to individuals, C corporations, S corporations, partnerships, estates, and trusts. Strong working knowledge of tax return workflow..., NY or NYC Job Specs: A prestigious business management firm seeks a Tax Manager to join their dynamic team...
; and registered funds, including mutual funds, collective investment trusts, UCITS and bespoke funds for specific clients. Funds... firm on all aspects of new product launches Assisting in legal structuring of funds to achieve optimal tax and client...
accounts/records for estates and trusts Draft estate and gift tax returns, as well as private foundation returns Perform... candidate will have deep knowledge of Fiduciary, Estate, Gift, and Private Foundation Tax Matters, and a proven track record...
of charitable contributions for tax purposes. Manage the administration of family foundations and charitable trusts. Legal...The Director Of Operations will oversee and manage the day-to-day financial administration, tax and compliance...
expertise in philanthropic tax strategies, planned giving vehicles (including trusts and bequests), and estate planning... in philanthropic tax strategies, estate planning, and donor relations, this position will drive the foundation’s growth in DAF...
, or listening, our audience trusts us for credible, entertaining business content that makes an impact on their personal... to improve accuracy and efficiency. - Partner with the VP of Finance on external audit, tax, and compliance requirements...
of Estate and Trusts including: client meetings; preparation of correspondence and memorandums; Estate and Trust Accountings... (Judicial/non-Judicial); Probate papers and all supplemental documents; collection of assets and estate tax valuation of same...
to join their team supporting HNW individuals, trusts, endowments/foundations, and pension plans with investment counsel/portfolio... account reporting; assist with tax packages Collaborate with Sr. Administrator to help with private placements, managing...
operations across complex domestic and international entities, including trusts, holding companies, private equity, and real... reporting system Supervise junior controller/bookkeeper Coordinate with external accountants, tax advisors, and legal...
business also provides retirement products and services, brokerage and banking services including trusts and estates, loans... of wealth management, including investments, wealth structuring, philanthropy, liquidity and credit management, and tax...
investment oversight, tax strategy, estate planning, philanthropy, and family governance. They are seeking a strategic... and legal entities Oversee accounting, tax compliance, and audit processes, ensuring timely and accurate filings and reporting...