Job Title: Wealth Management Trusts & Estates Tax Operations,... transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner... with team members to r...
including testamentary and intervivos trusts, Charitable 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...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the candidate will be a part of a distinguished team comprising CPAs, engineers, and tax...
Management Solutions, Trust & Estates Job Responsibilities: - Analyze trust documents... for legal, tax, administrative, and investment issues, ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its capacity as trustee. - Oversee investment...
Management Solutions, Trust & Estates, Trust Officer - VP Job... Management Solutions, Trust & Estates department, you will play... role in the Global Trusts & Estates Practice. Your... responsibilities will... Overseeing the administration of trusts and analyzing trust documents... to identify...
Management Solutions, Trust & Estates, Trust Officer - VP... Job Responsibilities - Analyze trust documents for legal, tax, administrative, and investment issues, coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as...
gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Collaborate... with team members to review and support the preparation of var...
satisfaction. - Oversee and review the preparation of complex federal, state, and local tax returns for individuals, S-Corporations, partnerships and other flow-through entities, and trusts and estates. - Provide advanced... tax planning and consulting services for high-net-worth individuals, business owners, and partners...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in both individual...
Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
- Deputy General Counsel Job Responsibilities The VP - Deputy General Counsel, Chief Compliance Officer & Assistant Secretary (DGC) is a pivotal member of the company's management team. This role involves leading the company’s contracts, compliance, corporate transactions, and corporate governance functions...