Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate... & Tax Planning Associate at the... law firm will be involved in a tasks including estate and tax planning, trust administration, and... in gift and estate tax matters, which includes the......
with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation... and pre-liquidity planning. - Work closely with Financial Advisors to build relationships with ultra-high-net-worth clients and prospects across the country by providing guidance on estat...
Job Title: Associate Attorney, Tax & Estate Planning Job Responsibilities: -... advanced estate and income tax planning matters. - Engage in... trusts and irrevocable gift trusts. - Conduct research on estate planning and other tax issues. - Evaluate and coordinate/update... template documents, letters, and p...
Job Title: Estate & Tax Planning Associate Job Responsibilities: The Estate... & Tax Planning Associate will be... expertise in estate and tax planning, trust administration, and... Family Office setting, to meet their specific estate and tax planning needs. Key responsibilities... include: - Developing...
Title: Estate & Business Succession Planning Attorney Job Responsibilities: The Estate & Business Succession Planning Attorney at the law firm will be responsible for several critical functions that involve advising and collaborating with high-net-worth individuals and business owners. The attorney will: - Advise...
Job Title Partner Tax Preparation Advisor Manager Job... Responsibilities - Provide tax compliance and planning guidance... ensure they deliver high-quality client services. - Manage client... service accounts and drive... assigned client engagement workstreams by analyzing... complex problems and developing top-quality...
Job Title Partner Tax Preparation Advisor Manager Job... Responsibilities - Provide tax compliance and planning guidance... service delivery. - Manage client service accounts and drive... assigned client engagement workstreams by solving... and analyzing complex problems to develop top-quality deliverables. -...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in Private Client... Services at the company is... responsible for providing tax compliance and consulting services... to high net-worth clients.... skills. Key responsibilities include: - Participating in tax and consulting en...
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... Private Client Services (PCS) is... Key duties include: - Managing tax and consulting engagements, demonstrating... in identifying and addressing client needs, tax planning, and... consulting opportunities. -... Acting as the primary client contact, providing exe...
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing... and addressing client needs, tax planning, and consulting opportunities. -... gather information necessary for tax return preparation. - Develop an... foundation, partnership, and gift tax returns for both Federal......
Job Title: Senior Tax Manager - Private Client... Services (Hybrid) Job Responsibilities: Senior... Managers in the Private Client Services (PCS) practice... at the... company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These...
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager within the Private... tasked with providing comprehensive tax compliance and consulting services... involves the management of tax and consulting engagements, with... and addressing client needs, tax planning, and consulting opportunities.... Tax...
Job Title: Tax Manager - Private Client... Services Job Responsibilities: Managers in the Private Client Services (PCS) practice... at the company are tasked with overseeing multiple engagement teams handling a diverse array of sophisticated clients. These clients may include some of the...
Job Title: Senior Tax Associate – Private Client... Services Job Responsibilities: Senior Tax Associates within the Private... Client Services practice are... tasked with managing and supporting their team across multiple engagements. These engagements cater to a diverse array of sophisticated clients, including...
Job Title: Tax Experienced Manager, Private Client... Services Job Responsibilities: - Manage tax and consulting engagements while... client needs, as well as tax planning and consulting opportunities. -... gather necessary information for tax preparation. - Review individual, trust,... foundation, partnership, and gift tax returns, providing written and......
Title: Senior Associate – Private Client Services Job Responsibilities: Senior Associates... in the Private Client Services practice are... responsible for managing and supporting their team on multiple engagements for a diverse range of sophisticated clients. These clients include some of the wealthiest...
Title Summer Associate Job Responsibilities - Attend orientation to learn about the company's culture, benefits, and responsibilities. - Participate in training programs designed to ensure success in the role. - Engage in day-to-day activities and work on real responsibilities alongside...
Planner collaborates closely with Private Bankers and other team... members within the Private Client Product Services group... implement customized wealth structuring services. These services include proactive... solutions tailored to each client or prospect's unique circumstances.... The primary responsibilities include: -...
