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....
Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private sector offers the opportunity to assist private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Senior Tax Manager - Private Client Services Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are tasked with working collaboratively with engagement teams to serve a broad array of sophisticated clients, including some of the...
Title: Tax Director - Private Client Services Job Responsibilities: As a Tax Director within the Private Client Services practice, you will be at the forefront of managing and overseeing client service teams on various engagements. Your responsibilities will include: - Conducting secondary review...