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 new...
Tax Senior Manager - Private Client Services (PCS) Job Responsibilities:... a team, foster strong client relationships, and contribute to... environment that values exceptional client service and tax expertise.... - Oversee tax planning and compliance functions for ultra-high net worth individuals and...
Title: Tax Director - Private Client Services (PCS) Job Responsibilities: -... Review tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns. - Oversee and manage the tax return process, including the identification and resolution of tax...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... tax return signoff. - Handle client consultations on planning opportunities... development through proposals and client meetings. - Develop and maintain... relationships with new and existing clients. - Expand services provided to existing clients. - Supervise...
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 communi...
company involves handling high-severity claims, primarily focusing on Employment Practices, Private D&O, and Professional Liability... for technology firms. The individual is expected to manage approximately 75 of the unit’s highest severity matters independently. Key responsibilities include evaluating coverage, liability, an...
Title: Corporate Counsel Job Responsibilities: As a Corporate Counsel, the primary responsibility is to provide solutions-based counseling to multiple internal clients on a wide variety of complex legal and business issues. Key responsibilities include: - Supporting Finance and Engineering teams...
Title: Corporate Counsel Job Responsibilities: As a Corporate Counsel, you will provide solutions-based counseling to multiple internal clients on a wide variety of complex legal and business issues. The responsibilities include: - Owning securities law compliance, corporate governance matters, and board support - Modernizing...
Title: Corporate Counsel Job Responsibilities: As a Corporate Counsel at the company, the role requires providing solutions-based counseling to multiple internal clients on a wide array of complex legal and business issues. The responsibilities include: - Owning securities law compliance, corporate governance matters,...
Title: Corporate Counsel Job Responsibilities: As a Corporate Counsel, the primary responsibility is to provide solutions-based counseling to multiple internal clients on a wide array of complex legal and business issues. The specific duties include: - Managing securities law compliance, corporate governance matters,...
Title: Sr. Corporate Counsel Job Responsibilities: As a Sr. Corporate Counsel, the candidate will be responsible for providing solutions-based legal counseling to multiple internal clients on a variety of complex legal and business issues. Key responsibilities include: - Overseeing securities law compliance, corporate...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax... Senior Manager in the Private Client Services department is... and entertainers with complex tax and financial structures. Key responsibilities include: - Managing tax and consulting engagements, identifying and addressing client needs, an...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax... Senior Manager in the Private Client Services is responsible... for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
Job Title: Tax Senior, Private Client Services Job Responsibilities:... Tax Senior in the Private Client Services department is... in tax and consulting engagements to identify and address client needs. - Collaborating with... clients and their advisors to gather necessary...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participates... in identifying and addressing client needs, tax planning, and... consulting opportunities. - Works directly with clients and their advisors to gather information necessary for preparing tax returns. - Develops an understanding of complex...
Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager within the Private Client Services practice is... responsible for providing high-level tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers. The...
Job Title Intern – Private Accounting Solutions – Summer... 2026 Job Responsibilities Private Accounting Services (PAS) Interns... as essential members of client service teams. Their responsibilities... are akin to those of an Associate, involving both formal and on-the-job training to...
Title: Tax Manager - Private Wealth Job Responsibilities: As... Tax Manager in the Private Wealth Tax practice at... the company, your role encompasses a variety of responsibilities aimed at providing high-quality tax services to ultra-affluent clients. Key responsibilities include: -...
Tax Senior - Private Wealth Duties: The candidate... papers and tax returns, as well prepare for and assist in client meetings on compliance and... consulting projects related to tax planning opportunities and the tax implications of transactions to the client....
decisions, evaluating and selecting alternatives to reduce tax burden and compliance costs, and identifying methods to comply with tax regulations. This role involves acting as the primary client contact for complex tax... issues, making top-level decisions regarding filing, preparation, a...
burdens. - Ensure self and client service teams comply with... all company policies, standards, and the BDO Tax Quality Manual (TQM). - Manage projects by planning the tax process and procedures with quality. - Answer preparer questions and coordinate engagement from onset by...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: - Advise clients on the tax implications of their business objectives and partnership-specific items, including but not limited to section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section...
candidate will engage with non-profit clients, including health care providers or plans, private foundations, public charities, higher... educational institutions, and other non-profit organizations. The responsibilities include: - Providing tax compliance and consulting services, such as restructuring, acquisition planning, tax controversy, philanthrop...
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...
