Tax Manager - Financial Services Job Category: Tax Requisition Number: TAXMA001891 Posting Details Posted: February 23, 2024 Full-Time Locations Showing more locations Woodland Hills, CA Manhattan Beach, CA Sacramento, CA New York, NY Job Details Description The **Members Only** Experience **Members Only** is a full-service national accounting, advisory and consulting firm with opportunities for professionals in many different fields. We seek to bring a human ele
Job Title: Tax Senior Manager - Financial Services Job Responsibilities: - Research tax issues and filing requirements that impact tax compliance. - Review tax returns (1065 & 1120) ensuring accuracy and completeness. - Conduct research on complex tax issues using internal revenue code, treasury regulations, and other relevant authorities/guidance. - Serve as the Engagement Manager on specific client accounts, handling pre-engagement planning, execution, and final deliverabl
Job Title: State and Local Tax Manager - Income & Franchise Tax Job Responsibilities: A State and Local Tax Manager at the company is responsible for overseeing the Income and Franchise Tax division within the State and Local Tax (SALT) practice. The key responsibilities include: - Planning, supervising, and reviewing state income, franchise, consolidated, and combined tax returns for businesses, as well as state income tax returns for individuals. - Staying updated on tax
Job Title: Sales and Use Tax Senior Manager Job Responsibilities: The Sales and Use Tax Senior Manager is responsible for leading the Sales & Use Tax division within the State and Local Tax (SALT) practice. Key responsibilities include: - Managing multiple complex tax engagements. - Leading the delivery of innovative sales and use tax planning strategies for a diverse client base. - Keeping abreast of tax law changes in various states and providing written communications o
Job Title: National Office Tax Manager or Senior Manager - Tax Controversy Job Responsibilities: - Represent individuals and businesses in tax disputes with taxing authorities. - Develop strategies for successful resolutions at all stages of controversy, including penalty abatement, exams, appeals, and collections. - Manage multiple matters and effectively interpret tax laws. - Develop supporting positions and prepare written responses to taxing authorities. - Work closely w
Job Title: National Office Tax Manager or Senior Manager - Tax Controversy Job Responsibilities: - Represent individuals and businesses in tax disputes with taxing authorities. - Develop strategies for successful resolution at all stages of tax controversy, including penalty abatement, exams, appeals, and collections. - Manage multiple matters simultaneously, interpret tax laws effectively, and develop supporting positions. - Prepare written responses to taxing authorities.
Job Title: National Office Tax Manager or Senior Manager - Tax Controversy Job Responsibilities: The position of National Office Tax Manager or Senior Manager - Tax Controversy at the company involves several key responsibilities aimed at managing and resolving tax disputes for individuals and businesses. The primary duties include: - Developing strategies for successful resolutions at all stages of tax controversy, which encompasses penalty abatement, exams, appeals, and
Job Title: Tax Senior Manager, Business Management Employment Type: Full-time Job Responsibilities - Review Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities. - Conduct online tax research. - Perform accounting work needed for tax returns. - Develop and nurture long-term relationships with clients. - Develop solutions for clients and
Job Title: Tax Senior Manager - Private Client Job Responsibilities: - Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. - Effectively leverage available technology and other resources to maximize technical application to projects, ensuring the engagement team adheres to the same standard. - Determine appropriate tax objectives, scope, and methodology, and actively participate in decision-making with client'
Job Title: Tax Manager - Corporate Tax Job Responsibilities: - Advise clients on corporate, partnership, individual, and trust and estate tax services. - Oversee the calculation and analysis of proprietary tax strategies for clients. - Develop and maintain relationships with clients, including participation in networking and business development activities. - Provide clients with in-depth industry knowledge. - Ensure that Tax Seniors and Staff are informed about current tax
Job Title: Associate General Counsel – Individual Retirement & Life Job Responsibilities: The Associate General Counsel will provide comprehensive legal support for the Individual Retirement business of the company. Key responsibilities include: - Offering trusted legal advice and counsel to the Individual Retirement & Life businesses, focusing on all aspects of legal support for fixed and indexed life insurance and annuities. - Engaging in product manufacturing, distribu...
Job Title: Associate Staff Attorney - Insurance Defense Job Responsibilities: - Litigation Execution: The Associate Staff Attorney is responsible for managing all phases of litigation, including discovery, hearings, trials, mediations, and drafting legal documents such as pleadings and motions. The role involves supporting Senior Trial Counsel and Senior Litigation Counsel in all aspects of case handling through trial, including preparation, management, and assistance at eve
Job Title: Tax Senior Associate - Financial Services Job Responsibilities: The Tax Senior Associate in the Financial Services sector at the company is tasked with providing comprehensive tax compliance and advisory services specifically for investment partnerships and related management entities. The role involves working within a multi-disciplinary team to leverage financial service knowledge and experience, while also focusing on building and managing client relationships.
