Job Title: Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and new client acquisition. - Advise clients on their overall balance sheet, inc...
Job Title: . Private Bank – Private Banker – Vice President or 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 new client acquisition. - Advise clients on their overall bala...
Job Title: US Private Bank - Private Banker - 2026 ReEntry Program 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 as
Job Title: Sr. Counsel Aerospace - Employment Job Responsibilities: - **Legal Advisory Services**: Provide expert legal advice and guidance to various departments within the company's Aerospace segment on labor and employment matters, ensuring compliance with applicable laws and regulations. This includes managing Equal Employment Opportunity Commission (EEOC) and other state employment agency claims. - **Risk Assessment and Mitigation**: Identify potential legal risks as
Job Title: Manager, Corporate Compliance Job Responsibilities: - Manage assigned activities related to US Government Program Integrity and implementation with global partners, including Anti-Bribery and Corruption Policies. - Interact with Legal, Marketing, Quality, Sustainability, Sales, and Support Business Partners to ensure compliance with Federal and State Regulations. - Provide oversight to risk mitigation programs, including HCP and Government Official Engagement
Job Title Asset & Wealth Management - Tax Senior Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in every activity - Interact with clients at a senior level to drive project success - Build trust with multi-level teams and stakeholders through open communication - Motivate and coach te
Job Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: 1. Tax Specialization: - Maintain and develop an in-depth understanding of technical and practical issues in partnership taxation. - Advise clients on tax implications of their business objectives, focusing on partnership-specific items like section 704(b) and taxable income allocations, capital account maintenance, liability analysis, section 734(b) and 743(b) adjustment calculations, and
Job Title: Sr. Claims Examiner/Executive Claims Examiner, Medical Malpractice Job Responsibilities: - Confirm coverage of claims by reviewing policies and documents submitted in support of claims. - Analyze coverage and communicate coverage positions. - Conduct, coordinate, and direct investigations into loss facts and extent of damages. - Direct and monitor assignments to experts and outside counsel. - Evaluate information on coverage, liability, and damages to determine th
Job Title: Partner Tax Preparation Advisor Senior Associate Job Responsibilities: - Manage individual tax compliance and planning for executives. - Handle partnership K-1 income, state tax credits, and composite returns. - Conduct Alternative Minimum Tax (AMT) and year-end planning. - Analyze intricate tax problems and provide solutions. - Mentor and guide junior team members. - Maintain elevated standards in deliverables. - Build and nurture client relationships. - Develop
Job Title: Senior Claims Examiner, Professional Liability Job Responsibilities: - Investigate, negotiate, and settle primary policy professional liability claims for various professionals including accountants, architects, engineers, dentists, not-for-profit directors and officers, and more. - Conduct investigation and analysis of coverage under primary professional liability insurance policies, make coverage determinations, draft coverage correspondence, and communicate
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: - Lead the Financial Services Tax team to deliver benefits through digitization, automation, and increased efficiencies. - Supervise, develop, and coach teams to deliver exceptional client deliverables and manage client service accounts. - Drive assigned client engagement workstreams by supervising teams and independently solving and analyzing complex problems to develop top-quality deliverables. - Levera
State and Local Tax Financial Services Manager The candidate will get the opportunity to help clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. Help with assessing the client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable t
Job Title: State and Local Tax Financial Services Senior Manager Job Responsibilities: As a Senior Manager in the State and Local Tax Financial Services team, the candidate will be responsible for leading significant projects and driving process innovation within the department. The role involves achieving operational excellence in tasks and interacting with clients at senior levels to ensure project success. The Senior Manager will develop and sustain client relationships,
Financial Services Tax - Real Estate Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. Help organisations understand the pricing implications of goods and services between related parties, as well as pr
Chinese Business Network - Private Tax Manager The candidate will develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendatio
Tax Senior Associate - Private Companies The candidate will get the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies. Use feedback and reflection to
Tax Director - Global Information Reporting The candidate will provide comprehensive guidance and support to clients in optimising their financial performance, improving decision-making, and achieving their financial goals. Analyse client needs, develop financial solutions, and offer recommendations tailored to specific business requirements. Develop new ideas, solutions, and structures; drive thought leadership. Solve problems by exploring multiple angles and using creativi
Financial Services Tax - Real Estate Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. Help organisations understand the pricing implications of goods and services between related parties, as wel
Job Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: The role of Asset & Wealth Management - Renewable Energy Tax Senior Manager involves working within the Financial Services Tax practice, part of Corporate Tax services. The primary responsibility is to assist clients in meeting their tax obligations while managing the impact of tax on their business. The Senior Manager will act as a strategic consultant, advising clients on local
Tax Senior Manager - Global Information Reporting The candidate will get the opportunity to contribute to a variety of audit, regulatory, valuation, and financial analyses services to design solutions that address the clients' complex accounting and financial reporting challenges, as well as their broader business issues. Encourage everyone to have a voice and invite opinion from all, including quieter members of the team. Deal effectively with ambiguous and unstructured pro
