Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Job Title: Vice President, Wealth Planner Job Responsibilities: The Vice President,... Wealth Planner at the company... presenting content on various wealth management topics in collaboration... with divisional and Wealth Planning & Advice (WP&A)... resource within the company’s Wealth Management field, offering expertise......
Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes....
Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes....
Wealth Transition Services Senior Manager... States Estate (and Generation-Skipping Transfer) Tax Returns (Form 706)... and state level estate tax returns. Work with staff to ensure estate and GST tax returns are completed correctly by required deadlines and under firm processes....