Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
estate planning documents, including revocable trusts, wills, powers of attorney, and complex irrevocable trusts for gift, charitable, and tax planning. - Counsel clients on wealth transfer, charitable giving, and... asset-protection planning. - Oversee trust and estate administration matters as needed. - Collaborate...
Job Title: Wealth Preservation Associate Job Responsibilities: - Engage... in trust and estate planning and administration for high net worth individuals and families, with a focus on closely held business owners and corporate executives. - Design and prepare core estate planning documents, such...
attorneys. Key responsibilities include: - Managing daily trust administration for various clients, which involves properly managing accounts, preparing letters, and handling transfer forms. - Assisting in drafting... estate planning documents such as wills, powers of attorney, and both basic and advanced tr...
Specialists DIVISION Asset & Wealth Management YOUR IMPACT The... President to craft innovative wealth planning strategies and provide... family office services. The role involves assisting clients in achieving their income tax, estate tax, philanthropic, and financial planning objectives. The ideal...
Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: The Tax Senior Associate in the Personal Financial Services practice within the company will play a crucial role in assisting private companies and high net worth individuals with their business advisory...
opportunities, including succession planning, wealth transfer planning, and tax... compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the...
Manager, Core Tax Services - ASC 740 Dallas, TX, United States and 2 more Job Description Job Summary: The Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business...
Manager, Core Tax Services Houston, TX, United States and 3 more Job Description Job Summary: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative...
OverviewA law firm seeks an experienced Estate Planning Attorney in Frisco, TX. The ideal candidate will have over 8 years of experience in estate planning, with a focus on tax and business planning. This role is perfect for a self-starter...