Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate... while identifying and addressing client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. - Develop an understanding of complex...
Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager in the Private Client Services at the... company is responsible for providing tax compliance and consulting services to high net-worth clients. The role requires utilizing educational background and professional experience,...
Senior Associate, Tax - Private Client Job Responsibilities: -... partnerships, trusts, estates, and private foundations. - Developing, building,... and managing client relationships as part of... expand business opportunities and client relationships. - Maintaining functional... expertise and understanding a client's business or family struct......
- Ensure self and client service teams comply with... all company policies, standards, and the BDO Tax Quality Manual. - Apply understanding of client’s unique set of circumstances, documentation, and other legal requirements to prepare required filings (tax returns) to...
sectors such as Venture Capital, Private Equity, Hedge Funds, and... Real Estate. The role includes: Tax Compliance: - Ensuring clients comply with all applicable authorities while minimizing tax and reporting burdens. - Ensuring self and client service teams comply with... al...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: 1. Tax Specialization: - Develop and maintain an in-depth understanding of technical and practical issues related to partnership taxation. - Advise clients on tax implications concerning their business objectives and partnership-specific items such...
Ensure both self and client service teams comply with... company policies, standards, and the **Members Only** Tax Quality Manual (TQM). - Apply understanding of client's unique circumstances and prepare... required tax filings using a review and documentation system to ensure full compliance. -...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... 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 clients and develop relationships with...
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 starting...
Compliance and Reporting - Private Equity - Tax Senior Job... involves collaboration with Managers through Partners on key client issues involving domestic federal,... international, and state and local taxation. A focus is placed on implementing tax strategies that align with clie...
Compliance and Reporting - Private Equity - Tax Manager Job... Oversee tax reporting implications of transactions, including tracking purchase accounting, working with debt transactions, and modeling cash taxes. - Support client engagements by coordinating interactions... with clients, reviewing staff work, driving serv...
Title: Transaction Tax Senior Manager Job Responsibilities: The Transaction Tax Senior Manager is responsible for leading innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients. Key duties include: - Managing, developing, training, and mentoring Managers, Senior Associates, and Staff...
Title: Tax Manager – National Real Estate Job Responsibilities: The Tax Manager in the National Real Estate division is responsible for a range of duties that require a deep understanding of federal income tax issues and their application in the real estate...
around tax planning and advisory for corporate and private equity clients. Key responsibilities... include: - Managing technical tax planning and advising on global project management. - Coaching and developing a highly trained team with a focus on quality and commercial value. -...
Partnership tax returns. - Lead client relationships on day-to-day tax... matters, supporting partners with service execution and development of extended services. - Research and consult on technical matters and special projects. - Proactively build relationships and communicate ef...
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...
VP, Corporate Counsel, Asset-Based Finance - Prudential H2: Experienced Asset-Based Finance Lawyer Wanted in Newark, NJ Prudential is seeking a VP, Corporate Counsel with expertise in asset-based finance to join their team in Newark, NJ. This is a full-time...
Manager, Global Executive and Private Client Group Job Responsibilities: - Support... and oversee large outsourcing engagements/projects related to various cross-border employment-based processes including HR policies, benefits, retirement plans, taxes, and the relocation process. - Manage and support the management of day-to-day services within...
Title: Managing Director and Associate General Counsel, Lead Audit Counsel Job Responsibilities: - Serve as a primary contact within the Office of the General Counsel for leadership of the Audit and Assurance Practice on legal and regulatory matters related to...
is seeking a highly experienced and knowledgeable Senior Manager to join our International Tax practice. This is an exciting opportunity to be a part of a top-tier tax firm and work with high-profile clients on complex business opportunities and challenges....
Title: Tax Manager, State & Local Income Tax - (Remote Option) Job Responsibilities: - Participate in compliance and consulting projects for multi-state alternative investment clients, including hedge funds, fund of funds, private equity, and real estate. -... Work as part of a multi-disciplinary...
tax issues within the asset management sector. Key duties include: - Participating in multi-state alternative investment firms, such as hedge funds, funds of funds, private equity, and real estate,... dealing with state and local tax issues, including compliance, advising, planni...
and external stakeholders. - Build and maintain client relationships by advising them... and ensuring the delivery of high-quality tax services and advice. - Collaborate with cross-functional account teams that may involve audit, tax, and advisory services, and manage teams of tax professional...
