offices on estate, gift, and generation-skipping transfer tax matters. - Draft and review... sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs), Intentionally Defective Grantor Trusts (IDGTs), Spousal Lifetime Access Trusts (SLATs), Qualified Terminable Interest Property Trusts (QTIPs), and char...
Job Title: Private Client Services Senior Associate Job... Responsibilities: - Design and implement advanced estate planning strategies, including dynasty trusts, GRATs, SLATs, and charitable vehicles. - Advise on family office governance, fiduciary roles, and succession planning. - Provide guidance on luxury asset succession such...
on advanced estate planning, wealth transfer strategies, and trust administration. - Develop tax-efficient estate and business succession... plans, including trusts, family partnerships, and charitable structures. - Partner with corporate and transactional teams on M&A matters involving shareholder, partnership, and tax considerations. -...
H1: Legal Assistant - Private Client Services - Philadelphia... Philadelphia, PA Practice Area: Private Client Services Job... Title: Legal Assistant - Private Client Services Salary: Competitive... Summary: - Performs secretarial and administrative duties for legal professionals in Private Cl...
PARALEGAL - PRIVATE CLIENT SERVICES Law Firm:... Location: Philadelphia Practice Area: Private Client Services Date Posted:... Paralegal to join our Private Client Services team in... Philadelphia. This is a great opportunity for a career-oriented individual with at least 3 years...
Title: Trust & Estate Tax Senior Manager - Private... Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions... accuracy and compliance with tax laws and regulations. - Provide... expert tax planning and advisory services... primary review of complex tax returns and maintain regular......
12+ years of progressive tax experience providing tax compliance... and consulting services to high-net-worth individuals ... $250, and $450,, actual compensation will be determined based on experience and other factors permitted by law. Job Title: Tax Partner- Private...
Job Title: Tax Senior, Private Client Services Job... Responsibilities: A Tax Senior in the Private... Client is responsible for providing tax compliance and consulting services... role involves participating in tax and consulting engagements, identifying... to gather information for tax return preparation. The Tax... Senior prepares complex individual,......
Job Title: Tax Experienced Senior, Private Client... Services Job Responsibilities: A Tax Experienced Senior in Private... Client professional background to deliver tax compliance and consulting services... role involves: - Participating in tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities. -......
Tax Manager / Senior Manager... Private Client Harrisburg, PA;... is currently seeking a Tax Manager / Senior Manager... Private Markets to join our... Business Tax Services practice. Responsibilities: ... financial matters Direct tax compliance and consulting services... for multi-generational family and private-equity backed businesses through to......
Title: Private Wealth Services Tax Managing Director Job Responsibilities: - Lead... client relationships, focusing on tax reporting across various jurisdictions... and identifying tax consulting opportunities to drive... manage a team of tax professionals to deliver tax... services associated with the... Private Wealth Services practice. - Provide tax planning and consulting to......
advising both registered and private funds, as well as... institutional investors. Key duties include: - Fund formation and governance: Assisting in the creation and management of various fund structures. - Regulatory compliance: Ensuring that funds and investors adhere to applicable laws and...
Job Title: Tax Manager, Specialized Tax Services... Partnerships Job Responsibilities: Tax Specialization: - Maintain... and develop an in-depth understanding of technical and practical issues and opportunities regarding partnership taxation. - Participate in organizing and conducting effective external CPE training sessions in area of specialization,...
Senior Manager, M&A Tax - Partnership Transactions Group... of corporate and partnership tax services including planning, research,... and other mergers and acquisitions activities. The ideal candidate will have a minimum of eight years of recent experience in federal tax...
Job Title: Manager, International Tax Job Responsibilities: - Direct multinational enterprises... mobilization for global operations. This involves considering the multinational's tax risk profile, global effective... tax rate, and cash posture.... Professionals will prepare and review complex tax models illustrating multinational entities'... attributes...
Title: Senior Associate, International Tax Job Responsibilities: - Advise multinational enterprises... while considering the multinational's tax risk profile, global effective... tax rate, and cash posture. -... Prepare and review complex tax models that illustrate multinational... entities' attributes, effective tax rate, and cash tax... expense. - Guide mult...
Business Network - Private Tax Manager Job Responsibilities: As a Korean... Business Network - Private Tax Manager at the company,... within the department, helping private companies with various business... These needs include audit, tax compliance, and planning to... life cycle of a private c...
Business Network - Private Tax Manager The candidate will... develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal...
Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist in... 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,......
Business Network - Private Tax Manager The candidate will... develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal...
Business Network - Private Tax Manager The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to... help improve their operational efficiency and to free up time...
Job Title: US National Tax Services M&A Partnership Tax... - Senior Manager Job Responsibilities:... - Manage client service accounts and lead... engagement workstreams. - Supervise and mentor teams to produce exceptional outcomes. - Independently team capabilities to meet client needs. - Integrate technology and......
Job Title: Tax Senior Manager - Private... Companies Job Responsibilities: The role of Tax Senior Manager in the... working within the company's Private division to provide advisory... services to private companies. The responsibilities include... these companies with audit, tax compliance, and planning to......
Job Title: Tax Director - Private Companies Job... Responsibilities: The Tax Director for Private Companies... at the company is responsible for working as part of a team of problem solvers to address complex business issues ranging from strategy to execution. The role...
Job Title: Private Partnership Solutions (PPS) -... Tax Senior Manager Job Responsibilities: As a... Tax Senior Manager within the... Private Partnership Solutions (PPS) at... growth and management of private companies. The primary duties... include: - Collaborating with a team of problem solvers to...
