Provide compassionate and professional support throughout the estate administration process. - **Case Management**: Review and manage your... calendar, task list in the firm's case management software, and email inbox... daily to create and implement action plans that move client matters forwar...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: As... an Asset & Wealth Management Tax Manager at... within the asset and wealth management sector. Your responsibilities... will include: - Providing advice and guidance on tax planning, compliance, and strategy to help...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: - As a Senior Manager, you will work as part of a team of problem solvers, addressing complex business issues from strategy to execution. - Encourage all team members...
Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Job Title Asset & Wealth Management - Tax Senior... Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in...
that can impact client’s wealth planning goals Ability... to work in a team-based environment and collaborate with others to achieve common goals Salary Information The salary for this position ranges from $150,000 to $250,000 per year, depending...
• financial planning and wealth management services and financial... wellness program • paid sabbatical leave • competitive compensation and benefits packages Elliott Davis is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in Personal Financial Services, you will work as part of a team of problem solvers, tackling complex business issues from strategy to execution. Your responsibilities will...
Title: Tax Manager - Personal Financial Services Job Responsibilities: A career within the Personal Financial Service practice at Company provides the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance, and planning, to enhance their...
Title: **Members Only** - Tax Senior Associate Job Responsibilities: As a Senior Associate in the **Members Only** team, you will be working in a dynamic environment assisting private companies with a range of business advisory services, including audit, tax compliance, and planning. Your responsibilities...
Title Swap Dealer Regulatory Governance Officer Job Responsibilities The Swap Dealer Regulatory Governance Officer plays a crucial role in ensuring compliance with regulatory requirements for swap dealers and security-based swap dealers (SBSD). The primary responsibilities include: - Assisting in the...
Title: Client Intelligence Group Officer Job Responsibilities: - Serve as a Client Intelligence Group (CIG) Officer, leading and coordinating the delivery of complex and time-sensitive research products for key internal stakeholders. - Independently execute investigative due diligence and risk assessments. -...
business within the Asset Management division, providing independent advice,... control over compliance risk management. - Assist in the administration,... and enhancement of compliance policies, procedures, and processes in alignment with the broader Asset Management and Americas organization. - Assess... the impact o...
issues related to existing Wealth clients, bringing proactive thought... leadership and insight to the field regarding tax strategies and tax law changes impacting current clients. - Work closely with the company's external tax vendor and internal tax administrator to ensure tax...
Title: Senior Manager, Accounting Methods Job Responsibilities: The Senior Manager in the Accounting Methods group is responsible for helping companies optimize their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration, and revenue deferral. This role is part...
of attorney, and advance directives. - Prepare and file probate and estate administration documents with the Clerk of Court, including petitions, inventories, accountings, renunciations, and notices. - Maintain and organize client files using case management software such as Clio... Manage, WealthCounsel, or...
Title: Probate and Estate Litigation Attorney Job Responsibilities: - Represent clients in contested probate, estate, and trust litigation matters, including will contests, trust disputes, fiduciary duty and accounting claims, contested guardianships, partition actions, and related real estate disputes. - Conduct thorough legal research...
Overview: A law firm is seeking a dedicated and experienced Probate and Estate Planning Attorney to join its growing team. This role is ideal for an attorney with a passion for helping families navigate the complexities of estate planning and...