Title: Tax Principal - Private Client Services Job Responsibilities: - Lead a team of tax and industry professionals to deliver tax compliance and consulting services. - Mentor the team to understand and assist clients by developing a deep understanding of their...
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, you will be tasked with a variety of responsibilities that center around tax engagements and client management. Your primary duties will include: - Reviewing individual,...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Act as an in-house subject matter authority on sophisticated trust, estate, and income tax questions and issues. - Identify unstated needs from...
Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...
management accounts. This role may involve Relationship Management duties and requires product specialty knowledge and expertise, such as IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. The officer will likely... collaborate as part of a team of experts administering accounts, with...
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,...
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...
entities and to their business owners. - Performs tax planning, preparation, and research for pass-through entities such as S-corps, LLCs, Partnerships, and the business owners’ individual returns, which may include estates, trusts, and charitable entities. - Manages... client engagements, supervises and revi...
The Senior Associate, Business Tax Services - Private Enterprise position at **Members Only** offers a competitive salary range of $66,800 to $131,100 depending on location. This experienced level role requires a minimum of two years of ultra-high net worth individual...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team members to voice opinions and invite input from all, including quieter...
Title: Sr Manager, Private Wealth Tax Job Responsibilities The Sr Manager, Private Wealth Tax at the company is a critical role within the High Net Worth Tax practice, which is part of one of the fastest-growing CPA advisory firms in the nation....
with working collaboratively with engagement teams to serve a broad array of sophisticated clients, including some of the wealthiest families in the ., family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The primary... responsibilities include: - Managi...
Title: Private Wealth, Sr Tax Manager Job Responsibilities: - Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and...
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Manager includes: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings, complex analysis...
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: Private Wealth Tax Manager 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...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private sector offers the opportunity to assist private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the candidate will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is responsible for providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers....
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and handle strong relationships with Financial Consultants and Portfolio Consultants. - Function as an in-house subject matter authority on sophisticated trust, estate, and income tax questions and issues. - Uncover unstated needs from...
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,...
tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax-related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. Additionally, you... will be exposed...
Title: Tax Manager, State & Local Income Tax - (Remote Option) Job Responsibilities: The Tax Manager in the State and Local Tax (SALT) practice at the company will have a variety of responsibilities aimed at assisting high-profile clients with their tax...
Title: Tax Principal - Private Client Services Job Responsibilities: - Lead a team of tax and industry professionals to deliver tax compliance and consulting services. This includes mentoring the team to understand and assist clients by developing a deep understanding of their...