beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
beneficiaries and trustees lacking legal counsel that we fund trust loans for, generally for tax relief and property buyout purposes -- need help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan...
Title: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate,...
Title: Impact Finance - Transition Manager Job Responsibilities: The Impact Finance - Transition Manager is responsible for overseeing the onboarding activities related to tax credit investments, syndications, and loans made by Company Impact Finance. The role involves transitioning new tax credit investments,...
Title: Corporate Tax Manager Job Responsibilities: - Manage client engagements from start to finish, including planning, executing, directing, and completing tax projects while managing to budget. - Supervise, train, and mentor senior associates, associates, and interns on tax projects and assess the performance...
Title: M&A Tax Senior Manager - Partnership Consulting & Modeling Job Responsibilities: At Company, we are committed to the continuous learning and development of our people, fostering a culture of growth and success. As part of our expanding Transaction Services practice, we...
Title Licensed Tax Professional (EA, CPA, or Attorney) Job Responsibilities The Licensed Tax Professional is responsible for establishing contact with tax agencies and updating members' case files. This role supports the company's servicing teams in identifying members' tax liabilities and...
Title: Tax Research Attorney Job Responsibilities: - Interact with the company, clients, Internal Revenue Service, law firms, and other external entities. - Provide expert advice and analysis on various tax matters, including estate, gift, and income tax issues. - Assist the company with risk...
Title US National Tax Services M&A Corporate Tax - Senior Manager Job Responsibilities - Lead the development and execution of M&A tax strategies. - Guide large-scale projects to successful completion. - Innovate and enhance existing processes for better efficiency. -...
Title: Transaction Tax Manager Job Responsibilities: As a Transaction Tax Manager, you will play a critical role in leading innovative tax planning, consulting, and compliance skills on Mergers & Acquisitions (M&A) projects for multiple clients. You will have the opportunity to collaborate...
Title: International Tax - Managing Director Job Responsibilities: As a Tax Managing Director within International Tax for the company, the primary responsibilities revolve around three core areas: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development. Key duties...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Title Disability Benefits Attorney Job Responsibilities - Review legal documents to ensure alignment with relevant statutory and regulatory frameworks. - Validate content related to ABLE accounts, guardianship, and special needs trusts. - Ensure correctness and clarity on Medicaid eligibility and Supplemental...
Title: Senior Vice President, Counsel Job Responsibilities: - Provide legal advice to various business areas offering trust and fiduciary administration for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. -...
Title: Tax Senior Manager - Partnerships Job Responsibilities: - Serve as a trusted member of the engagement team, providing various federal tax compliance and consulting services to industry-specific clients. - Act as a valued tax business advisor, managing client relationships on day-to-day tax...
Title: Seasonal Business Tax Expert Job Responsibilities: As a Seasonal Business Tax Expert, you will be tasked with providing expert guidance, tax preparation, and explanations of tax and technical terms to customers using **Members Only** TurboTax Business products. Your responsibilities will include: - Managing...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: - Perform partner-level compliance review and tax return signoff. - Handle client consultations on planning opportunities and changes in tax law. - Work on proposals and assist in developing new business. - Meet prospective clients...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: - Perform partner-level compliance review and tax return signoff. - Handle client consultations on planning opportunities and changes in tax law. - Work on proposals and assist in developing new business....
Title: Senior Associate, Tax - Private Client Job Responsibilities: - Provide tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. - Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand...
Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success....
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...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager in Private Client Services is responsible for providing comprehensive tax compliance and consulting services to high net worth clients. This role requires significant expertise in personal income taxation, estate...
Title: Transaction Tax Senior Manager Job Responsibilities: - Lead innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients. - Collaborate with the Transaction Tax team to assist in planning, execution, and direction of engagements. - Manage, develop, train, and mentor...
Title: Transaction Tax Senior Manager Job Responsibilities: - Lead innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients, ensuring the use of high-quality tools and resources to meet client needs and achieve goals confidently. - Manage, develop, train, and...
Title: Transaction Tax Senior Manager Job Responsibilities: - Lead innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients. - Collaborate with the Transaction Tax team to assist in the planning, execution, and direction of engagements. - Manage, develop, train, and...
Title: Legal Counsel - Fund Formation and Structuring Job Responsibilities: - Lead or support the formation and ongoing maintenance of private funds, registered funds, and related investment vehicles. This includes drafting and negotiating Limited Partnership Agreements (LPAs), operating agreements, offering memoranda, and...
Title: Paralegal Job Responsibilities: As a Paralegal, you will assist attorneys within a particular Practice Group with a variety of transactions or projects. Your responsibilities include drafting and/or reviewing basic legal documents, contracts, and correspondence, as well as performing substantive...
Title: Tax Partner - High Net Worth - Private Client Services Job Responsibilities: The Tax Partner in the Private Client Services/High Net Worth practice is responsible for utilizing expertise in taxation to provide compliance and consulting services to high-net-worth multi-generational wealthy...
Title: Tax Partner - High Net Worth - Private Client Services Job Responsibilities: The Tax Partner in the High Net Worth - Private Client Services practice is responsible for delivering compliance and consulting services to high-net-worth multi-generational wealthy families and their...
Title: Tax Manager - Private Company Job Responsibilities: - Advise business owner clients on a comprehensive range of business and tax opportunities, including succession planning, wealth transfer planning, and tax compliance. - Manage and oversee the engagement team focused on...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax...
Title: Cannabis Tax Senior Manager Job Responsibilities: In the role of Cannabis Tax Senior Manager, the candidate will be engaged in a variety of responsibilities that are crucial for the successful management of tax-related services for clients. The key responsibilities include: -...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving...
Title: Manager - International Tax Business Job Responsibilities: As an International Tax Manager at the company, your role will encompass a variety of responsibilities centered around three core concepts: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development. Your...
Title: Manager - International Tax Business Job Responsibilities: As an International Tax Manager at the company, the role encompasses a range of responsibilities centered around three core areas: Technical & Quality Expertise, People & Talent Management, and Client Service/Business Development....
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate in the Banking, Lending & Trust (BL&T) section of the Wealth & Investment Management (WIM) division will be responsible for: - Providing routine legal guidance on well-defined...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate will be responsible for providing legal support for banking, lending, and trust products and services within the Banking, Lending & Trust (BL&T) section of the Wealth &...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: - Provide routine legal guidance on well-defined issues or claims against the company, working under the direction of more senior counsel. - Conduct research on various legal matters, in...
Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: - Provide routine legal guidance on well-defined issues or claims against the company, working under the direction of more senior counsel. - Conduct research on various legal matters in support of more...
Title: Paralegal Job Responsibilities: - Provide case management and administrative support to multiple attorneys handling corporate, entity formation, and transactional matters with tax components. - Coordinate document execution, entity formation filings, and correspondence with clients and external agencies. - Maintain organized digital files and...
Title: Attorney Real Estate & Tax Job Responsibilities: The Attorney Real Estate & Tax is responsible for providing primary legal support for the oversight, management, and administration of drafting, reviewing, and negotiating system contracts in the areas of real estate, construction, and...