Salary Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of sta...
Job Title: . Private Bank - Private Banker - VP 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 allocation, in
TurboTax Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** 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 tackling
Job Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized wealth planning guidance based on deep client discovery and u
Job Title Private Banker - Executive Director 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 through new client acquisition. - Advise clients on their overall balance sheet, including asset allocat
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 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 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
Job Title: Private Client Advisor II Job Responsibilities: - Acquire new clients, deepen client relationships, and build both internal and external networks to meet business development goals. - Lead the Client Management Process, ensuring a Branded Client Experience by providing access to the full array of Private Bank and bank capabilities to meet specific client needs. - Ensure the retention of clients. - Lead the Client Process Management Process within the client t
Job Title: Associate – Tax Associate – 2026 – (Hybrid) Job Responsibilities: Tax Services Associates at the company serve as integral members of various client service teams. Their responsibilities encompass the preparation of tax returns and active participation in the tax planning and consultation process for clients. Key duties include: - Researching tax laws, rules, and regulations, analyzing their application to specific situations, and drafting memorandums to ...
Job Title . Private Bank - Private Banker - Managing Director 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 ass
Job Title: Senior Tax Manager - Private Client Services (Hybrid) Job Responsibilities: Senior Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. Key responsibilit
Job Title: VP, Wealth Management Advisory Attorney Job Responsibilities: - Provide day-to-day legal support for Company's Wealth Management's investment advisory business. - Offer legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading, best execution, trade allocation, operational issues, principal trading rules, investment allocations, client fee structures, conflicts of interest, and cash solicitat
Job Title: Alternative Investment & Private Markets Attorney Job Responsibilities: The Alternative Investment & Private Markets Attorney will join Company’s Wealth Management Legal and Compliance Division as a Vice President. The primary responsibilities include providing legal coverage for the Alternative Investments and Private Markets businesses, focusing on alternative investment funds and private securities transactions. The attorney will analyze, review, negotiate,...
Job Title: Counsel, Regulatory Job Responsibilities: - Advise across the organization on issues primarily related to sanctions, anti-money laundering (AML), and export controls that affect the company, including its subsidiaries, strategic initiatives, and potential commercial and philanthropic opportunities. - Provide support to the Global Compliance team on sanctions, AML, and export controls, particularly on regulatory filings such as Annual Blocked Property Reports, Reje
Title: Privacy Engagement Director Job Responsibilities: The Privacy Engagement Director is responsible for providing technical legal guidance to support the company's outreach and advocacy strategy across the evolving . privacy, data, and AI regulatory landscape. The role involves close collaboration with the . Privacy, AI & Data Responsibility Team, Government Affairs, and the Global Privacy Engagement Lead to ensure consistent and effective internal and external pos
Job Title: Senior Counsel, NAM Digital Partnerships, Fintech & Enablers and . Markets Team Job Responsibilities: The Senior Counsel will be a key member of the US legal team, supporting the largest region at the company. The responsibilities include: - Acting as a day-to-day advisor for sales clients by partnering with business and legal specialists to deliver on strategy, including expanding acceptance and securing share with digital partners, fintechs, program manag
Title and Summary Senior Counsel, Privacy, AI & Data Responsibility Job Responsibilities The Senior Counsel, Privacy, AI & Data Responsibility at the company plays a critical role in shaping the organization's approach to responsible AI by driving privacy and AI regulatory aspects and enabling projects emerging from the AI and Data Office. Key responsibilities include: - Partnering with the AI and Data Office to support AI efforts from a privacy and AI legal perspective.
