financial planning, investments, insurance, tax management, executive compensation, retirement... analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each client’s situation, and design, implement and manage the planning process. Responsible for developing...
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: The Tax... Manager for Estate, Gift & Trust at the... ultra-high-net-worth clients on complex tax planning and compliance matters.... responsibilities include: - Delivering high-level tax consulting, compliance, and controversy... support for intricate estate, gift, and trust issues. - Managing......
Job Title: Tax Manager - High-net-worth Job Responsibilities: -... Client Relationship Management: The Tax Manager is responsible for... This involves providing personalized tax planning and compliance services... client satisfaction and retention. - Tax Compliance Oversight: The role... and review of complex tax returns for indivi...
Job Title: Tax Managing Director - Premier... for the premier wealth tax practice, including service offerings,... a dedicated team of tax professionals, focusing on strategies... maintain strong client relationships, ensuring high levels of satisfaction and retention through personalized tax plan...