Advisor II serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals. The primary responsibilities include: - Developing streams of highly credentialed specialists...
Title: Senior Wealth Strategist Job Responsibilities: The Senior Wealth Strategist serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. These typically include multi-generational trusts, closely held business entities,...
Title: Tax Senior Manager - Real Estate Job Responsibilities: - Develop and maintain excellent customer relationships with top real estate companies in the market. - Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers...