Job Title: Tax Manager, Private Wealth Job Responsibilities: -... providing compliance and consulting services to high-net-worth individuals, multi-generational... family offices, and their private businesses and/or investment entities. -... estate, gift, and state tax returns. - Work on multiple... engagements that deliver proactive tax planning and strategic consulting,......
on, and implement comprehensive tax, estate, and financial plans... complex subject matters and assist in acquiring new clients. - Retain, expand, and deepen existing client relationships by conducting thorough... research and developing detailed tax, estate, and financial analyses... and plans. - Pr...
Job Title: Tax Manager, Specialized Tax Services... Partnerships Job Responsibilities: The Tax Manager, Partnerships plays a... advising clients on the tax implications of their business... analysis and allocations, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement (TRA) calculations.... The respon...
in optimizing their federal tax accounting methods, including IRC... capitalization, depreciation accounting methods, expense acceleration, and revenue deferral. This role involves identifying federal tax benefits and correcting federal... tax exposures for both public... and private companies across various industries... s...
Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs... Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business Development colleagues (Banker, Financial Advisor, Por...