on complex estate and tax planning strategies. - Draft and... SLATs, BDITs, DAPTs, and ILITs. - Advise clients on income, gift, estate, and generation-skipping transfer tax strategies. - Collaborate with CPAs,... financial advisors, and family offices to execute planning solutions. - Manage matters...
Job Title: Private Client Trusts & Estates... Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates... involved in handling sophisticated private client matters, specifically focusing... estate planning and administration. - Applying knowledge of relevant state and federal tax laws. - Managing domestic es......
Job Title: Private Client Trusts & Estates... Associate/Senior Associate Job Responsibilities: The Private Client Trusts & Estates... responsible for handling sophisticated private client matters involving trusts... and estates. Key responsibilities include: - Engaging in high-net-worth trust and estate planning and administration. - Advising on...
Job Title: Private Client Trusts & Estates... Attorney Job Responsibilities: The Private Client Trusts & Estates... for advising clients on tax-oriented estate and trust planning,... deep understanding of the tax code, trust and estates... laws, securities regulations, and accounting procedures....
Tax Senior Manager, Private Client... Raton, FL Title: Tax Senior Manager, Private Client... Group Department: Private Client Group Supervises:... Tax Managers Role Type:... Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or...
Title: Manager of International Tax Services for High Net... as a Manager of Tax Services - International Tax... H2: A Day in... a Manager of International Tax Services H2: Qualifications for... the Manager of International Tax Services Position Bold... Tax...
Job Title: Financial Services - Global Compliance and... - Private Equity - Tax Senior Job Responsibilities: As a Tax... Senior in the Wealth... primary responsibilities include: - Conducting tax compliance and advisory work... through Partners on key client issues in domestic federal,... international,...
Job Title: Financial Services - Global Compliance and... - Private Equity - Tax Manager Job Responsibilities: - Manage all... tax compliance and consulting projects... various business sectors. - Handle tax reporting implications of transactions,... of cash taxes. - Support client engagements by coordinating day-to-day......
Title: Senior Manager of Tax Services Full time Job... Responsibilities: - Strategic Tax Structuring and Planning: Lead... research and consultation on tax-efficient structuring tailored for high-net-worth... private expert guidance on international tax developments and implications, offering... entities and individuals. - Tax Compliance Oversight: Overs...
Job Title: Financial Services Tax Manager Job Responsibilities: The Financial Services... Tax Manager will work alongside... this role include: - Reviewing tax returns prepared by tax... staff and/or seniors to... aspects of financial services tax engagements, which encompass hedge... funds, private equity, venture capital, broker......
Tax Senior - Strategic Partnership... with large-scaled operating partnership tax clients on matters that... of various industries including private equity, healthcare, tech, financial... other various industries. Deliver value to client experiencing a public offering... (including SPACs) and interact with...
related income, partnership, and tax planning for clients. - Provide... corporate and personal planning services for high-net-worth individuals and... multinational families. - Collaborate with clients to create effective wealth management strategies. - Stay updated on relevant legal trends and changes in estate planning...
Job Title: Tax Senior Manager - Family... Job Responsibilities: As a Tax Senior Manager in the... a comprehensive range of tax services. Key responsibilities include:... wealth transfer planning, and tax compliance. - Leading engagement... teams focused on entity, individual, fiduciary...
Title: Senior Associate – Private Client Services Job Responsibilities: - Provide... legal services in the areas of... trust administration. - Offer related services to individuals, charitable organizations,... foundations, and corporate fiduciaries such as banks and trust companies. - Collaborate closely with a Partner who...
Job Title: Tax Director - Private Client... Services Job Responsibilities: - Review tax projections, workpapers, and returns,... State Individual and Fiduciary tax returns. - Oversee and manage... the tax return process, including the... identification and resolution of tax issues. - Apply experience with... and partnership accounting and tax concepts. - Mentor, train, and......
Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: A Tax Senior Manager in the... Private tasked with providing high-quality tax compliance and consulting services... This role involves managing tax and consulting engagements, identifying... client needs, and providing tax planning and consulting opportunities.......
Job Title: Tax Senior, Private Client Services Job... Responsibilities: The Tax Senior in Private Client... Services at the company is... tasked with delivering high-quality tax compliance and consulting services... to high net-worth clients.... sophisticated approach to managing tax-related matters for individuals with......
Job Title: Tax Manager, Private Client Services Job... Responsibilities: A Tax Manager in Private Client... Services that center around providing tax compliance and consulting services... These responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities. -......
The salary for a Tax Partner in Private Client... Services (PCS) at **Members Only** is... growth and development within the firm. Experience Information: To be considered for the role of Tax Partner in Private Client... Services (PCS) at Eis......
Job Title: Private Wealth Services Paralegal Job Responsibilities: The... Private Wealth Services Paralegal will... play a vital role in supporting attorneys within the department, primarily focusing on estate administrations and the drafting of various estate planning instruments. This position demands a high...
Job Title Transaction Tax Senior Manager Job Responsibilities... As a Transaction Tax Senior Manager, you will... responsible for leading innovative tax planning, consulting, and compliance... skills on M&A projects for multiple clients. Your key responsibilities include: - Managing, developing, training,...
Job Title: Transaction Tax Manager Job Responsibilities: As a Transaction... Tax Manager, you will play... role in leading innovative tax planning, consulting, and compliance... skills on Mergers & Acquisitions (M&A) projects for multiple collaborate with the Transaction Tax team and assist in......
documents, including letters of intent, asset purchase agreements, stock purchase agreements, and merger agreements. - Managing due diligence processes, which involves reviewing contracts, corporate records, and regulatory materials. - Coordinating with colleagues from tax, regulatory, finance, and litigation... departments on transaction-related issue...
