International Trust and Estate Planning Specialist
The candidate will provide legal and tax analysis of cross-border situations. Will read and analyze legal documentations in Spanish and English. Work effectively with internal and external stakeholders. Should have a Law degree. Must have previously worked at a top law firm or accounting firm on cross-border matters. Solid knowledge of Mexican law is required. Should be fluent in Spanish and English. Must have strong commu... read more
Senior Manager Tax - Estates, Gifts, Trusts
The candidate will consult with high net worth clients on income tax, estate, trusts, and inheritance tax planning and compliance. Will conduct research using Thomson Reuters Checkpoint, BN and CCH tax research programs. Review partnership, LLC, S Corporation, 1040, 1041, and estate tax returns. Lead proactive growth for Blue internally and externally. Work with internal leaders, managers; expand existing client relationships by ...
Estate, Gift and Trust Tax Manager
The candidate will report to the Estate, Gift and Trust Director. Will work closely the company's high net worth clients. Oversee the tax compliance related to such work. Work with those dedicated to client projects and assist with specialized research as it relates to the estate and trust planning specialty. This role includes staff mentoring, management and administrative functions. Responsible for this area of practice will work closel...