Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Research and draft memorandums involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
Title: Tax Senior Manager, Private Client Advisors Job Responsibilities: - Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on...
Title: Sr Manager, Private Wealth Tax Job Responsibilities: - Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state...
various types of returns such as those for individuals, corporations, partnerships, estates, trusts, and non-profits. Additionally, Tax... Staff will engage in research and consultation on various tax projects, respond to inquiries from the IRS and other taxing authorities, and prepar...
Title: Private Wealth Tax Manager Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
guardianship, and special needs trusts. - Ensure correctness and... clarity on Medicaid eligibility and Supplemental Security Income (SSI) application processes. - Provide expert feedback to improve dataset quality. - Collaborate asynchronously and meet all deadlines. Educa...
Title: Trust and Estate Tax Manager** **Job Responsibilities:** - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
Director - Estate & Trusts Job Responsibilities: - Provide tax compliance... and consulting services to Estate, Gift, and Trust clients. - Develop and deliver innovative planning ideas to meet or exceed client expectations. - Oversee complex tax research projects related to Estate, Trust, and...
planning documents, including wills, trusts, powers of attorney, and... advance directives. - Prepare and file probate documents such as petitions, asset inventories, creditor notices, and accountings. - Provide support in elder law matters, including long-term care planning and communication with beneficiaries and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The role of Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) team involves a variety of responsibilities crucial to the success and growth of the...
Title: Virtual Probate Paralegal Job Responsibilities: - Draft and file probate court documents, including petitions, notices, waivers, inventories, accountings, and closing statements. - Prepare related correspondence and forms for clients, courts, and financial institutions. - Track probate timelines and court deadlines,...
Title: Virtual Florida Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: Virtual California Paralegal (Remote) Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines, including family law, personal injury, probate, and litigation. - Operate independently while managing tasks such as drafting legal documents, organizing...
Title: California Civil Litigation Paralegal - Remote Job Job Responsibilities: - Case Management: Oversee civil litigation cases from initial intake through trial and post-judgment, ensuring that all deadlines are adhered to and that case files are maintained in an organized and current...
Title: Tax Supervisor - Trust & Estate (Compliance Focused) Job Responsibilities: - Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709). - Ensure timely and accurate filing of...
Title: Tax Director - Trust & Estate (Consulting Focused) Job Responsibilities: The Tax Director in the Trust & Estate group is responsible for delivering comprehensive tax compliance and consulting services to Estate, Gift, and Trust clients. The role focuses on strategic...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the tax impact on their business. As...
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 company’s tax services, providing federal tax compliance and consulting services specifically to construction and real estate clients. - Establish and maintain client relationships, advising on day-to-day 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 - Valuations, Director Job Responsibilities - Assist audit teams in evaluating Private Equity portfolio valuations. - Set the strategic direction for business development. - Make critical decisions at an executive level. - Shape and...
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...
return preparation duties, including tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-pro...
Title: Tax Manager – Private Client Services Family Office Experience: 5+ years of Family Office, tax compliance and/or tax consulting experience in public accounting or public/Corporate mix Location: San Francisco Salary Range: $120,000 - $150,000 Company:...
catering to a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The primary... responsibilities of a Tax Manager i...
- Review tax returns for individuals, closely held partnerships, simple and complex trusts and estates, and other... entities, ensuring accuracy and compliance with applicable tax laws and regulations. - Build impactful relationships with clients and maintain relationships with company leaders...
Title: High Net Worth Tax Principal Job Responsibilities: - Lead compliance and consulting services for high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state...
engagement teams for a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The responsibilities... of the Senior Manager in...
encompassing tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to... a variety of industri...
Title: Sr Manager, Private Wealth Tax Job Responsibilities: - Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and...
individuals, corporations, partnerships, estates, trusts, non-profits, and more. They... also engage in research and consultation on various tax projects and respond to inquiries from the IRS and other taxing authorities. Additionally, Tax Staff prepare extensions and quarterly estimates and conduct...
Title: . Private Bank - 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...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner for the Global Family Office Enterprise is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across service lines to deliver innovative solutions...
Title: Private Wealth Tax Manager Job Responsibilities: 1. Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. This includes: - Performing complex individual, partnership, S-corp, trust, estate, gift, and...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company will offer the opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, aimed...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain client relationships by building trust, understanding client needs, providing targeted advice, and delivering exceptional client experiences. - Generate business results and acquire new assets,...
for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers... and tax returns. You will prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions for clients....
Title: . Private Bank - 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...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
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: Sr Manager, Private Wealth Tax Job Responsibilities: The Sr Manager, Private Wealth Tax at the company will be part of a rapidly expanding High Net Worth Tax practice, focusing on the unique challenges faced by wealthy individuals and privately held...
Title: Private Wealth Tax Manager Job Responsibilities: - Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Engage in...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title: Vice President, Wealth Planner Job Responsibilities: The Vice President, Wealth Planner at the company is responsible for developing and presenting content on various wealth management topics in collaboration with divisional and Wealth Planning & Advice (WP&A) leadership. The role serves as...