We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...
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We Are At Company, we believe in making a meaningful difference by focusing on what truly matters to our clients. With a 27-year history of consistent growth and success, we are an independent wealth and asset management company with over $15...
Job Title Estate and Document Attorney Job Responsibilities... - Assist the tax and wealth management teams... with estate planning on a non-exclusive... Legal Directors to provide estate planning services for clients.... or in-person to confirm estate planning needs. - Prepare... typical estate planning documents, including...
Trust and Estate Tax Manager The candidate... on all aspects of tax engagements, supervise/mentor staff, and... trust, partnership and corporate tax returns prepared by tax... staff and/or seniors for... draft memorandum involving complex tax matters. Identify and implement... tax planning opportunities. Handle and... tax...
Title Director Transactional Counsel (Energy Solutions) Company Company Job Responsibilities The Director, Transactional Counsel (Energy Solutions) acts as a pivotal legal partner to the Energy Solutions businesses within the company, particularly focusing on renewable energy project development and commercial transactions. The primary responsibilities include: - Serving...
of development deals, real estate transactions, capital equipment purchases,... hardware and raw material procurement, and more. - Negotiate and manage power-related contracts, including interconnection agreements, electricity service agreements, solar project deployments, sustainable storage system transactions, power purchase agreements (PPAs), behind-the-meter...
Tax Senior - Private Wealth... partnership, closely held corporation, estate, and gift tax matters.... Review tax research... support the preparation of tax returns, and help prepare... for client meetings tied to consulting projects. Contribute to tax planning opportunities and help......
Job Title: Tax Senior Manager, Private Wealth Job... Responsibilities: The role of Tax Senior Manager, Private Wealth... their private businesses and/or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - L...
Title: Wealth Transition Services Tax Manager - Tax &... Estate Planning - Remote Eligible Job... and consulting on the estate planning process from a... tax of income, business succession, estate preservation, and estate plan... legal documents related to estate and business succession planning. -......
Job Title: Private Wealth Tax Principal Job Responsibilities: - Lead compliance... investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Lead multiple engagements... delivering proactive tax planning and strategic consulting... including federal, estate, gif...
Job Title: Tax Manager, Private Wealth Job Responsibilities: -... private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple... engagements delivering proactive tax planning and strategic consulting,... including federal estate, gift, c...
Tax Manager - Real Estate Duties: The candidate will... consulting services to Real Estate Investment Trusts, Real Estate... Private Equity Funds, and... real estate joint ventures and operating... partnerships. Provide federal tax consulting and compliance services... clients in the Real Estate industry sector. Work directly... tax...
Tax Manager - Real Estate Duties: The candidate will... provide federal tax consulting and compliance services... to REITs, real estate private equity funds, joint... directly with clients, lead tax engagement teams, collaborate with... in-house specialists, and use advanced technology and...
Tax Senior - Real Estate Job Responsibilities: As a Senior Tax... Consultant within the Real Estate Services Tax practice at... an engagement team providing tax compliance and consulting services... using your accounting and tax expertise to identify complex... issues, performing detailed analyses,...
Job Title: Senior Consultant, Tax Strategy - Tax Transformation Job... Responsibilities: As a Tax Strategy and Transformation Senior... responsible for collaborating with Tax subject matter specialists, technologists,... key stakeholders to drive tax transformation projects. These projects... various Business Threads, including tax compliance and advisory client......
Job Title: Tax Senior, Global Employer Services... - Individual Tax Services, High Net Worth Job... state, and local individual tax returns and related workpapers. -... Support tax compliance engagements for high-net-worth... Prepare and review applicable tax forms, including Forms 1040,... as applicable. - Analyze complex tax issues involving gi...
Manager or Senior Manager, Tax - SALT Asset Management... private equity, and real estate, with a focus on... state and local tax compliance. - Work as... part of a multi-disciplinary team presented on state income tax returns before, during, and......
Associate, State & Local Tax - Financial Services Job... funds, private equity, real estate) with state and local... tax issues, including compliance, advising,... on state and local tax controversies, which includes preparing... clients for discussions with auditors, representing the client...
Manager, State & Local Tax - Financial Services Job Responsibilities: -... private equity, and real estate. - Work as part of... matter expertise and industry knowledge in alternative investments. - Review tax calculations and information presented... on state income tax returns. - Build and mana......
Job Title: Manager, Tax Technology - Data Automation Job... project timelines effectively, ensuring all milestones and deliverables are met while adhering to business requirements throughout the project lifecycle. - Collaborate closely with Tax Engagement teams and offshore... developers to design automation so...
Job Title: Tax Manager – Family Office... Job Responsibilities: As a Tax Manager within the Family... a broad range of tax services to clients, including:... as multi-generational families on tax services such as structuring... wealth transfer planning, and tax compliance. - Managing and......