Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager, you will play a pivotal role in managing tax engagements and leading a team of skilled professionals. Your responsibilities will include: - Reviewing individual, trust, partnership, and corporate...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and maintain strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter authority on complex trust, estate, and income tax questions and issues. - Identify unstated needs from...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: A career in the Financial Services Tax practice within the Corporate Tax services at the company involves assisting clients in managing their tax obligations while minimizing the impact of tax on their...
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: Real Estate Finance and Lending Attorney Job Responsibilities: - Support real estate finance transactions by reviewing and analyzing financing documentation for project-based and asset-based loans made to REITS, data center companies, and financial sponsors and asset managers. This includes credit agreements,...
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...
and tax return preparation duties, such as tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax-related projects. You will engage with different types of entities, including corporations, partnerships, estates, trusts, a...
Title: Tax Manager 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 business development...
research, tax planning, and preparing supporting digital work papers for various tax returns and related projects. You will work with different types of entities such as corporations, partnerships, estates, trusts, and non-profits, and be... exposed to industries like real...
Title: Tax Manager or Senior Manager, Family Office Job Responsibilities: - Serve as a trusted advisor to family offices, providing strategic, operational, and financial guidance. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses, as well as owner-managed...
Client Services at BDO is seeking a highly motivated Tax Manager with experience in tax compliance and consulting for high net-worth individuals and families. This role offers the opportunity to work with a diverse range of clients, including C-Suite executives,...
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: Wealth Strategist, Vice President Job Responsibilities: - Act as a senior subject matter expert assisting high net worth clients from an income, trust, estate, and tax planning perspective. - Advise individuals and families on wealth transmission, including tax-efficient estate planning structures, sophisticated...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company is seeking a Vice President to join its Family Office, with a focus on developing innovative wealth planning strategies and...
Title: Tax Senior Associate - Private Client Services Job Responsibilities: As a Senior Associate in Private Client Services, you will play a critical role in tax compliance and consulting on complex engagements. Key responsibilities include: - Overseeing tax compliance, identifying...
tax compliance and advisory services to a diverse clientele, including individuals, trusts, estates, and private foundations.... This position emphasizes sophisticated individual, fiduciary, gift, and estate tax matters. Key responsibilities include: - Providing comprehensive tax compliance and advisory services tailored to cli...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and build the business, impacting the firm’s success. - Mentor and coach a group of...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with various business advisory needs such as audit, tax compliance, and planning....
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will be responsible for several key duties, which include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership,...
Title: Tax Manager, Lead Tax Services Job Responsibilities: - Deliver comprehensive tax consulting and compliance services for clients in a variety of industries. - Conduct in-depth tax research, analyze findings, and advise clients on complex tax matters. - Manage and oversee tax compliance processes,...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: - Oversee multiple client service teams, ensuring effective and efficient management of projects, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters,...