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...
Title: Tax Manager or Senior Manager - CTP Job Responsibilities: The Tax Manager or Senior Manager is responsible for managing all aspects of the annual tax compliance for business and individual clients. Key duties include: - Planning, scheduling, and executing...
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...
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...
Title: Trust Advisor III Job Responsibilities: - Responsible for the complete administration of assigned Wealth & Investment accounts of moderate to high complexity, including trusts, estates, and agencies. - Provides operating instructions and procedures to Trust support staff to ensure appropriate...