Benefits Comprehensive compensation package Health care and insurance benefits Retirement benefits Paid time off and vacation policy Family-friendly and flexible work environment Career development and advancement opportunities Company Overview **Members Only** is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximat
Job Title: Consultant, Personal Property Tax Job Responsibilities: The Property Tax Consultant is responsible for working with clients and internal teams to ensure compliance with jurisdictional requirements related to personal property tax. This encompasses several key duties: - Preparing personal property tax returns/renditions, filings, and reconciliation of assets for assigned clients. - Ensuring that all applicable returns/renditions and remittances are processed and m
Job Title: Director, Senior Manager, Manager, International Income Tax Job Type: Full Time Job Responsibilities: People: - Create a positive team experience. - Assist in the training and education of other team members. Client: - Respond to client inquiries and requests from tax authorities. - Travel to client locations globally for planning meetings, fact gathering, presentations, etc. - Lead the management of Work in Progress (WIP) reports and client billing. -
Job Title: Litigation Attorney for Liability or Subrogation Job Responsibilities: - Handle a caseload of predominantly low to moderate complexity, involving litigation arising from claims asserted against policyholders or the company. - Develop and apply effective litigation skills and techniques to try cases to verdict or negotiate resolution. - Conduct legal research and demonstrate strong and persuasive legal writing and presentation skills. - Draft pleadings, motions, br
Job Title: Seasonal Tax Reviewer Job Responsibilities: - Review prepared tax returns for individuals, businesses, partnerships, or trusts, ensuring accuracy and compliance, and checking for errors or discrepancies. - Act as a technical resource and point of escalation for complex tax questions, providing guidance to tax preparers. - Frequently interface with client personnel to review and apply accounting and tax principles. - Contact clients by phone or email to gather nece
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 perform buy-side and sell-side due diligence as well as other M&A tax activities. - Oversee all aspects of deal execution, including sour
Job Title: Sr Manager, Private Wealth Tax Job Responsibilities: - Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Lead multiple engagements delivering proactive tax planning and strategic consulting, including federal estate,
Job Title: Private Wealth Tax Manager Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift
Job Title: Legal Secretary III Job Responsibilities: - Maintain attorney(s) calendar book and tickler system - Schedule meetings with clients, experts, attorneys, and co-counsel - Schedule court appearances - Review and re-index mail in OnBase for attorney review and action, including calendaring - Compose correspondence and memos to request or provide information - Contact clients to obtain desired information as requested by attorneys - Maintain electronic confidential leg
Job Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is tasked with acquiring new clients, deepening existing client relationships, and expanding both internal and external networks to achieve business development objectives. Key responsibilities include leading the Client Management Process and collaborating across the enterprise to offer a Branded Client Experience. This involves providing access to the comprehensive services and capab
Job Title: Tax Director, NorCal Corporate Tax Job Responsibilities: Are you interested in joining one of the fastest-growing public accounting firms? Would you like the ability to focus on one industry sector and further become an expert for your clients? If yes, consider joining Company as a Tax Director with the NorCal Corporate Tax team. This is a great opportunity to be a valued business advisor delivering industry-focused tax advisory and compliance services to middle
Job Title: Tax Manager - NorCal Corporate Tax Job Responsibilities: The Tax Manager will be a vital part of the team, providing tax, accounting, and advisory services specifically tailored for small business clients. Responsibilities include: - Overseeing and providing services related to accounting, bookkeeping, and preparation or compilation of financial statements. - Reviewing and analyzing client accounting records and reports, offering analysis and consultation, and co
Job Title: Senior Legal Assistant, In House Coverage Litigation Firm Job Responsibilities: - Compose various legal documentation including pleadings, discovery, subpoenas, and draft correspondence. - Review incoming mail to determine urgency and coordinate with attorneys accordingly. - Maintain and review attorney calendars daily, proactively handling upcoming events. - Input and maintain case file information into the case management system, ensuring data integrity. - Act a
Job Title: Senior Tax Associate, Mergers & Acquisitions Job Responsibilities: - Participate in advising and consulting clients on tax efficiency and the benefits and risks of potential transitions related to corporate and partnership transactions. - Prepare and review analyses to assess federal and state tax consequences of transactions and manage the work product of experienced associates on various engagements. - Advise clients on transaction tax considerations, including
Job Title Complex Claims Consultant - Aging Services/Medical Malpractice Job Responsibilities The Complex Claims Consultant is tasked with managing an inventory of highly complex commercial claims with significant exposures, requiring specialized technical expertise and coordination. The consultant's responsibilities include verifying policy coverage, conducting investigations, developing and executing resolution strategies, and authorizing disbursements within authority l
Job Title: Complex Claims Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant at the company is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant's duties include: - Managing claims in accordance with departmental guidelines, verifying policy coverage, conducting investigations, developing resolution strategies,
Job Title: AVP, Professional Lines Job Responsibilities: - Manage a lawyers professional liability program sponsored by the California Bar Association. - Develop and maintain strong relationships with California Bar program overseers, including providing quarterly reports and responding to detailed questions. - Identify and assess coverage issues; draft coverage position letters and retain coverage counsel when necessary. - Develop and implement strategies for coverage issue
Job Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate
Job Title: Complex Claims Consulting Director - Healthcare Job Responsibilities: The Complex Claims Consulting Director in the healthcare sector is tasked with overseeing the most intricate claims related to healthcare professional liability. The role involves: - Conducting comprehensive investigations of claims, assessing liability and damages, and determining the strategy for each claim, including deciding whether to settle or litigate. - Developing and directing the exe
Job Title: Staff or Senior Staff Attorney - Workers' Compensation Job Responsibilities: The Staff or Senior Staff Attorney in the Workers' Compensation division is responsible for managing a caseload of complex workers' compensation cases. The role involves: - Analyzing complex legal and factual issues. - Conducting extensive legal research and developing well-reasoned legal strategies. - Independently creating and presenting defense strategies on behalf of clients. - Prepa
Job Title: Senior Associate, Private Wealth Job Responsibilities: - Serve as a trusted member of the engagement team, delivering federal tax compliance and consulting services to clients within specific industries. - Provide tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations ranging from middle market to multinational companies. - Engage in tax research projects, draft IRS responses, and address inquiries from tax authorities.
