Job Title: Tax Senior, Private Client Services Job Responsibilities: The Tax... Senior in Private Client Services at the... tax and consulting engagements to identify and address client needs. - Collaborating with clients... and their advisors to gather necessary information for tax return pre...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax... Senior Manager in the Private Client Services (PCS) is... services to high net-worth clients. The responsibilities include managing tax and consulting engagements, identifying and addressing client needs, and finding tax......
Manager or Senior Manager, Private Equity Funds Job Responsibilities: Tax Strategy... tax return signoff for private equity clients, including multi-state... filing of partnership and fund tax returns (., Form 1065, K-1), ensuring compliance with regulations while maximizing tax efficiency for private equit...
Acts as the primary client advisor by recommending banking,... borrowing, and investment solutions to help clients achieve their financial goals. - Leads, coordinates, and assembles the extended advisory team, including trust, investment, and planning strategists, based on the complexity of...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass-through entities and to their business owners. The job duties include: - Performing tax planning, preparation, and research...
Held Businesses Job Responsibilities: - Lead Client Engagements: Manage client tasks... and expectations, ensure client satisfaction, and lead efficiency... Team Leadership: Collaborate with engagement teams to ensure that deadlines are met, tasks are completed efficiently, and client expectations are exceeded. - Client... Managemen...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: Tax Specialization: - Develops and maintains an in-depth understanding of technical and practical issues related to partnership taxation. - Engages in research to identify and analyze complex tax issues, providing clear and concise reports. - Trains...
selecting alternative actions to minimize tax burdens and compliance costs, and identifying various methods of complying with tax regulations. The role involves acting as the primary client contact for complex tax... issues and applying knowledge to understand potential tax issues,...
Title: Tax Senior Manager, Nonprofit Job Responsibilities: 1. Tax Compliance: - Ensure clients comply with applicable tax authorities while minimizing tax and reporting burdens. - Ensure compliance with company policies, standards, and the company Tax Quality Manual (TQM). - Conduct reviews of...
costs. - Act as the primary client contact for complex tax... issues, applying knowledge to understand potential tax issues, communicate potential risks, and recognize changes in tax policy. - Make top-level decisions regarding filing, preparation, and resolution of questions...