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...
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...
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...
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...