Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical... Expertise: Deliver high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining...
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: - Oversee multiple... and research on estate, gift, and trust planning matters,... ensuring clients receive sophisticated guidance on complex EGT issues. - Develop and maintain strong client relationships by delivering exceptional se...
Job Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax... and business advisory services... and tax compliance to small business... clients. - Work alongside firm leadership to serve clients and aid in business growth, impacting the firm's success directly. - Mentor and coach...
Job Title: Tax Senior Analyst - FSO... - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
is currently seeking a Tax Manager for their Private... C-Suite executives, athletes, and entertainers. The Tax Manager will utilize their... education and professional experience to provide tax compliance and consulting services... to clients. This role requires strong communication, time managemen...
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...
Job Title: Tax Manager or Senior Manager,... financial matters. - Direct tax compliance and consulting services... owner-managed, and fast-growing start-ups. - Provide analyses of financial, gift, estate, and income tax... issues for ultra-high net-worth... individuals and families. - Establish meani...
Job Title: Tax Manager - Private Wealth... Job Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the primary responsibilities... Performing high-level reviews of tax research for individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns. - Preparing and... tax...
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......
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: Tax Partner - Family Office... Enterprise Job Responsibilities: The Tax Partner in the Family... for leading and growing tax engagements. This includes advising... on tax matters and collaborating across... service lines and lines of business to deliver innovative solutions tailored...
Job Title: Tax Partner - Global Family... Responsibilities: - Lead and grow tax engagements, providing strategic guidance... on tax matters to affluent families... and their family offices. - Collaborate across service lines and lines of business to deliver innovative solutions that address...
Job Title: Intern – Tax Services – Spring 2027... both formal and on-the-job training to enhance their technical skills. They are immersed in an environment that expands their interpersonal and technical skills, deepening their understanding of tax implications across vario...
Job Title: Intern – Tax Services – Summer 2027... their technical skills. Interns will: - Assist with researching tax laws, rules, and regulations,... analyzing their application to specific situations, and drafting memorandums to defend decisions or outline solutions. - Participate in sele...
Job Title: Intern – Tax Services – Spring 2026... training to refine and enhance their technical skills. Interns are immersed in an environment that expands their interpersonal and technical abilities and deepens their understanding of tax implications across various indust......
Job Title: Tax Managing Director - Premier... for the premier wealth tax practice, which includes service... a dedicated team of tax professionals with a focus... on strategies that support the continued growth of the service line. - Build and maintain strong...
Job Title: Tax Senior Manager - High-net-worth Job... and retention. Provide 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,... and related entities. Ensure compliance wi...
Job Title: Tax Senior Manager or Director... & Estate] Job Responsibilities: The Tax Senior Manager or Director... the Trust & Estate Tax team within the National... Tax practice at the company... limited to: - Reviewing complex gift, estate, and fiduciary income... tax returns. - Reviewing fiduciary accountings... tax...
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities: The... Tax Senior, State and Local... Tax - Unclaimed Property, is... clients in understanding the tax implications and accounting matters... a unique blend of tax and accounting skills, such......
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 Manager, Lead Tax... Services Job Responsibilities: The Federal Tax... Senior Manager is a... position within the Lead Tax Services team, responsible for... receivable responsibilities. - Providing specialized consulting, analysis, and research on estate, gift, and trust planning ......
is seeking a Vice President to craft innovative wealth planning strategies and provide family office services. The role involves assisting clients in achieving their income tax, estate tax, philanthropic, and... financial planning objectives. The ideal candidate should be hard-working, client-frie...