Tax Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services Practice is experienc
Job Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: As a Tax Manager, Partnerships, the candidate will be responsible for advising clients on the tax implications of their business objectives and specific partnership items, including section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations, and Tax Receivable Agreement (TRA) calculations.
Job Title: Wealth Strategist Senior - Private Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen existing client relationships. - Conduct and review research to develop tax, estate, and financial analyses and plans. - Make generally accepted recommendations to the team and
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: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen existing client relationships to meet business development goals. - Lead the Client Management Process and collaborate across the enterprise to deliver a Branded Client Experience. - Provide clients access to the full array of services offered by the Private Bank and the bank to meet specific client needs. - Ensure the retention of clients by delivering exceptional service and value.
Job Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits at the company is tasked with providing legal guidance and strategic support concerning the company's . employee benefit plans and programs. This role involves ensuring compliance with applicable laws and regulations, supporting the development and implementation of benefits policies, and collaborating with internal stakeholders to manage risks and drive operationa
Job Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The managing counsel will be responsible for supporting the ongoing growth of the Data Center and Networking legal team within the company. This role involves providing legal support for complex data center power and energy transactions with data center providers. Key responsibilities include: - Collaborating with company executives to finalize agreements between the com...
Managing Counsel – Data Center and Networking (Networking Focus) The candidate will coordinate the efforts of various internal organizations to ensure that the company's contracts comply with company policies, and take a leadership role in defining policies, practices, and procedures within the company. Must have significant commercial negotiating and contracting experience who can manage a variety of tasks, evaluate alternatives quickly, and provide top quality legal assi...
Job Title: Senior Tax Associate, Mergers & Acquisitions Job Responsibilities: - Participate in advising and consulting clients on tax efficiency, benefits, and risks of potential transitions and issues related to corporate and partnership transactions. - Responsible for preparing and reviewing analyses to assess the federal and state tax consequences of transactions and tax integration of acquired enterprises. - Manage the work product of Experienced Associates on various en
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, the candidate will be responsible for a range of duties that center around tax engagements and client relationships. Key responsibilities include: - 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
Job Title: Tax Senior Manager Job Responsibilities: - Review complex C corporation, S corporation, and partnership income tax returns. - Engage in strategic planning for clients, including advising on federal and state compliance issues. - Manage multiple engagements concurrently with various teams to efficiently meet client deadlines. - Identify tax planning opportunities. - Conduct constructive discussions with team members regarding their evaluations and provide counsel a
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 for quarterly and year-end tax planning and projections. - Provide supervision, training, and support to engagement staff, fostering open communication with the engagement partner and manager. - Inspire, develop, mentor, and retain staff while assigning challenging
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: Paralegal – Spine & Orthopaedic Practice Job Responsibilities: - Act as the primary liaison between physicians, paralegals, attorneys, patients, and insurance representatives. - Obtain, organize, and summarize medical records and reports for case preparation and legal review. - Track deadlines for subpoenas, depositions, discovery requests, and other legal documents. - Review and manage attorney and provider requests for depositions, IMEs, trials, and narrative...
Job Title: Counsel Job Responsibilities: - Draft, review, and negotiate a diverse range of contracts, including commercial sales, procurement, and clinical research agreements, ensuring the company's interests are safeguarded. - Act as the legal representative on promotional review committees for . products and provide support for similar reviews on a global scale. - Offer day-to-day legal counsel on commercial and regulatory matters, with a focus on the Anti-Kickback Sta
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: Corporate Counsel Job Responsibilities: The Corporate Counsel plays a critical role in enhancing collaboration with the Sales team at the company by leading the commercial contract process. Key responsibilities include: - Drafting, reviewing, revising, and negotiating a variety of commercial agreements such as sales contracts, vendor agreements, licensing agreements, and partnership agreements. - Providing legal counsel and support for commercial transactions to e
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 w
Job Title: Tax Senior Job Responsibilities: - Prepare, supervise, and review tax returns for C corporations, S corporations, and individuals. - Partner with clients to provide customized tax advisory services. - Collaborate with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. - Develop and train team members to help them build inspired careers. - Expand technical and professional knowledge throu
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 Principal or Signing Director Job Responsibilities: - Develop strong client relationships by delivering a comprehensive range of tax planning and consulting services. This includes gaining a deep understanding of clients' businesses and ensuring that the firm's services fully meet their needs. - Assume full responsibility for all services provided to clients within a designated book of business. - Review and sign engagement letters, discuss the nature and
Job Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits will provide legal guidance and strategic support for the company's . employee benefit plans and programs. The primary responsibilities include: - Advising Benefits and other internal teams on the design, administration, and compliance of the company's . employee benefit plans, including 401(k) plans, health & welfare plans, fringe benefit programs, nonqualifie
Job Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel in the Data Center and Networking legal team at the company is tasked with supporting the dynamic growth of the company's cloud services. This role is focused on complex data center power and energy transactions with data center providers. Responsibilities include: - Collaborating with company executives to finalize agreements between the company...
Managing Counsel – Data Center and Networking (Networking Focus) The candidate will coordinate the efforts of various internal organizations to ensure that the company's contracts comply with company policies, and take a leadership role in defining policies, practices, and procedures within the company. Must have significant commercial negotiating and contracting experience who can manage a variety of tasks, evaluate alternatives quickly, and provide top quality legal assi...
