Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist... in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing... compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Job Title: Wealth Management Tax Services Manager Job... Responsibilities: The Wealth Management Tax Services Manager... is tasked with overseeing tax compliance for highly complex accounts, which include trusts, estates, foundations, individual retirement accounts, investment partnerships, and individual and gift tax returns. Key...
Title: Legal Assistant: Estate Planning Job Responsibilities: The position of Legal Assistant in the Estate Planning department involves a variety of responsibilities aimed at supporting the legal team and ensuring the smooth operation of legal processes. The key duties include: - Opening and...
Title: Estate Planning AttorneyJob Overview: A reputable law firm in Acton, MA, is seeking a skilled Estate Planning Attorney to join their team. This position focuses on working closely with clients, guiding them through the estate planning process to ensure...