Job Title: Senior Claim Examiner - Environmental Claims Job Responsibilities: - Handle moderate to high complexity and exposure claims, which may involve mediation or litigation. - Manage claims from coverage inquiry to legal liability assessment and quantum analysis for timely and accurate resolution. - Mitigate indemnity and expense exposure while communicating developments and outcomes to stakeholders. - Make decisions within authority with minimal oversight and act
Job Title: Executive Claims Examiner - Executive Liability Job Responsibilities: - The Executive Claims Examiner will act as a technical expert responsible for resolving high complexity and high exposure Public Company Directors and Officers (D&O) and Financial Institutions D&O and Errors and Omissions (E&O) claims. - They will confirm coverage of claims by reviewing policies and documents supporting claims. - The role involves analyzing coverage and communicating covera
Asset and Wealth Management - Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. Help organisations understand the pricing implications of goods and services between related parties,
Partner Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud. Help the team provi
Job Title: Legal Counsel Job Responsibilities: - Review, draft, and negotiate a broad range of agreements, including software and vendor agreements. - Assist with the legal affairs of the company's centralized corporate functions, such as Strategic Sourcing, IT, Information Security, Physical Security, and Risk Management, while coordinating with external counsel. - Create and maintain forms and standard provisions for legal documents. - Participate in enterprise-wide legal
Job Title Partner Tax Preparation Advisor Senior Associate Job Responsibilities - Manage individual tax compliance and planning for executives, including handling partnership K-1 income, state tax credits, and composite returns. - Conduct Alternative Minimum Tax (AMT) and year-end planning. - Analyze intricate tax problems and provide solutions. - Mentor and guide junior team members, maintaining elevated standards in deliverables. - Build and nurture client relations
Job Title Financial Services Tax - Real Estate Director Job Responsibilities As a Director in the Financial Services Tax team, you will be tasked with leading the strategic direction of the team, focusing on technology-enabled tax advisory services that provide benefits through digitization, automation, and increased efficiencies. Your core responsibilities will include: - Setting the strategic direction for the Financial Services Tax team. - Leading business developmen
Job Title: Sr. Claims Examiner - General Liability Job Responsibilities: The Sr. Claims Examiner is responsible for managing the resolution of claims that possess moderate to high complexity and exposure. These claims may require resolution through mediation or litigation. The primary duties include: - Handling claims from the initial coverage inquiry through legal liability assessment and quantum analysis, ensuring timely and accurate resolution. - Mitigating indemnity
Partner Tax Preparation Advisor Senior Manager The candidate will craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demonstrating composure through ambiguous, challenging and uncertain situations. Deepen and evolve expertise with a focus on
Partner Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement ledger accounts, and preparing analysis and reconciliations of bills to detect fraud. Help the team provi
Risk and Independence Contract Specialist Senior Manager - Managed Services The candidate will develop business strategies to effectively manage and navigate risks in a rapidly changing business environment. Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team th
Partner Tax Preparation Advisor Senior Manager The candidate will provide personalised tax planning and compliance services to high-net-worth individuals and privately-owned businesses. Craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and act on client feedback. Direct the team through complexity, demo
Job Title: Counsel, Technology & Privacy Job Responsibilities: The Counsel, Technology & Privacy position at the company is a full-time role within the legal department. The individual in this position will support the Technology & Privacy Associate General Counsel in developing, improving, planning, and executing the privacy and artificial intelligence compliance strategy at the company. The focus areas for this role include IT, Digital, Connected Products, Product Developm
Job Title: Counsel, Technology & Privacy Job Responsibilities: - Support the Technology & Privacy Associate General Counsel in developing, improving, planning, and executing the privacy and artificial intelligence compliance strategy at the company. - Provide counsel to the Chief Digital Officer and digital teams on matters including connected products, artificial intelligence, and data privacy. - Draft and revise technology agreements. - Act as a liaison between in-house co
Job Title: Legal Counsel, Safety, Health & Environment (SHE) Job Responsibilities: - Provide expert legal guidance to internal company stakeholders within the Safety Health & Environmental function, ensuring compliance with laws and best practices related to environmental and health and safety matters. - Advise on environmental, safety, and security requirements, including permitting, compliance, incident response, and privileged investigations; provide counsel on other regu
Job Title: Manager of Contracts (Dealer and Service Network) Job Overview: The Manager of Contracts is a strategic position responsible for managing day-to-day relations with the partner network. This includes overseeing, enforcing, and optimizing all dealer, service, and warranty agreements. The role ensures full contract lifecycle management, including negotiation, execution, enforcement, and renewal, while maintaining and strengthening dealer relations, operational exc
Job Title: Legal Specialist Associate - Legal Loss Mitigation Team Job Responsibilities: The Legal Specialist Associate is responsible for supporting a team of attorneys within the Legal Loss Mitigation Team. The role involves performing a wide range of task and project-oriented support, which includes: - Managing the Legal Matter intake process for various lines of business. - Conducting research, documenting, and resolving a variety of requests using independent judgment.