Job Title: Real Estate Leasing Attorney Job Responsibilities: The Real Estate Leasing Attorney at the company is tasked with managing all legal aspects of a large commercial real estate development. The core responsibilities include: - Negotiating, drafting, and revising a high volume of real estate documents, financing documents, tenant leases, and all related agreements. - Communicating with leasing agents regarding lease documents and deals with tenants or proposed tena
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
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
Manager, International Tax Shared Services The candidate will coordinate with internal client service teams to assist multinational enterprises with preparing and reviewing US-International income tax computations arising from a company's global operations and transactions. Assist with the review and preparation of various tax forms and disclosures related to such operations. Advise multinational enterprises on tax planning opportunities. Work on process improvement projects
Job Title: Manager, Ignition - Tax Transformation Job Responsibilities: - Prepare analyses of existing tax data for process re-design and technology implementation. - Perform data conversion from existing systems to new systems, ensuring reconciliation of data between prior and successor systems. - Implement improved processes for federal, state, and international tax reporting and compliance. - Utilize the ONESOURCE suite of tax products, specifically ONESOURCE Income Tax,
Job Title: Tax Manager, State & Local Income Tax - (Remote Option) 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 retu
Job Title: Director, Trade and Customs Job Responsibilities: - Provide advice to clients across various industries on import and export matters. - Identify additional areas of opportunities such as international tax, state and local tax, and transfer pricing that could add value to clients' operations. - Conduct research on . and international import and export trade matters and compose, write, and review international trade advice. - Develop and present ideas for
Job Title: Senior Manager, State & Local Income Tax - Asset Management - (Remote Option) Job Responsibilities: - Provide tax compliance services to partnerships for Asset Management clients. - Deliver exceptional client service to multi-state companies dealing with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies with state and local tax controversies, including preparing clients for
Job Title: Senior Associate, Global Trade Technology Job Responsibilities: - Support the implementation of Global Trade Technology solutions, including the design, build, training, testing, and deployment stages of each project. - Write blueprint and specification documents, perform system configuration, rigorously test the system, and train users in its operation to prepare them for successfully using Global Trade Management (GTM) solutions in their daily trade and complian
Technology Project Manager - GMS Tax The candidate will develop and implement project management strategies/methodologies (., Agile, Scrum) and solutions for our rapidly growing analytics business with ability to manage full software development life cycle (SDLC). Participate in the creation of user acceptance criteria. Develop and maintain relationships with senior management, clients as well as colleagues and project stakeholders; develop and maintain project management
Job Title: Director/Sr Director F&A - Firm Taxes Job Responsibilities: - Provide strategic direction and oversight for the company’s domestic and international tax compliance functions. Ensure alignment with overall business objectives and risk management priorities. - Lead and champion firm-wide process improvement and automation initiatives in collaboration with the technology team and senior leadership. Drive innovation and operational excellence across all tax function...
Job Title: Assistant General Counsel Job Responsibilities: - Provide legal advice on AI and emerging technologies during research, development, and design phases to ensure legal compliance and embed IP and data protection from inception, supporting strategic alignment. - Advise on legal, ethical, and reputational risks associated with new technology products, features, and data uses, before and during development and design, ensuring alignment with the company's Trusted AI f
Senior Director, Board Leadership Center The candidate will serve as a subject matter expert/thought leader representing the company on board governance and related issues. Provide governance expertise and education to support clients at the board/c-suite level. Help drive the development and execution of the Board Leadership Center's (BLC) premier programs and sponsored/third-party board-level programs. Develop/author articles and papers on timely governance issues and rela
Job Title: Managing Director and Associate General Counsel, Lead Audit Counsel Job Responsibilities: - Serve as a primary contact within the Office of the General Counsel for leadership of the Audit and Assurance Practice on legal and regulatory matters related to professional services. - Advise the Tax and Advisory functions on similar matters as needed, including the resolution of potential disputes. - Organize the work of the Practice Advisory Group to support the Au
Job Title: Senior Associate, ECC Contracts Job Responsibilities: - Apply a fundamental understanding of contract management within the State and Local Government (SLG) domain to provide administrative oversight for a contract portfolio. Responsibilities include review, negotiation, correspondence, documentation, and strategic go-to-market activities between the company and clients. Act as lead for both internal and external data calls and strategic initiatives. - Support Req
Director - Economic Sanctions and Export Controls The candidate will oversee regulatory horizon scanning and change management for export control; evaluate engagement teams' activities for potential export control exposure; and maintain risk registers and escalate high-risk issues to leadership. Develop, maintain, and update policies and procedures for export controls and Directorate of Defense Trade Controls (DDTC) registration; implement internal controls to ensure complia
Client Intelligence Group Officer The candidate will serve as a Client Intelligence Group (CIG) Officer, leading and coordinating the delivery of complex and time sensitive research products for key internal stakeholders. Independently execute investigative due diligence and risk assessments. Present actionable intelligence on financial crimes, reputational and strategic risks to decision makers. Assist in providing forward-looking intelligence on country risk, business inte
Client Intelligence Group Officer The candidate will serve as a Client Intelligence Group (CIG) Officer, leading and coordinating the delivery of complex and time sensitive research products for key internal stakeholders. Independently execute investigative due diligence and risk assessments. Present actionable intelligence on financial crimes, reputational and strategic risks to decision makers. Assist in providing forward-looking intelligence on country risk, business inte
Client Intelligence Group Officer The candidate will serve as a Client Intelligence Group (CIG) Officer, leading and coordinating the delivery of complex and time sensitive research products for key internal stakeholders. Independently execute investigative due diligence and risk assessments. Present actionable intelligence on financial crimes, reputational and strategic risks to decision makers. Assist in providing forward-looking intelligence on country risk, business inte
Client Intelligence Group Officer The candidate will serve as a Client Intelligence Group (CIG) Officer, leading and coordinating the delivery of complex and time sensitive research products for key internal stakeholders. Independently execute investigative due diligence and risk assessments. Present actionable intelligence on financial crimes, reputational and strategic risks to decision makers. Assist in providing forward-looking intelligence on country risk, business inte
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 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 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 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
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