Job Title: Tax Senior Manager, Private Client Advisors Job Responsibilities: - Perform technical reviews of tax returns for high-net-worth individuals, focusing on personal income tax returns, closely held businesses (pass-through entities), trust, estate, and gift tax returns. - Provide consultation on business and/or personal transactions and the related tax implications, consequences, and treatment. - Develop responses to IRS and other regulatory and tax authorities'
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for 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 vari
Job Title: Corporate Counsel Job Responsibilities: The Corporate Counsel at the company is tasked with managing a comprehensive range of legal, regulatory, and governance issues within the context of a publicly traded technology company. This role is strategic and cross-functional, necessitating strong legal expertise, a deep understanding of the technology industry, and proficiency in business and compliance operations. Public Company Compliance & Securities Law: - Ensure
Job Title: Corporate Tax Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engagements concurr
Job Title: Tech Tax Senior Manager Job Responsibilities: As a Tech Tax Senior Manager, you will play a pivotal role in leading tax engagements and collaborating with a team of seasoned professionals. Your responsibilities will include: - Achieving growth goals in revenue, team headcount, and key ecosystem relationships. - Serving as a focal point for collaboration, coordination, and communication with your team and the national practice. - Identifying and leading a coordinat
Job Title: Tech & Emerging Growth Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and seniors to ensure accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities to optimize client outcomes. - Handle and resolve tax controversies efficiently. - Oversee comprehensive tax research projects for a variety of clients across diverse industrie
Job Title: Tax Senior Manager, Business Management Job Responsibilities - Review Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth, and Family Office clients and their related entities. - Conduct online tax research and perform accounting work necessary for tax returns. - Develop and maintain long-term relationships with clients. - Create solutions for clients and lead the implementation of these ide
Job Title: Tax Director, National Office (SALT-Income/Franchise) Job Responsibilities: As a Tax Director within the State & Local Tax (SALT) practice, the candidate will be responsible for shaping state and local tax strategies for diverse clients. The role involves leading complex multistate tax engagements and driving innovative tax planning initiatives. The director will also mentor a talented team, fostering a culture of collaboration, curiosity, and forward-thinking. S
Job Title: Tech & Emerging Growth Tax Senior Manager Job Responsibilities: - Achieving growth goals related to revenue, team headcount, and key ecosystem relationships. - Serving as a focal point for collaboration, coordination, and communication within the team and the national practice. - Leading a coordinated, cross-functional team to pursue technology and emerging growth opportunities. - Assisting in establishing and achieving specific revenue and service growth goals fo
Job Title: Senior Trade Compliance Manager Job Responsibilities: - Implementing and Maintaining Compliance Programs: Responsible for developing and implementing trade compliance programs to ensure the company adheres to all applicable import and export regulations. - Staying Informed: Monitoring and staying current with changes to trade regulations and policies to ensure ongoing compliance. - Risk Assessment: Identifying and assessing potential trade compliance risks and dev
Accounting Methods Manager The candidate will serve as a firmwide resource for accounting methods related matters and will be exposed to a wide range of issues and projects. Help drive the firm's growth by identifying and delivering accounting methods service offerings tailored to client needs and by mentoring and developing talent within the accounting methods team. Provide consulting services for accounting method-related issues including automatic and non-automatic accoun
Job Title: Cannabis Tax Senior Manager Job Responsibilities: - Oversee the preparation and review of individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Conduct research and draft memorandums on complex tax matters. - Identify and implement tax planning opportunities to optimize tax strategies. - Handle and resolve tax controversies efficiently. - Oversee and manage comprehensive tax research projects for a var
Job Title: Cannabis Tax Senior Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Research and draft memoranda 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 various
Job Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engagements c
Job Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engage
Income/Franchise Tax Senior Associate The candidate will work on a variety of state and local income/franchise tax projects, including tax planning, restructuring, transaction advisory, audit defense and appeals, state tax return review, taxability research, writing and correspondence. Research, review, and prepare deliverables concerning state and local income/franchise tax matters. Assist clients with various state income tax compliance matters including return review. Ass
Benefits Comprehensive compensation package Health care and insurance benefits Retirement benefits Paid time off and vacation policy Family-friendly and flexible work environment Career development and advancement opportunities Company Overview **Members Only** is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximat
Job Title: Consultant, Personal Property Tax Job Responsibilities: The Property Tax Consultant is responsible for working with clients and internal teams to ensure compliance with jurisdictional requirements related to personal property tax. This encompasses several key duties: - Preparing personal property tax returns/renditions, filings, and reconciliation of assets for assigned clients. - Ensuring that all applicable returns/renditions and remittances are processed and m
Job Title: Director, Senior Manager, Manager, International Income Tax Job Type: Full Time Job Responsibilities: People: - Create a positive team experience. - Assist in the training and education of other team members. Client: - Respond to client inquiries and requests from tax authorities. - Travel to client locations globally for planning meetings, fact gathering, presentations, etc. - Lead the management of Work in Progress (WIP) reports and client billing. -