Job Title: Mergers & Acquisitions (M&A) Tax Senior Job Responsibilities: - Assist Managers and Partners in managing client engagements, conducting financial due diligence on middle-market companies across various industries. - Collaborate directly with client leaders, private equity firms, strategic clients, and investment banks to perform buy-side and sell-side due diligence as well as other M&A tax activities. - Conduct analytical reviews of data and prepare findings for p
Job Title: Mergers & Acquisitions (M&A) Tax Senior Manager Job Responsibilities: - Engage in management with clients, routinely working directly with C-suite executives to perform financial due diligence on middle-market companies across various industries. - Collaborate with private equity firms, strategic clients, and investment banks to conduct buy-side and sell-side due diligence and other M&A tax activities. - Oversee all aspects of deal execution, including sourcing an
Job Title: Mergers & Acquisitions (M&A) Tax Manager Job Responsibilities: - Develop and serve as a firm technical resource for the . federal income tax aspects of due diligence and mergers and acquisitions. - Solve complex tax, accounting, and business issues, focusing on developing tax structures and providing tax due diligence services for buy-side and sell-side transactions. - Analyze target-company tax information to understand historical trends, quantify historic and
Job Title: Executive Claims Examiner, Professional Liability Job Responsibilities: - Investigate, negotiate, and settle complex primary and excess policy claims, including legal malpractice, architects and engineers, miscellaneous professional liability, employment practices liability, and private company D&O claims. - Investigate and analyze coverage under primary and excess professional liability and management liability insurance policies; make coverage determinations
Job Title: Senior Claims Examiner, Construction Bodily Injury Job Responsibilities: - Review and confirm coverage of claims by examining policies and documents submitted in support of claims. - Analyze coverage and communicate coverage positions. - Prepare coverage position letters independently and refer suspicious losses to the Special Investigations Unit (SIU), assisting in the investigation and settlement of claims. - Conduct, coordinate, and direct investigations i
Job Title: Tax Manager-- NFP Job Responsibilities: - Serve as a trusted advisor providing tax and business advisory services to nonprofit clients. - Review and analyze nonprofit tax returns, provide analysis and consultation, and communicate with clients to discuss best practices in nonprofit tax reporting. - Deliver exceptional customer service, ensuring responsiveness, timeliness, professionalism, and accuracy. - Lead and plan client engagements, continuously evaluating
Job Title: Sales and Use Tax Manager Job Responsibilities: The Sales and Use Tax Manager at the company will join the State and Local Tax (SALT) practice, specifically within the Sales and Use (Indirect) Tax division. The role involves managing multiple complex tax engagements and delivering innovative sales and use tax planning solutions for a diverse client base. The manager will utilize their extensive experience across various industries to provide consulting services to
Japanese Business Services (JBS) - Federal Tax Senior - Global Compliance and Reporting The candidate will support client engagements by reviewing staff work product, coordinating with clients and internal team members, managing deadlines, and tracking engagement economics. Identify and resolve tax technical issues, as well as share insights that will improve our processes and overall efficiency. Provide US and Japanese Inbound clients with domestic federal tax advice and gu
Job Title: Tax Experienced Associate - Flow through & Individual Job Responsibilities: As a Tax Experienced Associate at Company, you will become a valuable business advisor, delivering industry-focused tax advisory and compliance services specifically to middle market clients. Your primary responsibilities will include: - Providing federal tax compliance and advisory services to a variety of clients, including S-corporations, partnerships, individuals, and corporations
Job Title: Manager, Retail Operations - TurboTax Job Responsibilities: 1. Leadership & Team Coaching: - Provide ongoing coaching and mentorship to develop team skills and confidence. - Deliver constructive feedback and recognition that drives engagement and performance. - Conduct performance reviews and set clear, motivating goals for each team member. - Foster a collaborative, high-energy culture where employees feel valued, supported, and inspired to deliver their bes
Job Title: Insurance Defense Attorney Job Responsibilities: The Insurance Defense Attorney at the company is responsible for representing clients in all areas of insurance defense practice, primarily handling cases of low complexity and exposure. The attorney will manage all phases of cases from intake to resolution. Key responsibilities include: - Litigating low complexity and exposure cases, performing duties necessary from intake to trial and/or settlement. - Preparing pl
Job Title: M&A Tax Manager - Partnership Consulting & Modeling Job Responsibilities: - Develop detailed models for partnership income and debt allocations, Section 704(c) tracking, revaluations, and other complex partnership items to support tax return preparation and collaborate with core tax teams. - Conduct high-level and detailed tax and economic modeling for partnership formations, restructurings, acquisitions, dispositions, and allocations. - Prepare complex distributi
Job Title: Executive Claims Examiner - Executive Liability Job Responsibilities: - Act as a technical expert responsible for the resolution of high complexity and high exposure Public Company D&O (Directors and Officers) and Financial Institutions D&O and E&O (Errors and Omissions) claims. - Confirm coverage of claims by reviewing policies and documents submitted in support of claims. - Analyze coverage and communicate coverage positions. - Conduct, coordinate, and direct in
Job Title: AVP, Claims Litigation Job Responsibilities: Leadership: - Ensure alignment of staff counsel offices with department and company strategy and objectives. - Supervise the work of staff counsel Directors, holding accountability for the quality and quantity of work within the assigned territory. - Build and maintain collaborative working relationships within Claims and other departments. - Represent the department on relevant projects and initiatives. Litigation Ma
Job Title: Tax Senior Job Responsibilities: - Participate in client engagements by providing corporate, partnership, and individual tax services; devise, plan, and execute tax strategies and research potential tax issues. - Prepare and/or review returns for corporate, partnership, or individuals, including federal, foreign, state, and local tax returns, estimated payments, and extensions. - Build relationships with existing clients, including involvement in networking and bu
Job Title: Tax Senior - Not for Profit Job Responsibilities: - Participate in client engagements by providing corporate, partnership, and individual tax services; devise, plan, and execute tax strategies and research potential tax issues. - Prepare and/or review returns for corporate, partnership, or individuals, including federal, foreign, state, and local tax return, estimated payments, and extensions. - Build relationships with existing clients, including involvement in n
M&A Tax Senior Manager - Partnership Consulting and Modeling The candidate will develop detailed models for partnership income and debt allocations, Section 704(c) tracking, revaluations, and other complex partnership items to support tax return preparation and collaborate with core tax teams. Conduct high-level and detailed tax and economic modeling for partnership formations, restructurings, acquisitions, dispositions, and allocations. Prepare complex distribution waterfal
Job Title: Insurance Bad Faith Discovery Analyst Job Responsibilities: The Discovery Analyst II is tasked with managing records within the Suits Against the Exchanges (SAE) group. This role involves acquiring and administering documents and evidence from various functions and levels within the organization for complex litigated matters. Responsibilities include handling difficult cases, managing the collection of extensive documentation, and identifying witnesses on unique t
Senior Corporate Counsel - Property and Casualty The candidate coordinates and oversee in-house and outside counsel; monitors all legal matters within the assigned division pertaining to **Members Only** Group, Incorporated and subsidiary and managed entities; monitors reporting procedures and requirements; and maintains the Corporate Legal case management system. Monitors all legal matters related to the **Members Only** Group of Companies within the assigned division. Provides regular reports r
Job Title: Tax Experienced Associate, National Office (R&D) Job Responsibilities: - Plan, implement, and conduct research tax credit studies. - Engage in strategic tax planning and research concerning international, federal, and local tax issues. - Expand and improve technical skills in various tax areas. - Efficiently manage time to meet charge hour goals and accurately document work performed. - Handle multiple tasks and engagements simultaneously with minimal supervision.
