help clients achieve their financial goals. - Leads, coordinates,... and assembles the extended advisory team, including trust, investment, and planning strategists, based on the complexity of the relationship. - Develops a comprehensive understanding of clients’ needs by reviewing and analyzing...
Title: Tax Manager or Senior Manager, Private Equity Funds Job Responsibilities: Tax Strategy & Compliance: - Lead tax advisory, compliance review, and tax return signoff for private equity clients, including multi-state filings and specialized tax considerations for funds and investments. - Oversee the preparation...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is responsible for providing tax and consulting services to business clients with pass-through entities and to their business owners. The job duties include: - Performing tax planning, preparation, and research...
customers to achieve positive financial outcomes. Leverage tax expertise... to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple W2 filings, navigate life events (marriage, children, elder care), or handle more complex tax scenarios...
Title: Litigation Support Assistant Job Responsibilities: The Litigation Support Assistant is tasked with providing comprehensive administrative, clerical, and legal support to assigned attorneys. This role requires a working knowledge of legal concepts, procedures, and terminology and involves assisting with assignments of increasing...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: - Provide legal guidance and strategic support for the company's . employee benefit plans and programs, ensuring compliance with applicable laws and regulations. - Advise Benefits and other internal teams on the design, administration, and...
customers to achieve positive financial outcomes. Leverage tax expertise... to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple W2 filings, navigate life events (marriage, children, elder care), or handle more complex tax scenarios...