Job Title: Tax Senior Manager - Personal... Financial Services Job Responsibilities: A career... the opportunity to assist private companies with a variety... advisory needs including audit, tax compliance, and planning to... life cycle of a private company from inception to......
Job Title: Tax Director - Personal Financial... Services Job Responsibilities: The Tax Director in the Personal... Services providing advisory services to private companies, focusing on audit,... tax compliance, and planning to... The role involves analyzing tax efficiencies related to income... tax, investment, insurance, and other......
Job Title: Private Partnership Solutions (PPS) -... Tax Senior Associate Job Responsibilities: A career... within the Private Partnership Solutions (PPS) at... the opportunity to assist private companies with a variety... advisory needs, including audit, tax compliance, and planning. The... life cycle of a private comp...
Tax Manager - Personal Financial... Services The candidate will get... the opportunity to help private companies with a range... needs such as audit, tax compliance, and planning to... Focus on analysing the tax efficiencies of income tax,... investment, insurance and risk,......
Job Title: International Tax Mergers and Acquisitions Services... private private companies on the tax aspects of diligence and... clients. - Analyze various cross-border tax issues and legislative updates. -... Manage cross-border components of tax structuring projects. - Interview targets... and their tax advisors. - Assist on post-deal......
Management - Renewable Energy Tax Senior Manager Job Responsibilities: - Work... as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. - Encourage everyone to have a voice and invite opinions from all, including quieter...
Job Title: Tax Manager, State & Local... Income Tax - Remote Option Job Responsibilities: -... funds, fund of funds, private equity, and real estate. -... industry knowledge in alternative investments. - Review tax calculations and information presented... on state income tax returns. - Build an...
Strategist Market Manager - Private Bank Job Responsibilities -... Directs and oversees the Wealth Strategy function, including critical measurements of assigned market or group. - Supports the overall mission and vision of the business. - Coordinates/conducts acquisition, performance management, mentoring,...
prospective clients through deep client discovery and understanding. - Collaborate... opportunities with both new and existing clients. - Work on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision-making. - Present... information in an easily digest...
Job Title: Business Tax Services - Family Office... Advisory Services - Manager Job Responsibilities: The Manager... in Family Office Advisory Services will play a crucial... role in supporting the legacy of family offices by enhancing their financial, social, and human capital. Key...
Job Title: Tax Manager or Senior Manager,... Private Equity Funds Job Responsibilities: - Lead tax advisory services, compliance review,... and tax return signoff for private... of partnership and fund tax returns, ensuring compliance with... regulations and optimizing tax efficiency. - Collaborate with clients... to develop and implement tax-efficient strategies aligned with investment......
Associate, State & Local Tax - Asset Management Job Responsibilities:... funds, fund of funds, private equity, and real estate,... addressing state and local tax issues such as compliance,... with state and local tax controversies, which involves preparing... clients for discussions with...
Job Title: Tax Senior Associate - Personal... Financial Services Job Responsibilities: As a Senior Associate... in the Personal Financial Services practice, you will be... business advisory services to private companies. Your responsibilities include: -... Assisting private companies with audit, tax... compliance, and planning to......
Job Title: **Members Only** - Tax Senior Associate Job Responsibilities: As a... Senior Associate within the department, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The responsibilities at this management...
Management - Renewable Energy Tax Senior Manager Job Responsibilities: As an... Management - Renewable Energy Tax Senior Manager at the... company, the primary responsibilities include working as part of a team of problem solvers to address complex business issues, ranging from strategy...
Tax Senior Manager - Personal... Financial Services The candidate will get... the opportunity to help private companies with a range... needs such as audit, tax compliance, and planning to... Focus on analysing the tax efficiencies of income tax,... investment, insurance and risk,......
Tax Manager - Personal Financial... Services The candidate will get... the opportunity to help private companies with a range... needs such as audit, tax compliance, and planning to... Focus on analysing the tax efficiencies of income tax,... investment, insurance and risk,......
Manager - SALT Transfer Tax Job Responsibilities In your... client real estate transfer tax reporting responsibilities to ensure... transfer tax is minimized. - Identify... and manage client transfer tax refund requests. - Work... closely with team members to develop their...
and Acquisitions Job Responsibilities As a Tax Senior in Mergers and... include: - Assisting corporate and private equity buyer clients with... tax due diligence, tax structuring,... and tax modeling on both buy-side... diligence reports targeted at a C-suite audience. - Directing complex tax rese...
Job Title: Tax Senior - Insurance Tax Job... Responsibilities: As a Tax Senior... specializing in Insurance Tax within the Business Tax... Services group, you will... in a variety of tax services tailored for public... private responsibilities will encompass: - Providing tax advisory services to clients......
Job Title: Tax Manager Mergers and Acquisitions Job... Responsibilities: As a Tax Manager specializing in Mergers... and Acquisitions within the Tax Services and Business Tax... department, the candidate will... private equity buyer clients with tax due diligence, tax structuring,... and tax modeling for both buy-side......
Tax Senior - Federal /... Corporate Tax The candidate will be... a valuable member of tax engagement teams, providing and... with a variety of tax services that are relevant... and private companies, including tax compliance, tax planning, tax... controversy, and tax research.... tax...
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...
Tax Manager - National Federal... Tax Services - 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... (in...
Manager or Senior Manager, Tax - SALT Asset Management Job... fund, fund to funds, private equity, real estate) with... state and local tax compliance. - Work as part... of a multi-disciplinary team helping presented on state income tax returns before, during, and......