help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
Estate Tax Manager ID 2025-6636 Job Locations US-CA-Los Angeles US-CA-Costa Mesa The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
with pass-through entities and to their business owners. Key duties include: - Tax Planning, Preparation, and Research: Handle tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, Partnerships, and individual returns for business owners, which may include estates...
Senior Manager, Private Client Services Los Angeles, CA, United States and 2 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services department is tasked with providing tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers with...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax Experienced Senior, Private Client Services is tasked with delivering tax compliance and consulting services to high net-worth clients. The role involves participating in tax and consulting engagements, identifying and addressing client...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services department is tasked with leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Their responsibilities...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services at the company is tasked with providing tax compliance and consulting services to high net-worth clients, such as families, family offices, C-Suite executives, athletes, entertainers, and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, your role encompasses a variety of responsibilities aimed at providing high-quality tax services to ultra-affluent clients. Key responsibilities include:...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participates in tax and consulting engagements, enhancing skills in identifying and addressing client needs, tax planning, and consulting opportunities. - Works directly with clients and their advisors to gather information needed to prepare...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services at the company is responsible for leveraging their educational background and professional experience to provide comprehensive tax compliance and consulting services to high net-worth clients....
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...
Tax & Estate Attorney Company: Company Schedule: Remote (Must live within a commutable distance of Orange, California) Employment Status: Direct Hire FTE Opportunity Position Overview The company is seeking a Tax & Estate Attorney with approximately 3–5 years of experience and a strong background in...
Title: Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Supervise a team, foster strong client relationships, and contribute to the establishment of a sustainable business. Collaborate closely with Partners in an entrepreneurial environment that values exceptional client service...
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...
and state level estate tax returns. - Collaborating with staff to ensure estate and GST tax returns are completed accurately and by the required deadlines, adhering to company processes. - Interpreting and reviewing various legal documents such as Wills, Trusts, and othe...
Title: Wealth Transition Services Tax Manager - Tax & Estate Planning - Remote Eligible Job Responsibilities: - Advising and consulting on the estate planning process to develop plans based on tax perspectives, including cash flow projections, distribution of income, business succession, estate...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team. - Lead business development initiatives to drive growth. - Oversee multiple projects to ensure top-quality delivery. - Maintain executive-level client relationships. - Provide technical proficiency...
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,...
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: Tax Senior Manager - Personal Financial Services Job Responsibilities: As a Senior Manager in the Personal Financial Services practice, the role involves working as part of a team to solve complex business issues ranging from strategy to execution. Key responsibilities include: -...
Title: Tax Director - Personal Financial Services Job Responsibilities: The role of a Tax Director in Personal Financial Services at the company involves a variety of responsibilities aimed at supporting private companies and high net worth individuals in managing their financial and...
Title: Tax Manager Job Responsibilities: - Advise clients on corporate, partnership, individual, trust, and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking and...
Title: Tax Manager - Corporate Tax Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking...
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Manager includes: - Reviewing ultra-high net worth 1041s and addressing technical firmwide 1041 questions, including multi-state filings and...
Title Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day for a Wealth Transition Services Tax Senior Manager involves a variety of tasks and responsibilities, including: - Reviewing ultra-high net worth 1041s and...
work with our clients to build the value of their business, help them grow and help them manage risk. We apply our expertise to help clients optimize their operations, improve their processes and performance, and achieve their strategic objectives....
Title: . Private Bank - 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...
Title: Private Wealth Tax Manager Job Responsibilities: - Join the Private Wealth/High Net Worth team at the company to deliver tax and business advisory services and tax compliance to small business clients. - Work directly with firm leadership to serve clients and contribute...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with business advisory needs, including audit, tax compliance, and planning. This role...
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. Generate business results and...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Title: Tax Manager - Corporate Tax Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Continue to develop relationships with clients, including involvement in networking...
Title: Tax Senior Manager - Private Client Job Responsibilities: - Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. - Effectively leverage available technology and other resources to maximize technical application to projects, and hold the engagement team...
Title: Trust and Estate Tax Manager Job Responsibilities: - Lead the review process of individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Conduct research and draft memorandums on complex tax matters. - Identify and implement...
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....
Review fiduciary accountings for trusts and estates. - Provide... tax planning and consulting to high net worth clients for estate and individual income taxes. - Read and summarize estate planning documents, providing guidance on federal and state income and death...
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,...
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, Manager Job Responsibilities As a Financial Markets & Real Estate - Valuations Manager at the company, you are expected to: - Perform valuation analysis of financial instruments and structured products. - Create...
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: Associate General Counsel, Product & Commercial Job Responsibilities: - Act as the primary business partner for the Product and Engineering teams, identifying risks such as intellectual property, consumer protection, privacy, data rights, security, and regulatory issues, as well as...