Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and...
and State Individual and Fiduciary tax returns. - Oversee and... manage the entire tax return process, including the identification and resolution of tax issues. - Apply experience with corporation and partnership accounting and tax concepts. - Mentor, train, and manage staff accountants to...
including succession planning, wealth transfer planning, and tax compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and... provide consistency in tax preparation due to the complexities of fund reporting. This includes the plan...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services... crucial role within the Fiduciary/Trust & Estate Accounting Services... complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions when necessary. - Researching state-specific principal and income acts as...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Consultant is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant must verify policy coverage, conduct investigations, develop...