Job Title: Manager, Counsel - Card Platforms and Data Science (Hybrid) Job Responsibilities: The Manager, Counsel position within the Card Legal Team at the company involves advising the credit card business, particularly on card platforms and data science. This role is designed for attorneys new to in-house positions and looking to join a Fortune 100 company. Key responsibilities include: - Identifying and assessing legal risks associated with specific card platforms. - Tr
Job Title: Manager, Counsel - Retail Bank Legal (Hybrid) Job Responsibilities: The Manager, Counsel - Retail Bank Legal at the company will play a key role in providing legal support and strategic guidance to the Retail Bank Operations organization. The role involves collaborating with various teams to refine and service new and existing banking products for millions of banking customers. Key responsibilities include: - Serving as the legal point of contact for bank operati
Job Title: Manager, Counsel - Card Legal (Hybrid) Job Responsibilities: - Oversee a portfolio of litigation and manage outside counsel’s litigation practices. - Track changes in the statutory and regulatory environment at national, state, and local levels, analyze trends, identify proposed changes, and potentially collaborate with external groups to influence decision-makers. - Collaborate with other counsel and business units to support new initiatives. - Mentor and...
Job Title: Manager, Counsel: Complaints, Disputes & Fraud (Hybrid) Job Responsibilities: The Manager, Counsel will be a part of the Consumer and Small Business Legal team, acting as the initial point of contact for compliance and business partners responsible for providing written responses to consumer complaints for the company's US credit card business. Key responsibilities include: - Providing legal advice and support on responses to customer complaints and disputes.
Job Title: Senior Director, Compliance Job Responsibilities: The Senior Director, Compliance will be responsible for the development, management, and oversight of program initiatives aimed at enhancing the existing governance and oversight of the Compliance Management Program (CMP). The role includes creating and implementing innovative solutions to identify and mitigate compliance risks. Key responsibilities include: - Contributing to the effective design and delivery of i
Job Title: Legal Director & Assistant General Counsel Job Responsibilities: The Legal Director & Assistant General Counsel serves as the lead attorney providing legal advice and guidance on various matters related to the Compliance Solutions business. The role involves managing a team of business attorneys and serving as the primary legal support to the Executive VP and General Manager of Compliance Solutions. Key responsibilities include: - Providing strategic legal advi
Job Title: Senior Manager, Senior Counsel - Software Product Counsel (Hybrid) Job Responsibilities: As a Senior Manager/Senior Counsel for the Software Product Counsel, you will play a pivotal role in a strategic initiative for the company. Your responsibilities will include: - Translating complex legal topics into understandable language for developers and senior executives. - Demonstrating a thirst for knowledge by learning about new technologies and legal concepts. - Pro
Job Title: Principal Associate Counsel - **Members Only** (Hybrid) Job Responsibilities: As a Principal Associate Counsel at **Members Only**, you will be a key player in supporting the company's enterprise B2B software and data management solutions. Your responsibilities will include: - Transaction Management: You will manage numerous **Members Only** deals from start to execution, ensuring timely completion. This involves juggling multiple interactions with business stakeholders and Legal subject matter
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
Associate- Tax Controversy Services The candidate will assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustment, and 30 Day letters. Address collection matters including Offers in Compromise, Installment Agreements, and Collection Due Process hearings. Help with client representation in various Alternative Dispute Resolution processes. Research and draft tax memoranda. Contact and correspond with the IRS S
Manager - Sales and Use Tax The candidate will possess the fundamental accounting knowledge to generate financial statements and make adjusting journal entries for the ultimate preparation of sales and use tax returns. Will review computations, workpapers, schedules, and other related items. Perform technical research supporting positions taken in tax filings, including drafting written memorandums. Provide written technical advice in the form of memorandums or other forms.
Senior Tax Consultant - State and Local Tax Chicago, IL Flexible Location: Chicago, IL 60606 Department: Client Serving Position Description About True Partners Consulting When it comes to careers in tax and business advisory services, True Partners Consulting (TPC) is clearly different. TPC is an independent tax and business advisory firm delivering technical expertise and exceptional service in the areas of tax and financial reporting to Fortune 1000 and middle