Job Title: Tax Director, National Office (SALT-Income/Franchise) Job Responsibilities: As a Tax Director in the State & Local Tax (SALT) practice, you will have a significant role in formulating state and local tax strategies for clients across diverse industries. Your main responsibilities include: - Strategic Leadership and Client Service: - Lead and manage multistate income and franchise tax engagements, ensuring the delivery of strategic, high-quality solutions for cli
Job Title: Tax Experienced Associate Job Responsibilities: - Serve as a trusted member of the engagement team, providing federal tax compliance and consulting services to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, ranging from middle market to multinational companies. - Participate in tax research projects on various tax issues, draft IRS responses, and address other tax authority
Job Title: Tax Experienced Associate Job Responsibilities: - Serve as a trusted member of the engagement team providing federal tax compliance and consulting services to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations ranging from middle market to multinational companies. - Participate in tax research projects, draft IRS responses, and address tax authority inquiries. - Collaborate with
Job Title: Insurance Defense Attorney Job Responsibilities: The Insurance Defense Attorney is responsible for representing clients in various areas of insurance defense practice. The primary focus is on handling cases that are low in complexity and exposure, managing all phases from intake to resolution. The essential job functions include: - Litigating low complexity and exposure cases from intake to trial and/or settlement, which encompasses preparation of pleadings, moti
Job Title: Insurance Defense Attorney Job Responsibilities: - Represent clients in all areas of insurance defense practice, focusing on cases that are primarily low in complexity and exposure. - Manage all phases of cases from intake to resolution, including preparation of pleadings, motions, discovery, and briefs. - Attend hearings, conferences, interviews, mediations, arbitrations, and trials as necessary. - Proactively inform leadership of case handling opportunities and
Job Title Insurance Defense Trial Attorney - Northern California Job Responsibilities The Insurance Defense Trial Attorney is responsible for representing clients in all areas of insurance defense practice, handling cases primarily of low to moderate complexity and exposure. The attorney will manage all phases of cases from intake to resolution. Key responsibilities include: - Litigating cases from intake to trial and/or settlement, including the preparation of pleadings,
Job Title: Litigation Management Counsel Job Responsibilities: The Litigation Management Counsel is tasked with direct communication with the Company regarding evaluations and recommendations related to complex and high exposure litigation against the Company. They coordinate and oversee outside counsel in trial and appellate work, ensuring litigation against the Company is handled consistently, efficiently, and effectively. This role involves evaluating, assessing, designin
Job Title: Legal Assistant - California Job Responsibilities: The Legal Assistant performs legal and secretarial tasks for assigned attorney(s) with supervision and oversight from their leader. Key responsibilities include: - Maintaining schedules and calendars for assigned attorney(s). - Composing a variety of correspondence, pleadings, and various legal forms. - Coordinating time and location for multi-party appearances, including depositions, arbitrations, mediations, Ind
Job Title: Spring 2026 Tax Associate - Conversion Job Responsibilities: As a Tax Associate at the company, you will perform the following responsibilities: - Deliver tax advisory and compliance services to clients, focusing on both privately held and publicly traded companies across various stages of development. - Become a trusted business advisor by working face-to-face with clients, providing creative solutions to complex accounting and business challenges. - Work wi
Job Title: Director, Staff Counsel Job Responsibilities: The Director, Staff Counsel is responsible for the oversight and management of the overall operation of in-house defense attorneys, including all staff counsel personnel within the assigned territory. The primary duties include establishing and monitoring procedures to ensure the delivery of legal services meets performance standards, complies with best practices, and supports business strategy. The role involves ident
Job Title: Legal Counsel - Technology Job Responsibilities: - Serve as a key member of the Digital & Corporate Enterprise Legal team. - Provide legal advice and guidance on technology law topics such as AI, SaaS, software as a medical device, technology product development lifecycle, and data use. - Advise business stakeholders and coordinate with lines of business attorneys. - Negotiate various contracts, including Master Service Agreements, Statements of Work, SaaS Agreeme
Job Title: Tax Manager Job Responsibilities: - Serve as a valued advisor delivering tax and business advisory services and tax compliance to middle market clients. - Work alongside company leadership to serve clients and build the business, directly impacting the company's success. - Coach a group of talented staff, using experience to help develop their technical and professional skills. - Oversee and provide services related to accounting, bookkeeping, and preparation or
Job Title: Litigation and Regulatory Affairs Assistant General Counsel Job Responsibilities: The Assistant General Counsel for Litigation and Regulatory Affairs at Company is responsible for managing the firm's responses to litigation, regulatory investigations, and subpoenas. This role involves advising professionals on risk items and reporting to the General Counsel within the Company's Risk Management business unit. Responsibilities include: - Overseeing and managing lit
Job Title: Senior Counsel Job Responsibilities: - Develop an in-depth understanding of the company's service lines and technology products, along with their associated risks. - Review, revise, and negotiate various professional services and technology-related agreements, such as requests for proposals, master service agreements, engagement letters, confidentiality agreements, business associate agreements, SaaS agreements, data protection agreements, software licenses, subco
Job Title: Associate Staff Attorney - Insurance Defense Job Responsibilities: - Litigation Execution: Manage all phases of litigation, including discovery, hearings, trials, mediations, and drafting legal documents such as pleadings and motions. Support Senior Trial Counsel and Senior Litigation Counsel in all aspects of case handling through trial, including preparation, management, and assistance at every stage of the litigation process. - Client Advisory and Relationsh
Job Title: Sr. Claims Examiner, Medical Malpractice Job Responsibilities: - Confirm coverage of claims by reviewing policies and supporting documents. - 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 the extent of insured's exposure. - Set
Job Title: Senior Professional Liability Claims (Attorney), Claims Construction Job Responsibilities: Claims Handling & Investigation: - Manage a portfolio of highly complex, litigated construction professional liability claims with significant exposures, requiring advanced technical expertise and strategic coordination. - Accurately update and document claim files in accordance with best practices, ensuring data integrity and compliance. - Verify coverage by analyzing poli