Wealth Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profil
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
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 Intuit 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: 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: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and company team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize and have experience in both individual and business tax returns, with a concentration in flow-through entities. - Ensure complete client and team satisfaction through open communicatio
The Sr Attorney position at NextEra Energy is a great opportunity for an experienced attorney to join a world-class, innovative team and contribute to the decarbonization of the . economy. This role offers the chance to work on complex legal matters and projects, providing written and oral legal advice to clients and ensuring compliance with budget and disclosure requirements. The ideal candidate will have at least 7 years of experience, including prior experience with a t
Job Title: Sr. Tax Counsel Job Responsibilities: The Sr. Tax Counsel will become a vital member of the State Tax Planning team within the company. This position involves working in a fast-paced, dynamic, and collaborative in-house tax department. The successful candidate will be responsible for state income tax planning, controversy, and M&A transactions, including modeling the cash and . GAAP tax treatment of transactions. The key responsibilities include: - Executing s
Job Title: Principal Tax Attorney Job Responsibilities: The Principal Tax Attorney will be a key member of the Federal Tax Planning & Policy team at the company. This role includes a focus on the negotiation and structuring of the company's financing structures, which encompasses tax equity partnerships, joint ventures, tax credit transfer deals, and securities offerings. The attorney will also review and comment on the tax aspects of financial models for various transaction
Sr Attorney Date: Aug 7, 2025 Company: Company Requisition ID: 89798 Company is one of America’s largest wholesale generators of electricity, leveraging all forms of energy across renewables, storage, and nuclear. It offers customized energy solutions that drive economic growth, protect the environment, support communities, and help customers meet their energy needs. The company invites candidates to join their innovative, world-class team and make a lasting imp...
Job Title: Senior Complex Commercial Transactions Attorney Job Responsibilities: The Senior Complex Commercial Transactions Attorney at the company is tasked with providing high-level legal support within the commercial and infrastructure group of the General Counsel Business Unit. The primary responsibilities include structuring, drafting, and negotiating contracts related to the procurement of EPC and construction services, as well as engineered equipment such as power gen
Job Title: Tax Manager Job Responsibilities: - Oversee state income tax compliance functions, including analysis, preparation, and review of complex multistate income/franchise tax returns, audit support, and ASC 740-10/FIN 48 tracking and analysis. - Prepare and review state corporate/partnership tax returns, including consolidated and standalone filings. - Complete state income tax apportionment and discrete event impacts for standalone and consolidated groups for complex
Job Title: Sr Tax Planning Manager Job Responsibilities: The Sr Tax Planning Manager at the company is tasked with driving value by supporting project teams and business units throughout the organization concerning the tax aspects of various transactions. These transactions include pending acquisitions, dispositions, financings, reorganizations (both acquisitive and divisive), restructurings, and joint ventures, all with the goal of optimizing taxes. The specific duties and
Job Title: Sr Attorney Job Responsibilities: The Sr Attorney at the company is expected to participate in complex legal matters and projects, delivering timely and quality legal services to clients with minimal supervision. The primary responsibilities include: - Providing written and oral legal advice to clients. - Advising and representing the company's utilities and various generation and transmission companies in state regulatory proceedings across the United States and
Job Title: Senior Complex Commercial Transactions Attorney Job Responsibilities: - Provide legal support related to energy transactions, engineering, construction, procurement, operations, marketing, general commercial, and utility work. - Play a lead role in structuring, negotiating, drafting, and providing general transactional support for multiple business units within the company. - Participate in complex legal matters and projects and deliver timely and quality legal se
Sr Counsel Job Title Sr Counsel Job Responsibilities Employees in the Sr Counsel role are tasked with acting as the senior legal advisor to the company and senior management within a specific functional area or discipline. This position requires a high level of professional expertise and has significant financial implications for the company or a business unit. The key responsibilities include: - Providing legal advice and service on complex legal issues, examining facts
Job Title: Principal Attorney Job Responsibilities: The Principal Attorney will join the state regulatory legal group within the company’s law department. The responsibilities include advising and representing the company's utilities, as well as its generation and transmission companies, in state regulatory proceedings in the United States and Canada. The attorney will be involved in providing advice regarding approvals, compliance, acquisitions, and permitting for regulat...
Tax Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or Boca Raton, FL ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida pre
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
Job Title: Legal Counsel Job Responsibilities: - The Legal Counsel will support the management of the Intellectual Property portfolio and provide comprehensive in-house legal support for medical device commercial transactions. - Responsibilities include drafting, analyzing, and reviewing various types of agreements such as commercial and pricing agreements, education and marketing agreements, vendor and sourcing agreements, supply and distribution agreements, and loan or con
Job Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the candidate will collaborate with a team of CPAs, engineers, and tax law experts to provide superior knowledge and service in tax credits and accounting methods, aiming to identify and realize value-added opportunities for companies. Key responsibilities include: - Developing vision, strate
Job Title: SALT Senior Manager - Income/Franchise Job Responsibilities: As a SALT Senior Manager in the company's National Specialty Tax Practice, the successful candidate will undertake a range of responsibilities that are crucial to the growth and service delivery of the department across the nation. The primary responsibilities include: - Delivering a comprehensive range of multi-state and local tax consulting services, with a primary focus on income/franchise tax issue
Job Title: Project Finance Closing Specialist Job Responsibilities: As a Project Finance Closing Specialist at the company, you will have the following responsibilities: - Coordinate with Project Finance Managers to transition transactions from the marketing stage to the closing stage. - Monitor the collection of and review due diligence items from the project sponsor. - Work in close collaboration with legal counsel to ensure that legal documents accurately reflect the appr
Job Title: International Tax Manager - Compliance Job Responsibilities: As an International Tax Manager focusing on compliance, you will be responsible for leading and managing the delivery of international tax compliance services for clients. Your key duties will include: - Overseeing and managing all aspects of international tax compliance engagements, which involves the preparation and review of . and foreign tax returns, forms, and disclosures. - Ensuring compliance w
Job Title: Sr. Contracts Management (HYBRID TELEWORK) Job Responsibilities: The Sr. Contracts Management position at Company involves handling the complete contract life-cycle for classified projects within the Autonomy, Intelligence & Maritime Solutions (AIMS) market segment. The key responsibilities include: - Leading contract capture, proposal development, award negotiations, and ongoing administration for supplies and services. - Acting as the authorized Company represe
Credentialed Tax Expert - Bilingual Spanish The candidate will work directly with clients and apply defined practices, procedures, and company policies to offer tax advice and resolve customer inquiries through our platform. Help the customers complete their taxes using TurboTax products. By providing tax advice, full service return preparation, tax calculations, and managing product/software inquiries, one will be working toward advancing the goal of "Powering Prosperity Ar
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
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
Salary Information: The salary for this position is competitive and will be based on experience and qualifications. Job Title: Senior Associate of Business Transformation Experience Information: Bachelor’s degree in accounting or another relevant field required. Master’s degree in accounting/Taxation or . preferred. Prior experience supervising tax professionals on a project or engagement basis JOB DESCRIPTION: H1: Senior Associate of Busine...
