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...
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...
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...
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...
Job Title: Tax Manager or Senior Manager,... and financial guidance. - Direct tax compliance and consulting services... as well as 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. - Esta...
Private Wealth Job Responsibilities As a Tax Manager in the Private... Wealth Tax practice at the company,... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. Your role includes... preparing and leading...
Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities: 1.... report of findings. - Develop relationships with in-state and out-of-state Department of Tax (DOT)/Department of Revenue (DOR)... personnel, Department of Treasury, etc. - Stay updated on the l...
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...
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...
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...
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...
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 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 at the company,... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. The role involves... tax...
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the candidate will... aimed at delivering high-level tax services to individual clients,... Performing high-level reviews of tax research related to individual,... fiduciary, partnership,...
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 related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. - Preparing and leading... tax...
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...
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, 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......
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 Manager, Lead Tax Services Job... Responsibilities: - Deliver comprehensive tax consulting and compliance services... of industries. - Conduct in-depth tax research, analyze findings, and... advise clients on complex tax matters. - Manage and oversee... tax compliance processes, including preparation... teams to provide integrated tax solutions. - Identify,...
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: - Oversee multiple... client service teams and manage projects effectively and efficiently, including handling billing and accounts receivable responsibilities. - Provide specialized consulting, and research on estate, gift, and trust (EGT) planning......
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 ......
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: - Oversee multiple... client service teams, ensuring effective and efficient management of projects, including billing and accounts receivable responsibilities. - Provide specialized consulting, and research on estate, gift, and trust planning matters,......
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: 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: Tax Senior - Private Wealth Job... Responsibilities: As a Tax Senior in the Private... Wealth Tax practice, the role involves... performing high-level reviews of tax research related to individuals,... closely-held corporations, estates, and gift work papers, as well... as tax returns. The Tax Senior... tax...
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...
an income, trust, estate, and tax planning perspective. - Advise individuals... and families on wealth transmission, including tax-efficient estate planning structures, sophisticated... lifetime gifting strategies, transfer of closely held businesses, charitable giving, and trust administration and restructuring. - Counsel clients on asse...
its Family Office, with a focus on developing innovative wealth planning strategies and providing family office services. The role is designed to assist clients in achieving their income tax, estate tax, philanthropic, and... financial planning goals. The ideal candidate wil...