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 businesses and family of...
transfer planning, and tax compliance. - Manage and oversee engagement teams focused on Partnership, S corporation, C Corporation, Individual, and Fiduciary taxation, including planning and... execution of client tax engagements. - Collaborate with specialists in areas such as Estate and Gift planni...
Title: Manager, Tax - Private Client Job Responsibilities: The Manager, Tax - Private Client at the company is responsible for providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and private foundations. The professional in this role will: -...
aimed at delivering high-quality tax services to clients. Key duties include: - 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 complianc...
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 consulting projects related to tax planning opportunities and the tax implications of...
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...
Title: Complex Claims Consultant - EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... is responsible for managing an inventory of highly complex Financial Lines claims, specifically focusing on Private Directors & Officers (D&O), Fiduciary, and Employment Practices Liability... (EPL) claims....
(D&O), Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity with limited supervision. The key duties include: - Reviewing complaints and all other legal pleadings and discovery, arbitration demands, and conducting coverage analysis to determine exposure and set...