Job Title: Tax and Wealth Planning Client Service Specialist... (Legal Administrative Assistant) Job Responsibilities: As a member of the Client Services Team, the Client Service Specialist (CSS) plays a crucial role in providing legal administrative support to a team of attorneys. This...
including fund administration, accounting, transfer agency, and custody. - Prepare,... review, and negotiate customer contracts and other legal documents with a focus on regulatory compliance and company policies. - Assess risks and provide advice on various issues and agreements within key operations...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career with the Personal Financial Service practice at the company provides the opportunity for working with private companies in business advisory capacities, including audit, tax compliance, and planning to enhance operational...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance...
Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company oversee multiple engagement teams catering to a diverse array of sophisticated clients. These clients may include some of the wealthiest families in...
services, including structuring and modeling, succession planning, wealth transfer planning, and tax... compliance. - Lead engagement teams focused on entity, individual, fiduciary, and gift/estate taxation. This involves planning and executing client tax engagements to exceed client expectations and meet company profitabilit...
Associate - Winter 2026 Atlanta, GA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning, and...