Title: Estate Planning Attorney Job Responsibilities: - Meeting with clients to answer questions and propose an estate plan tailored to their needs. - Handling the sales aspects of the first client meeting, including "closing the deal." - Following up with clients who were not...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is tasked with providing tax compliance and consulting services... This role includes managing tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities.......
Job Title: Tax Manager - Private Wealth Job... Responsibilities: As a Tax Manager in the Private... Wealth Tax practice, the candidate will... performing high-level reviews of tax research related to individual,... closely-held corporations, estate, and gift work papers and tax... returns. The role involves... tax...
planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,... fiduciary income tax, and... international transfer and trust tax. Support the firm's Private... Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in Private Client... technical, business development, and people skills, to deliver tax compliance and consulting services... to high net-worth clients. The responsibilities include: - Participating in tax and consulting engagements ......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... is responsible for delivering tax compliance and consulting services... The role involves: - Managing tax and consulting engagements, identifying... client needs, tax planning, and consulting opportunities. -......
Tax Senior - Private Wealth... perform high-level reviews of tax research of individual, fiduciary,... closely-held corporations, estate, and gift work papers and tax... returns, as well prepare... consulting projects related to tax planning opportunities and the... tax implications of transactions to......
Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical... Expertise: Deliver high-level tax consulting, compliance, and controversy... support for complex estate, gift, and trust matters affecting... ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining...
to formulate estate and gift tax strategies. - Prepare and... review complex estate, gift, and fiduciary income tax... returns, ensuring accuracy and... regulations and guidelines. - Conduct tax research and analysis to... identify potential tax-saving opportunities and mitigate potential... risks. - Assess and...
clients. The role involves advising clients on the tax implications of estate planning... and devising strategies to minimize tax liabilities through methods such... as gift and estate tax planning.... The Senior Associate... will handle the probate process, which includes man...
seven years of experience in estate planning, trust and estate settlement, and related tax and corporate matters. Candidates... must have excellent research, writing, and communication skills and be licensed or willing to become licensed to practice law in comprehensive...