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 entire tax return process, including the identification and resolution of tax...
NY Tax Partner- Private Client Services (PCS) - New York, Iselin, or Philadelphia - Full Time At **Members Only**, we value individuals who embrace new ideas, encourage innovation, and strive to make an impact. Whether you are just...
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...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: - Perform partner-level compliance review and tax return sign-off. - Handle client consultations on planning opportunities and changes in tax law. - Work on proposals and assist in developing new business opportunities. - Meet prospective...
Claims Consulting Director - Financial Lines D&O/E&O Job Responsibilities: The... Claims Consulting Director for Financial Lines D&O/E&O at Company... complex Public D&O and Financial Institutions E&O claims, which... typically involve multi-year durations and significant loss exposure. The role entails adhering to...
expert responsible for resolving high-complexity and high-exposure claims related to Public Company Directors and Officers (D&O) as well as Financial Institutions D&O and Errors... and Omissions (E&O). The position involves significant decision-making responsibilities and requires the ability to work auto...
- Management Liability - Financial Institutions Job Responsibilities: - Serve... as a Senior Claims Specialist focused on management liability claims within the company's North America claims team. - Handle a variety of liability claims, including private equity, investment advisors' errors and omissions,...
Sr. Claims Specialist - Financial Institutions Job Responsibilities: - Handle and... manage various Management Liability Claims including Bankers Professional Liability (BPL), Investment Advisors, Private Equity Errors and Omissions (E&O)/D&O, and Insurance Company Professional Liability (ICPL). Experience with Transactional Liability claims such as...
Claims Consulting Director - Financial Lines D&O/E&O Job Responsibilities: The... and Officers (D&O) and Financial Institutions Errors and Omissions... (E&O) claims. These claims typically have significant loss exposure and are multi-year in nature. Key responsibilities include: - Managing all aspects of claim...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Perform case investigations and assess potential AML and sanctions risks during these investigations. - Make recommended decisions regarding case dispositions. - Utilize feedback and input to enhance case investigations as required. - Communicate regularly with Engagement...
team leading the transformation and digitalization of the tax profession, specifically in the area of international tax transparency for the financial industry. Key responsibilities include: -... Providing advisory services to financial institutions on FATCA, CRS,... Chapter 3 and Chapter 61...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and...
Title: AML Consultant Job Responsibilities: The AML Consultant is responsible for supporting client service delivery within the Anti-Money Laundering (AML) and sanctions team. The consultant will participate in Lookback engagements and manage a small team of investigators. Key responsibilities include performing case...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will work closely with the AML and sanctions team to support client service delivery. The responsibilities include managing a small team of investigators, performing case investigations, and...
- Management Liability - Financial Institutions Job Responsibilities: - Serve as... a Senior Claims Specialist focusing on management liability claims within the company's North America claims team. - Handle a variety of liability claims, including private equity, investment advisors' errors and omissions, directors...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst under the Project Delivery Talent Model, you will work in a collaborative environment to support client service delivery without the extensive demands of travel. Your responsibilities include: -...
Title: AML Project Delivery Specialist Job Responsibilities: In the role of an AML Project Delivery Specialist, the candidate will engage in a collaborative environment with the opportunity to work on various projects. The primary responsibilities include: - Managing a small team of investigators...
team that is at the forefront of transforming and digitalizing the tax profession in the realm of international tax transparency for the financial industry. Your responsibilities will... include: - Providing advisory services to financial institutions on various international... tax regimes, incl...
Title: AML Consultant Job Responsibilities: As an AML Consultant within the Regulatory, Risk & Forensic Operate department, you will have a diverse range of responsibilities focused on supporting client service delivery in anti-money laundering (AML) and sanctions activities. Key responsibilities include: - Managing...
leading the transformation and digitalization of the tax profession in international tax transparency for the financial industry. The responsibilities include: -... Providing advisory services to financial institutions on FATCA, CRS,... Chapter 3 and Chapter 61 of the Internal Revenue Code (1...
claims of varying levels of severity with limited supervision from claims management. - Prepare and present management reports that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage... issues, and claim and recovery strategies. - Actively retain, monitor, and manage outside...
of severity with limited supervision from claims management. - Prepare and present reports for management that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage... issues, and claim and recovery strategies. - Retain, monitor, and manage outside counsel actively utilizing litigati...
(BSI) claims of varying severity levels, adhering to operational policies, under active supervision from claims management. - Prepare and present management reports that accurately reflect loss development, potential/actual financial exposure, reserve adjustments, coverage... issues, and claim and recovery strategies. - Retain, monitor,...
Title: GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Provide legal advice and support to the investment solutions business team, with a primary focus on managed investment solutions. - Address SEC regulatory and bank regulatory issues...
Job Title: Counsel, Financial Lines Job Responsibilities: The Counsel, Financial... Lines position is responsible... for supporting the Financial Lines underwriting business in... policies and coverage for financial institutions and private/not-for-profit organizations.... Key responsibilities are: - Communicating effectively with business partners, underwriting, claims profe...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Work collaboratively within a team environment to support client service delivery, particularly with the AML and sanctions team. - Perform case investigations and assess potential AML and sanctions risks during these investigations. - Make recommended...
and digitalization of the tax profession in the area of international tax transparency for the financial industry. Your responsibilities will... include: - Providing advisory services to financial institutions on FATCA, CRS,... Chapter 3 and Chapter 61 of the Internal...
the company, focusing on financial crime compliance. You will... engage in managing and supporting client service delivery in collaboration with the Anti-Money Laundering (AML) and sanctions team. Your responsibilities will include: - Managing a small team of investigators. - Conducting case investigations...
Title: AML Project Delivery Specialist Job Responsibilities: In the role of an AML Project Delivery Specialist, you will work closely with the AML and sanctions team to deliver client services effectively. Your responsibilities will include: - Managing a small team of investigators. - Conducting...
currently leading the transformation and digitalization of the tax profession in the area of international tax transparency for the financial industry. Your responsibilities will... include: - Providing advisory services to financial institutions on areas such... as FATCA, CRS, Chapter...
Title: Corporate Counsel Job Responsibilities: - Provide legal advice and support on regulatory matters impacting the insurance industry, including surplus lines, licensing, product filings, and regulatory inquiries. - Advise senior management and business teams on the implications of changes in...