Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Conduct research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities to...
Title: Trust Administrator Associate Job Responsibilities: - Collaborate with the Account Opening Group to initiate estate or trust accounts. - Interpret governing instruments and applicable law to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative procedures to...
Title: Trust Administrator Associate Job Responsibilities: - Collaborate with the Account Opening Group to establish estate or trust accounts. - Interpret governing instruments and applicable law to ensure accurate account records setup, including payments, fee schedules, and tax records. - Communicate administrative procedures to...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in the success and growth of the business. The primary...
Title: Senior Legal Counsel, Fiduciary Litigation Job Responsibilities: The Senior Legal Counsel, Fiduciary Litigation role involves managing and supporting all aspects of fiduciary litigation and disputes related to trust or estate-related matters. This includes developing case strategies in consultation with senior internal...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director in the Financial Services Tax practice, you will play a pivotal role in guiding the strategic direction of the team, spearheading business development initiatives, and overseeing multiple projects with...
practice is responsible for a range of duties aimed at providing high-quality tax-related services to clients. Key responsibilities include: - Reviewing complex gift, estate, and fiduciary income tax returns. - Reviewing fiduciary accountings for trusts and estates. - Providing tax... planning and consulting...
tax planning, consulting, structuring, and compliance services to high-net-worth clients, including real estate sponsors, owners, investors, and developers. - Work with a variety of clients such as management companies, joint ventures, family partnerships, individuals, trusts, and other owners and... operators o...
Job Title Wealth Management Trusts & Estates Tax Operations,... 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 t...
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...
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: Tax Manager, Real Estate and Construction Job Responsibilities: As a Tax Manager at the company, you will be responsible for providing tax consulting and compliance services to a diverse client base within the construction and real estate industries. Your role will...
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 Markets & Real Estate - Transactions, Senior Manager Job Responsibilities As a Senior Manager in the Financial Markets Business Advisory Generalist team, you will be responsible for leading the creation and implementation of impactful financial market strategies. Your...
Title Financial Markets & Real Estate - RMBS Securitization Transactions, Senior Associate Job Responsibilities As a Senior Associate in the Financial Markets & Real Estate - RMBS Securitization Transactions, you will be part of the Financial Markets Business Advisory Generalist team,...
Title: Financial Markets & Real Estate - Insurance Investment Accounting, Director Job Responsibilities: - Participate as an individual contributor and team member on complex accounting and financial reporting matters related to the financial instrument life cycle. - Set strategic direction and drive business...
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...
with various types of trusts, including revocable, irrevocable, grantor,... charitable, and life insurance trusts. - Understand fiduciary accounting and... a trust accounting system. - Facilitate the account opening/closing process. - Perform and monitor most aspects of daily trust administration for the Trust Officer’s...
Title: Tax Manager, Real Estate Job Responsibilities: As a Tax Manager in the real estate sector, you will be responsible for providing tax consulting and compliance services to a varied clientele within the construction and real estate industries. The role involves performing...
as Real Estate Investment Trusts (REITs), partnerships, and corporations. -... Work as part of a multi-disciplinary team to provide industry knowledge and experience. - Build and manage client relationships by engaging with them on a frequent basis. - Manage teams of tax professionals...
Title: 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 while...
Grant St, Pittsburgh, PA, 15219, US 100 Park Ave., New York, NY, 10017, US 225 Asylum St, Hartford, CT, 06103, US 1919 M Street, NW, Washington, DC, 20036, US Tax Senior Manager, Private Client Services - Chicago, IL Job Summary: BDO is seeking...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Tax Senior Manager in the Personal Financial Services practice, the candidate will work as part of a team of problem solvers, addressing complex business issues from strategy to execution. Responsibilities...
Title: Tax Director - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with a diverse range of business advisory needs, including audit, tax compliance, and planning to...
(S-corps, LLCs, Partnerships) and business owners' individual returns, potentially including estates, trusts, and charitable entities. -... Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Conduct top-level review of tax returns and resolve a...
Title: Managing Director, Tax Job Responsibilities: - Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. - Effectively leverage available technology and other resources to maximize technical application to projects and ensure the engagement team adheres to the...
Wealth Strategist - Private Wealth Management Los Angeles, CA, United States Be the First to Apply Job Description We are looking for a highly qualified candidate for a Private Wealth Strategist position within our Private Wealth Management group who...
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: Private Wealth Services Tax Manager Job Responsibilities: As a Private Wealth Services Tax Manager, you will be responsible for conducting primary and secondary reviews of complex tax returns, while providing income, estate, and gift tax planning strategies for high net worth,...
to registered investment products, including privately offered business development companies (BDCs), non-traded BDCs, and non-listed real estate investment trusts (REITs). The primary responsibilities... include: - Drafting, reviewing, and maintaining registration statements and related materials for funds and other securities offerings. - Coo...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across various service lines and business areas to develop innovative solutions that meet...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Their key...
Title: 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 acquire new assets, both...
Title:** Business Tax Services - Family Office Advisory Services - Manager **Job Responsibilities:** The Family Office Advisory Services Manager is responsible for supporting the legacy of family clients by protecting, improving, and growing their financial, social, and human capital. Key...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work closely with firm leadership to serve clients and contribute to business growth. - Mentor and coach a group of talented staff...
Title: Family Office Advisory Services - Manager Job Responsibilities: Family Office Advisory Services at the company focuses on supporting the legacy of family offices by protecting, improving, and growing the family's financial, social, and human capital. The role involves reviewing the current...
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...
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 business...
of responsibilities centered around delivering compliance and consulting services to individual clients. These clients may include trusts, estates, family offices, investment... vehicles, charitable pursuits, and closely-held business concerns. Your primary duties will include: - Performing high-level reviews of tax research re...
Title: Senior Bank Counsel - Lending and Special Assets Job Responsibilities: The Senior Bank Counsel - Lending and Special Assets is a key role within the legal department of the company, primarily responsible for providing legal advice and support to the bank's...
Title Private Banker - US Private Bank - ReEntry Program 2026 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: Senior Tax Manager, Real Estate Job Responsibilities: As a Senior Tax Manager at the company, you will offer tax consulting and compliance services to a varied clientele within the construction and real estate sectors. Your responsibilities will include: - Performing tax research...
Title: 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 while...
Title Financial Services Tax - Real Estate Director Job Responsibilities As a Director in the Financial Services Tax team, you will be tasked with leading the strategic direction of the team, focusing on technology-enabled tax advisory services that provide benefits...
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...
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: Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business...
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: US Private Bank - Private Banker - 2026 ReEntry Program 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 -...