loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
loans for, generally for tax relief and property buyout... purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is part... of the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. Key responsibilities include: -... Providing legal advice related to federal and state audits and other controversy...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position at the... of responsibilities within the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. Specific duties include: -... audits and other controversy work. - Advising on tax compliance matt...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is situated... within the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. The responsibilities include: -... controversy work. - Advising on tax compliance and offering legal... advice on issue...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is part... of the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. Key duties involve: -... controversy work. - Advising on tax compliance and issues involving... various company transacti...
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is situated... within the Tax, Reinsurance, and Financial Counseling... state, and local corporate tax matters. The role entails... a wide range of additional responsibilities, including: - Providing legal advice related to...
Job Title: Tax Senior Associate (High-net-worth) Job Responsibilities: -... Client relationship management: Responsible for building and retention through personalized tax planning and compliance services... long-term wealth for clients. - Tax compliance oversight: Oversee the... and review of complex tax returns for individuals, trusts,......
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Work on multiple... engagements delivering proactive tax planning and strategic consulting,... including federal estate, gift, c...
Title: Wealth Strategist Job Responsibilities: - Partner with financial advisors to engage Ultra High Net Worth (UHNW) clients and prospects, typically with a net worth of $50 million and above, in discussions about advanced wealth transfer and philanthropic strategies, integrating these strategies...
Senior Associate, Family Office Tax Practice Job Responsibilities: -... Provide comprehensive tax compliance and consulting services... held corporations, estate, and gift workpapers and tax returns.... - Research tax... planning opportunities to help... clients retain and/or grow wealth, enabling them to...
Job Title: Tax Research Attorney Job Responsibilities: - Interact... and analysis on various tax matters, including estate, gift,... and income tax issues. -... Assist the company... and counseling on complex tax problems. - Conduct project-related tax... research and analysis based... on Federal and State tax laws. - Advise the company......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager in Private... professional experience to deliver tax compliance and consulting services... This role emphasizes managing tax and consulting engagements, demonstrating... and addressing client needs, tax planning, and exploring consulting......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... technical, business development, and people skills to deliver tax compliance and consulting services... to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements ......
Tax Manager - Estate, Gift, and Trust Job Responsibilities: Tax Compliance... review of advanced estate, gift, and trust tax returns... federal, state, and local tax regulations. - Resolve complex technical... tax issues and maintain high-quality... standards in all deliverables. Tax Planning and Strategic Advisory: -...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... information necessary for preparing tax returns. - Develops an understanding... S-Corp, foundation, partnership, and gift tax returns across both......
Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Participate in tax and consulting engagements, enhancing... gather necessary information for tax return preparation. - Prepare complex... S-Corp, foundation, partnership, and gift tax returns for both... Federal... basic individual and trust tax returns, providing f...
Senior Manager - Estate, Gift, and Trust Job Responsibilities: Leadership in... Tax Compliance and Oversight: - Oversee... review of advanced estate, gift, and trust tax returns... (Forms 706, 709,... on accuracy and strategic tax optimization. - Ensure that all... federal, state, and local tax regulations, while proactively addressing... tax...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in the Private... is tasked with providing tax compliance and consulting services... Key responsibilities include: - Managing tax and consulting engagements to... identify client needs, tax planning, and consulting opportunities. -... Working...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior, Private Client... professional expertise to deliver tax compliance and consulting services... duties include: - Participation in tax and consulting engagements, enhancing... in identifying and addressing client needs, tax planning...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in the... is responsible for providing tax compliance and consulting services... role involves: - Participating in tax and consulting engagements, identifying... client needs, and recognizing tax planning and consulting opportunities. -......
Job Title: Tax Manager, Private Client Services... Job Responsibilities: A Tax Manager in the Private... is tasked with providing tax compliance and consulting services... leadership, technical, business development, and interpersonal skills. Key responsibilities include: - Managing tax and con...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager within the Private... responsible for providing high-level tax compliance and consulting services... to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The role requires a blend...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading mul...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading multipl...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading mult...
Job Title: Tax Director, Private Wealth Job Responsibilities: -... businesses and/or investment entities. - Perform technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Lead multiple engagements... delivering proactive tax planning and strategic consulting,... including federal estate,...
clients on estate and gift tax planning, family governance,... philanthropy, and family wealth and business succession strategies. - Serve as the Senior Wealth Strategist in the New York City Tri-state market. - Set and manage priorities and performance metrics for...
National Estate Settlement Services Job Title: Manager National Estate Settlement Services Job Responsibilities: The Manager National Estate Settlement Services is responsible for supervising estate settlement officers and support staff across the country. The role involves overseeing the administration and distribution of estate/trust assets...
Job Title: Senior Associate, Tax - Private Client Job Responsibilities: -... Provide tax compliance and advisory services... to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to...
Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success....
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager in Private... responsible for providing comprehensive tax compliance and consulting services... to high net worth clients. This role income taxation, estate and gift tax, wealth retention strategies,... and......
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...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Title: Senior Vice President, Counsel Job Responsibilities: - Provide legal advice to various business areas offering trust and fiduciary administration for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. -...
Title: Private Wealth Services Tax Manager Job Responsibilities: As a Private... Wealth Services Tax Manager, the primary responsibilities... secondary reviews of complex tax returns and providing income,... estate, and gift tax planning strategies for... high... the Private Wealth Services Tax team and making recommendations... tax...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Tax Senior... responsible for providing comprehensive tax and consulting services to... owners. Key responsibilities include: - Tax Planning, Preparation, and Research:... Perform tax planning, preparation, and research... for pass-through entities such as...
Job Title: Managing Director, Tax - Private Client Job Responsibilities: The... Managing Director, Tax - Private Client at... responsible for providing sophisticated tax compliance, consulting, and planning... client service teams. The Managing Director must possess significant knowledge in tax compliance and con...
Job Title: Senior Manager, Tax - Private Client Job Responsibilities: The... Senior Manager for Tax in the Private Client... revolve around providing sophisticated tax compliance, consulting, and planning... of various client service teams. The primary duties include: - Delivering tax compliance and advisory...
Job Title: Tax Manager or Director, Individuals,... net worth individual income tax returns and collaborate with... the company's Wealth Advisory practice. - Thrive in an entrepreneurial environment that offers flexibility, autonomy, and encouragement to initiate and execute tasks. - Lead the engagement...
Job Title: Tax Manager or Director, Individuals,... net worth individual income tax returns and collaborate with... the company's Wealth Advisory practice. - Thrive in an entrepreneurial environment that offers flexibility, autonomy, and encouragement to make things happen. - Lead the...
Job Title: Tax Manager or Director, Individuals,... net worth individual income tax returns and collaborate with... the company's Wealth Advisory practice. - Thrive in an entrepreneurial environment that offers flexibility, autonomy, and encouragement to innovate and drive initiatives. - Lead the engagement...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Work on multiple... engagements that deliver proactive tax planning and strategic consulting,... including federal estate, gift, charitable...
Job Title: Tax Manager - Private Company Job... range of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and oversee... taxation. This includes planning and executing client tax engagements. - Collaborate with company... specialists regarding Estat...
Title: Attorney Job Responsibilities: - Conduct legal research and analysis to support various legal proceedings and decision-making processes. - Draft and prepare legal documents, including contracts and agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a...
Title: Tax & Estate Attorney Company: Company Schedule:... Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with... in advanced estate, income tax, and trust administration matters.......
Job Title: Tax Manager - Private Company... range of business and tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. - Manage and... This includes the planning and execution of client tax engagements. - Collaborate with... company speci...