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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... held corporation, estate, and gift engagements. Prepare for and... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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Full-time 1 views

Title: Estates and Trusts Attorney Job Responsibilities: The Estates and Trusts Attorney will be responsible for supporting clients with their estate planning needs and managing estate and trust administration clients. Key duties include: - Meeting with clients to design and...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 3 yrs required

administrative matters by partnering with internal groups including the Office of Chief Fiduciary, Wealth Strategies Group, Portfolio Oversight Group, Tax Services, Operations, and other... stakeholders. - Collaborate with the Market Trust Director, Trust Officers, Senior Trust Officers, and Trust Senior Associat...

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Posted On Aug 18, 26
Full-time Experience : Min 8 yrs required

Founders and Tech Executive Tax Senior Manager Job Responsibilities: - Lead... complex high-net-worth individual, fiduciary, gift and estate, and other... tax returns, ensuring accuracy and... strategic planning. - Conduct advanced tax research and draft technical... issues. - Design and implement tax planning strategies that optimize......

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Posted On Aug 19, 26
Full-time 2 views Experience : Min 7 yrs required

Job Title: Tax Manager - Private Client... Responsibilities: - Lead and manage tax compliance and consulting engagements... held entities. - Review complex tax returns, including individual (1040),... S-corporations, trusts, estates, and gift tax returns. - Provide advanced... related to income, estate, gift, and wealth transfer taxes. -......

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Posted On Aug 19, 26
Full-time 4 views Experience : Min 7 yrs required

Job Title: Tax Manager (HNW-Financial Services) Job Responsibilities: -... clients to provide innovative tax planning, consulting, and compliance... primary review of complex tax returns and maintain client... client vendors. - Engage in tax planning, preparation, and research... for high-net-worth individuals and related business...

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Posted On Aug 19, 26
Full-time 4 views Experience : Min 10 yrs required

executors. - Provide advanced estate, gift, trust, and wealth transfer... IDGTs, SLATs, charitable planning, and succession planning. - Advise on fiduciary income tax planning and compliance, specifically... focusing on Forms 1041, 706, and 709. - Interpret and apply federal, state, and local ta...

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Posted On Sep 01, 26
Full-time 1 views Experience : Min 8 yrs required

Job Title: ISP Senior Tax Manager, High-Net Worth Job Responsibilities: -... related entities on complex tax matters, including income tax... planning, estate and gift... planning, charitable giving, wealth... of complex UHNW individual and family office tax compliance engagements, ensuring technical... accuracy, qu...

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Posted On Aug 17, 26
Full-time 1 views

Job Title: Tax Manager - Ultra High... a comprehensive range of tax services, including wealth transfer,... and retirement planning, and tax compliance. - Manage and oversee... focused on individual, fiduciary, gift, generation-skipping, and estate taxation.... planning and executing client tax engagements. - Collaborate with specialists......

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Posted On Aug 17, 26
Full-time Experience : Min 8 yrs required

Job Title: Tax Senior Manager - Ultra... a full spectrum of tax services, including wealth transfer,... and retirement planning, and tax compliance. - Lead the... focused on individual, fiduciary, gift, generation-skipping, and estate taxation.... planning and executing client tax engagements that exceed client......

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Posted On Sep 03, 26
Full-time 3 views Experience : 1-8 yrs required

Senior Manager - International Tax (Individuals) Job Responsibilities: - Review... international tax compliance forms and collaborate... with a dedicated international tax team. - Prepare analysis... and computations for Subpart F, GILTI, PFIC, PTEP, and FTC, including §962 elections and treaty-based positions....

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Posted On Aug 31, 26
Full-time 19 views

Job Title: Tax Senior, State and Local... Tax - Unclaimed Property Job Responsibilities: 1.... in advising clients on tax implications and other accounting-related... matters affecting their business, with a focus on unclaimed property compliance and consulting. 2. Project Management: - Manage projects involving...

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Full-time Experience : Min 1 yrs required

Title: Associate Attorney Job Responsibilities: - Lead workshops and speaking events to educate potential clients on their estate and financial planning options. - Meet with clients in consultations, gather necessary information, and help clients take action. - Design and review personalized estate plans to...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Tax Manager - Private Wealth... lead high-quality reviews of tax research, workpapers, and tax... returns across individual, fiduciary,... held corporation, estate, and gift engagements. Prepare for and... projects, helping clients identify tax planning opportunities and understand... the implications of important...

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