Title and Summary Senior Counsel, Services Job Responsibilities - Serve as counsel for the Business & Market Intelligence (B&MI) Product Development and Product Management functions in the North America region, with primary responsibility for product portfolios including data & analytics, business intelligence, market and economic insights, and advisory services. - Guide product leads in alignment with B&MI strategy and corporate and business objectives for the North Ame
Job Title: Senior Managing Counsel, Financial Institutions Job Responsibilities: The Senior Managing Counsel, Financial Institutions at the company will be tasked with a broad range of responsibilities within the US region, which is the largest region at the company. The key responsibilities include: - Jointly overseeing the Issuer vertical within the US Region, which involves thought leadership and sharing knowledge across attorneys supporting the issuer side of the bu
Job Title: AVP, Product and Regulatory Counsel Job Responsibilities: - Draft property and casualty policy forms and endorsements. - Advise underwriters regarding property and casualty policy terms, coverage issues, and related legal issues. - Assist underwriters in the negotiation of product coverage terms. - Review and approve legal documents such as non-disclosure agreements (NDAs) and warranty statements. - Collaborate with various functional areas across the organization
Job Title: Claims Attorney Job Responsibilities: - Oversee all aspects of the litigation process for claims to minimize company risk of loss. - Analyze coverage issues, conduct investigations, and evaluate to determine the validity of moderately complex claims; may work with outside counsel and effectuate the same. - Prepare and draft moderately complex legal correspondence to affected parties using mail, fax, or other electronic means. - Maintain claim files - both physical
Job Title: HPI Claims Attorney Job Responsibilities: - Oversee all aspects of the litigation process for claims to minimize company risk of loss. - Analyze coverage issues, conduct investigations, and evaluate to determine the validity of moderately complex claims; may work with outside counsel and effectuate the same. - Prepare and draft moderately complex legal correspondence to affected parties using mail, fax, or other electronic means. Maintain claim files - both p
Job Title Senior Counsel - Blockchain & Digital Currencies Job Responsibilities As a Senior Counsel at the company, the primary responsibilities include: - Providing legal support for the strategic development and daily operations of the company's global Blockchain and Digital Currencies teams' products and services. - Offering tactical and strategic legal support on products and solutions, advancing the company's corporate objectives, particularly in blockchain and digit
Job Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for branch and support personnel within the company's retail brokerage branch system. - Addressing legal inquiries from Complex/Branch Risk Officers, Branch Management, Financial Advis
Job Title: VP - Open Finance Compliance Job Responsibilities: - Define and execute the Open Finance compliance strategy for the ., ensuring alignment with applicable . laws and regulations such as BSA/AML, OFAC, GLBA, CFPB Open Banking rule, and state privacy laws (CCPA/CPRA). - Provide compliance advisory and subject matter expertise for new products, markets, and customer types. - Oversee compliance activities, including conducting risk assessments, monitoring c
Job Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely with Financial Advisors to build relationships with ultra-high-net-worth clients and prospects across the country by providing guidance on estat
Job Title: Benefits Lawyer, Executive Director Job Responsibilities: The Benefits Lawyer will serve as lead counsel advising on all US retirement, health, and welfare benefit plan matters. Key responsibilities include: - Reviewing, analyzing, and drafting decision letters for 401(k), pension, and health and welfare plan claims and appeals. - Advising on the design, administration, and compliance of qualified pension, profit-sharing, 401(k), and welfare benefit plans. - Prepa
Title and Summary Senior Counsel, Privacy, AI and Data Responsibility Job Responsibilities The Senior Counsel, Privacy, AI and Data Responsibility will support the Consumer Acquisition & Engagement (CA&E) business line within the company Services in North American markets. The role involves acting as the North America (NAM) senior counsel for all CA&E products and services, including loyalty, offers, rewards, personalization, and B2B marketing services. The Senior Counsel
Job Title: Legal Summer Associate, Summer 2026 Job Responsibilities: The Legal Summer Associate will spend the summer working with the legal teams at the company. These teams are responsible for providing comprehensive, strategic legal counsel and support to the company's business units. The role involves: - Engaging in substantive legal assignments under the supervision of attorneys in the company's law department. - Participating in training, mentoring, and professional de
Job Title: Legal Summer Associate, Summer 2026 - Purchase, NY Job Responsibilities: The Legal Summer Associate will participate in **Members Only**’s summer legal internship program and work with legal teams responsible for providing strategic legal counsel and support to **Members Only**’s business units. Responsibilities include: - Working under the supervision of attorneys in **Members Only**’s law department. - Engaging in various legal practice areas and gaining exposure to **Members Only**'s products and s...
Senior Manager, International Tax - Join a dynamic team at one of the world's top tax firms and make a difference in the global business landscape. At **Members Only**, we are committed to investing in our people and providing the resources and opportunities for growth and success. Join us as a Senior Manager in our International Tax practice and be a part of a diverse team helping high-profile clients navigate complex business opportunities and challenges. Responsibilities: - Adv
NYFS Manager, Information Reporting & Withholding - COE KPMG is currently seeking a Manager, Information Reporting & Withholding – COE to join our Business Tax Services practice in New York, Short Hills, or Stamford. This role offers the opportunity to work with a diverse team and high-profile clients, while also providing access to cutting-edge technology and training to enhance your career development. Responsibilities: - Ensure accurate and timely reporting of F...
