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 eff...
Advisor Senior - PNC Private Bank Job Responsibilities: - Engage... in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer the most complex fiduciary accounts and sensitive...
and secondary transactions in private equity, venture capital, and... real asset investment funds. The role also offers the opportunity to work on fund formation and transactional matters. Key responsibilities include: - Reviewing and negotiating investor agreements, such as limited part...
related to investments in private investment funds and portfolio... companies. Your key responsibilities include: - Coordination, preparation, and drafting of legal documents, fund information, and closing documentation for investments in private equity funds and portfolio... companies. - Post...
Job Title: Tax Senior, Private Client Services Job Responsibilities: - Participate... in identifying and addressing client needs. - Work with clients... and their advisors to gather necessary information for tax return preparation. - Prepare complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax...
Job Title: . Private Bank - AWM Program... and delivering an exceptional client experience. - Generate business results... and acquire new assets, both from existing client base and through new... client acquisition efforts. - Advise clients... on their overall balance sheet, encompas...
Fiduciary Advisor III - Private Bank Job Responsibilities: - Engage in... fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts ensuring compliance with all legal...
Title: Fiduciary Advisor III - **Members Only** Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts and ensure compliance with all...
Advisor III - PNC Private Bank Job Responsibilities: - Engage in... fiduciary decision-making by executing the terms of any plan or document where the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts ensuring compliance with all legal and...
Title: Corporate Counsel Job Responsibilities: - Work with the legal department to address the legal needs of a dynamic professional service practice. - Review, negotiate, and draft project-related agreements in alignment with the negotiation parameters set by the company. - Assist in managing professional...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with delivering comprehensive tax and consulting services to business clients, particularly those operating with pass-through entities and their business owners. Key responsibilities include: - Performing tax planning, preparation,...
- Ensure self and client service teams comply with... company policies, standards, and the BDO Tax Quality Manual (TQM). - Conduct top-level review of tax returns and resolve all tax issues with clients, involving specialists when appropriate. - Plan for...
Title: Tax Manager, Core Tax Services Job Responsibilities: 1. Tax Compliance: - Ensure clients comply with applicable authorities while minimizing tax and reporting burdens. - Conduct top-level review of tax returns and resolve tax issues with clients, involving specialists as needed. -...
crucial role in providing tax advice and guidance during mergers, acquisitions, and other significant business transactions. Your responsibilities include: - Leading client service accounts and managing... engagement workstreams. - Supervising, developing, and coaching teams to achieve excellence. - Independently solvi...
Advisor III - **Members Only** Private Bank Job Responsibilities: - Engage in... fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. Administer more complex fiduciary accounts and ensure compliance with all...
servicing-related agreements, including third-party client servicing agreements, securitization servicing... and related documents such as servicer notices, joinders, and Deposit Account Control Agreements (DACAs). - Draft, review, and negotiate securitization documents including pooling and servicing agreements, Private Placement Memorandums (PPMs), indentures,... and...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax... Senior Manager in the Private Client Services (PCS) is... include: - Managing tax and consulting engagements while demonstrating the ability to identify and address client needs, tax planning, and... consulting opportunities. - Actin...
Manager / Senior Manager Private Client Harrisburg, PA;... Manager / Senior Manager Private Markets to join our... Business Tax Services practice. Responsibilities: Serve as the trusted advisor to for multi-generational family and private-equity backed businesses through to......
Manager / Senior Manager Private Client Harrisburg, PA;... Manager / Senior Manager Private Markets to join our... Business Tax Services practice. Responsibilities: Serve as the trusted advisor to for multi-generational family and private-equity backed businesses through to......
Manager / Senior Manager Private Client Harrisburg, PA;... Manager / Senior Manager Private Markets to join our... Business Tax Services practice. Responsibilities: Serve as the trusted advisor to for multi-generational family and private-equity backed businesses through to......
Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax... Senior in Private Client Services is responsible... for providing tax compliance and consulting services to high net-worth clients. The role involves utilizing educational background and professional experience, along with communication, time...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: A Tax... Experienced Senior in Private Client Services is tasked... involves: - Participating in tax and consulting engagements, identifying and addressing client needs, and exploring tax... planning and consulting opportunities. - Directly engaging with clie...
law or equivalent field Position Type: Full time Salary: Expected salary range is between $250, and $450,, actual compensation will be determined based on experience and other factors permitted by law. Job Title: Tax Partner- Private...