Claim team. - Manage a diverse range of liability claims, including Public Directors & Officers (D&O), Private D&O, Private Equity, and... Insurance Company Professional Liability. - Determine the appropriate valuation of complex claims, recommend settlement strategies, adhere to company policies, and...
diligence and acquisition structuring services. The primary clients include private equity clients, public corporations,... and commercial clients. - Examine tax laws and form positions on the application of such laws to specific facts presented during transactions. - Create Excel-based spre...
the Financial Lines underwriting business in North America. The primary duties include advising business clients on management and/or professional liability policies and coverage for financial institutions and private/not-for-profit organizations. Key responsibilities are: -... Communicating effectively with business partners, underwriting, claims profe...
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...
tax engagements, providing vital support across a range of services pertinent to public and private companies. Your responsibilities will... encompass: - Providing tax advisory services to clients within the insurance sector, covering various business functions such as underwriting, claims, IT, finance...
relevant for public and private companies, including tax compliance,... tax research. Perform a detailed technical review of partnership, corporate, and individual federal tax returns and review all related work papers. Coordinate with client's tax and finance departments... on tax p...
on a plethora of various industries including private equity, healthcare, tech, financial... products, oil & gas, green energy, real estate, consumer products, and other various industries. Deliver value to client experiencing a public offering... (including SPACs) and interact with...
Diversify industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial... products, oil & gas, green energy, real estate, consumer products, and other various industries. Deliver value to client experiencing a public offering... (in...
Job Title: . Private Bank – Private Banker... and delivering an exceptional client experience. - Generate business results... and acquire new assets from both the existing client base and new client... acquisition. - Advise clients on... their overall balance sheet, including a...
prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth... Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized... wealth planning guidance based on deep client discovery and underst...
Job Title: . Private Bank – Private Banker... developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results... and acquire new assets, both from the existing client base and new client... acquisition. - Advise clients on... their overall ba...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... 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 and develop relationships with both...
Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager Job Responsibilities: The Senior... Manager in the Financial Services Organization (FSO) will be responsible for reviewing complex individual tax returns, income tax planning, and advising high net-worth individuals and families. This role requires working closely...
Tax Partner - Private Client Services (PCS): $250,980... a Tax Partner in Private Client Services H2: Design... Tax Partners for our Private Client Services team -... Involvement in new business opportunities and servicing long-standing clients - Thought leadership, technology...
Tax Senior Manager, Private Client Group at Anchin... Title: Tax Senior Manager, Private Client Group Department:... Private Client Group Supervises:... Tax Managers Role Type: Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or...
Private Client Advisor II Apply... locations New York time type Full time posted on Posted 30+ Days Ago job requisition id 23020528 Job Description: At Bank of America, we are...
Tax Manager - Private Client Services (Hybrid) ... ID 2025-6753 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just...
Seasonal Tax-Financial Services Organization-Private Client Services- Manager Job Responsibilities: The role... the Financial Services Organization Private Client Services (PCS) at... the... privately held companies, their owners, and families. The key responsibilities include: - Reviewing complex individual tax returns for Private Tax clients. - Han...
Financial Services Organization - Private Client Services Job Responsibilities: - Review... complex individual tax returns and provide income tax planning and advising for high net worth individuals and families, developing into a trusted advisor role for clients. - Collaborate with specialists in areas...
Job Title: Manager, Private Client Services (Family Office) Job... a Manager within the Private Client Services, Tax division,... the candidate will be responsible for providing multiple clients with a variety of accounting and support services. Key duties include: - Reviewing and overseeing...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax... Experienced Senior in the Private Client Services (PCS) at... to identify and address client needs, tax planning, and... consulting opportunities. - Working directly with clients and their adv...
Title: Manager, Federal Tax (Private Client Services) Job Responsibilities: As... a Manager within the Private Client Services of the... Federal Tax department, the candidate will focus on providing tax and consulting services to high net worth individuals, specifically in areas of...
Job Title: Private Client Manager II Job Responsibilities: The... role of a Private Client Manager II involves... expanding client relationships by identifying opportunities... full array of the Private Bank's capabilities. The position... requires establishing and deepening relationships with internal and external partners...
Job Title: Private Client Advisor II Job Responsibilities: The... Private Client Advisor II is... new clients, deepening existing client relationships, and building a... responsibilities include: - Leading the Client Management Process to identify... risk appetite. - Leading the client team to deliver meaningful......
Seasonal Tax-Financial Services Organization- Private Client Services-Manager Job Responsibilities: - Prioritize... strategically when managing multiple complex projects. - Utilize influencing skills and demonstrate the confidence and curiosity to question existing processes. - Produce technical writing and research within a tax context. - Perform high-quality reviews...
Job Title: Tax Manager, Private Client Services Job... A Tax Manager, Private Client Services at the... and identifying and addressing client needs, tax planning, and... consulting opportunities. This position requires direct interaction with clients and their advisors to...