Title: Planned Giving Bequest Administration Specialist Job Responsibilities: The Planned Giving Bequest Administration Specialist is an essential role within the department, focusing on the accurate and efficient fulfillment of legacy gifts to the company Foundation. Reporting to the Director of Planned Giving,...
Job Title: Tax Partner - High Net... Client Services Job Responsibilities: The Tax Partner in the Private... multi-generational wealthy families and their private businesses and/or investment entities. Key responsibilities include: - Diagnosing, developing, and implementing solutions to clients' tax needs. -...
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...
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver... high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... excellence. - Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. -... M...
Job Title: Intern – Tax Services – 2026 Job Responsibilities:... As a Tax Services Intern, you will... Assisting with research on tax laws, rules, and regulations,... and analyzing their application to specific situations. This may involve drafting memorandums to defend decisions...
Job Title: Tax Managing Director - Premier... Client Relationship Management & Tax Compliance Oversight: Design and... for the premier wealth tax practice, including service offerings,... a dedicated team of tax professionals, focusing on strategies... that support continued growth in this...
Tax Manager - Ultra High... of individual and business tax opportunities, including succession planning,... wealth transfer planning, and tax compliance. Manage and oversee... entity, individual, fiduciary, and gift/estate taxation and provide consistency... in tax preparation due to the... complexities of...
Job Title: Federal Tax Senior Associate, Lead Tax... Services Job Responsibilities: The Federal Tax... Senior Associate is tasked... projects within the Lead Tax Services practice, which necessitates... Key responsibilities include: - Performing tax consulting which involves conducting... tax research and collaborating with... clients on various tax matters. - Planning and implementing......