TurboTax Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple W2 filings, navigate life events (marriage, children, elder care), or handle more complex tax scenarios like business income, amendments, or investments. Give hands-on tax advice
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 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 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
Job Title: Assistant General Counsel Job Responsibilities: The Assistant General Counsel is responsible for safeguarding the legal interests of the organization, Point32Health, which encompasses the combined operations of Harvard Pilgrim Health Care and Tufts Health Plan. The role requires ensuring that the organization functions within legal boundaries and providing legal advice and support to management and staff in various business areas. Key responsibilities include: -
Job Title: Senior Claim Counsel Job Responsibilities: - Follow operational policies to analyze, investigate, and resolve Bond & Specialty Insurance (BSI) claims of varying levels of severity with limited supervision from claims management. - Prepare and present reports for management that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage issues, and claim and recovery strategies. - Retain, monitor, and manage outside coun
Job Title: Tax Senior Manager Job Responsibilities: - Reviewing complex C corporation, S corporation, and partnership income tax returns. - Engaging in strategic planning for clients, including advising on federal and state compliance issues. - Managing multiple engagements concurrently with various teams to efficiently meet client deadlines. - Identifying tax planning opportunities to optimize client outcomes. - Conducting constructive discussions with team members on their
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, you will be entrusted with a variety of responsibilities that are crucial to ensuring the success of tax engagements. Your duties will include: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters to ensure compliance and strateg
Job Title: Industrial and Consumer Products Tax Manager Job Responsibilities: - Review Business and Individual Tax Returns, including forms 1065, 1120, 1120S, and 1040. - Coordinate with clients and their advisors on quarterly and year-end tax planning and projections. - Provide supervision, training, and support to the engagement staff, promoting open communication to the engagement partner and manager. - Inspire, develop, mentor, and retain staff while providing chal
Job Title: Cannabis Tax Senior Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memorandums involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve tax controversies. - Oversee complete tax research projects for a variety of clients and diverse industries. - Manage multiple engagements concurrently with
Job Title: Legal Counsel - SaaS and Commercial Contracts Job Responsibilities: - Draft, negotiate, and advise on commercial agreements, focusing on customer licensing and service agreements within the SS&C Wealth & Investment Technology (WIT) business division. - Address legal aspects of business or corporate initiatives, ensuring compliance with data privacy laws. - Provide legal advice to internal clients in a high-profile, fast-paced position, interfacing with corpor
Job Title: Dealership Accounting Manager Job Responsibilities: - Providing supervision, training, and support to engagement staff while promoting open communication with the engagement partner. - Inspiring, developing, mentoring, and retaining staff by providing challenging assignments. - Managing client projects, which includes reviewing and supervising the preparation of compilation and review-level financial statements and ensuring timely responses to client questions
Job Title: Senior Paralegal - Hybrid Job Responsibilities: - Serve all internal and external client needs, including preparation of registration statements and/or other regulatory filings required under the Investment Company Act, Investment Advisers Act, Securities Act of 1933, and Securities and Exchange Act of 1934. - Prepare drafts of regulatory documents for various mutual funds, exchange-traded funds, and closed-end funds for filing with the . Securities and Exchang
TurboTax Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple W2 filings, navigate life events (marriage, children, elder care), or handle more complex tax scenarios like business income, amendments, or investments. Give hands-on tax advice
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 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 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
AML Project Delivery Senior Analyst - Project Delivery Senior Analyst - Regulatory, Risk and Forensic Operate The candidate will have the opportunity to work with an AML and sanctions team to support client service delivery. Perform case investigations. Assess potential AML and sanctions risks as they arise throughout case investigations. Make recommended decisions regarding case dispositions. Utilize feedback and input to improve case investigations, as required. Communicat
AML Project Delivery Specialist - Project Delivery Specialist - Regulatory, Risk & Forensic Operate The candidate will manage a small team of investigators and perform case investigations. Perform Quality Control (QC) of case investigations, requests for information, and case escalations. Assess potential AML and sanctions risks as they arise throughout case investigations. Make final decisions regarding case dispositions. Hold meetings with Project Leadership to discuss inv
