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United States
Posted On Aug 27, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Collaborate with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex tax returns, including individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns... for both Federal and State jurisdictions. - Review basic individual and tr...

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Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

- Work directly with clients and their advisors to gather information needed for tax return preparation. - Review individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns,... providing written and verbal feedback to staff and interns. - Communicate directl...

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Posted On Aug 27, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Managing Director, Private Client Services Job Responsibilities: - Lead tax and consulting engagements while mentoring team members to identify client needs and consulting opportunities. - Act as the primary client liaison for issue resolution and presentation of tax strategies. - Review complex...

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Posted On Aug 23, 26
Full-time Experience : Min 3 yrs required
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation
Job Tags:
advertising child equity Government Insurance marketing marriage partnerships Software Taxation

Expert - Expert Center (Southcentral) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping,...

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services is tasked with providing tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Participating in tax and consulting engagements while enhancing...

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Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is responsible for utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Key responsibilities include:...

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Posted On Aug 27, 26
Full-time Experience : Min 10 yrs required
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation
Job Tags:
family finance gift tax Government Insurance Partnership private client Software Taxation

needs, tax planning, and consulting opportunities. - Provide executive presence and act as the primary client contact for preparation and presentation of issues and resolution to clients. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns......

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