Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
Title: **Members Only** Wealth Planner Job Responsibilities: The **Members Only** Wealth Planner collaborates closely with Private Bankers and other team members within the Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate...
Title Financial Markets & Real Estate - Transactions, CLO Manager Job Responsibilities - Assist clients with understanding complex financial structures. - Verify that disclosures align with the underwriter's intent of the security structure. - Lead and manage client accounts with...
Title: Senior Lead Fiduciary Strategist (LO) Job Responsibilities: In the role of Senior Lead Fiduciary Strategist (LO) at the company, the candidate will be expected to: - Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning. -...
Title: US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager Job Responsibilities: The Senior Manager in the Financial Services Organization (FSO) will be responsible for reviewing complex individual tax returns, income tax planning, and advising high net-worth individuals and families. This role requires...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: Advisory: - Lead the delivery of fiduciary advice as part of client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
Title Family Wealth Sr. Fiduciary Advisor Job Responsibilities The Sr. Fiduciary Advisor is tasked with delivering fiduciary client advisory services to Ultra High Net Worth (UHNW) clients who possess a net worth exceeding $25 million, along with their beneficiaries. As...
Title . Private Bank - Private Banker - Vice President/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 results and...
National Estate Settlement Services Job Title: Manager National Estate Settlement Services Job Responsibilities: The Manager National Estate Settlement Services is responsible for supervising estate settlement officers and support staff across the country. The role involves overseeing the administration and distribution of estate/trust assets...
Title Financial Markets & Real Estate - CMBS Securitization Transactions, Senior Associate Job Responsibilities As a Senior Associate in the Financial Markets Business Advisory Generalist team, your primary responsibilities include: - Engaging in client assignments related to complex financial instruments, such...
Title: Senior Wealth Strategy Associate Job Responsibilities: - Assist financial advisors in client conversations by providing analytic information and aiming to understand the client’s goals. - Develop customized asset allocation strategies and investment solutions for clients. - Provide support for client relationship building and...
Title: Private Banker - 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 results and acquire new...
Title: Tax JD Intern - Summer 2026 Job Responsibilities: - Support tax teams with various tasks. - Participate in diverse projects to gain practical experience. - Conduct research to assist in tax-related assignments. - Observe and learn from professional work environments. - Develop your personal brand...
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: 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: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Lead the technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as needed. - Conduct research on state-specific principal and income acts when necessary. - Manage client relationships...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team within the company, focusing on technology-enabled tax advisory services. - Lead business development initiatives aimed at driving growth and expanding the client...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: The role of Financial Services Tax - Real Estate Director involves leading the strategic direction of the Financial Services Tax team within the company. The Director is responsible for spearheading business development...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director in the Financial Services Tax practice, you will play a critical role in guiding clients to meet their tax obligations while managing the impact of tax on their business....
Title Financial Services Tax - Real Estate Director Job Responsibilities A career in the Financial Services Tax practice within Corporate Tax services provides the opportunity to assist clients in meeting their tax obligations while managing the impact tax has on...
WNT Estates, Gifts & Trusts Albany, NY; Albuquerque,... NM; Alexandria, VA; Ashburn, VA; Atlanta, GA; Austin, TX; Baltimore, MD; Baton Rouge, LA; Bellevue, WA; Bentonville, AR; Birmingham, AL; Boston, MA; Charlotte, NC; Chicago, IL; Cincinnati, OH; Cleveland, OH; Dallas,...
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...
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,...
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: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax...
federal income tax issues related to real estate. These include: - Conducting research and analysis on various federal income tax issues, including those related to real estate tax, partnerships, REITs (Real Estate Investment Trusts), S corporations, C corporations,... and accounting metho...
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...
Title: Tax Senior - Trusts & Estates Job Responsibilities: - Prepare... quarterly projections for various trusts, including split-interest trusts, Electing... Small Business Trusts (ESBTs), and Qualified Subchapter... S Trusts (QSSTs). - Prepare federal and... state gift tax returns. - Prepare federal and state estate...
Title: Tax Senior - Trusts & Estates Job Responsibilities:... quarterly projections for various trusts, including split-interest trusts, ESBTs,... and QSSTs. - Prepare federal and state gift tax returns. - Prepare federal and state estate tax returns. - Review and respond...
Title: Tax Senior - Trusts & Estates Job Responsibilities: As a... Tax Senior in the Trusts & Estates (T&E) Tax... complex federal and state fiduciary income tax returns, extensions, and quarterly projections for various types of trusts, including split-interest trusts, Electing... Sm...
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...
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 As a Senior Associate in the Financial Services Tax - Real Estate and Infrastructure Transactions team, you will be responsible for providing comprehensive tax advisory services...
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, you will be responsible for providing tax advisory services to clients...
Title Financial Markets & Real Estate - FP Tax, Senior Manager Job Responsibilities The role of a Senior Manager within the Financial Markets Business Advisory Generalist team involves leading the creation and implementation of impactful financial market strategies. The key...
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,...
as Real Estate Investment Trusts (REITs), partnerships, and corporations.... - Work as part of a multi-disciplinary team to deliver industry knowledge and experience. - Build and manage client relationships by engaging with them frequently. - Manage teams of tax professionals...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
Information: The salary for this position ranges from $100,000 to $150,000, depending on experience and qualifications. Job Title: Manager of Tax Services Experience Information: 5+ years of experience in trust and estate taxation, preferably in...
Tax Manager - Private Client Services (Hybrid) ID 2025-6702 Job Locations US-NY-Melville The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Manager - Private Client Services (Hybrid) ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the United States, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. Key responsibilities... include:...
Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth Strategist is responsible for collaborating with the Wealth Management Advisor to initiate and cultivate new client relationships with individuals possessing a net worth of $3 million or more. This role involves bringing these...
multinational companies on the tax implications of their international operations. - Coordinate . tax laws with foreign tax laws to develop optimal worldwide tax strategies. - Oversee all aspects of international tax compliance for individuals, corporations, partnerships, trusts, and estates. - Research an......
providing sophisticated tax compliance, consulting, and planning services to a wide range of clients, including individuals, multi-generational families, fiduciaries, and charitable entities. The role involves: - Offering tax compliance and advisory services to individuals, partnerships, trusts, estates, and private foundations. -......
in offering sophisticated tax compliance, consulting, and planning services. This role involves: - Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations. -... Developing, building, and managing client relationships as part of the proposal process. - Participatin...