returns, ensuring completion by required deadlines. - Analyze the tax situation of individuals, their trusts, and estates from multiple... perspectives to ensure maximum tax benefits. - Work collaboratively with staff to ensure tax returns are completed correctly and in accordance with comp...
Transition Services Tax Manager - Tax and Estate Planning The candidate will advise and consult on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and...
Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes. Interpret and review various legal documents (Wills, Trusts, and other instruments) in... relation to estate and business succession planning (speci...
Title: Tax Senior Manager - High Net Worth Tax Job Responsibilities: As a Tax Senior Manager in the high-net-worth tax practice, the primary responsibilities include: - Working with individual tax clients to assist them with the transition of wealth from one...
Transition Services Tax Manager - 1041 Expert The candidate will interact with clients in the high-net-worth and ultra-high-net-worth space and speak to groups on wealth transition topics. Review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis...
Transition Services Tax Senior Manager - 1041 Expert The candidate will review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Work with...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Title: Counsel, Corporate Services Job Responsibilities: The Counsel for Corporate Services will be part of the Global Corporate Services Legal Team, a dedicated vertical within the company's Global Legal BP organization. This team is primarily responsible for supporting the Corporate Services department,...
Friendly Job Title: Tax Manager / Senior Manager - Estate/Gift/Trust Group H1 Heading: Tax Manager / Senior Manager - Estate/Gift/Trust Group H2 Heading: Come for the Challenge. Stay for the Experience. Bold Headline: Join Our Team at HCVT - Opportunities for Growth and...
VP Senior Counsel: - Responsible for providing legal support to Corporate Treasury and Secondary Marketing on various financing, securitization, repurchase agreements, and correspondent lending activities. - Draft and negotiate transaction documents for financing arrangements secured by mortgage-related assets. -...
Title: Tax Manager / Senior Manager - High Net Worth Individuals Location: Westlake Village, CA Employment Type: Full-time Work Arrangement: Hybrid Come for the Challenge. Stay for the Experience. Company Overview: HCVT is a leading professional services firm...
Title: 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 business results and acquire...
Title: Estate Planning Strategist, Vice President Job Responsibilities: - Work collaboratively with senior estate planning strategists and investment teams to offer clients and prospective clients objective information and analyses on estate, gift, and income tax planning. - Build and manage...
Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and seniors for accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) at the company plays a crucial role in the success and growth of the FTEAS business....
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Provide technical preparation and review of complex trust and estate accountings. - Conduct complex calculations and reconstruction when necessary. - Research state-specific principal and income acts as needed. - Manage client relationships and work to...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: The Financial Services Tax - Real Estate Director role involves a combination of strategic leadership, technical proficiency, and client relationship management within the Financial Services Tax practice. The primary responsibilities include: - Leading...
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: Tax Principal, Real Estate Job Responsibilities: - Serve as a trusted leader of the company's tax services, providing federal tax compliance and consulting services to construction and real estate clients, which will positively impact clients through: - Acting as a valued...
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 the valuations of Private Equity portfolio companies. - Set strategic direction for business development and lead efforts in this area. - Make critical decisions at an executive...
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...
Strategist / Client Development Sales Director - Remote/Hybrid Job Title: Wealth Strategist / Client Development Sales Director - Remote/Hybrid Company: **Members Only** Department: Wealth Strategist Team Experience: 10+ years in sales and relationship management Location: Los Angeles, CA (Remote/Hybrid) Salary...
Friendly Job Title: High Net Worth Tax Manager H1: Join Our Team as a High Net Worth Tax Manager in Los Angeles H2: Advance Your Career in Tax Management at **Members Only** Summary: **Members Only**, one of the...
Tax Manager - Private Client Services ID 2025-6639 Job Locations US-CA-Los Angeles The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced Planning is responsible for serving as a financial planning and estate planning expert for high-net-worth clients and their advisors at the company. The role involves delivering estate planning guidance and education...
Tax LLC is a . member firm of Andersen Global. Andersen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice within the company, the primary role involves working as part of a team to address complex business issues. The responsibilities include,...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: As a Private Banker in the . Private Bank, the key responsibilities include: - Managing and maintaining relationships with clients by earning their trust, thoroughly understanding their...
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....
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...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at the company is responsible for utilizing their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the primary responsibilities include performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at Company is tasked with providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, C-Suite executives, athletes, and entertainers. Key...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax Experienced Senior in the Private Client Services (PCS) is responsible for providing tax compliance and consulting services to high net-worth clients. The role involves: - Participating in tax and consulting engagements, identifying...
Title: Wealth Management - Philanthropic Advisor 2 Job Responsibilities: The Philanthropic Advisor is responsible for serving high net worth and ultra-high net worth clients, including organizations, individuals, and families, within a specified market or region. The advisor works in close collaboration with...
Title: General Counsel - Design & Construction Job Responsibilities: The General Counsel serves as the chief legal advisor at the company, providing strategic and practical legal guidance that supports the company's business operations, growth initiatives, and enterprise risk management. This role requires...
Title: Private Banker Job Responsibilities: - Develop and manage relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure relationship profitability and portfolio...
Transition Services Tax Manager - Tax and Estate Planning The candidate will advise and consult on the estate planning process to create plans based from the tax perspective on cash flow projections, distribution of income, business succession, estate preservation and...
Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes. Interpret and review various legal documents (Wills, Trusts, and other instruments) in... relation to estate and business succession planning (speci...
Title: Private Banker Job Responsibilities: - Develop and manage client relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage overall relationship profitability...
Transition Services Tax Manager - 1041 Expert The candidate will interact with clients in the high-net-worth and ultra-high-net-worth space and speak to groups on wealth transition topics. Review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis...
Transition Services Tax Senior Manager - 1041 Expert The candidate will review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S corporation implications for Form 1041 filings). Work with...