Summary: - Company: **Members Only** - Job Title: Manager of Tax Services - International Tax - Job Requisition ID: JR100094 - Locations: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami - Time Type: Full Time - Posted On: Posted 30+ Days Ago Responsibilities: - Research and consult with clients on tax-efficient structuring for the private client environment. - Facilitate client understanding of international tax development implications and make
Job Title: FICC and Equities, Sales and Trading Summer Analyst Salary: Competitive and based on experience level and location Experience: Pursuing a bachelor's or graduate degree About the Program: - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immersed in day-to-day activities of the firm - Attend orientation to learn about culture and responsibilities - Receive training for success - Work on real responsibiliti
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
, FL Salary Range: USD 200,000- USD 300,000 Experience Level: 15+ years Job Title: Tax Partner- Private Client Services (PCS) H1: Join EisnerAmper's Tax Team as a Tax Partner for Private Client Services H2: Design a Rewarding Career with EisnerAmper H2: Expand Your Experience as a Tax Partner H2: Embrace Diversity and Inclusion at EisnerAmper Bullet Points: • EisnerAmper is seeking a Tax Partner for their Private Client Services team in West Palm Bea...
Salary Information: Competitive salary based on experience and qualifications. Comprehensive benefits package, including medical, dental, vision, and life insurance. 401(k) retirement plan with company match. Paid time off and holidays. Ongoing training and professional development opportunities. Manager of Tax Services at **Members Only** H1: Join Our Team as a Manager of Tax Services at **Members Only** H2: Opportunity for Experienced Tax Pr
Job Title: Tax Director - Private Client Services Job Responsibilities: The Tax Director in the Private Client Services (PCS) practice at the company is responsible for various key duties that involve both leadership and technical tax expertise. The primary responsibilities include: - Reviewing tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns. - Overseeing and managing the entire tax return process, w
Job Title: Manager of Tax Services Job Responsibilities: - Manage the preparation and review of federal, state, and local tax returns for real estate partnerships, S corporations, and high-net-worth individuals. - Advise clients on complex partnership taxation matters, including Section 704(b) allocations, taxable income allocations, liability analysis, and basis adjustment calculations. - Lead the preparation and review of partnership-specific tax computations and consu
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: Senior Associate Tax Services Job Responsibilities: - Tax Compliance: Prepare and review complex tax returns for individuals, fiduciaries, estates, and gifts, ensuring compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts and wealth transfer techniques. - Fiduciary Accounting: Review trust and estate accountings in accordance with governing documents an
Job Title: Tax Director - National Tax Office (JD Required) Job Responsibilities: - Research and analyze various federal income tax issues related to operating partnerships. - Assist with M&A tax structuring and internal restructuring. - Draft emails, memos, and Firm-wide alerts on current developments. - Assist with Firm-wide trainings. - Conduct Federal domestic tax due diligence in connection with M&A transactions. Education and Experience Information: - Required: CPA, J
Job Title: Manager of Tax Services Job Responsibilities: - Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.) to ensure compliance with federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable giving consultations. - Research and interpret tax laws related to tr
Job Title: Director, Federal Tax (Private Client Services) Job Responsibilities: As a Director within Private Client Services, Tax, the responsibilities include managing tax and consulting service projects for high net worth individuals, particularly in areas such as individual income tax, wealth transfer, succession planning, and international tax. The role requires demonstrating extensive technical skills with tax compliance assignments for individual tax clients, working
Job Title: Manager - National Tax Office (. Required) Job Responsibilities: - Conduct research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues, accounting methods, digital assets, and other relevant matters. - Assist with M&A tax structuring and internal restructuring activities. - Draft emails and memos to communicate findings and strategies effectively. - Prepare firm-wide alerts on current de
Job Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: As a Tax Manager specializing in Partnerships, your primary responsibility will be advising clients on the tax implications of their business objectives, focusing on partnership-specific items. This includes, but is not limited to, section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations,
Job Title: Manager, Private Client Services (Family Office) Job Responsibilities: As a Manager within Private Client Services, Tax at the company, you will have a diverse range of responsibilities aimed at delivering high-quality service and personalized solutions to clients. Your primary duties will include: - Providing multiple clients with a variety of accounting and support services. This includes overseeing accounting processes such as timely posting of financial trans
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. - Perfo