Job Title: Litigation Attorney for Liability or Subrogation Job Responsibilities: - Handle a caseload of predominantly low to moderate complexity, involving litigation arising from claims asserted against policyholders or the company. - Develop and apply effective litigation skills and techniques to try cases to verdict or negotiate resolution. - Conduct legal research and demonstrate strong and persuasive legal writing and presentation skills. - Draft pleadings, motions, br
Job Title: Seasonal Tax Reviewer Job Responsibilities: - Review prepared tax returns for individuals, businesses, partnerships, or trusts, ensuring accuracy and compliance, and checking for errors or discrepancies. - Act as a technical resource and point of escalation for complex tax questions, providing guidance to tax preparers. - Frequently interface with client personnel to review and apply accounting and tax principles. - Contact clients by phone or email to gather nece
Job Title: Mergers & Acquisitions (M&A) Tax Senior Manager Job Responsibilities: - Engage in management with clients, routinely working directly with c-suite executives to perform financial due diligence on middle-market companies across various industries. - Collaborate with private equity firms, strategic clients, and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities. - Oversee all aspects of deal execution, including sour
Job Title: Legal Secretary III Job Responsibilities: - Maintain attorney(s) calendar book and tickler system - Schedule meetings with clients, experts, attorneys, and co-counsel - Schedule court appearances - Review and re-index mail in OnBase for attorney review and action, including calendaring - Compose correspondence and memos to request or provide information - Contact clients to obtain desired information as requested by attorneys - Maintain electronic confidential leg
Job Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is tasked with acquiring new clients, deepening existing client relationships, and expanding both internal and external networks to achieve business development objectives. Key responsibilities include leading the Client Management Process and collaborating across the enterprise to offer a Branded Client Experience. This involves providing access to the comprehensive services and capab
Job Title: Tax Director, NorCal Corporate Tax Job Responsibilities: Are you interested in joining one of the fastest-growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Company as a Tax Director with the NorCal Corporate Tax team. This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle
Job Title: Tax Manager - NorCal Corporate Tax Job Responsibilities: The Tax Manager will be a vital part of the team, providing tax, accounting, and advisory services specifically tailored for small business clients. Responsibilities include: - Overseeing and providing services related to accounting, bookkeeping, and preparation or compilation of financial statements. - Reviewing and analyzing client accounting records and reports, offering analysis and consultation, and co
Job Title: Senior Legal Assistant, In House Coverage Litigation Firm Job Responsibilities: - Compose various legal documentation including pleadings, discovery, subpoenas, and draft correspondence. - Review incoming mail to determine urgency and coordinate with attorneys accordingly. - Maintain and review attorney calendars daily, proactively handling upcoming events. - Input and maintain case file information into the case management system, ensuring data integrity. - Act a
Job Title: Senior Tax Associate, Mergers & Acquisitions Job Responsibilities: - Participate in advising and consulting clients on tax efficiency and the benefits and risks of potential transitions related to corporate and partnership transactions. - Prepare and review analyses to assess federal and state tax consequences of transactions and manage the work product of experienced associates on various engagements. - Advise clients on transaction tax considerations, including
Job Title Complex Claims Consultant - Aging Services/Medical Malpractice Job Responsibilities The Complex Claims Consultant is tasked with managing an inventory of highly complex commercial claims with significant exposures, requiring specialized technical expertise and coordination. The consultant's responsibilities include verifying policy coverage, conducting investigations, developing and executing resolution strategies, and authorizing disbursements within authority l
Job Title: Complex Claims Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant at the company is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant's duties include: - Managing claims in accordance with departmental guidelines, verifying policy coverage, conducting investigations, developing resolution strategies,
Job Title: AVP, Professional Lines Job Responsibilities: - Manage a lawyers professional liability program sponsored by the California Bar Association. - Develop and maintain strong relationships with California Bar program overseers, including providing quarterly reports and responding to detailed questions. - Identify and assess coverage issues; draft coverage position letters and retain coverage counsel when necessary. - Develop and implement strategies for coverage issue
Job Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate
Job Title: Complex Claims Consulting Director - Healthcare Job Responsibilities: The Complex Claims Consulting Director in the healthcare sector is tasked with overseeing the most intricate claims related to healthcare professional liability. The role involves: - Conducting comprehensive investigations of claims, assessing liability and damages, and determining the strategy for each claim, including deciding whether to settle or litigate. - Developing and directing the exe
Job Title: Staff or Senior Staff Attorney - Workers' Compensation Job Responsibilities: The Staff or Senior Staff Attorney in the Workers' Compensation division is responsible for managing a caseload of complex workers' compensation cases. The role involves: - Analyzing complex legal and factual issues. - Conducting extensive legal research and developing well-reasoned legal strategies. - Independently creating and presenting defense strategies on behalf of clients. - Prepa
Job Title: Senior Associate, Private Wealth Job Responsibilities: - Serve as a trusted member of the engagement team, delivering federal tax compliance and consulting services to clients within specific industries. - Provide tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations ranging from middle market to multinational companies. - Engage in tax research projects, draft IRS responses, and address inquiries from tax authorities.
