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 memorandums involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
Title: Tax Senior Manager, Private Client Advisors Job Responsibilities: - Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on...
Title: Sr Manager, Private Wealth Tax Job Responsibilities: The Sr Manager, Private Wealth Tax at the company will be part of a rapidly expanding High Net Worth Tax practice, focusing on the unique challenges faced by wealthy individuals and privately held...
Title: Tax Director, Private Wealth Job Responsibilities: The role of Tax Director in the Private Wealth division at the company involves providing comprehensive compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities....
Title: Private Wealth 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 complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Engage in...
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: Vice President, Wealth Planner Job Responsibilities: The Vice President, Wealth Planner at the company is responsible for developing and presenting content on various wealth management topics in collaboration with divisional and Wealth Planning & Advice (WP&A) leadership. The role serves as...
individuals, corporations, partnerships, estates, trusts, non-profits, etc. - Conduct research... and provide consultation on various tax projects. - Respond to inquiries from the IRS and other taxing authorities. - Prepare tax extensions and quarterly estimates. - Assist on special projects as assigned. Education and Experience...
Title: Tax Manager - Not for Profit Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in...
Title: Tax Manager - Partnerships Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and...
Title: Tax Senior Manager - Partnerships 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...
Title: Sr Manager, Private Wealth Tax 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 state...
Title: Tax Director, Private Wealth Job Responsibilities: The Tax Director, Private Wealth is responsible for providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of...
various types of returns such as those for individuals, corporations, partnerships, estates, trusts, and non-profits. Additionally, Tax... Staff will engage in research and consultation on various tax projects, respond to inquiries from the IRS and other taxing authorities, and prepar...
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 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...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
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...
Director - Estate & Trusts Job Responsibilities: - Provide tax compliance... and consulting services to Estate, Gift, and Trust clients. - Develop and deliver innovative planning ideas to meet or exceed client expectations. - Oversee complex tax research projects related to Estate, Trust, and...
planning documents, including wills, trusts, powers of attorney, and... advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Title: Virtual Probate Paralegal Job Responsibilities: - Draft and file probate court documents, including petitions, notices, waivers, inventories, accountings, and closing statements. - Prepare related correspondence and forms for clients, courts, and financial institutions. - Track probate timelines and court deadlines,...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual California Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: Tax Supervisor - Trust & Estate (Compliance Focused) Job Responsibilities: - Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709). - Ensure timely and accurate filing of...
Title: Tax Director - Trust & Estate (Consulting Focused) Job Responsibilities: The Tax Director in the Trust & Estate group is responsible for delivering comprehensive tax compliance and consulting services to Estate, Gift, and Trust clients. The role focuses on strategic...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the tax impact on their business. As...
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: Legal Counsel Job Responsibilities: The Legal Counsel at the company will operate under the supervision of the Deputy General Counsel and Chief Legal Officer. Key responsibilities include advising on a wide range of legal issues such as contracts, litigation, intellectual property,...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a trusted leader of company’s tax services, providing federal tax compliance and consulting services specifically to construction and real estate clients. - Establish and maintain client relationships, advising on day-to-day 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...
Title Financial Markets & Real Estate - Valuations, Director Job Responsibilities - Assist audit teams in evaluating Private Equity portfolio valuations. - Set the strategic direction for business development. - Make critical decisions at an executive level. - Shape and...
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...
Associate, Business Tax Services - Private Enterprise **Members Only** is seeking a Senior Associate to join their dynamic team at one of the world's top tax firms, providing tax compliance and advisory services to owners and senior executives of the...
return preparation duties, including 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-pro...
Title: Tax Manager – Private Client Services Family Office Experience: 5+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix Location: San Francisco Salary Range: $120,000 - $150,000 Company:...
catering to a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The primary... responsibilities of a Tax Manager i...
- Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other... entities, ensuring accuracy and compliance with applicable tax laws and regulations. - Build impactful relationships with clients and maintain relationships with company leaders...
Title: Tax Partner - High Net Worth - Private Client Services Job Responsibilities: - Join the expanding Private Client Services (PCS) / High Net Worth (HNW) practice to provide compliance and consulting services to high net worth multi-generational wealthy families and their...
Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance and consulting services for 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 state...
engagement teams for a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The responsibilities... of the Senior Manager in...
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 participation and invite opinions from all team members, including quieter members. -...
individuals, corporations, partnerships, estates, trusts, and non-profits. - Research and... consult on various tax projects. - Respond to inquiries from the IRS and other taxing authorities. - Prepare extensions and quarterly estimates. - Assist on special projects as assigned. Education and Experience Information: - Bachelor’s...
Title: Tax Manager - Not for Profit Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in...
Title: Tax Manager - Partnerships Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and...
Title: Tax Senior Manager - Partnerships Job Responsibilities: - Serve as the primary engagement manager responsible for billing, realization, and collections. - Utilize technology and resources efficiently to optimize technical applications for projects and ensure the engagement team adheres to the same standards. -...
encompassing tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to... a variety of industri...
Title: Sr Manager, Private Wealth Tax 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: Tax Director, Private Wealth Job Responsibilities: The Tax Director, Private Wealth at the company is responsible for providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. Key responsibilities include: - Performing...