in Trust administration - Professional Designation is required and may include, but is not limited to: CTFA, CFP, JD, CPA..., estate and multi-generational taxation and trusts - Thorough knowledge of fiduciary law, tax implications and practices...
management, administration, and tax services for charitable organizations. We oversee $3 billion of charitable assets for over... to join a niche investment and administrative unit within State Street Global Advisors. Duties and Responsibilities Responsible...
finance, tax, legal, insurance, and good old-fashioned organization. Ark Financial Vision Our vision is that one day... Director, an individual responsible for leading and guiding the family and all supporting advisors to achieve the family...
include reviewing tax work papers and filings prepared by third-party taxadvisors, preparing tax provisions, discussing tax... technical issues with third-party fund managers and taxadvisors, planning tax engagements, management of third-party tax...
and IOLTA, ensuring compliance and accurate recordkeeping. Coordinate with external financial advisors to ensure timely tax... in Accounting, Finance, or Business Administration;Master’s degree preferred. CPA certification strongly preferred...
Job Description: Job Summary: The Tax Associate, Family Office Services/Private Client Services Associate assists... in providing accounting and tax compliance and consulting to high net worth clients. Job Duties: Prepares basic to complex...
planning and compliance Coordinate with outside tax and financial advisors Perform investment analysis and market review... accounts and credit cards, forecasting cash, and recording transactions Assist with income tax, estate tax, and property tax...
-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 and compliance...
establishment risk by performing tax research, coordinating with local taxadvisors and local business teams. Provide direction... advantageous. Certified Public Accountant (CPA) Minimum 10+ years related tax experience. Must have advanced Excel Skills...
Job Description: Job Summary: The Tax Associate, Family Office Services/Private Client Services Associate assists... in providing accounting and tax compliance and consulting to high net worth clients. Job Duties: Prepares basic to complex...