Job Title: Tax Senior Manager - Partnerships Job Responsibilities: - Serve as a trusted member of the engagement team, providing various federal tax compliance and consulting services to industry-specific clients. - Act as a valued tax business advisor, managing client relationships on day-to-day tax matters with various clients ranging from middle market to multinational. - Consult on technical matters and special projects in areas such as corporate and flow-through taxati
Job Title: Tax Senior Associate, Private Wealth Job Responsibilities: The Tax Senior Associate in the Private Wealth sector will be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients. The key responsibilities include: - Delivering tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations ranging from middle market to multinational comp
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: State and Local Tax Senior Manager - Income Franchise Job Responsibilities: - Serve as a trusted advisor to middle market and Fortune 500 clients by providing strategic state and local tax consulting services aimed at lowering tax rates, ensuring compliance, and delivering value across the spectrum of state and local taxes. - Manage multi-disciplinary, multi-state reviews that analyze income, franchise, sales and use, payroll, ad valorem taxes, and others to ident
Job Title: Tax Director, Private Wealth Job Responsibilities: The Tax Director, Private Wealth at the company is responsible for providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses or investment entities. Key responsibilities include: - Performing technical reviews of complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Leading multipl
Job Title: Tax Manager - Partnerships Job Responsibilities: - Provide tax and business advisory services and tax compliance to small business clients. - Serve as a trusted business advisor, working directly with clients to find creative solutions to complex accounting and business challenges. - Oversee and provide services related to accounting, bookkeeping, and the preparation or compilation of financials. - Review and analyze accounting records and/or reporting with
Job Title: Tax Manager - Not for Profit Job Responsibilities: Join Company as a Tax Manager to deliver tax and business advisory services and tax compliance to small business clients. This role involves working closely with firm leadership to serve clients and build the business, directly impacting the firm’s success. The Tax Manager will also coach a group of talented staff, helping develop their technical and professional skills. The role promises upward career trajecto...
Job Title: Tax Manager - Partnerships Job Responsibilities: - Be a trusted member of the team providing various tax, accounting, and advisory services to small business clients. - Oversee and provide services pertaining to accounting, bookkeeping, and prepared or compiled financials. - Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with clients to discuss accounting and business matters. - Deliver best-
Job Title: Tax Senior Associate Job Responsibilities: - Serve as a trusted member of the engagement team providing federal tax compliance and consulting services to clients in specific industries. - 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, assist in drafting IRS responses, and address other i
Job Title: Tax Senior Associate - Partnerships Job Responsibilities: - Serve as a trusted member of the engagement team, providing federal tax compliance and consulting services tailored to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, ranging from middle market to multinational companies. - Engage in tax research projects addressing various tax issues, assist in drafting IRS resp
Job Title: Tax Experienced Associate Job Responsibilities: As a Tax Experienced Associate at Company, you will play a critical role in delivering tax advisory and compliance services to clients. Your responsibilities include: - Acting as a trusted member of the engagement team, providing various tax compliance and consulting services. - Offering tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, ranging from middle market t
Job Title: Tax Experienced Associate Job Responsibilities: As a Tax Experienced Associate at the company, you will play a vital role in delivering tax advisory and compliance services to clients. This position offers an opportunity to become a trusted business advisor, working directly with clients to address complex accounting and business challenges. Your responsibilities will include: - Providing tax compliance and advisory services to S-corporations, partnerships, indi
Job Title: Insurance Defense Attorney -- Bodily Injury Job Responsibilities: As an insurance defense attorney within the bodily injury (BI) unit, the candidate will be part of the motor vehicle insurance defense litigation team. The responsibilities include providing legal representation to insured individuals and/or the insurance companies before courts and arbitration panels in all aspects of litigation. The attorney will handle cases from start to finish, which encompasse
Job Title: Staff Counsel, Workers Compensation Job Responsibilities: - Represent the Employer/Carrier before the Workers’ Compensation Appeals Board (WCAB) at administrative hearings, conferences, trials, and appeals on litigated and in pro per claims. - Ensure prompt, efficient, and effective disposition of assigned cases. - Appear remotely at depositions, cross-examinations, mediations, arbitrations, and other legal-driven activities outside of the WCAB. - Analyze comple...