Job Title: Private Client Advisor II Job Responsibilities: -... Lead the Client Management Process to identify... appetite. - Deliver a Branded Client Experience by leading the... client team to provide meaningful... interactions. - Develop a deep understanding of clients’ needs, preferences, and overall wealth...
Manager or Senior Manager, Private Equity Funds Job Responsibilities: - Lead... tax return signoff for private equity clients. - Oversee the... preparation and filing of partnership and fund tax returns, ensuring compliance with regulations and optimizing tax efficiency. - Collaborate with clients to develop...
Job Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in... family offices, and their private businesses and/or investment entities. -... Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and...
Job Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in... family offices, and their private businesses and/or investment entities. -... Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements delivering proactive tax planning and strategic...
Job Title: Private Wealth Services Tax Managing... Lead all aspects of client relationships, focusing on tax... services associated with the Private Wealth Services practice. - Provide... tax planning and consulting to high net worth clients, focusing on estate, wills and trusts...
Chinese Business Network - Private Tax Manager The candidate... will develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their...
Senior Associate within the Private Partnership Solutions team, you... be responsible for assisting private companies with a variety... life cycle of a private company, from inception to... growth, maturity, and transition. The team focuses on key issues such as wealth...
Title: **Members Only** - Tax Senior Associate Job Responsibilities: As a Senior Associate within the department, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. The responsibilities at this management level...
Tax Senior Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...
Tax Manager - Private Companies The candidate will... the opportunity to help private companies with a range... of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that...
prospective clients through deep client discovery and understanding. - Collaborate... opportunities with both new and existing clients. - Work on the development and presentation of Wealth Strategy and Advice materials to guide client and advisor decision-making. - Present... information in an easily digest...
bidding process for public private partnerships (P3) in the... areas of finance, design, construction, and facilities management services. Key Responsibilities: - Manage legal aspects of P3 project bids from qualification phase through financial close - Liaise with external...
policies and coverage for financial institutions and private/not-for-profit organizations. - Communicate effectively with... business partners, underwriting, claims professionals, and Legal and Compliance colleagues to provide clear guidance on coverage developments, industry trends, and new exposures in management and/or professional liability. - Deve...
Title: Managing Director and Associate General Counsel, Lead Audit Counsel Job Responsibilities: - Serve as the primary contact for leadership of the Audit and Assurance Practice on legal and regulatory matters related to professional services. - Advise the Tax and...
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...
Title: Managing Director and Associate General Counsel, Lead Audit Counsel Job Responsibilities: - Serve as a primary contact for the Office of the General Counsel (OGC) regarding legal and regulatory matters related to the Audit and Assurance Practice. - Advise other professional service...
tax planning, compliance, and consulting for a diverse array of clients, including those with private equity and joint venture... ownership. This position involves several key responsibilities: - Lead Client Engagements: The manager will... oversee client tasks and expectations, ensuring... client satis...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: Tax Specialization: - Maintain and develop an in-depth understanding of technical and practical issues and opportunities regarding partnership taxation. - Participate in organizing and conducting effective external CPE training sessions in area of specialization, involving...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: 1. Tax Specialization: - Maintain and develop a deep understanding of technical and practical issues related to partnership taxation. - Participate in organizing and conducting external CPE training sessions in the area of...
Title: Tax Senior Manager, Nonprofit Job Responsibilities: 1. Tax Compliance: - Ensure that clients comply with all applicable tax authorities while minimizing tax and reporting burdens. - Ensure compliance with company policies, standards, and the BDO Tax Quality Manual (TQM). - Conduct...
industries. The key duties include: - Assisting corporate and private equity buyer clients with... tax due diligence, tax structuring, and tax modeling on both buy-side and sell-side transactions. - Preparing due diligence reports targeted at a C-suite audience. - Directing complex tax rese...
in a variety of tax services tailored for public and private companies. Your responsibilities will... encompass: - Providing tax advisory services to clients within the insurance industry, addressing business functions such as underwriting, claims, IT, finance, and accounting. - Coordinating with clients...
will engage in a range of responsibilities across multiple industries. The key duties include: - Assisting corporate and private equity buyer clients with... tax due diligence, tax structuring, and tax modeling for both buy-side and sell-side transactions. - Preparing due diligence rep...
crucial role in advising corporate and private equity clients on their... capital agenda. Your responsibilities will encompass a wide range of tasks that are critical to the success of our clients and the growth of the business. Key responsibilities i...
CPA license is required. · Demonstrated experience and technical competency in tax consulting and planning, including analyzing proposed transactions for unusual tax risks for undetermined tax benefits, transaction structuring for tax issues, corporate reorganizations, and tax due diligence. · Experience...