Salary Information: The salary for this position is competitive and will be based on experience and qualifications. Job Title: Senior Associate of Business Transformation Experience Information: Bachelor’s degree in accounting or another relevant field required. Master’s degree in accounting/Taxation or . preferred. Prior experience supervising tax professionals on a project or engagement basis JOB DESCRIPTION: H1: Senior Associate of Busine...
Summary: - Company: **Members Only** - Job Title: Manager of Tax Services - International Tax - Job Requisition ID: JR100094 - Locations: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami - Time Type: Full Time - Posted On: Posted 30+ Days Ago Responsibilities: - Research and consult with clients on tax-efficient structuring for the private client environment. - Facilitate client understanding of international tax development implications and make
Job Title: FICC and Equities, Sales and Trading Summer Analyst Salary: Competitive and based on experience level and location Experience: Pursuing a bachelor's or graduate degree About the Program: - Nine to ten week summer internship for students pursuing a bachelor's or graduate degree - Fully immersed in day-to-day activities of the firm - Attend orientation to learn about culture and responsibilities - Receive training for success - Work on real responsibiliti
Senior Tax Manager The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft emails and memos. Draft firm-wide alerts on current developments in federal income tax. Assist with firm-wide training in federal income tax. Assist with federal domes
, FL Salary Range: USD 200,000- USD 300,000 Experience Level: 15+ years Job Title: Tax Partner- Private Client Services (PCS) H1: Join EisnerAmper's Tax Team as a Tax Partner for Private Client Services H2: Design a Rewarding Career with EisnerAmper H2: Expand Your Experience as a Tax Partner H2: Embrace Diversity and Inclusion at EisnerAmper Bullet Points: • EisnerAmper is seeking a Tax Partner for their Private Client Services team in West Palm Bea...
Salary Information: Competitive salary based on experience and qualifications. Comprehensive benefits package, including medical, dental, vision, and life insurance. 401(k) retirement plan with company match. Paid time off and holidays. Ongoing training and professional development opportunities. Manager of Tax Services at **Members Only** H1: Join Our Team as a Manager of Tax Services at **Members Only** H2: Opportunity for Experienced Tax Pr
Job Title: Tax Director - Private Client Services Job Responsibilities: The Tax Director in the Private Client Services (PCS) practice at the company is responsible for various key duties that involve both leadership and technical tax expertise. The primary responsibilities include: - Reviewing tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns. - Overseeing and managing the entire tax return process, w
Job Title: Manager of Tax Services Job Responsibilities: - Manage the preparation and review of federal, state, and local tax returns for real estate partnerships, S corporations, and high-net-worth individuals. - Advise clients on complex partnership taxation matters, including Section 704(b) allocations, taxable income allocations, liability analysis, and basis adjustment calculations. - Lead the preparation and review of partnership-specific tax computations and consu
TurboTax Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling
Job Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance: Prepare and review complex tax returns for individuals, fiduciaries, estates, and gifts, ensuring compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts and wealth transfer techniques. - Fiduciary Accounting: Review trust and estate accountings in accordance with governing documents an
Job Title: Tax Director - National Tax Office (JD Required) Job Responsibilities: - Research and analyze various federal income tax issues related to operating partnerships. - Assist with M&A tax structuring and internal restructuring. - Draft emails, memos, and Firm-wide alerts on current developments. - Assist with Firm-wide trainings. - Conduct Federal domestic tax due diligence in connection with M&A transactions. Education and Experience Information: - Required: CPA, J
Job Title: Senior Associate – Private Client Services Job Responsibilities: Senior Associates in the Private Client Services practice are responsible for managing and supporting their team on multiple engagements with a diverse range of sophisticated clients. These clients include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The specific responsibilities of a Seni...
Job Title: Manager of Tax Services Job Responsibilities: - Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.) to ensure compliance with federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable giving consultations. - Research and interpret tax laws related to tr
Job Title: Director, Federal Tax (Private Client Services) Job Responsibilities: As a Director within Private Client Services, Tax, the responsibilities include managing tax and consulting service projects for high net worth individuals, particularly in areas such as individual income tax, wealth transfer, succession planning, and international tax. The role requires demonstrating extensive technical skills with tax compliance assignments for individual tax clients, working
Job Title: Manager - National Tax Office (. Required) Job Responsibilities: - Conduct research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues, accounting methods, digital assets, and other relevant matters. - Assist with M&A tax structuring and internal restructuring activities. - Draft emails and memos to communicate findings and strategies effectively. - Prepare firm-wide alerts on current de
Job Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: As a Tax Manager specializing in Partnerships, your primary responsibility will be advising clients on the tax implications of their business objectives, focusing on partnership-specific items. This includes, but is not limited to, section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations,
Job Title: Manager, Private Client Services (Family Office) Job Responsibilities: As a Manager within Private Client Services, Tax at the company, you will have a diverse range of responsibilities aimed at delivering high-quality service and personalized solutions to clients. Your primary duties will include: - Providing multiple clients with a variety of accounting and support services. This includes overseeing accounting processes such as timely posting of financial trans
Job Title: Associate – Private Client Services – 2026 Job Responsibilities: Private Client Services Associates support a diverse array of sophisticated clients, which include some of the wealthiest families in the United States, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. The role involves receiving both formal training in Private Client Services and on-the-job training through interactions with top...
