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: Tax Manager - Wealth Management Job Responsibilities: - Proactively... advisory teams to optimize wealth management goals. - Manage... estimated payments, extensions, and audits. - Involvement in estate planning and wealth transfer projects. - Determine... appropriate tax objectives, scope, and methodolo...
Job Title: Tax Manager- Wealth Management Job Responsibilities: - Proactively manage... advisory teams to optimize wealth management goals for clients... local tax returns, estimated payments, extensions, and audits. - Engage in estate planning and wealth transfer projects. - Determine tax... objectives, scope, and methodol...
Title: Tax Senior Manager Wealth Management Job Responsibilities: - Managing all... advisory team to optimize wealth management goals for clients... and families, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients to ensure accuracy...
Title: Tax Senior Manager Wealth Management Job Responsibilities: -... team to optimize the wealth management goals of the... client/family, including planning, scheduling, projections, and billing. - Reviewing and signing tax returns for individual or trust tax clients, ensuring accuracy, 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...