Job Title: Tax Manager, Private Wealth Job Responsibilities: -... investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. ... - Work... on multiple engagements that deliver proactive tax planning and strategic consulting,... including federal estate...
Job Title: Tax Director, Private Wealth Job Responsibilities: The... Tax Director, Private Wealth at... offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -... Leading multipl...
Job Title: Tax Senior Manager, Private Client... Perform technical reviews of tax returns for high-net-worth individuals,... focusing on personal income tax returns, closely held businesses... entities), trust, estate, and gift tax returns. - Provide... consultation... transactions and the related tax implications, consequences, and treatment.... tax...
Orinda. The ideal candidate will have significant experience in estate planning and trust administration, with a strong understanding of state and federal tax complex estate plans... and prepare estate tax clients on estate... planning and trust administration ...