Job Title: Tax Senior Manager - Partnerships Job Responsibilities: - Serve as a trusted member of the engagement team, providing various federal tax compliance and consulting services to industry-specific clients. - Act as a valued tax business advisor, managing client relationships on day-to-day tax matters with various clients ranging from middle market to multinational. - Consult on technical matters and special projects in areas such as corporate and flow-through taxati
Job Title: Tax Senior Associate, Private Wealth Job Responsibilities: The Tax Senior Associate in the Private Wealth sector will be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients. The key responsibilities include: - Delivering tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations ranging from middle market to multinational comp
Senior Consultant or Consultant, International Income Tax The candidate will prepare and review international tax planning documents and presentations, research tax issues, respond to client requests, review certain international tax compliance, and handle other special tax projects. Perform and supervise such tasks as researching tax law, documenting planning ideas, and completing detailed models and calculations. Assist Manager in developing project work plans and scheduli
Job Title: Tax Director, Private Wealth Job Responsibilities: The Tax Director, Private Wealth at the company is responsible for providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Leading multipl
Job Title: Tax Manager - Not for Profit Job Responsibilities: Join Company as a Tax Manager to deliver tax and business advisory services and tax compliance to small business clients. This role involves working closely with firm leadership to serve clients and build the business, directly impacting the firm’s success. The Tax Manager will also coach a group of talented staff, helping develop their technical and professional skills. The role promises upward career trajecto...
Job Title: Tax Senior Associate Job Responsibilities: - Serve as a trusted member of the engagement team providing federal tax compliance and consulting services to clients in specific industries. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, ranging from middle market to multinational companies. - Participate in tax research projects on various tax issues, assist in drafting IRS responses, and address other i
Job Title: Tax Senior Associate - Partnerships Job Responsibilities: - Serve as a trusted member of the engagement team, providing federal tax compliance and consulting services tailored to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, ranging from middle market to multinational companies. - Engage in tax research projects addressing various tax issues, assist in drafting IRS resp
Job Title: Tax Experienced Associate Job Responsibilities: As a Tax Experienced Associate at Company, you will play a critical role in delivering tax advisory and compliance services to clients. Your responsibilities include: - Acting as a trusted member of the engagement team, providing various tax compliance and consulting services. - Offering tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, ranging from middle market t
Job Title: Tax Experienced Associate Job Responsibilities: As a Tax Experienced Associate at the company, you will play a vital role in delivering tax advisory and compliance services to clients. This position offers an opportunity to become a trusted business advisor, working directly with clients to address complex accounting and business challenges. Your responsibilities will include: - Providing tax compliance and advisory services to S-corporations, partnerships, indi
M&A Tax Manager - Partnership Consulting and Modeling The candidate will interact directly with Partners on matters related to client and engagement management. Model financial transactions to be used in valuation, structuring and negotiation. Prepare detailed memoranda and presentations describing the key attributes of client companies and industries. Assist in the review and analysis of the tax aspects of acquisition and merger agreements and draft tax opinion letters and
M&A Tax Senior Manager - Partnership Consulting and Modeling The candidate will develop and implement transaction advisory services to the clients to meet their complex financial needs. Interact directly with Partners on matters related to client and engagement management. Model financial transactions to be used in valuation, structuring and negotiation. Prepare detailed memoranda and presentations describing the key attributes of client companies and industries. Assist in t
Job Title: Senior Staff Attorney - Insurance Defense Job Responsibilities: - Handle complex and high exposure litigation cases. - Analyze intricate substantive and procedural legal and factual issues. - Conduct extensive, well-reasoned legal research and independently develop and present defense strategies on behalf of clients. - Prepare complex pleadings, written discovery, depositions, motions, and briefs in support of defense strategies without supervision due to level of
Job Title: Tax Manager - Partnerships Job Responsibilities: - Serve as a trusted advisor delivering tax and business advisory services and tax compliance to small business clients. - Work closely with firm leadership to serve clients and contribute to business growth, impacting the firm’s success. - Coach and mentor a group of talented staff, utilizing experience to help develop their technical and professional skills. - Provide various tax, accounting, and advisory servic...
Job Title: Senior Consultant, Mergers & Acquisitions (M&A) Tax Job Responsibilities: The Senior Consultant in the Mergers & Acquisitions (M&A) Tax department at the company is tasked with developing and implementing transaction advisory services to cater to the complex financial needs of clients. This role involves a diverse range of responsibilities, which include: - Direct interaction with Partners regarding client and engagement management. - Financial transaction modeli
Job Title: Manager, Mergers and Acquisitions (M&A) Tax Job Responsibilities: As a Manager in the Mergers and Acquisitions (M&A) Tax team at the company, the candidate will be responsible for developing and implementing transaction advisory services to clients to meet their complex financial needs. The role involves working with a diverse client base, which includes privately held and publicly traded companies, private equity funds, mezzanine funds, banks, and business devel