Job Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests and relief requests for missed elections. - Address collection matters, including Installment Agreements, Offers in Compromise, and Collection Due Process Hearings. - Perfo
Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at Company is tasked with delivering tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers with complex tax and financial needs. The role involves: - Participating in tax and consulting engagements, enhancing skills, and addressing client needs. - Collaborating wit
Job Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, focusing on new business development and expanding services within existing client accounts. - Cultivate strategic relationships with senior government leaders, procurement officials, and key influencers, as well as strategic partners and associ
Seasonal Credentialed Tax Expert The candidate will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and acti
Seasonal Tax Expert - CPA or EA The candidate will help the customers complete their taxes using TurboTax products. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax
Seasonal Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax products using sound professional judgment, and in an excellent and timely manner. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries.
Seasonal Business Tax Associate The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using Intuit TurboTax products using sound professional judgment, and in an excellent and timely manner. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiri
Job Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel for Benefits at the company will be responsible for providing legal guidance and strategic support regarding the company's . employee benefit plans and programs. Key responsibilities include: - Advising the Benefits and other internal teams on the design, administration, and compliance of the company's . employee benefit plans, including 401(k) plans, health & welfare pla
Senior Tax Associate The candidate will be responsible for research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues and accounting methods, digital assets, and other matters. Assist with M&A tax structuring and internal restructuring. Draft emails and memos. Draft firm-wide alerts on current developments in federal income tax. Assist with firm-wide trainings in federal income tax. Assist with Federal do
Job Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that work with a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. Managers in this role can expect to: -
Job Title: Senior Associate - Transfer Pricing Job Responsibilities: - Participate and lead functional analysis interviews and work with the team to document findings in report format. - Review benchmarking analyses. - Work with the team to draft and compile client deliverables, including reports, memoranda, and PowerPoint presentations. - Review and analyze financial data and compute transfer pricing adjustments. - Further develop and maintain a comprehensive understa
Job Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel will be part of the Data Center and Networking legal team within the company's legal department. This team is responsible for providing legal support for complex data center power and energy transactions with data center providers. Key responsibilities include: - Collaborating with company executives to complete agreements between the company and it...
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: Tax Manager – National Real Estate Job Responsibilities: - Conduct research and analysis of various federal income tax issues, focusing on real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, and accounting methods. - Perform transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in joint ventures, funds, and REIT/blocker structures. - Manage REIT tax structuring...
Job Title: Associate Director Tax Services Job Responsibilities: - Oversee all aspects of international tax compliance for individuals, corporations, partnerships, trusts, and estates. - Research and advise on tax-efficient structuring of international transactions, effective use of tax treaties, offshore investment activities, and repatriation programs. - Minimize . and foreign income taxes for multinational clients, optimizing worldwide tax burdens on bus
Job Title: Senior Manager of Tax Services Job Responsibilities: - Strategic Tax Structuring and Planning: Lead research and consultation on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena. - Client Consultation: Provide expert guidance on international tax developments and implications, offering strategic recommendations for pass-through entities and individuals. - Tax Compliance Oversight: Oversee primary
Job Title: Senior Associate, Federal Tax (Private Client Services) Job Responsibilities: As a Senior Associate within the Private Client Services (PCS) practice, the candidate will undertake a variety of responsibilities aimed at providing tax and consulting services to high net worth individuals. The key duties include: - Assisting in offering tax and consulting services in the areas of individual income tax, wealth transfer and succession planning, and international tax
Job Title: Manager, Federal Tax (Private Client Services) Job Responsibilities: As a Manager within the Private Client Services division focused on Federal Tax, you will have a variety of responsibilities that include: - Providing tax and consulting services to high net worth individuals in areas such as individual income tax, wealth transfer and succession planning, and international tax. - Demonstrating extensive technical skills with tax compliance assignments for indiv
Tax Manager - Ultra High Net Worth - Investment Fund Executives The candidate will advise Financial Fund Executive clients on a full spectrum of individual and business tax opportunities, including succession planning, wealth transfer planning, and tax compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and provide consistency in tax preparation due to the complexities of fund reporting. This includes the plan
Job Title: Insurance Defense Attorney - Bodily Injury Job Responsibilities: As an insurance defense attorney within the bodily injury unit, you will be part of the motor vehicle insurance defense litigation team. Your primary responsibility will be to provide legal representation to insured clients and/or the insurance companies before courts and arbitration panels. Key duties include: - Handling cases from inception to resolution, which involves preparing legal pleadings,
Tax Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or Boca Raton, FL ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida pre
Tax Manager - State and Local Tax The candidate will lead and manage multiple tax engagements to deliver state tax services for a diverse client base. Serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. Be responsible for reviewing or drafting memoranda and other tax correspondence as well as creating spreadsheets. Address tax credits including the research credit, tax audits, voluntary disclosure
Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence in New York City, Long Island, and Florida, offering expert financial advisory services across diverse industries. The firm provides a compr
Salary Information: The salary for this position ranges from $150,000 to $300,000, depending on experience and qualifications. This includes a base salary as well as potential bonuses and commissions based on performance. Truist also offers a competitive benefits package, including medical, dental, vision, life insurance, and retirement plans. Job Title: Wealth Advisor III - Palm Beach / Boca Raton Experience Information: 8 or more years of sales and client managemen
Wealth Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profil
Job Title . Private Bank - Private Banker - 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 from both the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including
Job Title: . Private Bank - Private Banker - Vice President 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 from both the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset
Job Title: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen client relationships. - Build and maintain an internal and external network to achieve business development goals. - Lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience. - Ensure retention of clients. - Lead the Client Process Management Process within the client team to identify new business development opportunities. - S
Job Title: . Private Bank – 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 through new client acquisition. - Advise clients on their ...
Job Title Private Banker - US Private Bank - 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 the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including a
Job Title: . Private Bank - Private Banker - Managing 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 existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset