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Private Client Services Senior Associate
The candidate will be responsible for the following job duties which are focused around two core concepts: your technical and quality expertise and delivering excellent client service: Preparation of Tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)); Provide timely, high quality client service that meets or exceeds reviewer’s and clien... read more
Tax Manager - Trust & Estate/Gift
The candidate will mainly service high net worth and family office clients. As a Tax Manager, will be responsible for the following job duties which are focused around two core concepts: technical and quality expertise and delivering excellent client service. Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065). Provide timely, high quality client service that mee...
Director/managing Director - Estate Settlement and Personal Trust Services
The candidate will be responsible for the administration of estate settlement and personal trust accounts, overseeing effective and efficient administration and communication, and ensuring adherence to external and internal compliance requirements and time standards. This position requires regular in-person meetings with clients, clientsâ€™ families and representatives, estate and trust benefic...
Tax Manager - High Net Worth / Private Client Services
The candidate will serve as members of various client service teams and must possess strong technical knowledge of individual, trust and partnership income tax planning, consulting and compliance.In addition to the preparation and review of tax returns, Tax Managers participate in identifying client issues and communicating with clients and financial managers. Conduct research on various client issues, and supervise As...