estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are completed accurately and timely, adhering to firm processes. - Interpret and review legal documents such as Wills, Trusts, and other instruments related... to estate and business succession...
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities A Wealth Transition Services Tax Manager is tasked with a range of responsibilities that include: - Reviewing ultra-high net worth 1041s and addressing technical firmwide 1041 inquiries, which involve multi-state...
Title: Wealth Transition Services Tax Manager - Tax & Estate Planning Job Responsibilities: - Advising and consulting on the estate planning process, focusing on tax perspectives related to cash flow projections, income distribution, business succession, estate preservation, and estate plan flow. - Interpreting...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities: - Review ultra-high net worth 1041 tax returns and address technical questions related to multi-state filings, complex pass-through entities, hedge funds, partnerships, and S corporation implications for...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...