Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is tasked with providing tax compliance and consulting services... This role involves managing tax and consulting engagements, identifying... client needs, and seizing tax planning and consulting opportunities.... Tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice at the company,... Performing high-level reviews of tax research for individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns. - Preparing and leading... tax...
Title: Wealth Transition Services Tax Manager - 1041 Expert... involving pass-through entities, hedge funds, partnerships, and S corporation implications. - Collaborate with tax staff to ensure accurate... and timely completion of 1041 tax returns, adhering to company... processes. - Interpret and r...
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
Title: Wealth Transition Services Tax Senior Manager - 1041... ultra-high net worth 1041 tax filings, addressing technical questions... Form 1041. - Collaborate with tax staff to ensure accurate... timely completion of 1041 tax returns, adhering to company... processes. - Interpret and review...
Tax Manager - Estate, Gift & Trust Job Responsibilities: The... Tax Manager at Company, specifically... responsible for delivering high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... ultra-high-net-worth clients. The role requires managing multiple projects...
Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: A Tax Managing Director in Private... is tasked with providing tax compliance and consulting services... This role involves leading tax and consulting engagements, teaching... for client needs identification, tax planning, and consulting opportunities.......
Title: Wealth Transition Services Tax Manager - Tax &... Responsibilities: A Wealth Transition Services Tax Manager is responsible for... of tasks related to tax and estate planning. Key... creating plans based on tax perspectives, cash flow projections,... income distribution, business succession,...
and Generation-Skipping Transfer (GST) Tax Returns, along with state-level... estate tax returns. - Collaborating with staff... ensure estate and GST tax returns are completed accurately... by required deadlines and in accordance with company processes. - Interpreting and reviewing legal documents such as...
variety of tasks aimed at providing comprehensive financial solutions to clients. These responsibilities include: - Understanding and implementing estate planning techniques to assist clients in tax reduction strategies, thereby providing... tax planning and consulting services.... - Assisting in the constructio...