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...
Information: Competitive salary based on experience and qualifications. Comprehensive benefits package including medical, dental, vision, and life insurance. 401(k) retirement plan with employer match. Flexible work schedule options. Paid time off and holidays....
Title: Transactional Research Solution Consultant Job Responsibilities: The Transactional Research Solution Consultant is a critical part of the Sales Operations Team at the company, primarily tasked with fostering and maintaining robust client relationships with the company's subscribers. This post-sales role focuses on...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Job Responsibilities: As a Tax Senior in the Wealth & Asset Management practice, the primary responsibilities include: - Conducting tax compliance and advisory work for clients, particularly in the...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Manager Job Responsibilities: - Manage all tax compliance and consulting projects for active business entities across various business sectors. - Handle tax reporting implications of transactions, including tracking purchase accounting,...
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...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits is responsible for providing legal guidance and strategic support regarding the company's . employee benefit plans and programs. The role involves ensuring compliance with applicable laws and regulations,...
Title: Industrial and Consumer Products Tax Manager Job Responsibilities: - Reviewing business and individual tax returns, including forms 1065, 1120, 1120S, and 1040. - Coordinating with clients and their advisors on quarterly and year-end tax planning and projections. - Providing supervision, training, and support...
Title Sr. Associate General Counsel Job Responsibilities The Senior Associate General Counsel at the company will function as a strategic business partner and trusted legal advisor across several departments including Product Development, Human Resources, Marketing, Business Development, Medical Quality and Improvement, and Client...
Title: Legal Content Specialist Job Responsibilities: - Play a pivotal role in curating, analyzing, and structuring legal content to ensure clarity, relevance, and AI-readiness across multiple jurisdictions. - Collaborate with product managers to identify gaps in global primary law collections and define and...
Title: Content Manager, Private Equity & Transactional Floater Job Responsibilities: - Develop and manage online legal content, products, tools, and solutions for attorneys specializing in private equity and investment management. - Allocate 50% of the work schedule to the private equity and...
Title: AI Content Optimization Lead, Global Practice Guidance Job Responsibilities: - Identify and evaluate opportunities to apply AI and automation to streamline and enhance existing editorial workflows, driving efficiency, scalability, and quality across global content operations. - Support the development and execution of...
Title: AI Content Optimization Lead Job Responsibilities: - Lead the development of strategies for AI-assisted caselaw collection, conversion, and enhancement content generation, ensuring alignment with business goals and market demands. - Collaborate with cross-functional teams, including product strategy, product management, engineering, business analysts,...
Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. - Provide professional consulting and advisory services to clients through the development, delivery,...
Tax Senior Manager - Family Office Job Responsibilities: As... Senior Manager in the Family Office Enterprise practice, the... be responsible for advising family offices and multi-generational families... on a comprehensive range of tax services. Key responsibilities include: - Advising on...
Fort Lauderdale Salary Information: The salary for a Tax Partner in Private Client Services (PCS) at **Members Only** is competitive and based on experience. In addition, we offer a comprehensive benefits package including medical, dental, vision, 401k, paid time...
Title: Tax Director - Private Client Services Job Responsibilities: - Review tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns. - Oversee and manage the tax return process, including the identification and resolution of tax issues. -...
Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance: Prepare and review complex individual (1040), fiduciary (1041), estate (706), and gift (709) tax returns. Ensure accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in...
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 trusts,...
Title: Manager - National Tax Office (. Required) Job Responsibilities: The Manager at the National Tax Office is responsible for a variety of tasks that require a high level of expertise in federal income tax issues. The key responsibilities include: -...
Title: Manager/Senior Manager - Tax, Integrated Partnership Solutions Job Responsibilities: - Provide tax compliance and consulting services to partnerships for a variety of clients, ranging from Fortune 100 companies to mid-market businesses. - Consult on transaction calculations, partner economics, tax distributions,...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is tasked with providing high-quality tax compliance and consulting services to high net-worth clients, including individuals, families, C-Suite executives, athletes, and entertainers. This...
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...
delivering high-quality tax compliance and consulting services to high net-worth clients. This role requires a sophisticated approach to managing tax-related matters for individuals with complex financial structures, including families, family offices, C-Suite executives, athletes,... and entertainers. The responsibilities include: - Part...
Title: Tax Manager – National Real Estate Job Responsibilities: The Tax Manager in the National Real Estate group is responsible for a variety of tasks centered around federal income tax issues, particularly those related to real estate. Key responsibilities include: - Conducting research...
General Counsel Job Title: Assistant General Counsel Job Responsibilities: - Provide legal advice on artificial intelligence (AI) and emerging technologies during their research, development, and design phases. This includes ensuring legal compliance and embedding intellectual property (IP) and data protection from the inception...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Provide high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
Title: Managing Attorney Job Responsibilities: The Managing Attorney will oversee a team of attorneys handling Liability and Workers Compensation matters for the company's insured clients. This role involves leading and mentoring attorneys who represent commercial insureds of the company's insurance carrier....
Title: Wealth Management Advisor II Job Responsibilities: - Serve as a trusted advisor and team coordinator to simplify complexity for Private Bank clients, collaborating with them to articulate and achieve their wealth goals. - Create streams of highly credentialed specialists to provide wealth...
the Corporate Tax Solutions Family at the company, focusing... on business income tax planning, corporate compliance, and ASC 740 income tax accounting projects. Your responsibilities will include engaging with multiple clients and managing tax-related projects from inception to completion. You...
various areas within the family of companies, promoting compliance... and mitigating risks while contributing to the business objectives. Provide legal guidance and support to management and project teams in the core areas identified above, as well as in areas such...
Title: Complex Claims Consultant - Financial Lines/Public D&O Job Responsibilities: - Manage an inventory of highly complex litigated claims with large exposures, requiring specialized technical expertise and coordination. This involves verifying policy coverage, conducting investigations, developing and implementing resolution strategies, and authorizing...
Title: Junior Corporate Counsel Job Responsibilities: - The Junior Corporate Counsel is tasked with handling a variety of legal tasks, primarily focused on risk management, insurance matters, and coordinating the real estate transaction and closing process. - The position is 100% in-office and...
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: -...
FL Salary Range: USD 200,000- USD 300,000 Experience Level: 15+ years Job Title: Tax Partner- Private Client Services (PCS) H1: Join **Members Only**'s Tax Team as a Tax Partner for Private Client Services H2: Design a Rewarding...
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...
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...
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...
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 Senior...
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...
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...
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 tax...
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...
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...
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: -...
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...
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...
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...