Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter expert on complex trust, estate, and income tax questions and issues. - Identify and address unstated...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy 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...
Vice President, Senior Counsel - Legal & Compliance Job Title: Senior Vice President, Senior Counsel Location: Westlake Village, California; Plano, Texas Salary: $174,000 - $305,000 Work Model: OFFICE PENNYMAC is a specialty financial services firm that focuses on...
Title: Sr. Paralegal, Franchise & Transactions Job Responsibilities: As a Senior Associate Paralegal in the Franchise and Transactions department, you will be tasked with leading and managing the legal processes related to franchise administration, compliance, transfers, and renewals. Your role will be...
Title: Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate within the compliance practice at the company, the individual will be expected to manage and assist with large-scale projects, necessitating strong technical skills. The responsibilities will encompass tax...
Title: Legal Operations Specialist Job Responsibilities: - Calendar management, meeting coordination, and presentation and document preparation. - Assist with legal project management, including tracking deliverables, deadlines, and stakeholder communications. - Maintain legal department dashboards and reporting tools. - Identify opportunities to improve legal operations processes...
Title: International Tax Services Managing Director, Lead Tax Services Job Responsibilities: - Lead and manage international tax engagements, including compliance and consulting projects, for a diverse portfolio of clients. - Advise clients on cross-border transactions, global tax planning, and international compliance matters. - Provide...
Title: Credit Card Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Provide strategic and commercially pragmatic legal and regulatory advice to senior leaders of the Card Services and Connected Commerce businesses. This includes advising Product Owners for co-brand partnerships, Card...
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...
Title: Unclaimed Property Associate, State & Local Tax Consulting Job Responsibilities: The Unclaimed Property Associate will support a broad range of State and Local Tax Consulting (SALTC) engagements across various service lines, providing exposure to diverse and complex technical matters. The...
Title: Federal Tax Manager, Lead Tax Services Job Responsibilities: - Provide tax consulting and compliance services to a diverse client base across various dynamic industries. - Perform tax research and collaborate with clients on tax matters. - Implement special projects related...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: - Oversee multiple client service teams, managing projects effectively and efficiently, including billing and accounts receivable responsibilities. - Provide specialized consulting, analysis, and research on estate, gift, and trust planning matters, ensuring clients...
Title: Vice President, Chief Privacy Officer Remote Job: Hybrid Job Responsibilities: Strategic Leadership - Develop and execute the organization's privacy vision, strategy, and roadmap. - Lead and mentor a team of privacy professionals and attorneys. - Partner with executive leadership...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and aid in business growth, impacting the firm's success directly. - Mentor and coach a...
Title: Customer Success Manager (Legal AI Solutions) Job Responsibilities: - Strategic Relationships: Engage with senior executives regularly to understand their goals and provide strategic guidance, acting as a trusted advisor throughout the customer journey. - Customer Success Plan: Collaborate with customers to create...
Title: Tax Senior Associate Job Responsibilities: - Serve as a trusted member of the engagement team, providing various federal tax compliance and consulting services to industry-specific clients. - Deliver tax compliance and advisory services to S-corporations, partnerships, individuals, and corporations, ranging from middle...
Title: Tax Manager Job Responsibilities: - Act as a valued advisor delivering tax and business advisory services and tax compliance to small business clients. - Work closely with firm leadership to serve clients and build the business, impacting the firm’s success directly. - Coach...
Title: Legal Counsel, Government - Customers & Commercial Job Responsibilities: - Review, draft, and negotiate a variety of customer-facing and partner agreements, focusing on complex software (including SaaS) and information licensing agreements, re-distribution, hosting, content acquisition, consulting and professional services agreements, non-disclosure...
Title: Seasonal Tax Expert - Local Job Responsibilities: 1. Provide Tax Expertise: - Deliver hands-on tax advice and complete preparation services for clients using TurboTax products. - Handle various tax situations including personal and business income, deductions optimization, amendments, and more. -...