Salary Range: $85,000 - $115,000 (exempt) Job Requirements: Bachelor's degree from an accredited college/university in Taxation, Accounting, Finance, or a related field, with a preference for ., . in Taxation, or MST Minimum two years of recent experience in a relevant role, preferably in a Big 4, law firm, or similar setting focusing on IRW compliance Strong understanding of Forms 1099 and 1042-S, and operational tax functions related to IRW requirements
Senior Associate, NYFS Alternative Investments New York, NY; Short Hills, NJ; Stamford, CT 121145 KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Support Tax Managers and Partners in the day-to-day management of client portfolio Take responsibility for overall engagement planning and job administration Keep management informed on the progress of important engagement and client relationship issues A
SEO friendly job title: Senior Manager, NYFS Banking and Capital Markets Tax H1: Join KPMG as a Senior Manager in Business Tax Services H2: Responsibilities: - Provide tax compliance and advisory services to a variety of clients in the banking and capital markets industry - Oversee a team and act as the first point of contact for internal and external clients - Monitor tax professionals and assistants working on client projects - Manage risk and financial performa
Job Title: Senior Manager, State and Local Tax (SALT) - Asset Management Salary Information: KPMG complies with all local/state regulations regarding displaying salary ranges. Salary for this position is determined based on relevant factors such as skills, job responsibilities, prior experience, and market considerations. Experience: Minimum 5 years of experience in tax research and providing technical advice on multi-state tax issues. Additional experience preferred
Tax Manager - State and Local Tax The candidate will lead and manage multiple tax engagements to deliver state tax services for a diverse client base. Serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. Be responsible for reviewing or drafting memoranda and other tax correspondence as well as creating spreadsheets. Address tax credits including the research credit, tax audits, voluntary disclosure
SEO friendly job title: Global Tax Banking Manager at KPMG H1: Join KPMG as a Global Tax Banking Manager H2: Become an Integral Part of a Dynamic Team at One of the World's Top Tax Firms Bold headline: KPMG is Hiring a Global Tax Banking Manager in New York, New Jersey, and Connecticut Summary: KPMG, a top tax firm, is seeking an experienced Global Tax Banking Manager to join their Business Tax Services practice. This role will involve providing tax compliance
SEO friendly job title: Manager or Senior Manager, State and Local Tax - Income Franchise (Corporate) H1: Join KPMG's State and Local Tax Practice as a Manager/Senior Manager H2: Become an Integral Part of a Top Tax Firm Bold Headlines: - KPMG is Hiring a Manager/Senior Manager for their State and Local Tax Practice - Join a Collaborative and Future-Forward Culture at KPMG - Develop Your Career with a Diverse Team and Access to Cutting-Edge Technologies - KPMG
Travel Percentage None Tax Senior, Core Tax Services - Responsible for tax compliance, research, ASC 740-10 tax accruals, tax consulting, and strategy development. May supervise and review work of Core Tax Services Associates. Company offers competitive salaries based on qualifications, experience, skills, and location. Responsibilities: - Ensure clients comply with applicable authorities while minimizing tax and reporting burdens - Manage tax projects, communicat
Job Title: Tax Manager, Alternative Investments Job Responsibilities: The Tax Manager, Alternative Investments plays a crucial role in providing tax compliance and consulting services specifically tailored for clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. Key responsibilities include: - Tax Compliance: - Ensuring that clients adhere to all applicable legal authorities while minimizing their tax and reporting burdens. - Ensuring co
Job Title: Tax Manager, Core Tax Services Job Responsibilities: The Tax Manager, Core Tax Services is responsible for providing expert advice to clients on the tax implications of their business objectives. This role involves evaluating and selecting alternative actions to minimize tax burdens and compliance costs, identifying various methods of adhering to tax regulations, and serving as the primary client contact for complex tax issues. The Tax Manager is expected to appl
Job Title: Tax Manager, State & Local Income Tax Job Responsibilities: - Participate in compliance and consulting projects for multi-state alternative investment clients, including hedge funds, funds of funds, private equity, and real estate. - Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience. - Review tax calculations and information presented on state income tax returns. - Build
Job Title: Financial Services - Customer Tax Operations and Reporting - Tax Senior Job Responsibilities: The Tax Senior role focuses on . Tax Information Reporting and Withholding within the Financial Services Office's Customer Tax Operations and Reporting Services (CTORS) team. The primary responsibilities include working on challenging information reporting and withholding engagements across all financial services sectors. The role involves assisting clients with missio
Job Title: Financial Services - Customer Tax Operations and Reporting - Tax Manager Job Responsibilities: The role of a Tax Manager within the Financial Services Office at the company focuses on US tax information reporting and withholding matters. Key responsibilities include: - Working with challenging information reporting and withholding engagements across all financial services sectors. - Assisting clients with mission-critical operational tax issues and customer report
Job Title: Financial Services - International Tax - Transfer Pricing - Manager Job Responsibilities: - Engage in all stages of the project lifecycle, taking on diverse responsibilities and enhancing skills and experience. - Translate information from various sources into quantitative and qualitative analyses to inform and advise clients. - Build and maintain relationships with clients across different industries to understand and address their unique needs and aspirations wi
Job Title: Director, Trade and Customs Job Responsibilities: - Provide expert advice to clients across various industries regarding import and export matters. - Identify additional opportunities such as international tax, state and local tax, and transfer pricing that could benefit clients' operations. - Conduct research on . and international import and export trade matters and develop, write, and review international trade advice. - Formulate ideas and deliver pot
Job Title: Seasonal Tax Delivery Manager - Japanese Global Employer Services Job Responsibilities: - Engage in written and verbal correspondence in Japanese with individual taxpayers to collect necessary data for completing their US individual income tax returns. - Address questions from individual taxpayers regarding access to and completion of the US tax organizer through written and verbal correspondence in Japanese. - Explain the tax return delivery process, including co