and knowledge of income tax and estate value impact of various trust vehicles including: Charitable remainder and lead trusts... of current estate plans, if applicable, and of estate enhancement options to best fit each individual clients needs.The manager...
to complex estate matters across a range of disciplines (such as trust and estate case law), using tax research products... and knowledge of comprehending trust agreement language - Experience and knowledge of income tax and estate value impact of various...
of knowledge of fiduciary duties and applicable laws, including trust and tax law, estate planning techniques, financial planning... from having the following competencies: 12 - 15 years’ experience as a relationship manager in trust administration, estate...
of professionals by training and working together to serve our high net worth clients with timely responses to their needs Supervises... on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients. Prior supervisory...
of professionals by training and working together to serve our high net worth clients with timely responses to their needs Supervises... on individual, estate, trust, partnership, S-corporation, and private foundation tax/consulting clients. Prior supervisory...
Tax Manager - Private Client Our client is an outstanding, boutique, Public Accounting firm specializing in High-Net...-Worth and Family Office clients looking to bring on a Gift, Trust, and Estate specialist. This position will be responsible...