support a business unit focusing on deposit, lending, and investment products for affluent individual and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including matters related to powers of attorney, trusts and esta...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, you will be responsible for a variety of critical tasks aimed at providing top-notch tax services to our clients. Your primary duties will include: -...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department, the candidate will play a crucial role in the success and growth of the...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team to align with the company's goals and objectives. - Lead business development initiatives to drive growth and expand the firm's client base. -...
Title: Tax Partner - Ultra High Net Worth - Real Estate Job Responsibilities: The Tax Partner in the Ultra High Net Worth (UHNW) - Real Estate team is responsible for providing federal and state tax planning, consulting, structuring, and compliance services to...
Title: Tax Services Senior Manager - FSO - Fiduciary/Trust Estate Advisory Services Job Responsibilities: - Conduct technical reviews of complex trust and estate accountings. - Manage teams to ensure the accuracy and timely delivery of work products to clients. - Oversee client relationships and...
Principal, Real Estate Apply BT Logo locations USA NY New York time type Full time posted on Posted Today job requisition id JR101682 Overview Baker Tilly is a leading advisory,...
WNT Estates, Gifts & Trusts The candidate will work... closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,...
Title: Financial Services - Global Compliance and Reporting - Real Estate - Tax Senior Job Responsibilities: - Provide first-level reviews of tax returns while maintaining regular communication with clients. - Analyze complex tax issues and structures to deliver exceptional work. - Offer meaningful business...
Title: Financial Services - Global Compliance and Reporting - Real Estate - Tax Manager Job Responsibilities: The role of a Real Estate Tax Manager at the company involves a dynamic range of tax consulting and compliance projects. Key responsibilities include: - Analyzing a...
Title: Financial Services - Global Compliance and Reporting - Real Estate - Tax Services Manager-EDGE Job Responsibilities: - Serve as the Tax Functional Leader across compliance, advisory, or annuity tax service delivery. - Lead tax processes by directing and coordinating day-to-day interactions with...
Title: Financial Markets & Real Estate - Transactions, CLO Manager Job Responsibilities: - As a Manager within the Financial Markets Business Advisory services, you will contribute to audit, regulatory, valuation, and financial analyses to design solutions for clients' complex accounting and financial...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a trusted leader of the company's tax services, delivering federal tax compliance and consulting services specifically to construction and real estate clients. - Act as a valued tax business advisor, managing client relationships...
Title: US Seasonal Tax-Financial Services Organization-Real Estate-Senior Manager Job Responsibilities: As a Seasonal Real Estate Tax Senior Manager at the company, you will be expected to handle a variety of responsibilities that encompass a wide range of tax planning projects, responsibilities, and...
Services Tax - Real Estate Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Title Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate Job Responsibilities As a Senior Associate in the Financial Services Tax - Real Estate and Infrastructure Transactions team, you will be responsible for providing comprehensive tax advisory services...
as Real Estate Investment Trusts (REITs), partnerships, and corporations.... - Work as part of a multi-disciplinary team to deliver industry knowledge and experience. - Build and manage client relationships by engaging with them frequently. - Manage teams of tax professionals...
compliance functions for individuals, trusts, estates, and related entities,... ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. - Take on the primary...
federal income tax issues related to real estate. These include: - Conducting research and analysis on various federal income tax issues, including those related to real estate tax, partnerships, REITs (Real Estate Investment Trusts), S corporations, C corporations,... and accounting metho...
Title Financial Markets & Real Estate - FP Tax, Senior Manager Job Responsibilities The role of a Senior Manager within the Financial Markets Business Advisory Generalist team involves leading the creation and implementation of impactful financial market strategies. The key...
Title: Sr. Manager/Sr. Counsel - Commercial Real Estate (Hybrid) Job Responsibilities: - Advise the Commercial Real Estate (CRE) finance businesses on a wide variety of matters. - Provide legal support to CRE as a trusted advisor and strategic partner to the transaction teams...
Title: Counsel, Corporate Services Job Responsibilities: The Counsel, Corporate Services position is integral to the Global Corporate Services Legal Team within the company's Global Legal BP organization. This role primarily supports the Corporate Services department, which encompasses functions such as Administration, Real...
Title: IronSpire 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...
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...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Manager - Private Client Services (Hybrid) ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Information: The salary for this position ranges from $100,000 to $150,000, depending on experience and qualifications. Job Title: Manager of Tax Services Experience Information: 5+ years of experience in trust and estate taxation, preferably in...
Title: US Seasonal Tax-Financial Services Organization-Private Client Services- Manager Job Responsibilities: The role of a Seasonal Tax Manager within the Financial Services Organization Private Client Services (PCS) at the company is centered around providing high-level tax planning and compliance services to privately...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is responsible for fulfilling the fiduciary responsibilities of Company by providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and their...
multinational companies on the tax implications of their international operations. - Coordinate . tax laws with foreign tax laws to develop optimal worldwide tax strategies. - Oversee all aspects of international tax compliance for individuals, corporations, partnerships, trusts, and estates. - Research an......
Information: The base salary for a Private Banker position in New York, NY ranges from $170,000 to $225,000 per year. This salary is dependent on experience, qualifications, and skills. Additional bonuses and incentives may also be offered based on...
Title: Manager of Tax Services - International Tax Experience: 5-10 years of progressive tax consulting experience Location: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami Employment Type: Full Time Overview: Join our team at Berkowitz Pollack...
Tax Manager - Alternative Investment Funds (Hybrid) ID 2025-6648 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just...
Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Tax Manager, Private Wealth Job Responsibilities: As a Tax Manager with the Private Wealth/High Net Worth team at the company, you will be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. Your responsibilities...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: - Review complex individual tax returns and provide income tax planning and advising for high net worth individuals and families, developing into a trusted advisor role for clients. -...
Title: . Private Bank - Private Banker - Managing Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Tax Senior Associate - Private Client Services Job Responsibilities: As a Senior Associate in Private Client Services, you will play a crucial role in tax compliance and consulting across a variety of complex engagements. This position demands growing technical expertise and...
Title: Senior Legal Counsel Job Responsibilities: - Serve as a senior member of the legal function, providing strategic advice and leadership to support critical business initiatives in a fast-paced environment. - Act as a trusted advisor and subject matter expert, delivering sophisticated legal...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in the Family Office Advisory Services will have a range of responsibilities designed to support the legacy of families by protecting, improving, and growing their financial,...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services practice at the company is tasked with delivering tax compliance and consulting services to high net-worth clients. This role involves a high level of interaction with...
Title: Private Wealth Tax Manager Job Responsibilities: - Join Company as a Tax Manager within the Private Wealth/High Net Worth team, delivering tax and business advisory services and tax compliance to small business clients. - Collaborate with firm leadership to serve clients and...
Title Family Office Advisory Services - Manager Job Responsibilities The Family Office Advisory Services Manager is responsible for supporting the legacy of family offices by protecting, improving, and growing their financial, social, and human capital. The role involves reviewing the...
Title: Specialized Tax Services - Accounting Methods Manager Job Responsibilities: - Lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. - Oversee project success and maintain elevated standards, ensuring the delivery of quality services. - Motivate, develop, and inspire...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company’s Private division offers the chance to assist private companies with business advisory needs, including audit, tax compliance, and planning,...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title: Managing Director - Private Banker Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...