Job Title Full Time Tax Consultant (JD) (Summer 2026,... 2027) Job Responsibilities As a Full-Time Tax Consultant, you will be... relationship as a trusted tax adviser, effectively becoming the... “go-to” tax professional. The primary responsibilities... develop solutions to complex tax issues through research, utilization......
engage in various legal services, including advising registered and... private funds, as well as... institutional investors. Responsibilities include: - Fund formation: Assisting in the creation and structuring of investment funds. - Governance: Providing counsel on the management and oversight of...
responsibilities focused on delivering comprehensive legal services to a diverse client base. The successful candidate... will work as part of a team of investment management attorneys, advising both registered and private funds, as well as... institutional investors. Key duties include:...
attorneys to provide legal services to a diverse array... include advising registered and private funds, as well as... institutional investors, on various legal matters such as fund formation, governance, regulatory compliance, and disputes. The associate will serve as both fund...
advising both registered and private funds as well as... institutional investors on various aspects such as fund formation, governance, regulatory compliance, and disputes. The associate will serve as fund and independent counsel. The role involves delivering comprehensive legal s...
involved in advising both registered and private funds, as well as... institutional investors. The key responsibilities include: - Assisting in fund formation, governance, regulatory compliance, and disputes. - Serving as fund and independent counsel to a diverse client base that includes bil......
Title: Corporate M&A Associate Job Responsibilities: The Corporate M&A Associate will handle all aspects of complex transactions for sophisticated clients spanning various industries. The role involves: - Advising on complex mergers and acquisitions (both buy-side and sell-side). - Managing transactional and corporate governance matters. -...
and secondary transactions in private equity, venture capital, and... real asset investment funds. The role also offers the opportunity to work on fund formation and transactional matters. Key responsibilities include: - Reviewing and negotiating investor agreements, such as limited part...
Job Title: Tax Managing Director, Core Tax... Services Job Responsibilities: The Tax Managing... advising clients on the tax implications of their business... alternative actions to lessen tax burden and cost of... methods of complying with tax regulations, and acting as... client contact for complex tax issues. The Tax Ma......
Title: Manager/Senior Manager, M&A Tax Job Responsibilities: - Lead engagement teams... Mergers & Acquisitions (M&A) tax consulting projects. This includes... 382 ownership change analyses, tax basis in subsidiary stock... studies, earnings & profits studies, transaction cost analyses, legal entity rationalization projects, group...
Job Title: Financial Services Tax Manager Job Responsibilities: - Manage and... coordinate tax compliance and advisory work... Federal, Multi-National, Multi-State Partnership tax returns. - Lead client relationships... on day-to-day tax matters, supporting partners with... and development of extended services. - Research and consult on......
Job Title: Tax Experienced Manager, Core Tax... Services Job Responsibilities: The Tax Experienced... Manager, Core Tax Services is tasked with... advising clients on the tax implications of their business... alternative actions to minimize tax burdens and compliance costs.... methods of complying with tax regulations while serving as... tax...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing comprehensive tax and consulting services specifically... primary responsibilities include: - Conducting tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and...
Job Title: Tax Manager or Senior Manager,... and financial matters. - Direct tax compliance and consulting services... for multi-generational family and private-equity backed businesses, owner-managed, and... gift, estate, and income tax issues for ultra-high net-worth... individuals and families. - Establish meaningful ra...
Job Title: Tax Managing Director, Core Tax... Services Job Responsibilities: The Tax Managing... with guidance on the tax implications of their business... alternative actions to minimize tax burdens and compliance costs,... methods of adhering to tax regulations, and serving as... client contact for intricate tax issues. R...
Job Title: Tax Experienced Senior, Core Tax... Services Job Responsibilities: Tax Compliance... authorities while minimizing their tax and reporting burdens. -... Ensure self and client service teams comply with... standards, and the **Members Only** Tax Quality Manual (TQM). -... projects by planning the tax process and procedures to......
