Job Title: Paralegal Sr Job Responsibilities: The Corporate Paralegal for the Global Finance & Governance group in the Legal Department is tasked with a variety of responsibilities in a corporate legal setting. Under the guidance of attorneys, the paralegal supports Securities and Exchange Commission (SEC) filings and public company compliance. This includes ensuring compliance with the Sarbanes-Oxley Act (SOX), preparing Board of Directors materials, managing financing tran
Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel, Finance & Treasury (AGC) is tasked with providing comprehensive legal support to various critical teams within the Company. This includes offering legal assistance to the Treasury team on financing and banking matters for the Company and its subsidiaries. The role also involves supporting other departments such as Financial Reporting, Accounting, and Tax. The AGC plays a crucial role in
SEO Friendly Job Title: Wealth Advisor III - Tampa / Naples H1: Join Our Team as a Wealth Advisor III in Tampa / Naples H2: High Net Worth Wealth Advisor at Truist Bold Headlines: - Manage High Net Worth and Ultra-High Net Worth Client Relationships - Utilize External Network and Firm Reputation for Business Development - Deliver Comprehensive Wealth Management Solutions - Collaborate with Truist Product Specialists to Enhance Client Relationships - Act as a Cul
Senior Portfolio Manager locations Naples time type Full time posted on Posted 30+ Days Ago job requisition id 24039517 Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being
Senior Tax Manager The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft emails and memos. Draft firm-wide alerts on current developments in federal income tax. Assist with firm-wide training in federal income tax. Assist with federal domes
Job Title: Tax Senior Job Responsibilities: - Prepare, supervise, and review C corporation, S corporation, and partnership tax returns. - Partner with clients to provide customized tax advisory services. - Collaborate closely with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. - Develop and train team members to help them build inspired careers. - Expand technical and professional knowledge thr
Job Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, focusing on growth through new business development and expanding services within existing client accounts. - Cultivate strategic relationships with senior government leaders, procurement officials, and key influencers, as well as strategic p
Job Title . Private Bank - Private Banker - Associate Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset alloc
Job Title: . Private Bank - Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including
Senior Tax Associate The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft emails and memos. Draft firm-wide alerts on current developments in federal income tax. Assist with firm-wide trainings in federal income tax. Assist with Federal do
Job Title: Director, Global Compliance Operations Job Responsibilities: - Develop and implement **Members Only**'s global Risk Management & Compliance Program, ensuring it is well-designed and effective. - Support the Global Compliance Leadership Team in developing, enhancing, and strategizing enterprise-wide programs. - Serve as the Administrator of the Global Risk Management & Compliance Committee. - Act as a liaison for Regional Compliance Officers to ensure consistent implementatio
Job Title: Corporate Counsel, Sr. (remote) Job Responsibilities: - Protect the organization's legal interests and ensure operations remain compliant with legal standards. - Provide legal advice and counsel to various internal functions, drafting, editing, negotiating, reviewing, and interpreting complex commercial agreements. These agreements include asset purchase agreements, merger agreements, development agreements, sales agreements, distribution agreements, confidentiali
Associate Corporate Counsel Job Title: Associate Corporate Counsel Job Responsibilities: The Associate Corporate Counsel is responsible for safeguarding the organization's legal interests and ensuring its operations comply with established legal frameworks. Key responsibilities include: - Providing legal advice and counsel to various internal functions. - Drafting, editing, negotiating, reviewing, and interpreting complex commercial agreements across all company functions,
Job Title: Tax Manager or Director Job Responsibilities: - Consult with franchise ownership clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities for our clients, communities, and people. - Become an industry professional and attend industry-leading events and trainings. - Perform a range of tax p
Job Title: Senior Relationship Manager Job Responsibilities: - Act as the primary client advisor, recommending banking, borrowing, and investment solutions to help clients achieve their financial goals. - Lead, coordinate, and assemble the extended advisory team, including trust, investment, and planning strategists, based on the complexity of the relationship. - Develop a comprehensive understanding of the client’s needs by reviewing and analyzing personal and business fi...
Job Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest complexity and partners in the acquisition of new clients. - Retains, expands, and deepens existing relationships. - Conducts and reviews research as appropriate and develops tax, estate, and financ
Job Title: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen relationships with existing clients. - Build and maintain an internal and external network to achieve business development goals. - Lead the Client Management Process and collaborate across the enterprise to deliver a Branded Client Experience. - Provide access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. - Ensure ret
Senior Tax Manager The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft emails and memos. Draft firm-wide alerts on current developments in federal income tax. Assist with firm-wide training in federal income tax. Assist with federal domes
TurboTax Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tacklin
Job Title: Tax Director - National Tax Office (JD Required) Job Responsibilities: - Research and analyze various federal income tax issues in connection with operating partnerships. - Assist with mergers and acquisitions (M&A) tax structuring and internal restructuring. - Draft emails and memos related to tax matters. - Draft firm-wide alerts on current tax developments. - Assist with firm-wide trainings regarding tax issues. - Assist with federal domestic tax due diligenc
Job Title: Manager - National Tax Office (. Required) Job Responsibilities: - Conduct research and analysis on various federal income tax issues, including those related to partnerships, S corporations, C corporations, timing issues, accounting methods, and digital assets. - Assist with M&A tax structuring and internal restructuring initiatives. - Draft emails and memos to communicate findings and recommendations. - Prepare firm-wide alerts on current developments in fede
Job Title: Tax Senior Job Responsibilities: - Prepare, supervise, and review C corporation, S corporation, and partnership tax returns, ensuring accuracy and compliance with relevant laws and regulations. - Partner with clients to provide customized tax advisory services, addressing their unique needs and contributing to their strategic success. - Collaborate closely with other tax team members to identify and research complex tax issues, ensuring thorough analysis and appro
Job Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests and relief requests for missed elections. - Address collection matters including Installment Agreements, Offers in Compromise, and Collection Due Process Hearings. - Perfor
Job Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector. - Drive growth through new business development and expand services within existing client accounts. - Cultivate strategic relationships with senior government leaders, procurement officials, key influencers, strategic partners, and associations
Seasonal Tax Expert - CPA or EA The candidate will help the customers complete their taxes using TurboTax products. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax
Seasonal Credentialed Tax Expert The candidate will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and acti
Seasonal Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax products using sound professional judgment, and in an excellent and timely manner. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries.
Seasonal Business Tax Associate The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax products using sound professional judgment, and in an excellent and timely manner. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquirie
Senior Tax Associate The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft emails and memos. Draft firm-wide alerts on current developments in federal income tax. Assist with firm-wide trainings in federal income tax. Assist with Federal do
Job Title: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: - Building a Financial Services State and Local Tax group. - Providing multistate consulting and compliance services, including technical review of partnership and corporate state and local tax returns with a focus on multistate tax issues such as allocation, apportionment, modifications, nexus, unitary filings, and flow-through taxation. - Handling residency issues and state tax co
Job Title: Tax Manager or Director Job Responsibilities: - Consult with franchise ownership clients on business processes, including succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers. - Foster and build opportunities for clients, communities, and people. - Become an industry professional by attending industry-leading events and trainings. - Perform a range of tax procedur
Job Title Insurance Defense Attorney -- Bodily Injury Job Responsibilities As an insurance defense attorney within the bodily injury unit, the primary role involves being part of the motor vehicle insurance defense litigation team. Responsibilities include providing legal representation to insured clients and/or the insurance companies before courts and arbitration panels. The attorney will handle cases from inception to conclusion, which involves preparing legal pleadings