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Provide tax planning, trust, and estate planning technical expertise to complex high-net-worth client relationships. Tax and financial planning expert who helps advisors solve complex tax, trust, estate, and financial planning related issues for high-net-worth clients.
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Description Coordinates with outside vendor who prepares tax returns in order to meet fiduciary compliance needs. Assists outside vendor with tax notices and taxing authority audits and inquiries related to client accounts and works with vendor and in-house and external counsel in resolving issues.
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Our tax practice helps our clients comply with complex information reporting and withholding rules under chapter 61, chapter 3, chapter 4 (Foreign Account Tax Compliance Act - FATCA), the Common Reporting Standard (CRS) and other regimes.
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The Private Client Services Practice is experienced in all aspects of estate, income, gift, and trust tax consulting and compliance; charitable giving and philanthropic foundations; executive compensation; and cash-flow, retirement, and life insurance planning.
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S in Taxation (MST) from an accredited college/universityDeep experience with individual income tax and/or gift tax, estate tax and trust taxation; multi-generational estate planning experience is a plusExperience managing multiple client engagements and client service teamsExcellent advisory, compliance, verbal and written communication skills with the ability to articulate complex information KPMG complies with all local/state regulations regarding displaying salary ranges.
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Assisting individuals and families in trust structures and wealth transfer tax matters. Plaintiffs,Trusts and Estates,Elder Law,Estate & Tax Planning,Probate,Trusts and Estates. Experience with charitable giving, estate planning for retirement assets, and tax-efficient family wealth transfer strategies.
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Manage communications with client tax liaisons, client trust administration teams and client trust officers to gather required information, to share information to support informed decision-making, and obtain instruction or authorization necessary for timely, accurate production of tax information statements, tax returns and related reporting.
$187,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Reviews complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns and provides written and verbal feedback to preparers. A Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients.
$200,000 a yearFull-timeExpandApply NowActive JobUpdated 18 days ago - UpvoteDownvoteShare Job
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So, if you are a Trust/Estate Tax Senior (EST/CST) with experience in Public Accounting, please apply today! We're looking to add a Tax Senior focused in the preparation of Trust & Estate tax returns to our growing team remotely.
$105,000 a yearFull-timeRemoteExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Manages the income tax, gift, trust, and estate tax returns for high-net-worth individuals. Experience in income tax, gift, trust, and estate tax returns for high-net-worth individuals and families.
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At Cohen & Company , our purpose is to engage, teach, inspire and improve lives through the power of knowledge and trust. Named one of the fastest growing private companies in the country, Cohen & Company offers assurance, tax and advisory services to clients throughout the U.S. and worldwide.
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