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Responsible for preparation of several entities tax provision process. This position is also responsible for the maintenance of electronic workpapers and questionnaires that facilitate the gathering...
Project management of US federal and state income tax return preparation, including planning for and developing the overall return calendar and coordinating the timing of inputs with other tax team me...
This position is responsible for the coordination of year-end and pre-closing meetings. This includes but is not limited to setting timelines and deliverables of all parties involved and the analysis...
Responsible for the planning, development and execution of the client tax engagement process for high net worth clients. Research and consult on various estates, gift and fiduciary tax-related issues...
Supervise and critique the work of assigned tax team and provide timely performance reviews for each engagement. Possess technical competencies that impact areas of real estate transactions...
Consolidate skills sets and gain a thorough understanding of the approach to client service as well as use of methodologies and tools; strive to obtain an understanding of each assigned clients' busin...
Oversee mutual fund tax compliance work, review accuracy of provisions and dividend calculations. Coordinate workflow, assignments and deadlines.
Provide tax planning and consultation to high net worth clients for their estate and individual income taxes; identify additional tax planning opportunities that are beneficial for clients...
Record trade information, income/expense activity and applies valuation of securities in the portfolio accounting system. Enter and reconcile all investor contributions and withdrawals in the partners...
Lead and oversee domestic and international tax planning in close alignment with the global tax strategy. Identify, evaluate and implement opportunities to minimize the global effective tax rate and c...
Oversite, and preparation of annual audits which include and are not limited to: insurance audits, and associated union audits. While not directly responsible for purchasing oversite of same to make s...