response to clients' overall objectives and needs. The focus of work includes negotiating and managing client contracts with health plan... clients, state agencies, employer groups, and other clients within the Carelon Services businesses. This encompasses areas such as behavioral h...
to clients' overall objectives and needs. This role focuses on large-scale projects with a broad department or organizational impact and a moderate level of risk. Key responsibilities include: - Negotiating and managing client contracts with health plan... clients, state ag...
net worth prospects and client relationships involving complex financial... This typically includes multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting... and advisory services to clients through the development, delivery, and implementation of a c...
Strategist Sr - **Members Only** Private Bank Job Responsibilities - Develops,... consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest complexity and...
McKinney Ave, Dallas, TX, 75201, US 7900 Tysons One Place, McLean, VA, 22102, US 100 Park Ave, New York, NY, 10017, US 999 Peachtree St NE, Atlanta, GA, 30309, US 1801 California St, Denver, CO, 80202, US 191 North Wacker...
H1: Tax Experienced Senior, Private Client Services at BDO... H2: Join Our Team and Make a Positive Impact Private Client Services at BDO... is seeking a Tax Experienced Senior to join our team in 7 locations across the United...
Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax... Senior in Private Client Services at the... company is tasked with providing tax compliance and consulting services to high net-worth clients. This role involves utilizing educational and professional experience along with...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax... Manager in the Private Wealth Tax practice at... tax research related to individuals, fiduciaries, partnerships, closely-held corporations, estates, and gifts. - Preparing and leading client meetings on compliance and... consulting projects, focu...
Senior Associate in the Private Partnership Solutions team, you... business advisory services to private companies. Your role will... efficiency and strategic focus for clients. Key duties include: - Collaborating with the team to address critical client issues such as wealth... man...
. Private Bank – Private Banker... years of experience in Private Banking or Financial Services... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain l...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Tax Senior Manager is tasked with delivering tax and consulting services to business clients with pass-through entities, as well as to their business owners. This role involves: - Performing tax planning, preparation, and...
and evaluating alternative actions to minimize tax burdens and compliance costs. This role involves identifying various methods for complying with tax regulations and acting as the primary client contact for complex tax... issues. Key responsibilities include: - Ensuring clients comply w...
and consulting opportunities for a diverse client base within the construction... and real estate industries. Key responsibilities include: - Participating in the tax planning and consultation process for clients to deliver an outstanding client experience. - Researching client issues... and regularly communicating...
Title: Tax Senior Manager, Nonprofit Job Responsibilities: The Tax Senior Manager, Nonprofit is responsible for advising clients on the tax implications of their business objectives and evaluating alternative actions to minimize tax burden and compliance costs. The role involves identifying methods of...
Title: Tax Manager, Core Tax Services Job Responsibilities: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives and helping them find alternative actions to minimize tax burden and compliance costs. The manager...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: As a Tax Manager specializing in Partnerships, the role involves advising clients on the tax implications of their business objectives, particularly focusing on partnership-specific items. Key responsibilities include: - Understanding and advising on section...
Title: Tax Senior, Core Tax Services Job Responsibilities: The Tax Senior, Core Tax Services is tasked with a variety of responsibilities centered around tax compliance and consulting. Key duties include: - Ensuring clients comply with applicable authorities while minimizing their...
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a Tax Manager at the company, the primary responsibility is to provide tax consulting and compliance services to clients within the real estate and construction industries. This role involves conducting tax research,...
and manage multiple complex client engagements, delivering high-quality tax... solutions tailored to client needs. - Provide strategic tax... consulting and compliance services with a focus on identifying tax efficiencies and minimizing risk. - Oversee the planning, execution, and financial management of tax...
Title: Senior Tax Manager, Washington National Tax Job Responsibilities: 1. Tax Specialization & Consulting: - Develop and maintain in-depth technical knowledge of partnership taxation, including Sections 704(b), 704(c), 707, 734(b), 743(b), 751, and 752. - Advise on and model the tax implications...
Title: Senior Tax Manager, Washington National Tax Job Responsibilities: Tax Specialization & Consulting - Develop and maintain in-depth technical knowledge of partnership taxation, including Sections 704(b), 704(c), 707, 734(b), 743(b), 751, and 752. - Advise on and model the tax implications of partnership structures...
coordinate, plan, and manage client engagements and delivery of... client work within state and... serve as the main client contact responsible for providing... exceptional client service. Key responsibilities include... managing and developing staff, senior staff, and managers through coaching and...
and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. -... Identify, evaluate, and mitigate risk issues related to estate, gift, and trust tax engagements. - M...
for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence.... - Risk Management: Identify, evaluate, and mitigate r...
support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. -... Risk Management: Identify, evaluate, and mitigate risk i...
support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. -... Risk Management: Identify, evaluate, and mitigate risk i...
business advisory needs to private companies. Your primary responsibilities... will include: - Working with High Net Worth Individuals and private wealth management structures to... address advisory needs such as audit, tax compliance, and planning. - Assisting clients in...
Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy Tax Senior Manager at the company, you will be a crucial part of the Financial Services Tax practice within Corporate...
and Financial due diligence, acquisition structuring, and post-transaction integration services to buyers, primarily comprised of private equity clients, public corporations,... and commercial clients. - Examine tax laws and form positions on the application of such laws to specific facts presented d...
Transfer Tax Job Responsibilities: - Manage client real estate transfer tax... tax. - Identify and manage client transfer tax refund requests. -... Work closely with team members to develop skills and resolve issues. - Consult on property tax reviews, abatements, and appeals. - Assist Managers in...