, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial... structures. The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting...
We are trusted investment banking advisors to business owners and senior executives of leading private equity firms..., leveraged buyouts, restructurings, recapitalizations, related party transactions, and for general tax, accounting, litigation...
trust advisors This position is exempt from timekeeping requirements under the Fair Labor Standards Act..., economics, accounting or related field Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning or relevant...
Planning: Coordinate with external taxadvisors for timely filing and ensure optimization of tax liabilities. Accounts Payable.... Regulatory Compliance: Ensure that all company financial practices are in line with statutory regulations and legislation. Tax...
, Bloomberg Tax Depreciation, or similar software. Preferred Skills: Four-year degree in Accounting with CPA and/or MBA... in Tax Accounting will provide the opportunity to own all aspects of income tax reporting function and work with the company...
, actuaries, and taxadvisors to ensure timely completion of audit requirements, implementation of recommendations, and overall..., while collaborating closely with executive leadership, risk management, and external advisors. How you will contribute: Establish...
Prepare and review tax workpapers and projections Coordinate with external taxadvisors and respond to tax notices Support... estate planning and special projects as needed Qualifications Bachelor’s degree in Accounting required;CPA or MS in Tax...
. Establish audit-ready records management and coordinate with external auditors and taxadvisors. Own quarterly/annual close... calculations, quarterly reporting, tax coordination, and custodian relationships. More broadly, you are the steward of the fund...
-related matters with external advisors (federal, state, local, and entity-specific filings). Oversee tax provisioning... planning on tax structure optimization. Skills and Attributes CPA required. Prior experience in mortgage lending...
internal controls, accounting policies, and close procedures Act as primary liaison to external auditors, taxadvisors... sales and use tax compliance and filings Oversee accounts receivable, customer billings, and credit policies Administer...