Title: Wealth Management Solutions, Trust & Estates, Trust Officer - VP Job Responsibilities: As a Trust Officer VP in the Wealth Management Solutions, Trust & Estates department, you will play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax...
manage product/software inquiries. Utilize government websites, professional resources, and... team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation...
Business Tax Associate The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax...
manage product/software inquiries. Utilize government websites, professional resources, and... team expertise to seek out and deliver the right answer to the customer using everyday language. Should possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax...
the company's platform. Help customers complete their taxes using TurboTax products. Utilize government websites, professional resources, and... team expertise to seek out and deliver the right answer to the customer using everyday language. Must have 2+ years of paid...
Business Tax Expert The candidate will work directly with clients and apply defined practices, procedures, and company policies to offer tax advice and resolve customer inquiries through our platform. Responsible for managing complex business tax returns for Partnerships and S...
Business Tax Associate The candidate will work toward advancing the company's goal of Powering Prosperity Around the World by providing expert guidance, tax preparation, and explanations of tax and technical terms to customers. Manage complex business tax returns for Partnerships...
benefits include: - Competitive salary - Discretionary bonus - Participation in discretionary long-term incentive plan - Competitive benefits package including medical, dental, vision, legal, disability, life insurance, & more - Generous 401k match - 26 days of vacation +...
General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
Title: Assistant General Counsel Job Responsibilities: - Acts as a subject matter expert and provides business leaders with legal advice on issues impacting the company's discretionary and non-discretionary registered investment advisory offerings. - Ensures that business activities, policies, practices, and transactions comply with...
Title: Counsel - Commercial Law Job Responsibilities: The Counsel - Commercial Law is tasked with supporting a broad spectrum of legal topics, particularly in strategic procurement, supply chain management, strategic transactions, and global operational businesses within the Diagnostics segment. Key responsibilities include: -...
to complex tax situations, including personal and business income, deductions optimization, amendments, and future tax planning advice. Utilize resources such as government websites, professional tools, and... team expertise to deliver accurate tax solutions in personalized everyday language. - Be a Proact...
Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax...
manage product/software inquiries. Utilize government websites, professional resources, and... team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation...
Title: Associate General Counsel / Director of Approvals Salary: Competitive and based on experience Experience: 5+ years of relevant experience Location: Berwyn, PA Overview: **Members Only**, a national leader in the development of 55+ lifestyle communities, is seeking...
simple and complex tax situations such as personal and business income, deductions optimization, and amendments. Conduct discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources like government...
Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using **Members Only** TurboTax...
manage product/software inquiries. Utilize government websites, professional resources, and... team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation...
Business Tax Associate The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using Intuit TurboTax...
manage product/software inquiries. Utilize government websites, professional resources, and... team expertise to seek out and deliver the right answer to the customer using everyday language. Should possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax...