Management Solutions, Trust & Estates Job Responsibilities: Technical and Risk Management: -... Collaborate with the Account Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...
Title: . Private Bank – Private Banker – Vice President 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 results...
Title: . Private Bank – 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. -...
Title: Tax Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Collaborate as part of a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Build...
Title: Tax Senior Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Work as part of a multi-disciplinary team to offer industry knowledge and experience to clients and...
Title: Tax Manager/Tax Senior Manager, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net-worth business clients. - Collaborate with a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Develop and...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director within the Financial Services Tax practice, you will be responsible for leading a team of tax professionals to provide strategic tax advisory services to clients in the real estate...
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: Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate Job Responsibilities: - Provide in-depth tax advisory services to clients in the global real estate and infrastructure sectors. - Advise on fund formation for both . and international ventures. - Draft and...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: The Tax Senior Manager in Personal Financial Services at the company is responsible for supporting private companies with various business advisory needs, including audit, tax compliance, and planning. The role involves helping...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, the primary responsibilities include working as part of a team of problem solvers to address complex business issues from...
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. - Research and draft memoranda on complex tax matters. - Identify and implement tax planning opportunities to benefit...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst plays a crucial role within the Fiduciary/Trust & Estate Accounting Services (FTEAS) business. The primary responsibilities include: - Preparing complex trust and...
compliance functions for individuals, trusts, estates, and related entities,... ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. - Conduct primary...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain...
federal income tax issues and their application in the real estate sector. Key responsibilities include: - Conducting research and analysis of various federal income tax issues, particularly those related to real estate tax, partnerships, REITs (Real Estate Investment Trusts), S cor...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services division is tasked with a variety of responsibilities aimed at providing high-level tax compliance and consulting services to high net-worth clients. The responsibilities include: - Participating in...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements while identifying and addressing client needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. -...
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. The role requires utilizing educational background and professional experience, along...
services to individuals, partnerships, trusts, estates, and private foundations.... - Developing, building, and managing client relationships as part of the proposal process. - Participating in networking activities to expand business opportunities and client relationships. - Maintaining functional expertise and understanding...
support a business unit focusing on deposit, lending, and investment products for affluent individual and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including matters related to powers of attorney, trusts and esta...
Title: Trust and Estate Tax Manager Job Responsibilities: The Trust and Estate Tax Manager at the company will be responsible for leading various tax engagements and providing mentorship to staff while maintaining client relationships. Key responsibilities include: - Reviewing individual, trust, partnership, and...
Title: Director, Real Estate Counsel Job Responsibilities: - Serve as the primary counsel for all matters related to the Company's real estate portfolio. - Negotiate, draft, and review retail leases, focusing on retail store leases in the . and Canada. This...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, you will be responsible for a variety of critical tasks aimed at providing top-notch tax services to our clients. Your primary duties will include: -...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department, the candidate will play a crucial role in the success and growth of the...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team to align with the company's goals and objectives. - Lead business development initiatives to drive growth and expand the firm's client base. -...
Title: Financial Markets & Real Estate - Valuations, Manager Job Responsibilities: As a Financial Markets & Real Estate - Valuations Manager at the company, you will be part of the US-Trust Solutions-Financial Markets & Real Estate-Manager-PE Valuations team. Your primary responsibilities will...
Title: Tax Partner - Ultra High Net Worth - Real Estate Job Responsibilities: The Tax Partner in the Ultra High Net Worth (UHNW) - Real Estate team is responsible for providing federal and state tax planning, consulting, structuring, and compliance services to...
Title: Tax Services Senior Manager - FSO - Fiduciary/Trust Estate Advisory Services Job Responsibilities: - Conduct technical reviews of complex trust and estate accountings. - Manage teams to ensure the accuracy and timely delivery of work products to clients. - Oversee client relationships and...
Principal, Real Estate Apply BT Logo locations USA NY New York time type Full time posted on Posted Today job requisition id JR101682 Overview Baker Tilly is a leading advisory,...
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...
Title: Financial Markets & Real Estate - Transactions, Senior Manager Job Responsibilities: As a Senior Manager in the Financial Markets Business Advisory Generalist team at the company, you will be responsible for leading the creation and implementation of impactful financial market strategies....
Title Financial Markets & Real Estate - Valuations, Director Job Responsibilities As a Director in the Financial Markets Business Advisory team at the company, you will play a pivotal role in shaping the strategic direction and driving business development efforts....
Title: Financial Services - Global Compliance and Reporting - Real Estate - Tax Senior Job Responsibilities: - Provide first-level reviews of tax returns while maintaining regular communication with clients. - Analyze complex tax issues and structures to deliver exceptional work. - Offer meaningful business...
Title: Financial Services - Global Compliance and Reporting - Real Estate - Tax Manager Job Responsibilities: The role of a Real Estate Tax Manager at the company involves a dynamic range of tax consulting and compliance projects. Key responsibilities include: - Analyzing a...
Title: Financial Services - Global Compliance and Reporting - Real Estate - Tax Services Manager-EDGE Job Responsibilities: - Serve as the Tax Functional Leader across compliance, advisory, or annuity tax service delivery. - Lead tax processes by directing and coordinating day-to-day interactions with...
Title Financial Services Tax - Real Estate and Infrastructure Transactions Senior Associate Job Responsibilities As a Senior Associate in the Financial Services Tax - Real Estate and Infrastructure Transactions team, the individual will be responsible for providing comprehensive tax advisory services...
Title: Financial Markets & Real Estate - Transactions, CLO Manager Job Responsibilities: - As a Manager within the Financial Markets Business Advisory services, you will contribute to audit, regulatory, valuation, and financial analyses to design solutions for clients' complex accounting and financial...
Title: Financial Markets & Real Estate - RE, Senior Manager Job Responsibilities: As a Senior Manager within the Financial Markets Business Advisory team, you will be tasked with delivering strategic insights and innovative solutions to clients in the financial markets. Your core...
Title: Tax Principal, Real Estate Job Responsibilities: - Serve as a trusted leader of the company's tax services, delivering federal tax compliance and consulting services specifically to construction and real estate clients. - Act as a valued tax business advisor, managing client relationships...
Title Financial Markets & Real Estate - RMBS Securitization Transactions, Senior Associate Job Responsibilities - Work on client engagements related to complex financial instruments. - Apply accounting, tax, and regulatory standards to financial structures. - Assist clients in understanding complex...