Title: Tax Senior Manager - High Net Worth Tax Job Responsibilities: As a Tax Senior Manager in the high-net-worth tax practice, the primary responsibilities include: - Working with individual tax clients to assist them with the transition of wealth from one...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services... responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Managing client relationships... to retain client goodwill and ensure satisfaction. - Maximizing operatin...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Provide technical preparation and review of complex trust and estate accountings. - Conduct complex calculations and reconstruction when necessary. - Research state-specific principal and income acts as needed. - Manage client relationships and work...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Consultant at Company is responsible for managing a portfolio of highly complex Financial Lines claims. These claims often have large exposures and require specialized technical expertise and coordination. The consultant will: -...
Strategist / Client Development Sales Director - Remote/Hybrid Job Title: Wealth Strategist / Client Development Sales Director - Remote/Hybrid Company: **Members Only** Department: Wealth Strategist Team Experience: 10+ years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary...
Friendly Job Title: High Net Worth Tax Manager H1: Join Our Team as a High Net Worth Tax Manager in Los Angeles H2: Advance Your Career in Tax Management at **Members Only** Summary: **Members Only**, one of the...
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...
Banking Type Full-Time Company M&T Bank Department Wealth Advisory Services Salary $151, - $252, (USD) Job Title: Senior Wealth Advisor Experience: Bachelor's degree and a minimum of 9 years’ sales experience in the financial...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner within the Family Office Enterprise practice at Company, you will be responsible for leading and growing tax engagements, advising on complex tax matters, and collaborating across service lines...
Title: Sr. Paralegal - Insurance Defense Job Responsibilities: - Provides direct pre-trial and trial support for litigated matters of varied complexity. - Assists in drafting, reviewing, filing, and serving pleadings, motions, including complex motions like motions in limine and dispositive motions, discovery, and...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner at the Global Family Office Enterprise is responsible for managing and leading tax engagements, providing strategic tax advisory services, and collaborating across service lines to deliver innovative...
Title: Intern – Tax Services – 2026 – (Hybrid) Job Responsibilities: Tax Services Interns at the company serve as integral members of client service teams. They are involved in various engagements similar to an Associate and receive both formal and on-the-job...
Title: Managing Trial Attorney - Workers' Comp Job Responsibilities: The Managing Trial Attorney (MTA) will co-lead an office within a region, influencing and driving the office’s reputation, performance, and health in alignment with the company's mission and strategic objectives. Responsibilities include: - Implementing...
Title: Director, Company Law Staffing Job Responsibilities: - Embrace a client-facing role working with both US and Global teams to drive opportunities and efficiencies while continuously improving engagement delivery. Develop and maintain relationships with external clients, vendors, company tax and...
Title Asset & Wealth Management Tax Director Job Responsibilities - Define strategic direction for the Default team, setting the course for technology-enabled tax advisory services. - Lead initiatives in business development and client relations to drive business growth and shape client...
Title: Manager, Company Law Staffing Job Responsibilities: - Lead the delivery of large-scale multidisciplinary and multijurisdictional projects and support the development of adjacent service offerings to existing company tax and advisory practices. - Work collaboratively with both US and Global...
Title: Senior Associate, Law Staffing Job Responsibilities: - Play a pivotal role in delivering large-scale multidisciplinary and multijurisdictional projects focused on providing high-quality legal services to clients efficiently at scale, with a focus on technology. - Embrace learning about adjacent service...
complex gift, estate, and fiduciary income tax returns. -... Review fiduciary accountings for trusts and... estates. - Provide tax planning and consulting to high net worth clients for estate and individual income taxes. - Read and summarize estate planning documents,...
reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns. The role also involves preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities and the...
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...
Liability Claims (EPL, D&O, Fiduciary, and Crime) for Private... and Non-Profit businesses based on Claim Guidelines. - Analyze, investigate, negotiate, and resolve all levels of severity claims within authority limits. - Select, direct, and manage defense counsel, including approval of...