Job Title: Corporate M&A Private Equity Associate Job Responsibilities: The Corporate... M&A Private Equity Associate will be... responsible for handling a variety of transactional matters within the fields of mergers and acquisitions (M&A) and private equity. The candidate will... work closely with...
contact for clients, advising on legal, strategic, and business considerations. - Supervising and mentoring junior associates and paralegals in all phases of deal work. - Coordinating with specialists in tax, regulatory, IP, and finance... to address complex transactional issues....
Job Title: Tax Manager - Estate, Gift... Trust Job Responsibilities: - Provide high-level tax consulting, compliance, and controversy... a focus on exceptional client service and technical excellence. -... Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. - M...
Job Title: Manager of Tax Services - International Tax... Department: Tax Services Company:... ID: JR100094 Overview: **Members Only** is seeking a highly motivated and experienced Manager of Tax Services - International Tax... to join our team.... With over 400 profession...
Job Title: Transaction Tax Senior Associate Job Responsibilities: As a... Transaction Tax Senior Associate, you will... responsible for leading innovative tax planning, consulting, and compliance... manage expectations, ensure satisfaction, and meet deadlines efficiently. - Collaborating with the Transaction Tax team to assist in......
Job Title: Tax Manager, Specialized Tax Services... Partnerships Job Responsibilities: Tax Specialization: - Maintain... and develop an in-depth understanding of technical and practical issues regarding partnership taxation. - Participate in organizing and conducting effective external CPE training sessions in the area of specialization, involving...
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: As a Senior... Tax Manager in the Lead... Tax Services Group, the candidate... key leader in managing client engagements and guiding multiple... Subchapter C taxation and tax provision matters to ensure......
Job Title: Tax Manager – National Real... Estate Job Responsibilities: The Tax Manager in the National... centered around federal income tax issues, particularly those related... analysis on federal income tax issues, including real estate... tax, partnerships, REITs, S corporations,... C corporations, timing...
Title: Senior Manager of Tax Services Job Responsibilities: - Strategic Tax... Structuring and Planning: Lead... research and consultation on tax-efficient structuring tailored for high-net-worth... private expert guidance on international tax developments and implications, offering... pass-through entities and individuals. - Tax Compliance Oversight: Oversee primary......
Job Title: Federal Tax Senior Manager, Lead Tax... Services Job Responsibilities: -... Oversee multiple client service teams, managing projects... trust planning matters, ensuring clients receive sophisticated guidance on complex EGT issues. - Develop and maintain strong client relationships by delivering exceptional......
Manager - SALT Transfer Tax Job Responsibilities: In the role of... client real estate transfer tax reporting responsibilities to ensure... that transfer tax is minimized effectively. - Identifying... and managing client transfer tax refund requests. - Collaborating closely... with team members to develop skills...
Job Title: Senior Tax Manager, Washington National Tax Job... Responsibilities: Tax Specialization & Consulting -... on and model the tax implications of partnership structures... and M&A transactions. - Interpret, process, and prepare a variety of partnership computations utilizing digitization and data visualization tools with...
Manager or Senior Manager, Tax - SALT Asset Management... funds, fund to funds, private equity, and real estate,... with state and local tax compliance. - Work as... part of a multi-disciplinary presented on state income tax returns before, during, and......
Job Title: Manager, Federal Tax - Asset Management Job... client investment fund industry, including private equity, real estate, and... - Manage teams of tax professionals and assistants working... projects. - Assess the tax impact on clients due... rules and laws, develop tax argu...
team responsible for deal sourcing. The role entails setting and measuring performance against targets for outbound calls, deals sourced, deals shared, and billable work generated. The Director will support existing Private Equity (PE) relationships and... identify new ones to dri...
net worth prospects and client relationships involving complex financial... strategies, such as multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting/advisory... services to clients through the... development, delivery, and implementation of a customized wealth pla...
Job Title: Director, Federal Tax (Private Client Services) Job Responsibilities: As... within Private Client Services, Tax, the responsibilities include managing... tax and consulting service projects... such as individual income tax, wealth transfer, succession planning,... and international tax. The role requires demonstrating... extensive technical skills with tax compliance assignments for individual... tax...
Title: Senior Associate, Federal Tax (Private Client Services) Job Responsibilities: As... Private responsibilities aimed at providing tax and consulting services to... include: - Assisting in offering tax and consulting services in... areas of individual income tax, wealth transfer and succession... planning, and international tax...
Job Title: Manager, Federal Tax (Private Client Services) Job Responsibilities: As... division focused on Federal Tax, you will have a... responsibilities that include: - Providing tax and consulting services to... such as individual income tax, wealth transfer and succession... planning, and international tax. - Demonstrating extensive technical skills... tax...
Title: Senior Associate – Private Client Services Job Responsibilities: The Senior... Associate in the Private Client Services Practice Group... for providing high-quality legal services in estate planning, estate... and gift taxation, estate and trust administration. The role involves working closely with individuals,...
Title: Senior Associate – Private Client Services Job Responsibilities: - Provide... legal services in estate planning, estate... trust administration, and related services. - Work with individuals, charitable... organizations, foundations, and corporate fiduciaries, including banks and trust companies. - Collaborate closely with a Partner who...
the Boca Raton office. The ideal candidate will have experience in high-net-worth trust and estate planning and administration, with knowledge of relevant state and federal tax clients on sophisticated... trusts and estates tax strategies and succession planning... solutions....