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Tax Private Client Services Jobs in Batavia

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United States
Posted On Sep 19, 26
Full-time Experience : 3-5 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships
Practice Area:
Estate & Tax Planning Trusts and Estates - General Tax - Private Client Services Tax - General
Job Tags:
estate tax family Insurance Partnership partnerships

Job Title: Estate & Tax Planning Associate Attorney Job... Responsibilities: The Estate & Tax Planning Associate Attorney at... areas of estate and tax planning. Key responsibilities include:... and implementing estate and tax planning strategies for clients,... particularly high-net-worth (HNW) and...

Posted On Aug 26, 26
Full-time Experience : Min 7 yrs required
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - General
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Practice Area:
Tax - Private Client Services Tax-General Practice (Transaction) Tax - General
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: The Tax Senior Manager, Private Client... Services is responsible for providing... tax compliance and consulting services... to high net worth... income, estate, and gift tax, as well as wealth... retention strategies. The...

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

Job Title: Tax Senior, Private Client Services Job... Responsibilities: - Engage in tax and consulting projects, enhancing... to identify and address client needs. - Collaborate with clients... gather necessary information for tax return preparation. - Prepare complex... tax returns including individual, trust,... foundation, partnership, and gift tax returns, covering both Federal......

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

Job Title: Tax Manager, Private Client Services... Job Responsibilities: A Tax Manager in the Private... Client at the company provides tax compliance and consulting services... responsibilities include: - Managing tax and consulting engagements to... and address client needs, tax planning, and consulting opportunities.......

Posted On Aug 27, 26
Full-time 1 views 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

Job Title: Tax Managing Director, Private Client... Services Job Responsibilities: - Leads tax and consulting engagements, teaching... and address client needs, tax planning, and consulting opportunities.... Acts as the primary client contact, providing executive presence... resolutions. - Reviews complex tax returns including individual, trust,......

Posted On Sep 15, 26
Full-time 1 views Experience : Min 7 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

Job Title: Tax Senior Manager, Private Client... Services Job Responsibilities: - Manages tax and consulting engagements, identifying... client needs, and exploring tax planning and consulting opportunities. -... executive presence and primary client contact for issue preparation... foundation, partnership, and gift tax returns, providing feedback to......

Posted On Aug 27, 26
Full-time 1 views
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing
Job Tags:
Estate Planning finance marketing Software Taxation Transfer Pricing

Job Title: Tax Managing Director, Core Tax... Services Job Responsibilities: The Tax Managing... counsel clients on the tax implications of their business... alternative actions to reduce tax burdens and compliance costs,... methods to comply with tax regulations. The director acts... client contact for complex tax issues, applying exper...

Posted On Aug 31, 26
Full-time 1 views
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing

Job Title: Tax Senior Manager, Core Tax... Services - Corporate/ASC 740... Job Responsibilities: The Core Tax Services Senior Manager is... advising clients on the tax implications of their business... alternative actions to reduce tax burdens and compliance costs,... methods to comply with tax regulations. The Senior Manager... tax...

Posted On Aug 31, 26
Full-time 1 views
Job Tags:
finance marketing Software Taxation Transfer Pricing
Job Tags:
finance marketing Software Taxation Transfer Pricing

Job Title: Tax Manager, Core Tax Services... Corporate/ASC 740 Focus Job Responsibilities: The Tax Manager, Core Tax Services... advising clients on the tax implications of their business... alternative actions to minimize tax burdens and compliance costs,... methods for complying with tax regulations. The manager acts... tax...

Posted On Aug 27, 26
Full-time 2 views Experience : Min 5 yrs required
Job Tags:
finance marketing Software Taxation Transfer Pricing
Job Tags:
finance marketing Software Taxation Transfer Pricing

Job Title: Tax Manager, Core Tax Services Job... Responsibilities: The Tax Manager, Core Tax Services... advising clients on the tax implications of their business... alternative actions to lessen tax burdens and costs of... methods of complying with tax regulations while acting as... tax...

Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets family partnerships pension private equity Software spectrum Taxation wealth management wealth transfer

Tax - Business Tax Services... - Private Tax Partnerships Duties: The candidate... reviewing federal and state tax returns for . partnerships.... reporting requirements for cross-border tax compliance such as foreign... foreign affiliate reporting. Providing tax research, tax memoranda drafting,... and...

Posted On Sep 25, 26
Full-time 1 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

Job Title: Tax Manager, Global Employer Services... - Individual Tax Services, High Net Worth Job... Responsibilities: As a Tax Manager within the Individual... Tax Services - High Net... and their advisors. - Lead tax compliance and advisory engagements... involving complex individual income tax matters. - Review indi...

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

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 gif...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Job Title: Tax Senior, Core Tax Services... Job Responsibilities: The Tax Senior, Core Tax Services... clients comply with applicable tax authorities while minimizing their... tax and reporting burdens. The... skills and applying foundational tax knowledge to identify potential... tax issues. - Gathering necessary... tax...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing
Job Tags:
appeals finance marketing Software Taxation Transfer Pricing

Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Core Tax... Services Senior Manager is... advising clients on the tax implications of their business... alternative actions to reduce tax burdens and compliance costs,... methods of adhering to tax regulations. The Senior Manager... tax...

Posted On Aug 31, 26
Full-time 1 views
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Job Title: Tax Senior, Core Tax Services... 740 Focus Job Responsibilities: The Tax Senior, Core Tax Services... research skills and foundational tax knowledge to address potential... tax issues, collect necessary client... for filings, engage in tax planning, identify and communicate... potential risks, prepare tax accrual workpapers, and utilize... tax...

Posted On Sep 22, 26
Full-time 1 views Experience : 5-6 yrs required
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate and Trust family LLC partnerships pension private equity spectrum Taxation wealth management wealth transfer

Tax - Business Tax Services... - Private Tax - High Net Worth... - providing personal and private tax advice and compliance support... families, and owners of private wealth. Advising on matters... family, business entities, and private wealth management, including High......

Posted On Jul 15, 26
Full-time 7 views Experience : Min 13 yrs required
Practice Area:
Finance - General
Job Tags:
acquisitions agreements Commercial Lending debt finance due diligence finance Insurance mergers real estate financing
Practice Area:
Finance - General
Job Tags:
acquisitions agreements Commercial Lending debt finance due diligence finance Insurance mergers real estate financing

Title: Debt Finance Associate Job Responsibilities: The Debt Finance Associate will play a crucial role in the Corporate, Mergers & Acquisitions Practice Group at the law firm, working from either the Grand Rapids or Cincinnati offices. This position offers an excellent opportunity...

Posted On Sep 01, 26
Full-time 13 views Experience : Min 5 yrs required
Practice Area:
Government / Public Law Government - General Administrative Law Government and Government Relations
Job Tags:
banking Energy finance Insurance Public Finance public sector
Practice Area:
Government / Public Law Government - General Administrative Law Government and Government Relations
Job Tags:
banking Energy finance Insurance Public Finance public sector

development finance practice. The candidate will engage in various legal and transactional duties, which include: - Working with and possessing knowledge of public finance or other governmental transactional work. - Handling economic development finance and/or Ohio state and local tax law. - Mana...

Posted On Sep 17, 26
Full-time 6 views Experience : 2-5 yrs required
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc.
Job Tags:
Administrative Law agreements child Child Support city council contracts Deferred Compensation Ethics family First Amendment Free Speech Government guardian health insurance Insurance local government Mediation ordinances pension public law spouse Transportation
Practice Area:
Municipal Law Transactions - Land Use, Employment, etc.
Job Tags:
Administrative Law agreements child Child Support city council contracts Deferred Compensation Ethics family First Amendment Free Speech Government guardian health insurance Insurance local government Mediation ordinances pension public law spouse Transportation

legal advice to elected officials, the City Manager, city departments, and city boards and commissions. This role facilitates the effective delivery of municipal services and the implementation of... city policies. Key responsibilities include: - Offering legal advice on a wide rang...

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