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Tax Private Client Services Jobs in Sun City

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United States
Posted On Jul 08, 26
Full-time 19 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax trusts Wills
Practice Area:
Estate & Tax Planning Tax - Private Client Services Trusts and Estates - General
Job Tags:
Estate Planning estate tax gift tax trusts Wills

Title: Trust, Estate & Tax Attorney Job Responsibilities: - The Trust,... Estate & Tax Attorney will be responsible... for managing a variety of tasks related to estate planning and filing Form 706 Estate Tax and 709 Gift Tax... returns. - The attorney will......

Posted On Aug 25, 26
Full-time 3 views Experience : Min 6 yrs required
Practice Area:
Tax-General Practice (Transaction) Tax - Federal Tax - State & Local Tax - Private Client Services Tax - General
Job Tags:
Code of Conduct family finance H-1B Partnership
Practice Area:
Tax-General Practice (Transaction) Tax - Federal Tax - State & Local Tax - Private Client Services Tax - General
Job Tags:
Code of Conduct family finance H-1B Partnership

Job Title: Partner Tax Preparation Advisor Senior Manager Job... Responsibilities: - Provide tax compliance and planning guidance... Innovate processes to enhance tax reporting and compliance. - Manage... partnership K-1 income, state tax credits, and composite returns. -... implement solutions to improve client satisfaction. - Interact with cli......

Posted On Sep 12, 26
Full-time 10 views Experience : Min 10 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax private client Probate Profit Sharing

Job Title: Private Client Services Senior Attorney Job... primary responsibilities for the Private Client Services Senior Attorney... firm include providing legal services in the areas of... preparing estate and gift tax returns. The attorney will... be expected to exhibit strong academic...

Posted On Sep 12, 26
Full-time 11 views Experience : Min 5 yrs required
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing
Practice Area:
Probate Estate & Tax Planning Trusts and Estates - General
Job Tags:
Estate Planning evidence gift tax Partnership private client Probate Profit Sharing

Job Title: Private Client Services Mid-Level Associate Job... Responsibilities: - Join the Private Client Services group at... Prepare estate and gift tax returns, if experienced in... this area. - Conduct legal research, writing, and drafting. - Communicate effectively both orally and in writing. - Serve...

Posted On Sep 09, 26
Full-time 10 views Experience : 4-8 yrs required
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax
Practice Area:
Estate & Tax Planning Probate Trusts and Estates - General
Job Tags:
Capital Markets Estate Planning gift tax

Job Title: Private Wealth Associate Job Responsibilities: The Private... Wealth Associate will be... administration, estate and gift tax, and charitable planning. The... across various offices within the law firm's Financial Services & Capital Markets strategic... industry group. Key responsibilities include: - Engaging i...

Posted On Sep 09, 26
Full-time 8 views Experience : Min 8 yrs required
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management
Practice Area:
Estate & Tax Planning Trusts and Estates - General
Job Tags:
Asset Protection Capital Markets estate tax wealth management

Job Title: Private Wealth Senior Counsel Job Responsibilities: -... protection and gift and estate tax issues. - Deliver high-quality, personalized... service with strong attention to detail. - Collaborate primarily with attorneys in the Financial Services & Capital Markets business... unit. - Handle multiple projects effectively...

Posted On Sep 15, 26
Full-time 10 views
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts
Job Tags:
Corporate Taxation Corporation estates finance gift tax Partnership partnerships Software Taxation trusts

Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing comprehensive tax and consulting services specifically... primary responsibilities include: - Conducting tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and...

Posted On Sep 22, 26
Full-time 2 views Experience : 4-6 yrs required
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer
Job Tags:
Capital Markets Estate Planning family gift tax LLC partnerships pension spectrum Taxation wealth management wealth transfer

Job Title: Tax - Business Tax Services... - Private Tax - Wealth Tax Advisory... Manager in the Wealth Tax Advisory Practice, the candidate... providing personal and private tax advice and compliance support... families, and owners of private wealth. This involves advising... private...

Posted On Sep 15, 26
Full-time 17 views Experience : 5-10 yrs required
Job Tags:
Affirmative Action agreements document review due diligence finance M&A marketing Mergers and Acquisitions private equity restructuring
Job Tags:
Affirmative Action agreements document review due diligence finance M&A marketing Mergers and Acquisitions private equity restructuring

Mergers and Acquisitions (M&A) Tax Job Responsibilities: - Develop and implement... transaction advisory services to meet clients' complex... and publicly traded companies, private equity funds, mezzanine funds,... directly with Partners on client and engagement management matters. -... Model financial transactions for valuation, structuring,...

Posted On Sep 15, 26
Full-time 6 views Experience : Min 3 yrs required
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Job Title: Tax Experienced Senior, Core Tax... Services Job Responsibilities: Tax Compliance: - Ensure... applicable authorities while minimizing tax and reporting burdens. - Ensure... self and client service teams comply with... policies, standards, and the Tax Quality Manual (TQM). - Manage... projects by planning the tax process and procedures to......