Job Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will have the opportunity to work closely with the AML and sanctions team to support client service delivery. Your responsibilities will include managing a small team of investigators and performing case investigations. You will also perform Quality Control (QC) of case investigations, requests for information, and case escalations. As an AML Consultant, you will assess potential AML and sa
Job Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will collaborate with the AML and sanctions team to support client service delivery. Your primary responsibilities will include: - Performing case investigations and assessing potential AML and sanctions risks during these investigations. - Making recommended decisions on case dispositions and utilizing feedback to enhance investigation processes. - Regular co
Job Title: AML Project Delivery Specialist Job Responsibilities: As an AML Project Delivery Specialist, you will play a pivotal role in supporting client service delivery within the AML and sanctions team. Your responsibilities will include: - Managing a small team of investigators - Performing case investigations - Conducting Quality Control (QC) of case investigations, requests for information, and case escalations - Assessing potential AML and sanctions risks during case
AML Project Delivery Senior Analyst The candidate will perform case investigations. Assess potential AML and sanctions risks as they arise throughout case investigations. Make recommended decisions regarding case dispositions. Utilize feedback and input to improve case investigations, as required. Communicate regularly with Engagement Managers (Directors), project team members, and representatives from various functional and/or technical teams, including escalating any matte
Job Title: Tax Principal - Partnerships Job Responsibilities: - Lead a team of tax and industry professionals to deliver tax compliance and consulting services. - Mentor the team to develop a deep understanding of client businesses and deliver services that fully meet client needs. - Assume full responsibility for all services for clients in a book of business. - Actively develop new business and expand services to existing clients. - Possess deep knowledge of complex partne
Job Title: Tax Manager or Director Job Responsibilities: - Consult with 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 clients, communities, and people. - Become an industry professional and attend industry-leading events and training. - Perform a range of tax procedures in accordance with th
Head of Cyber Claims The candidate will be responsible for: overseeing a group of first- and third-party cyber claims adjusters; managing relationships with outside counsel and vendors; and providing timely and meaningful claim trend information to underwriters and actuaries. Managing a claims team including implementing best practices around the investigation, analysis and evaluation of coverage liability and damages. Formulating claims and litigation strategies. Assigning,
Job Title: Senior Corporate Counsel Location: Remote, East Coast (Baltimore, MD; Nashville, TN; Parsippany, NJ; Tampa, FL; Washington, DC; Westwood, MA) Employment Type: Full Time Employee Company Overview **Members Only** is a leading provider of surgical products and services, dedicated to supporting surgical providers with exceptional service, trusted performance, and outstanding value. Our product family is the result of years of experience and collaboration with surgical expe
Job Title: Assistant General Counsel Job Responsibilities: - Strategic Legal Counsel: Provide advice to senior leadership and business units on privacy, cybersecurity, and data governance issues, including incident response, regulatory compliance, and emerging risks. - Regulatory Guidance: Interpret and apply privacy and cybersecurity laws such as GLBA, CCPA/CPRA, GDPR, DPDA, and other . and international regulations. - Contract Negotiation: Draft, review, and negotiate c
Job Title: Assistant General Counsel Job Responsibilities: - Act as a trusted advisor on Private Bank client-facing products, focusing on PE/VC partner financing, commercial lending, asset-backed lending, and deposit-based and family office-oriented customer products and services. - Collaborate closely with management, functional partners, operations, and legal colleagues on new initiatives, including third-party platform-based strategies, problem-solving, and handling escal
Job Title: Sr Associate General Counsel Job Responsibilities: The Sr Associate General Counsel is responsible for providing strategic legal counsel and leadership on regulatory matters for the company and its primary banking subsidiary. This role involves managing and strengthening the company's relationships with its primary regulators, such as the Federal Reserve, Office of the Comptroller of the Currency (OCC), and Federal Deposit Insurance Corporation (FDIC). The respons
Job Title: Consumer Lending VP Counsel Job Responsibilities: - Serve as a trusted legal advisor to consumer deposit, retail, payments, digital operations, customer service, and complaint resolution teams. - Partner closely with senior attorneys, leadership, and cross-functional teams on new initiatives, escalated customer matters, and problem-solving. - Research, analyze, and deliver clear legal advice on compliance and regulatory considerations for existing and emerging fin
Job Title: Lexis Associate Job Responsibilities: The Lexis Associate position, also known as the Student Representative position, is designed for students currently enrolled in law school. The role involves engaging with legal professionals and organizations to facilitate the use of **Members Only**'s content and technology solutions. As a Lexis Associate, the candidate will help legal professionals make informed decisions and achieve better business outcomes through the use of Le
