Job Title: Wealth Transition Services Senior Manager... (Form 706) and Generation-Skipping Transfer (GST) Tax Returns, along... with state-level estate tax returns. - Collaborating with staff to ensure estate and GST tax returns are completed accurately by required deadlines and in accordance...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The role of a Tax Senior Associate in the Personal Financial Services practice at the company involves aiding private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Estate Planning Advisor Entry Level Job Responsibilities: As an Estate Planning Advisor at the entry level, your primary responsibilities will encompass a variety of tasks aimed at providing comprehensive financial solutions to clients. These responsibilities include: - Understanding and...
Title: Trust Manager Job Responsibilities: - Act in a fiduciary capacity to administer trusts in accordance with governing documents. - Oversee Personal Trust, Agency, and IRA accounts. - Engage in business development by building and maintaining relationships with clients, partners, relationship managers, attorneys, and...
Associate - Winter 2026 Denver, CO, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: The Tax Manager at Company, specifically within the IronSpire Group, will be responsible for delivering high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth...