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...
Managing Director and Associate General Counsel, Lead Audit Counsel Job... Managing Director and Associate General Counsel, Lead Audit Counsel,... provision of professional services. Responsibilities include: - Advising the other two professional service functions (Tax and Advisory) on similar... matters, including dispu...
Bullet Points: - Tax Senior Manager, Private Client... - Assists in providing tax compliance and consulting services... income, estate and gift tax, and wealth retention strategies... - CPA or Licensed Attorney license required, CFP or Masters in Tax prefer...
Environment This job operates primarily in a professional office environment. This role routinely operates standard office equipment. This role requires regular travel to client sites and other firm office locations. **Members Only** is an equal opportunity employer. All qualified applicants...
Job Title: Tax Manager - Mutual Funds Job... Responsibilities: As a Tax Manager specializing in Mutual... Funds within the Tax Services department at the... responsibilities aimed at providing tax compliance and consulting services... of accounts and delivering tax consulting services to clients. -......
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the individual will... performing high-level reviews of tax research related to individual,... gift work papers and tax returns. The role involves... and consulting projects concerning tax planning opportunities and the... tax...
Job Title: Senior Tax Associate, Mergers & Acquisitions Job... and consulting clients on tax efficiency, benefits, and risks... assess federal and state tax consequences of transactions and... tax integration of acquired enterprises. -... Manage the work product of Experienced Associates on various...
Job Title: Tax Manager - Real Estate Job... members, spending about 10-20% of your time on this task. - Provide detailed review and analysis of complex tax returns, which will take... up approximately 35% of your time. - Handle multiple complex issues whil...
Title: Paralegal - REMOTE Job Responsibilities: The Paralegal position is responsible for providing timely and effective legal support to attorneys, internal clients, and members of the Real Estate, Treasury, and Corporate Governance & Securities teams. Key responsibilities include: - Supporting internal...