Title: Private Banker – Vice President 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: Senior Manager, Trust Tax Job Responsibilities: - Accountable for managing client relationships related to a trust tax services contract and overseeing the team servicing these clients, or taking ownership of a unique subject matter specialty needed by the trust tax practice. -...
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 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 work papers...
estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are accurately completed by required deadlines following company processes. - Interpret and review legal documents such as Wills, Trusts, and other instruments related... to estate and business suc...
Title Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Manager involves a variety of tasks centered around tax and estate planning, including: - Advising...
Title: Director, Tax, Trust & Estate Specialist Job Responsibilities: - Develop and manage strong relationships with the **Members Only** Wealth Advisory team. - Function as an in-house subject matter authority on complex trust, estate, and income tax questions and issues. - Identify unstated needs from...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director in the Financial Services Tax practice within Corporate Tax services, you will be tasked with a variety of responsibilities that are pivotal to the success of the team 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...
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: Remote Paralegal Job Responsibilities: - Assist the Legal Department in all phases of legal transactions, including contracts, grant agreements, financial transactions, real estate transactions, mergers and acquisitions, and litigation support. - Work in a cross-functional capacity with general responsibilities in contract management,...
and tax 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, tr...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team members to voice their opinions and include quieter members in discussions. -...
Title: Tax Director - Personal Financial Services Job Responsibilities: A role as a Tax Director in Personal Financial Services at the company involves working within the department to assist private companies with a variety of business advisory needs. The responsibilities include providing...
Title: Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities: - Review ultra-high net worth 1041s and provide answers to technical firmwide 1041 questions, including multi-state filings and complex analysis of pass-through entities, hedge funds, partnerships, and S...
Title Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Senior Manager involves: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Service practice, the candidate will work as part of a team of problem solvers, assisting in resolving complex business issues from strategy to...