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...
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...
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...
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...
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...
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...
- 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 a wide variety of 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...
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: Lending Attorney, Global Corporate Banking - Vice President, Assistant General Counsel Job Responsibilities: - Provide transactional support for both syndicated and bilateral loan transactions. This includes analysis and advice on structural and risk issues, as well as the review and negotiation...
Finance Attorney - Vice President, Assistant General Counsel New York, NY, United States Job Summary: - Seeking a highly experienced and knowledgeable Public Finance Attorney to join our legal department at JPMorgan Chase & Co. - This...
Job Title: Counsel, Financial Lines Job Responsibilities: The Counsel, Financial... Lines is tasked with... supporting the Financial Lines underwriting business in... policies and coverage for financial institutions and private/not-for-profit organizations.... Key duties include: - Communicating effectively with business partners, underwriting, claims professionals,...
Title: Product Counsel - Zelle Job Responsibilities: - Provide day-to-day support to the company's product team, advising on a wide range of legal issues throughout the product development lifecycle, including regulatory compliance, product marketing, and contracts. - Review and advise on legal risk...
Claims Consulting Director - Financial Lines D&O/E&O Job Responsibilities: - Manage... complex Public D&O and Financial Institutions E&O claims, which... are generally multi-year and have very significant loss exposure. This involves following company protocols to manage and oversee all aspects of the...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: As... Senior Manager in the Financial Institutions Tax practice at... the company, the candidate will be responsible for a variety of duties that include: - Conducting tax research and providing guidance and consultation...
Job Title: Financial Services Tax Manager Job Responsibilities: -... Manage and coordinate 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 of extended...
Tax Manager - National Office Apply locations New York Melville Naples Baton Rouge Houston locations Fort Myers Pasadena New Orleans Austin Chicago Atlanta Birmingham Philadelphia...
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 and memos for internal and...
investigations. - Managing external counsel and coordinating with internal teams. - Advising business and control groups within the company on regulatory, commercial issues, and reputational risk. Education and Experience Information: - Lawyer with 6+ years of experience at a leading law firm, financial serv...
Title: Manager - National Tax Office (. Required) Job Responsibilities: - Conduct research and analysis on various federal income tax issues, including partnerships, S corporations, C corporations, timing issues, accounting methods, digital assets, and other related matters. - Assist with M&A tax structuring...
Title: Partner - Corporate Tax Job Responsibilities: - Perform Director level compliance review and tax return signoff for Federal, Multi-National, and Multi-State Corporate tax returns. - Manage and coordinate tax compliance and advisory work for clients. - Handle client consultations regarding planning opportunities and...
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: Senior Tax Associate - National Office (JD Required) Job Responsibilities: - Conduct research and analysis of various federal income tax issues, including those related to partnerships, S corporations, C corporations, timing issues, accounting methods, digital assets, and other pertinent matters. - Assist...
of critical tasks aimed at enhancing global tax transparency within the financial industry. Your primary responsibilities... will include: - Providing advisory services to financial institutions regarding FATCA, CRS,... Chapter 3 and Chapter 61 of the Internal Revenue Code (1042/1042-S and 10...
that leads the transformation and digitalization of the tax profession in international tax transparency for the financial industry. Responsibilities include: - Providing... advisory services to financial institutions in areas such... as FATCA, CRS, Chapter 3 and Chapter 61 of the Int...
Title: Tax Manager – National Real Estate Job Responsibilities: The Tax Manager in the National Real Estate group at the company is responsible for a wide array of duties centered around federal income tax issues related to real estate. These include: - Conducting...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: - Perform partner-level compliance review and tax return signoff. - Handle client consultations on planning opportunities and changes in tax law. - Work on proposals and assist in developing new business. - Meet prospective clients...
Title: Assistant General Counsel Job Responsibilities: As the Assistant General Counsel at the company, you will have a pivotal role in influencing and ensuring the bank’s privacy and cybersecurity strategies are robust and compliant. Your responsibilities will encompass providing strategic legal advice...
- 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, directors...
Title: Global Treasury - Capital Markets & Investment Manager Job Responsibilities: Capital Markets & Risk Management: - Formulate, identify, and execute capital structure priorities using an asset liability-based risk management framework. - Develop and execute stock repurchase plans in consultation with corporate treasury leaders...
Title: Vice President Privacy Advisory Americas Job Responsibilities: - Advise on the application of privacy requirements in connection with complex new initiatives and partner with stakeholders to ensure these requirements are properly implemented. - Provide guidance on data exposure and privacy incidents. - Engage...