Title: Manager/Senior Manager, M&A Tax Job Responsibilities: - Lead engagement... Mergers & Acquisitions (M&A) tax consulting projects. This includes... analyses (qualitative and quantitative), tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects...
Title: Manager/Senior Manager, M&A Tax Job Responsibilities: - Lead engagement teams... Mergers & Acquisitions (M&A) tax consulting projects. This includes... (both qualitative and quantitative), tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects...
Title: Manager/Senior Manager, M&A Tax Job Responsibilities: - Lead engagement teams... Mergers & Acquisitions (M&A) tax consulting projects. This includes... analyses (qualitative and quantitative), tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects...
Job Title: Tax Manager, SALT M&A Job... part of a multi-disciplinary Tax and Advisory team focusing... on delivering pre-transaction related Tax and Financial due diligence... services. The primary clients include private equity clients, public corporations,... commercial clients. - Examine tax laws and form positions......
Job Title: Tax Manager, SALT M&A Job Responsibilities: -... part of a multi-disciplinary Tax and Advisory team focused... on delivering pre-transaction related Tax and Financial due diligence... services The clientele primarily includes private equity clients, public corporations,... and commercial clients. - Examine tax laws and form positions......
Title: Manager/Senior Manager, M&A Tax Job Responsibilities: - Lead engagement teams... Mergers & Acquisitions (M&A) tax consulting projects. This includes... 382 ownership change analyses, tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects,...
Title Manager/Senior Manager, M&A Tax Job Responsibilities - Lead... Mergers & Acquisitions (M&A) tax consulting projects. This includes... 382 ownership change analyses, tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects,...
Title: Manager/Senior Manager, M&A Tax Job Responsibilities: - Lead... Mergers & Acquisitions (M&A) tax consulting projects. This includes... 382 ownership change analyses, tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects,...
Title: Manager/Senior Manager, M&A Tax Job Responsibilities: - Lead engagement teams... Mergers & Acquisitions (M&A) tax consulting projects. This includes... analyses (qualitative and quantitative), tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects,...
Title: Manager/Senior Manager, M&A Tax Job Responsibilities: - Lead engagement teams... Mergers & Acquisitions (M&A) tax consulting projects. This includes... (both qualitative and quantitative), tax basis in subsidiary stock... studies, earnings & profits (E&P) studies, transaction cost analyses, legal entity rationalization projects...
Job Title: Tax Senior Manager, Alternative Investments Job... Responsibilities: 1. Tax Compliance: - Ensure clients... authorities and minimize their tax and reporting burdens. -... client standards, and the **Members Only** Tax Quality Manual. - Apply... and prepare required filings (tax returns) using a system......
Job Title: Tax Senior Manager, Alternative Investments Job... Responsibilities: Tax Compliance: - Ensure client compliance with all applicable... authorities while minimizing tax and reporting burdens. - Ensure... self and client service teams comply with... policies, standards, and the Tax Quality Manual. - Apply understanding... of...
trust and estate, and tax planning, with a specialization... in the administration and restructuring of trusts. - Interpret and understand trust and related documents, utilizing senior staff and internal and external counsel as necessary. - Act as the main point of contact...
Job Title: Tax Senior, Core Tax Services Job... Responsibilities: Tax Compliance: - Ensure clients comply... applicable authorities while minimizing tax and reporting burdens. - Ensure... policies, standards, and the Tax Quality Manual (TQM). - Manage... projects by planning the tax process and procedures with......
Job Title: Tax Experienced Senior, Core Tax... Services Job Responsibilities: Tax Compliance: - Ensure... applicable authorities while minimizing tax and reporting burdens. - Ensure... self and client service teams comply with... policies, standards, and the Tax Quality Manual (TQM). - Manage... projects by planning the tax process and procedures to......
firm seeks a dedicated Private Client Trusts and Estates... provide expert advice on tax-oriented estate and trust planning,... family office structure, wealth management, and business succession planning. This role offers an opportunity for growth within a thriving clients on...