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...
Job Title: Financial Services Tax Manager Job Responsibilities: -... Responsible for managing and coordinating tax compliance and advisory work for clients. - Review Federal, Multi-National, Multi-State Partnership tax returns. - Lead client relationships on day-to-day tax matters, supporting partners with service execution and development...
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...
and oversee commercial and financial lines Public and Private... Directors and Officers (D&O), Financial Institutions Errors and Omissions... (E&O), Employment Practices Liability (EPL), Fiduciary, and Crime/Fidelity claims. - Manage claims in accordance with Claim Handling Best Practices throughout all phases, including...
Complex Claim Specialist - Financial Institutions The candidate will... evaluate coverage, assess risk transfer opportunities, analyze liability and damages, manage litigation, negotiate and ensure all files are appropriately reserved. Recognize exposures and ensure reserving is appropriate and timely. Evaluate coverage...
- 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...
Complex Claim Specialist - Financial Institutions The candidate will... evaluate coverage, assess risk transfer opportunities, analyze liability and damages, manage litigation, negotiate and ensure all files are appropriately reserved. Recognize exposures and ensure reserving is appropriate and timely. Evaluate coverage...
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...
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...
- 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...
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...
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,...
Complex Claim Specialist - Financial Institutions The candidate will... evaluate coverage, assess risk transfer opportunities, analyze liability and damages, manage litigation, negotiate and ensure all files are appropriately reserved. Recognize exposures and ensure reserving is appropriate and timely. Evaluate coverage...
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: Wealth Management Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Serve as a primary legal contact supporting . Morgan Wealth Management’s broker-dealer and investment advisory products, services, and sales channels for retail businesses. - Advise on a wide range of...
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...
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: Compliance - Employee Conduct Senior Officer - Associate Job Responsibilities: As an Employee Conduct Senior Officer supporting the Global Anti-Corruption Compliance (GACC) and Government Engagement (GE) teams, your role is pivotal in maintaining a robust compliance framework to ensure adherence...
Title: Vice President Privacy Advisory Americas Job Responsibilities: - Advise on the application of privacy requirements in connection with complex new initiatives and collaborate with stakeholders to ensure proper implementation of these requirements. - Provide guidance on data exposure and privacy incidents. - Engage...
Commercial Directors & Officers, Financial Lines is tasked with... and claim file quality. This position is focused on technical claim handling for insureds nationwide, with responsibilities that include: - Investigating and settling directors and officers, transactional risk, and financial institutions liability...
specifically focusing on Directors & Officers, transactional risk, and financial institutions liability claims. The... role involves ensuring a high standard of customer service and maintaining the quality of claim files. Key responsibilities include: - Providing exceptional customer service and effectively collaboratin...
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...