Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Provide 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...
Title: Manager of Tax Services - International Tax Department: Tax Services Company: **Members Only** Location: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami Salary: Competitive and based on experience Employment Type: Full time Posted On: Posted...
Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...
Information: The salary for this position is competitive and will be based on experience and qualifications. In addition, we offer a comprehensive benefits package including medical, dental, vision, 401(k), and more. Job Title: Manager of Tax Services...
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...
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...
tax returns. Ensure accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts, charitable entities, and wealth... transfer techniques. - Fiduciary Accounting: Review trust and estate acc...
Title: Tax Director - National Tax Office (JD Required) Job Responsibilities: - Research and analyze various federal income tax issues in connection with operating partnerships. - Assist with M&A tax structuring and internal restructuring. - Draft emails and memos. -...
federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable giving consultations. - Research and interpret tax laws related to trusts,...
Title: Manager - National Tax Office (. Required) Job Responsibilities: The Manager at the National Tax Office is responsible for a variety of tasks that require a high level of expertise in federal income tax issues. The key responsibilities include: -...
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 various industries, including real estate,...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is tasked with providing high-quality tax compliance and consulting services to high net-worth clients, including individuals, families, C-Suite executives, athletes, and entertainers. This...
Title: State and Local Tax Manager, Lead Tax Services Job Responsibilities: The State and Local Tax (SALT) Manager at the company is responsible for providing both consulting and compliance services related to state and local income and franchise tax obligations. The role...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: As a Senior Tax Manager in the Lead Tax Services Group, the candidate will be a key leader in managing client engagements and guiding multiple service teams across various industries. The responsibilities...
Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests...
Title: Tax Senior, Private Client Services Job Responsibilities: The Tax Senior in Private Client Services at the company is tasked with delivering high-quality tax compliance and consulting services to high net-worth clients. This role requires a sophisticated approach to managing tax-related matters...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in Private Client Services is responsible for a range of duties that center around providing tax compliance and consulting services to high net-worth clients. These responsibilities include: - Managing tax and consulting...
Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and implement a national go-to-market sales strategy specifically for the State, Local, and Education (SLED) government sector. This involves driving growth through new business development and expanding services...
Title: Tax Manager – National Real Estate Job Responsibilities: The Tax Manager in the National Real Estate group is responsible for a variety of tasks centered around federal income tax issues, particularly those related to real estate. Key responsibilities include: - Conducting research...
for individuals, corporations, partnerships, trusts, and estates. - Research and... advise on tax-efficient structuring of international transactions, effective use of tax treaties, offshore investment activities, and repatriation programs. - Minimize . and foreign income taxes for multinational clients, optimizing worldwide tax...
Title: Senior Manager of Tax Services Job Responsibilities: - Strategic Tax Structuring and Planning: Lead research and consultation on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena. - Client Consultation: Provide expert guidance on international tax developments and...
General Counsel Job Title: Assistant General Counsel Job Responsibilities: - Provide legal advice on artificial intelligence (AI) and emerging technologies during their research, development, and design phases. This includes ensuring legal compliance and embedding intellectual property (IP) and data protection from the inception...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: - Oversee multiple client service teams, managing projects effectively and efficiently, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters,...
Title: Wealth Management Advisor II Job Responsibilities: - Serve as a trusted advisor and team coordinator to simplify complexity for Private Bank clients, collaborating with them to articulate and achieve their wealth goals. - Create streams of highly credentialed specialists to provide wealth...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: As a Senior Manager in the Financial Institutions Tax practice at the company, the candidate will be expected to: - Conduct tax research and provide guidance and consultation to clients. -...
Title: 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 business results and acquire new assets, both...
prospects and client relationships involving complex financial issues and strategies, such as multi-generational trusts, closely held business entities,... corporate executives, and private foundations. - Provide professional consulting/advisory services to clients through the development, delivery, and implementation of a customized wealth pla...
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...
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: Specialized Tax Services - Research & Development Tax Senior Manager Job Responsibilities: - Oversee large-scale projects ensuring their timely delivery and successful execution. - Create and implement innovative processes to enhance operational efficiency. - Maintain exceptional operational standards to meet and exceed client...
Manager of Tax Services - International Tax Opportunity H2: Join Our Growing Team at BPB Bold Headline: Exciting Opportunity for Experienced Tax Manager Position: - Manager of Tax Services - International Tax Locations: - Fort Lauderdale - New...
Advisor III - Miami Location Miami, Florida, USA Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
Estate Tax Manager Opportunity ID 8009 Department(s) Tax Location(s) Miami Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in...
Information: The salary for this position is competitive and commensurate with experience. We offer a comprehensive benefits package, including medical, dental, vision, life insurance, 401(k) with company match, and generous paid time off. Job Title: Manager of...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Job Responsibilities: As a Tax Senior in the Wealth & Asset Management practice, the primary responsibilities include: - Delivering tax compliance and advisory services for clients, particularly in the...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner within the Family Office Enterprise practice, you will lead and grow tax engagements, providing strategic guidance and customized advisory services to affluent families and their family offices....
Title Tax LLM Associate - Summer / Fall 2026 Job Responsibilities As a Tax LLM Associate, you will engage in a variety of tax compliance and consulting projects to provide valuable insights and support to clients in navigating complex tax regulations. You will...
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: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen client relationships to achieve business development goals. - Lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience. - Ensure retention of clients and meet...
Title: International Corporate Tax Advisory Manager - ITTS Job Responsibilities: - Manage various responsibilities, including technical planning and advising, as well as global project management. - Coach and develop a highly trained team while focusing on quality and commercial value. - Identify and answer...
Title: International Tax and Transaction Services - Transfer Pricing Senior Manager Job Responsibilities: - Engage in all project lifecycle stages, handling a variety of responsibilities and expanding skills and experience. - Translate diverse information into quantitative and qualitative analyses for client advisement. - Build...
returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth... transfer techniques. - Fiduciary Accounting: Review trust and es...
Title: Tax Director - National Tax Office (JD Required) Job Responsibilities: - Research and analyze various federal income tax issues in connection with operating partnerships. - Assist with mergers and acquisitions (M&A) tax structuring and internal restructuring. - Draft emails and memos for internal...
federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable giving consultations. - Research and interpret tax laws related to trusts,...
Title: Director, Federal Tax (Private Client Services) Job Responsibilities: As a Director within the Private Client Services, Tax division, the candidate will be responsible for managing tax and consulting service projects targeted at high net worth individuals. These projects will cover areas...
Title: State and Local Tax Manager, Lead Tax Services Job Responsibilities: The State and Local Tax (SALT) Manager at Company will be part of the Lead Tax Services group, responsible for delivering both consulting and compliance services to a diverse client base....
Title: Manager, Private Client Services (Family Office) Job Responsibilities: As a Manager within Private Client Services, Tax at the company, you will be tasked with a range of responsibilities aimed at delivering highly personalized solutions to private companies, their owners, and high...
Title: . Private Bank - Private Banker - Associate Job Responsibilities: - Provide support to a Senior Banker in managing their books of business. - Assist in new client acquisition and retention through knowledge of investments, banking, trust services, and financial planning. - Enhance...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: As a Senior Tax Manager in the Lead Tax Services Group at Company, the primary responsibilities include: - Serving as the primary subject matter expert with a focus on Subchapter C taxation and...
Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including handling responses to Information Document Requests, Notices of Proposed Adjustments, and preparing appeals protests. - Help prepare penalty abatement requests...