Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company plays a pivotal role in providing tax compliance and consulting services to high net-worth clients. This position involves a high...
- Company: **Members Only** - Job Title: Manager of Tax Services - International Tax - Job Requisition ID: JR100094 - Locations: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami - Time Type:...
Information: Competitive salary based on experience and qualifications. Comprehensive benefits package, including medical, dental, vision, and life insurance. 401(k) retirement plan with company match. Paid time off and holidays. Ongoing training and professional development...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
ensuring compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts and wealth transfer techniques. -... Fiduciary Accounting: Review trust and estate accountings in accordance with governing documents an...
team on multiple engagements with a diverse range of sophisticated clients. These clients include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The specific... responsibilities of a Senior...
Title: Manager of Tax Services Job Responsibilities: - Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.) to ensure compliance with federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth...
Title: Director, Federal Tax (Private Client Services) Job Responsibilities: As a Director within Private Client Services, Tax, the responsibilities include managing tax and consulting service projects for high net worth individuals, particularly in areas such as individual income tax, wealth transfer, succession...
Title: Manager, Private Client Services (Family Office) Job Responsibilities: As a Manager within Private Client Services, Tax at the company, you will have a diverse range of responsibilities aimed at delivering high-quality service and personalized solutions to clients. Your primary duties will...
of the wealthiest families in the United States, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. The role... involves receiving both formal training in Private Client Services and on-the-job training through interactions with top tax...
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 Manager, Private Client Services Job Responsibilities: A Tax Manager within the Private Client Services at the company is tasked with a variety of responsibilities to ensure the delivery of high-quality tax compliance and consulting services to high net-worth clients. The...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at Company is tasked with delivering tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers with complex...
Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, focusing on new business development and expanding services within existing client accounts. -...
with 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. Managers in... this role can expect to: -...
Title: Tax Manager – National Real Estate Job Responsibilities: - Conduct research and analysis of various federal income tax issues, focusing on real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, and accounting methods. - Perform transactional analysis and tax structuring...
Title: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: - Build a Financial Services State and Local Tax group. - Provide multistate consulting and compliance services, which includes the technical review of partnership and corporate state and local tax...
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...
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...
Title: Manager of Tax Services Job Responsibilities: - Tax Structuring and Planning: The candidate will be responsible for researching and consulting on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena, ensuring optimal tax outcomes. - Client Consultation: The...
Title: Senior Business Accountability Specialist - Banking, Lending and Trust Job Responsibilities: The Senior Business Accountability Specialist plays a crucial role in the Fiduciary Oversight team within Wealth & Investment Management (WIM) as part of the Banking, Lending, and Trust...
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...
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: . 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 Client Advisor II Job Responsibilities: - Acquire new clients and deepen client relationships. - Build and maintain an internal and external network to achieve business development goals. - Lead the Client Management Process and partner across the enterprise to...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. -...
Title Private Banker - US Private Bank - 2026 ReEntry Program 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...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a...
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...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
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...
SEO Friendly Job Title: Trusts and Estates Tax Manager... at a Top Accounting Firm H1: Join Our Team as a Trusts and Estates Tax Manager... H2: Opportunity to Advance Your Career in Trust and Esta...
Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a...
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: - Conducting tax compliance and advisory work for clients, particularly in the...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Title: Manager of Tax Services Job Responsibilities: - Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.) to ensure compliance with federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth...
Title Sr. Associate General Counsel Job Responsibilities The Senior Associate General Counsel at the company will function as a strategic business partner and trusted legal advisor across several departments including Product Development, Human Resources, Marketing, Business Development, Medical Quality and Improvement, and Client...
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...
Title: Senior Manager of Tax Services Full time 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...
Title: Manager of Tax Services Job Responsibilities: - Tax Structuring and Planning: Research and provide consultation on tax-efficient structuring specifically designed for high-net-worth individuals and private clients within the international domain. - Client Consultation: Aid clients in understanding international tax developments and implications,...