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...
for the success of both the company and its clients. Your primary duties will include: - Client delivery support: You will... contribute to the establishment or enhancement of AI governance programs. This involves drafting deliverables, facilitating workshops, and capturing decis...
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...
to reduce tax burden and compliance costs. - Ensure client compliance with applicable authorities,... minimizing tax and reporting burdens. - Conduct top-level tax return reviews and resolve tax issues. - Communicate issues identified in tax accrual reviews with clients a...
burdens. - Ensure self and client service teams comply with... all company policies, standards, and the **Members Only** Tax Quality Manual. - Conduct top-level review of tax returns and resolve all tax issues with clients, involving specialists where appropriate. - Communicate with clients and...
- Ensure self and client service teams adhere to... company policies, standards, and the Tax Quality Manual. - Manage projects by planning the tax process and procedures to maintain quality. - Answer preparer questions and coordinate engagement from onset by...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: 1. Tax Compliance: - Ensure compliance with all applicable authorities while minimizing tax and reporting burdens. - Conduct top-level review of tax returns and resolve tax issues...
Private Client Advisor II -... Newport Beach, Experience: 12+ years of private banking and/or complex financial... experience Job Title: Private Client Advisor II ... Job Description: H1: Private Client Advisor II -... Join **Members Only** as a Private Client...
Analyst Program at Goldman Sachs Wealth Management in Newport Beach, California Salary Range: $65,000 - $110,000 About the Program: - 9-10 week summer internship for students pursuing a bachelor's or graduate degree - Fully immersed in day-to-day activities - Attend orientation to learn about culture...
Associate - Winter 2026 Newport Beach, CA, United States Job Description Tax Associate As a Tax Associate at **Members Only**, your primary responsibilities will consist of tax consulting and tax return preparation duties, including tax research, tax planning,...
Title: Vice President, Compliance Officer Job Responsibilities: - Lead and support the global investment adviser compliance program, ensuring consistency and collaboration with compliance teams worldwide. - Provide expert guidance on regulatory compliance for the company's separate accounts and alternatives/private funds businesses, including ERISA...
Title: Sr. Paralegal - Subrogation Job Responsibilities: - Provides direct pre-trial and trial support for litigated matters of varied complexity. - Assists in drafting, reviewing, filing, and serving pleadings, motions, including complex motions such as motions in limine and dispositive motions, discovery, and...
Title: Sr Paralegal – Workers' Comp Job Responsibilities: - Provide direct pre-trial and trial support for litigated matters with varied complexity. - Assist in the drafting, review, filing, and service of pleadings, motions, and at times complex motions such as...
Title: Sr. Paralegal Workers' Compensation Job Responsibilities: - Provide direct pre-trial and trial support for litigated matters of varied complexity. - Assist in drafting, reviewing, filing, and serving pleadings, motions (including complex motions such as motions in limine and dispositive motions), discovery, and...
a Tax Manager in the financial services industry, you will have the opportunity to work with a dynamic team and gain valuable experience in a fast-paced and ever-changing environment. With a competitive salary range of $125,000 to $170,000, this full-time...
Tax Senior Manager - Private Client Job Responsibilities: The Tax Senior... Acting as a trusted member of the engagement team by providing federal tax compliance and consulting services tailored to industry-specific clients. - Leading client relationships on day-to-day tax... matters, ranging from mid...
Job Title: Private Banker Job Responsibilities: - Develop and... manage relationships with high-net-worth and ultra-high-net-worth individuals and families within a specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure relationship profitability and...
And more! Private Banker - Vice President... Executive Director - . Private Bank Job Title:... Private Banker - Vice President... Executive Director Department: . Private Bank Company: . Morgan... Experience: 6+ years in Private Banking or Financial S......
Accounts (SMA) and certain private funds, public funds, and... other managed accounts, with a specific focus on vehicles designed for insurance investors. - Serve as a key legal advisor on fund structuring, investor negotiations, and regulatory considerations, ensuring compliance with insurance...
financial due diligence on middle-market companies across various industries. - Collaborate with private equity firms, strategic clients,... and investment banks to execute buy-side and sell-side due diligence and other M&A tax activities. - Handle all aspects of deal execution, including sourcing and...
Tax LLC is a . member firm of Andersen Global. Andersen provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In...
Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax... Senior in the Private Client Services at the... company is responsible for utilizing their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills...
Senior Associate, Federal Tax (Private Client Services) Job Responsibilities: As a... Senior Associate within Private Client Services, Tax, the... main responsibilities include: - Assisting with providing tax and consulting services to high net worth individuals, particularly in areas such as individual income tax,...