multi-state alternative investment clients (hedge fund, fund of funds,... private equity, real estate).... Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience. Review tax calculations and information presented on state income tax...
Title: US Private Bank- Market Team Lead Job Responsibilities: - Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets...
Title . Private Bank - Private Banker - Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...
equity, real estate and/or hedge funds). Act as the... first point of contact for internal and external clients. Manage teams of tax professionals/assistants working on client projects. Assess tax impact on clients of rules and law changes, develop tax arguments...
transition topics. Review ultra-high-net-worth 1041s and answer technical firmwide 1041 questions (multi-state filings, complex analysis of pass-through entity, hedge funds, partnerships and S... corporation implications for Form 1041 filings). Work with tax staff to ensure 1041 tax returns are completed...
analysis of pass-through entity, hedge funds, partnerships and S... corporation implications for Form 1041 filings). Work with tax staff to ensure 1041 tax returns are completed correctly by required deadlines and under firm processes. Interpret and review various legal documents...