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United States
Posted On Sep 15, 26
Full-time 1 views
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

Job 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, along with their communication, time management, leadership, technical, business development, and people skills, to provide...

Posted On Sep 22, 26
Full-time Experience : 3-5 yrs required
Job Tags:
LLC private client Software Taxation
Job Tags:
LLC private client Software Taxation

Title: Tax Senior Associate (Private Client Services) Job Responsibilities: -... Collaborate with a team to meet various department deadlines throughout the year. - Prepare financial statements for compilations and reviews. - Prepare tax returns, specifically forms 1065 and 1120-S. - Assist...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer
Job Tags:
Corporation criminal Estate Planning estates family fiduciary finance Immigration investment management Partnership Taxation trusts wealth transfer

Tax Manager - Private Wealth Duties: The candidate... Prepare for and lead client meetings related to compliance... and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on a broader leadership footprint by...

Posted On Sep 15, 26
Full-time 3 views Experience : 3-18 yrs required
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General
Job Tags:
Estate and Trust estates Probate shareholders trusts
Practice Area:
Corporate - Asset/Investment Management Trusts and Estates - General
Job Tags:
Estate and Trust estates Probate shareholders trusts

and knowledge in estate and trust administration. - Build and maintain relationships with both internal support partners, such as Tax, Risk, Real Estate, and Private Business Group, and external... partners, including CPAs and Attorneys, to ensure accurate, timely, and efficient administration...

Posted On Sep 15, 26
Full-time 2 views
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital
Job Tags:
finance hedge funds partnerships private equity Software Taxation Venture Capital

burdens. - Ensure self and client service teams comply with... all company policies, standards, and the Tax Quality Manual. - Apply understanding of client’s unique circumstances, documentation, and legal requirements to prepare required filings (tax returns) using a system of review a...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer
Job Tags:
criminal estate tax estates fiduciary finance Immigration Software Taxation trusts wealth transfer

Title: Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Senior within the Individual Tax Services – High Net Worth group at the company, your primary responsibilities will include: - Preparing and reviewing complex...

Posted On Sep 25, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer
Job Tags:
criminal finance gift tax Immigration Taxation trusts wealth transfer

Title: Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth Job Responsibilities: As a Tax Manager in the Individual Tax Services - High Net Worth group at the company, the individual will have several key responsibilities: - Serve...

Posted On Sep 22, 26
Contract, Full-time 1 views Experience : 3-5 yrs required
Job Tags:
family LLC partnerships private client Software Taxation
Job Tags:
family LLC partnerships private client Software Taxation

engagement lead on specific client accounts. - Take responsibility... for pre-engagement planning, execution, and final deliverables. - Develop detailed engagement work plans, budgets, and schedules. - Actively participate in proposals. - Manage a team of staff associates, including interns, while...

Posted On Sep 21, 26
Full-time 6 views Experience : 5-10 yrs required
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts
Job Tags:
banking Corporation Deferred Compensation Estate Planning fiduciary Guardianship Insurance investment management Money Laundering pension Software trusts

Title: Trust Administration Advisor Job Responsibilities: - Directly administers and provides fiduciary advice and oversight for various types of Wealth trust accounts, including personal trusts, special needs trusts, investment management, custodial, and guardianship accounts. - Manages a portfolio of accounts with varying levels...

Posted On Sep 10, 26
Full-time 4 views Experience : Min 2 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity Taxation
Job Tags:
company policies criminal Energy family Insurance private equity Taxation

fund, fund to funds, private equity, real estate) with... including compliance, advising, planning, and controversies. - Engage in multi-state companies with state and local tax controversies, which includes preparing clients for discussions with auditors, representing the client at hearings and...

Posted On Sep 10, 26
Full-time 5 views Experience : 5-5 yrs required
Job Tags:
company policies criminal Energy family Insurance private equity
Job Tags:
company policies criminal Energy family Insurance private equity

funds, funds of funds, private equity, and real estate.... - Collaborate as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience. - Review tax calculations and information presented on state income tax...

Posted On Sep 10, 26
Full-time 7 views Experience : 5-5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

funds, fund of funds, private equity, and real estate. -... of a multi-disciplinary team to provide subject matter expertise and industry knowledge in alternative investments. - Review tax calculations and information presented on state income tax returns. - Build and manage client rela...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts
Job Tags:
criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity restructuring spectrum Taxation trusts

Investment Trusts, Real Estate Private Equity Funds, and real... consulting and compliance services to clients in the Real Estate industry sector. Work directly with the client, manage the tax engagement... team, have access to an elite group of specialists w...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

fund, fund of funds, private equity, real estate). Work... multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience. Review tax calculations and information presented on state income tax returns. Build and manage client relationships, and supervise, mentor,......

Posted On Sep 15, 26
Full-time 1 views
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

burdens. - Ensure self and client service teams comply with... all company policies, standards, and the BDO Tax Quality Manual (TQM). - Manage projects by planning the tax process and procedures to be performed with quality. - Answer preparer questions and coordinate engagement...

Posted On Sep 07, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
acquisitions Affirmative Action criminal due diligence Equal Pay Act investment bankers M&A mergers Mergers and Acquisitions ordinances Partnership private equity Taxation
Job Tags:
acquisitions Affirmative Action criminal due diligence Equal Pay Act investment bankers M&A mergers Mergers and Acquisitions ordinances Partnership private equity Taxation

Manager, Transaction Advisory - M&A Tax The candidate will lead strategic consulting engagements with clients on enhancing federal tax opportunities and managing federal tax risk associated with mergers and acquisitions, including post-acquisition actions. Oversee comprehensive tax due diligence by directing...

Posted On Sep 10, 26
Full-time Experience : Min 2 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation
Job Tags:
asset management company policies criminal Energy family Insurance private equity Taxation

fund, fund to funds, private equity, real estate) with... and controversies. Participate in multi-state companies with state and local tax controversies which includes preparing clients for discussions with auditors, representing the client at hearings and appeal... meetings, and preparing pro...

Posted On Sep 25, 26
Full-time 1 views Experience : Min 5 yrs required
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts
Job Tags:
Capital Markets criminal due diligence finance Government Immigration initial public offerings investment management Investment Partnerships Joint Ventures mergers Partnership partnerships private equity REITs restructuring spectrum Taxation trusts

to REITs, real estate private equity funds, joint ventures,... and operating partnerships. Work directly with clients, lead tax engagement teams, collaborate with in-house specialists, and use advanced technology and data analytics to deliver practical, high-quality solutions. Advise clients on partnership...

Posted On Sep 14, 26
Full-time 1 views Experience : 3-18 yrs required
Job Tags:
Estate and Trust estates Probate shareholders trusts
Job Tags:
Estate and Trust estates Probate shareholders trusts

in estate and trust administration. - Build and maintain relationships with internal support partners, such as Tax, Risk, Real Estate, and Private Business Group, as well... as with external partners like CPAs and Attorneys to manage risk and ensure accurate, ti...

Posted On Sep 17, 26
Full-time 2 views Experience : 5-5 yrs required
Job Tags:
asset management company policies criminal Energy family Insurance private equity
Job Tags:
asset management company policies criminal Energy family Insurance private equity

funds, funds of funds, private equity, and real estate.... - Collaborate as part of a multi-disciplinary team, providing subject matter expertise and alternative investment industry knowledge and experience. - Review tax calculations and information presented on state income tax returns....

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