Job Title: Legal Assistant - Insurance Defense Job Responsibilities: As a Legal Assistant in the Insurance Defense sector at the company, you will play a crucial role in supporting the success of our law offices. Your responsibilities will include providing administrative support to attorneys through the preparation of legal documents and correspondences, such as motions and pleadings. While not mandatory, experience with an electronic case management system will be benefici
Job Title: Associate Counsel, California (Remote) Job Responsibilities: The Associate Counsel will be responsible for defending lawsuits filed in California courts and handling first-party insurance defense. Key duties include: - Researching laws and preparing legal briefs, opinions, and memoranda. - Rendering opinions on liability, damages, and value as requested by the Claims Department. - Preparing and handling pleadings, motions, and discovery, including depositions
Job Title: Workers' Compensation Staff Counsel Job Responsibilities: - Independently represent the Employer/Carrier before the assigned Judge of Compensation Claims, presenting witnesses and evidence at administrative hearings on litigated workers’ compensation claims. - Analyze complex legal and factual issues, conduct extensive, well-reasoned legal research, and independently develop and present defense strategies on behalf of the Employer/Carrier. - Prepare pleadin...
Job Title: Associate Counsel, California - REMOTE Job Responsibilities: The Associate Counsel is responsible for handling first party insurance defense and defending lawsuits filed in California courts. Key responsibilities include: - Researching laws and preparing legal briefs, opinions, and memoranda. - Rendering opinions on liability, damages, and value as requested by the Claims Department. - Preparing and handling pleadings, motions, and discovery, including deposi
Job Title: Trial Attorney - Insurance Defense Job Responsibilities: - Represent State Farm in litigation from case inception through trial. - Draft pleadings, motions, and discovery; negotiate settlements; and advise internal clients. - Collaborate with a dynamic team of legal professionals and claims specialists. - Manage a diverse caseload with opportunities to develop litigation strategy and courtroom skills. - Traveling via personal or commercial transportation to job-re
Head of Cyber Claims The candidate will be responsible for: overseeing a group of first- and third-party cyber claims adjusters; managing relationships with outside counsel and vendors; and providing timely and meaningful claim trend information to underwriters and actuaries. Managing a claims team including implementing best practices around the investigation, analysis and evaluation of coverage liability and damages. Formulating claims and litigation strategies. Assigning,
Job Title: Regulatory Counsel Job Responsibilities: - Advise on the applicability of existing state and local laws and regulations in novel factual situations. - Partner with cross-functional teams such as Policy, Product, Safety, and Engineering to influence outcomes in regulatory and legislative proceedings affecting the company's operations. - Represent the company in interactions with government agencies. - Advise teams on building scalable operational and regulatory com
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
Job Title: Legal Solutions and Tech Strategy Leader Job Responsibilities: - **Strategic Leadership & Transformation:** - Develop and champion a long-term vision and roadmap for legal operations and technology, ensuring alignment with the department's and company's strategic objectives. - Lead large-scale change management initiatives to drive the adoption of new processes, technologies, and a data-driven mindset across the legal team. - Serve as a strategic advisor to leg
Job Title: Legal Solutions and Tech Strategy Leader Job Responsibilities: Strategic Leadership & Transformation: - Develop and champion a long-term vision and roadmap for legal operations and technology, aligning with the department's and the company's strategic objectives. - Lead large-scale change management initiatives, driving the adoption of new processes, technologies, and a data-driven mindset across a large and diverse legal team. - Serve as a strategic advisor to l
Job Title: Staff Employee Relations Partner Job Responsibilities: - Support the company's approach to external trends and developments. - Execute on strategic changes for the company and support the workforce with complex performance concerns and workplace conflicts. - Assess and address organizational health and engagement issues, with consultation and support from senior team members and managers. - Manage a caseload of workplace conflicts and employee escalations, working
Job Title: Senior Commercial Counsel - Workforce Solutions Products Job Responsibilities: - Collaborate cross-functionally to identify and address commercial, operational, compliance, regulatory, security, legal, and other issues. - Independently draft and negotiate partnership and related agreements to offer services to customers and advise product teams on implementation. - Provide direct advice to business partners on product strategy and experiences. - Maintain a strong
Job Title: Assistant General Counsel - Employment Counsel Job Responsibilities: - Drive and advise on the end-to-end implementation of workforce compliance issues, from issue identification and strategy, ideation, worker experience, policy development, compliance, and operations to support the company's global workforce. - Provide timely, business-focused advice and counseling in support of workforce strategies, policies, and legal claim management in accordance with evolvin