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...
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...
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...
Title: Tax Senior - Trusts & Estates Job Responsibilities: As... in the Trust & Estates (T&E) Tax Department at... quarterly projections for various trusts, including split-interest trusts, Electing... Small Business Trusts (ESBTs), and Qualified Subchapter... S Trusts (QSSTs). - Preparing federal......
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...
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 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...
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: 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...
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 - Trusts & Estates Job Responsibilities:... 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...
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...
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: . 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: **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 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: 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...
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...
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,...
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 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: 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: US Seasonal Tax-Financial Services Organization-Real Estate-Senior Manager Job Responsibilities: As a Seasonal Real Estate Tax Senior Manager at the company, you will be expected to handle a variety of responsibilities that encompass a wide range of tax planning projects, responsibilities, and...
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...
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...
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 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...
Title: Counsel, Corporate Services Job Responsibilities: The Counsel, Corporate Services position is integral to the Global Corporate Services Legal Team within the company's Global Legal BP organization. This role primarily supports the Corporate Services department, which encompasses functions such as Administration, Real...
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: 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...
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 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...
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...
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...
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...
Title: US Seasonal Tax-Financial Services Organization-Private Client Services- Manager Job Responsibilities: The role of a Seasonal Tax Manager within the Financial Services Organization Private Client Services (PCS) at the company is centered around providing high-level tax planning and compliance services to privately...
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......