Posted On Aug 26, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management
Job Tags:
equity Ethics family finance H-1B M&A marketing Partnership partnerships renewals stage wealth management

Job Title: Private Partnership Solutions (PPS) -... Tax Manager Job Responsibilities: - Supervise, develop,... and personal development. - Manage client service accounts and drive... approach tailored to meet the unique needs of private companies and their owners. -... Thrive in environments with complex trans...

Posted On Aug 26, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
equity Ethics family finance H-1B stage wealth management
Job Tags:
equity Ethics family finance H-1B stage wealth management

Job Title: Tax Director - Private Companies Job... and implementation of impactful private company services. - Set strategic... development efforts within the tax compliance team. - Oversee multiple... successful outcomes. - Maintain executive-level client relationships to enhance client... satisfaction and business growth. -... Shape client engagements to conf...

Posted On Sep 15, 26
Full-time 1 views Experience : Min 10 yrs required
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 - Corporate/ASC 740... Focus Job Responsibilities: The Tax Managing Director is primarily... advising clients on the tax implications of their business... selecting actions to minimize tax burdens and compliance costs,... methods for complying with tax regulations. This role serves... tax...

Posted On Sep 03, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
Code of Conduct family finance H-1B regulatory compliance
Job Tags:
Code of Conduct family finance H-1B regulatory compliance

Job Title: Tax Senior Associate - Private... Companies Job Responsibilities: - Analyze complex tax regulations to provide strategic... companies. - Review and prepare tax returns to support clients... in meeting their tax obligations while minimizing risks... financial data and inform tax planning strategies. - Draft and... tax...

Posted On Sep 06, 26
Full-time 2 views
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Job Title: Tax Senior, Core Tax Services... Corporate/ASC 740 Focus Job Responsibilities: - Tax Compliance: - Ensures compliance... applicable authorities while minimizing tax and reporting burdens. -... standards, and the BDO Tax Quality Manual (TQM). -... projects by planning the tax process and conducting procedures......

Posted On Sep 14, 26
Full-time 2 views Experience : Min 3 yrs required
Practice Area:
Real Estate - Finance Real Estate- Commercial Transactions Finance - Structured Finance Finance - General Real Estate - General
Job Tags:
commercial real estate construction developers development financing due diligence equity Financial Institutions Identity Theft Insurance Joint Ventures lending mezzanine financing organizational documents private equity Profit Sharing purchase and sale agreements real estate finance Securities title Workouts
Practice Area:
Real Estate - Finance Real Estate- Commercial Transactions Finance - Structured Finance Finance - General Real Estate - General
Job Tags:
commercial real estate construction developers development financing due diligence equity Financial Institutions Identity Theft Insurance Joint Ventures lending mezzanine financing organizational documents private equity Profit Sharing purchase and sale agreements real estate finance Securities title Workouts

a variety of complex real estate finance transactions. The responsibilities include: - Handling acquisition, construction, bridge, permanent, and refinance transactions. - Engaging in tax-advantaged and incentive-based real estate... transactions. - Conducting mortgage and mezzanine financing. - Managing structured real estate finance transactions. - Overseeing...

Posted On Sep 07, 26
Full-time 98 views Experience : 3-5 yrs required
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Affirmative Action Capital Markets corporate governance corporate transactions due diligence equity Equity Compensation Ethics Government private equity Securities securities laws stock exchange title underwriters
Practice Area:
Corporate - Securities and Capital Markets Corporate - General
Job Tags:
Affirmative Action Capital Markets corporate governance corporate transactions due diligence equity Equity Compensation Ethics Government private equity Securities securities laws stock exchange title underwriters

Corporate Securities Associate - Law Firm Law Firm is looking for a Corporate Securities Associate with at least three to five years of significant transactional experience to join its sophisticated and highly collaborative corporate practice. This position is based...

Posted On Jul 07, 26
Full-time 1 views Experience : Min 3 yrs required
Practice Area:
Health Care - General
Job Tags:
Administrative Law child children Contract Law evidence federal government finance FLSA Government health insurance HIPAA Insurance Litigation Medicaid Medicare pension pleadings Privacy privacy laws title trusts
Practice Area:
Health Care - General
Job Tags:
Administrative Law child children Contract Law evidence federal government finance FLSA Government health insurance HIPAA Insurance Litigation Medicaid Medicare pension pleadings Privacy privacy laws title trusts

Title: Senior Associate General Counsel Job Responsibilities: The Senior Associate General Counsel at the organization plays a crucial role in providing legal advice and guidance to the administration of Medicaid, the Children's Health Insurance programs, and the behavioral health system. This position...

Posted On Sep 18, 26
Full-time 2 views Experience : 5-8 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 to funds, private equity, real estate) with... state and local tax compliance. - Work as... part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and presented on state income tax returns before, during, and......

Posted On Sep 20, 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... state and local tax issues including compliance, advising,... with multi-state companies on state and local tax controversies, including preparing clients... for discussions with auditors, representing clients at hearings and appeal meeti...

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