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, along...
NY 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...
Title: FY26 - Tax Technology and Transformation - Indirect Tax - Manager Job Responsibilities: - Assist client tax departments to operate at peak efficiency and productivity while identifying tax-saving opportunities. - Transfer control of tax decision-making from transaction processing personnel and outside vendors...
opportunities and changes in tax law. - Work on proposals and assist in developing new business opportunities. - Meet prospective clients and develop relationships with new and existing clients. - Expand services to existing clients. - Supervise engagements and special projects undertaken by ......
Title: Claims Specialist - Management Liability Job Responsibilities: - Serve as a Claims Specialist focused on Management Liability Claims within the company's North America Claim team. - Manage a diverse range of liability claims, including Public D&O (Directors & Officers), Private D&O, Private...
Title: Claims Specialist - Employment Practices Liability (EPL) Job Responsibilities: - Serving as a Claims Specialist focused on Employment Practices Liability Claims within the company's North America Claim team. - Determining the appropriate valuation of complex claims, recommending settlement strategies, adhering to company...
Title: Claims Specialist - Management Liability Job Responsibilities: - Serve as a Claims Specialist focused on Management Liability Claims within Company's North America Claim team. - Manage a diverse range of liability claims, including Public D&O, Private D&O, Private Equity, and Insurance Company...
Title: Senior Claims Specialist - EPL/Fiduciary Job Responsibilities: - Manage complex Employment Practices Liability Claims, ensuring proper evaluation, settlement strategies, and adherence to company policies. Experience with Fiduciary claims is a plus. - Attend mediations and monitor trials as necessary to ensure favorable...
Title: Claims Specialist - Management Liability Job Responsibilities: - Serve as a Claims Specialist focused on Management Liability Claims within the company's North America Claim team. - Manage a diverse range of liability claims, including Public Directors & Officers (D&O), Private D&O, Private...
Job Title: Trust Administrator VP, Wealth Management... Solutions, Trust & Estates Job Responsibilities: Technical and... Opening Group to establish trust accounts. - Interpret governing instruments... and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative...
trust, thoroughly understanding their needs, providing targeted advice, developing... thoughtful solutions, 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...
trust, thoroughly understanding their needs, providing targeted advice, 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 Director & Senior Counsel, Complex Claims Job Responsibilities - Manage a full case load of the most complex/high exposure claims within Casualty Claims with minimal oversight and direction. - Analyze coverage, communicate coverage positions, and manage related coverage litigation....
Title: Sanctions Specialist, Legal Compliance Job Responsibilities: - Support and maintain existing sanctions tools and systems, ensuring global implementation and effective monitoring of compliance programs, including sanctions name screening systems and Know Your Customer (KYC) onboarding programs. - Review, analyze, and assess potential...
President – . Markets Investment Banking Compliance Advisory Apply remote type On Site locations New York, New York time type Full time posted on Posted 23 Days Ago time left to...
Information: The base salary for a Private Banker position in New York, NY ranges from $170,000 to $225,000 per year. This salary is dependent on experience, qualifications, and skills. Additional bonuses and incentives may also be offered based on...
Principal, Real Estate Apply BT Logo locations USA NY New York time type Full time posted on Posted Today job requisition id JR101682 Overview Baker Tilly is a leading advisory,...
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 guided...
years of experience in trust and estate taxation, preferably... setting. Department: Tax Services H1: Join Our Growing Team as a Manager of Tax Services H2: Exciting Opportunity in Trust and Estate Taxation ... Bullet Points: - Seekin...
Title: Legal, GBM Futures and Cleared Derivatives Attorney, Vice President Job Responsibilities: - Serve as a member of Global Markets Legal at a leading investment bank, addressing a wide range of legal and regulatory questions related to the Futures Commission Merchant (FCM)...
Title: Tax Senior Manager - 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. -...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing client base and new client acquisition. - Advise clients on their overall balance sheet,...
and real estate clients. - Act as a valued tax business advisor, managing client relationships on day-to-day tax matters with clients ranging from middle market to multinational. - Provide consulting on technical matters and special projects in various areas... of corporate...
Title: Internal Audit Executive Director – Legal & Compliance (Global Financial Crimes) Job Responsibilities: - Conduct risk assessments to prioritize coverage and align coverage strategy, scope of testing, and inspection techniques accordingly. - Lead a wide range of assurance activities, including audits, continuous...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates on delivering comprehensive...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both existing client bases and new client acquisition. - Advise clients on their overall balance she...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition of $25M+ across investments, banking, and credit. -...
company, the primary responsibilities include: - Assisting on large tax projects, which necessitates strong technical skills. - Performing tax consulting that involves conducting tax research and collaborating with clients on tax-related matters. - Planning and implementing special tax projects. - Managing the... compliance...
Title: Director, Insurance Optimization Services Job Responsibilities: The Director of Insurance Optimization Services serves as a respected leader and trusted advisor within the insurance industry, leveraging experience to transform and optimize insurance products for clients to drive growth and profitability. Key responsibilities...
and changes in tax law. - Work on proposals and assist in developing new business. - Meet prospective clients and develop relationships with both new and existing clients. - Expand services to existing clients. - Supervise engagements and special projects undertaken by the... compan...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall balance sheet,...
existing connections. Key responsibilities include advising on clients’ financial needs and leveraging the full... array of the Private Bank's capabilities. The position requires establishing and deepening relationships with internal and external partners and Centers of Influence to identify prospects....
Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is tasked with acquiring new clients, deepening existing client relationships, and building a network to achieve business development goals. Key responsibilities include: - Leading the Client Management Process to identify new...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall...
services to high net-worth clients. The role involves managing tax and consulting engagements and identifying and addressing client needs, tax planning, and consulting... opportunities. This position requires direct interaction with clients and their advisors to gather information necessary for pr...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and through new client acquisition. - Advise clients on their overall balance...
Title: Counsel, M&A Job Responsibilities: - Manage, structure, and negotiate strategic transactions globally. - Serve as an active and trusted business partner by delivering clear, strategic legal advice in a fast-paced environment. - Provide critical and proactive legal and strategic feedback on a wide...
Title: Director, Claims Vendor Relations Job Responsibilities: Strategic Vendor & Litigation Oversight - Lead department-wide vendor procurement, strategy, and governance for legal and non-legal partners, including Third Party Administrators (TPAs) supporting Company Claims. - Oversee a diverse portfolio of litigation-related...
Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth Strategist is responsible for collaborating with the Wealth Management Advisor to initiate and cultivate new client relationships with individuals possessing a net worth of $3 million or more. This role involves bringing these...
Title: Director, Federal Tax (Corporate) Job Responsibilities: As a Director within the Federal Tax team, the candidate will be responsible for a wide array of tasks including: - Managing tax provision preparation projects for quarterly and annual reporting for both SEC registrants and...
trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise clients on their overall...
Title Senior Corporate Counsel, Infrastructure Legal Affairs Job Responsibilities Legal Advice and Counsel - Serve as a legal advisor for the Regional Expansion group in the Cloud Operations + Innovation division of the company, providing legal counsel on the data center...
- Acting as a valued tax business advisor, leading client relationships on day-to-day tax matters with clients ranging from middle market to multinational. - Consulting on technical matters and special projects in corporate and... flow-through taxation, accounting methods, and ASC740...