Job Title: Client Manager - Large Law Firms Job Responsibilities: As a Client Manager on the Large Law Team, you will be responsible for managing defined accounts with a focus on driving product adoption, usage, and maintaining customer relationships. Your key responsibilities will include: - Driving renewals and upsells by executing proactive account plans, identifying unmet needs, and delivering tailored, consultative solutions to legal professionals. - Building and execut
Job Title: Solutions Consultant Job Responsibilities: The Solutions Consultant is tasked with providing education and support to build preference for the company's products and drive usage of their solutions. The key responsibilities include: - Providing consultative services to Fortune 1000 Corporate Legal Customers to ensure maximized use and understanding of the company's products, content, and tools. - Communicating credibly and effectively with all levels of legal, com
Job Title: Client Development Partner- New Business (JD Required) Job Responsibilities: The Client Development Partner is responsible for building deep relationships with law firm leaders and assisting them in envisioning how the company's AI and workflow solutions can advance their most significant goals. This role involves: - Partnering with account executives to research prospects and execute pursuit strategies that build senior-level relationships and create new business
Job Title: Patent Paralegal Job Responsibilities: Patent Portfolio Management: - Lead operational execution for managing the company's patent portfolio, including coordination of . and international filings, prosecution deadlines, and maintenance. - Steer IP Team project management by monitoring and tracking all critical dates for the company's new product development cycle. - Partner with IP team and engineering functions on coordination of assignments and inventor oath
M74Q1-4M74Q2 **Members Only** is currently seeking a Senior Associate to join our Business Tax Services practice in Albany, NY, Boston, MA, or Hartford, CT. This position offers a competitive salary and benefits package, as well as the opportunity to work with a diverse and dynamic team. H1: Join **Members Only** as a Senior Associate in Insurance Tax H2: Exciting Opportunity with Competitive Salary and Benefits As a Senior Associate, you will have the opportunity to provide tax complian
_21&utm_source=Indeed&utm_medium=organic&utm_campaign=Indeed Senior Associate, Business Tax Services - Join **Members Only** in Boston, MA or Hartford, CT **Members Only** is seeking a Senior Associate to provide tax compliance and advisory services to a diverse range of clients from Fortune 100 companies to emerging businesses. As a member of our Business Tax Services practice, you will work as part of a multi-disciplinary team, utilizing your industry knowledge and experience to deliver
KPMG is currently seeking a Senior Manager to join our International Tax practice in various locations including Atlanta, GA; Boston, MA; Charlotte, NC; McLean, VA; Miami, FL; New York, NY; Philadelphia, PA; Short Hills, NJ; Stamford, CT; and Tampa, FL. This role requires a minimum of eight years of recent experience in international, mergers and acquisitions, and/or federal tax planning, as well as a bachelor's degree from an accredited college/university. The successful can
A current CPA license or active state bar membership is preferred. · Experience working in a fast-paced, team environment and on multiple engagements simultaneously, often with changing priorities. · Experience with corporate taxation, consolidations, and partnerships. Salary Information: · Salary will be competitive and commensurate with experience and qualifications. · Comprehensive benefits package available. Job Title: · Mergers & Acquisitions Tax Cons...
Save Tax / Experienced / Manager Tax Manager/Tax Senior Manager, Real Estate Boston, MA; Hartford, CT 119983 At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive network of specialists & enjoy access to our Ignition Centers, where deep industry knowledge merges with cutting-edge technologies to create innovative tax solutio
SEO friendly job title: Wealth Management Summer Analyst at Goldman Sachs in Boston, Massachusetts H1: Goldman Sachs Wealth Management Summer Analyst Program in Boston, Massachusetts H2: About the Program and Division Bold Headlines: - Nine to Ten Week Summer Internship at Goldman Sachs in Boston, Massachusetts - Fully Immersed in Day-to-Day Activities - Attend Orientation and Receive Training - Work on Real Responsibilities with Fellow Interns and Employees - App
Bold Headline: Join Goldman Sachs as a Summer Analyst in FICC and Equities Sales and Trading in Boston, MA H1 Heading: Summer Analyst Program at Goldman Sachs in Boston, MA H2 Heading: About the Program - Nine to ten week summer internship for students pursuing a bachelor's/graduate degree - Fully immersed in day-to-day activities of the firm - Orientation to learn about company culture and responsibilities - Training to aid in success - Real responsibilities alo
Job Title: Wealth Management Summer Analyst in Boston, Massachusetts Experience: Pursuing a bachelor's/graduate degree Salary: Competitive, based on level and location H1: Join Our Wealth Management Summer Analyst Program in Boston, Massachusetts H2: Gain Experience and Training in the Financial Industry Our Firm's Summer Analyst Program in Boston, Massachusetts offers students pursuing a bachelor's or graduate degree the opportunity to gain hands-on experience in we
Senior Manager, WNT Estates, Gifts & Trusts The candidate will work closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of
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