the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring new clients. - Retain, expand, and deepen existing client relationships by conducting thorough... research and developing detailed tax, estate, and financial analyses and plans. - Pr...
Job Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in... family offices, and their private businesses and/or investment entities. -... Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: The Tax Manager, Partnerships plays a crucial role in advising clients on the tax implications of their business objectives, focusing on partnership-specific items such as section 704(b) and taxable income allocations, capital account...
optimizing their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration, and revenue deferral. This role involves identifying federal tax benefits and correcting federal tax exposures for both public and private companies across various industries... s...
Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs... Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business Development colleagues (Banker, Financial Advisor, Por...
bidding process for public private partnerships (P3) in the... areas of finance, design, construction, and facilities management services. Key Responsibilities: - Manage legal aspects of P3 project bids from qualification phase through financial close - Liaise with external...
Claim team. - Manage a diverse range of liability claims, including Public Directors & Officers (D&O), Private D&O, and Private Equity,... and Insurance Company Professional Liability. - Determine the appropriate valuation of complex claims, recommend settlement strategies, adhere to company policies,...