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Review and manage client deliverables - returns, extension, planning, calculations, etc for all entity types including C-Corp, S‐Corp, Partnership, fiduciary, multi-state, trust and individual.
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As a Tax Senior Manager in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and through estate planning.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Estate & Legacy Planning Trust Administration. One of the following designations is required: Certified Financial Planner (CFP), CPA, Certified Trust and Fiduciary Advisor (CTFA), or JD.
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Do you excel at delivering compliance and consulting services to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing solutions to complex tax issues.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Reviewing complex gift, estate, and fiduciary income tax returns, including related schedules and forms. Providing tax planning and consulting to our firm’s high net worth client for estate and individual income taxes.
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Advanced degree such as MST, MAcc, JD, or LLM. Certified Financial Planner (CFP) Knowledge of fund accounting and general ledger accounting. At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the ultra-affluent, including families with multigenerational wealth, entrepreneurs, family offices, and closely-held business owners.
$119,490 - $272,090 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Foundational knowledge of investment, fiduciary, and estate planning concepts. Draft client communications using knowledge and experience with trust, investment, and/or estate planning concepts.
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Research and consult on various estate, gift and trust related issues, such as trustee and beneficiary issues, generation skipping tax issues and wealth transfer planning;- Review complex gift, estate and fiduciary income tax returns.
$120,000 - $150,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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As a Tax Senior in our Private Wealth Tax practice, you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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The position encompasses in-depth work and analysis in the areas of investments, retirement planning, cash flow management, tax planning, estate planning and charitable giving.
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The right candidate will have experience in the areas of U.S. estate planning and administration with a background/focus on tax and wealth transfer planning for high-net-worth individuals within and outside the United States, as well as the representation of fiduciaries and beneficiaries in the administration of trusts and estates.
$125,000 - $150,000 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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3+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns. Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects.
$63,420 - $126,620 a yearFull-timeExpandApply NowActive JobUpdated 3 months ago - UpvoteDownvoteShare Job
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Preparation of individual, corporate, partnership, fiduciary, non-profit, estate and gift federal & state tax returns. Based in Sandy Springs, GA, we are a niche CPA firm providing tax, accounting and financial planning advisory services to our closely held business, high-net worth, high-income clients.
Full-timeExpandApply NowActive JobUpdated 22 days ago - UpvoteDownvoteShare Job
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Identifying additional estate and income tax planning opportunities for clients. As a Trust & Estate Tax Senior Manager, you’ll work alongside an integrated team of seasoned, well-known CPAs and industry leaders.
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