Title: Seasonal Tax Expert - Local Job Responsibilities: As a Seasonal Tax Expert at the company, you will have the opportunity to leverage your tax expertise to assist customers both in-person and virtually using company TurboTax products. Your primary responsibilities will include: -...
an Engagement Manager at **Members Only**, you will be responsible for managing and deploying our **Members Only**Flex Talent onto interim and permanent engagements. You will work closely with the Talent Team to deploy new joiners and balance the redeployment of the existing...
Title: Senior Professional Liability Claims (Attorney), Claims Construction Job Responsibilities: Claims Handling & Investigation: - Manage a portfolio of highly complex, litigated claims with significant exposures, requiring advanced technical expertise and strategic coordination. - Accurately update and document claim files in...
Title: Seasonal Tax Expert - Local Job Responsibilities: As a TurboTax Live - Seasonal Local Service Expert, the primary responsibilities include: - Provide Tax Expertise: Deliver hands-on tax advice and full-service tax return preparation for TurboTax clients, addressing both simple and complex tax...
Title: Corporate Counsel Job Responsibilities: The Corporate Counsel will be a member of the company's Legal and Compliance team, primarily responsible for ensuring the company's adherence to federal and state laws related to mortgage banking and consumer finance products and services. The...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
company will have a diverse set of responsibilities, including but not limited to: - Reviewing complex gift, estate, and fiduciary income tax returns. - Reviewing fiduciary accountings for trusts and estates. - Providing tax... planning and consulting services to high net worth clients...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and maintain strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter expert on complex trust, estate, and income tax questions and issues. - Identify unstated needs from...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate will be part of the Banking, Lending & Trust section within the Wealth & Investment Management division of the Legal Department. The key responsibilities include: - Providing...
WNT Estates, Gifts & Trusts The candidate will work... closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,...
Title Wealth Management Solutions, Trusts & Estates – Oil... mineral assets within the trusts, agency, and foundation accounts.... This position requires the executive director to: - Lead a team of eight oil & gas professionals, ensuring effective management and oversight...
Title: Director, Digital Trust & Safety Job Responsibilities: - Strategic Leadership: Develop and implement cybersecurity strategies that align with business objectives and risk profiles. Guide the growth of the company's cybersecurity practice by setting goals and defining the direction for...
Range Negotiable # Tax Associate at **Members Only** Are you looking for an opportunity to join a global organization of independent audit, tax and advisory firms? **Members Only** LLP is the . member firm of Grant...
**Members Only** is seeking a Manager or Senior Manager, Tax Enterprise Services PMO (AMCS) to join their Accounting Methods and Credit Services practice. This role involves leading and supporting complex engagements, collaborating with teams, and developing and delivering tax methodologies...
Description Wealth Management, Private Wealth Management, Summer Analyst, Dallas Job ID 2021-6968 Schedule Type Full Time Level Analyst Function(s) Summer Region Americas Division Consumer and Wealth Management Business Unit PWM Sales and...
Intellectual Property Reporter locations Colorado Texas California time type Full time posted on Posted 22 Days Ago job requisition id R77251 Do you have great reporting skills?...
Manager – State & Local Tax - Income ID 2025-6607 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just...
Tax Associate – Private Client Services ID 2025-6728 Job Locations US-TX-Dallas The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a...
1717 Main St, Dallas, TX, 75201, US Summary: BDO is currently seeking a Tax Manager for their Private Client Services practice. This is a high touch, boutique practice within the firm that serves high net-worth individuals, families, C-Suite...
Title: Corporate Counsel Job Responsibilities: The Corporate Counsel at the company is tasked with managing a broad spectrum of legal, regulatory, and governance matters within the context of a publicly traded technology company. The role is strategic and cross-functional, requiring a strong...
Title: Private Wealth Strategist - Private Wealth Management Job Responsibilities: The Private Wealth Strategist is responsible for a range of duties centered around providing comprehensive financial and estate planning solutions for clients. The key responsibilities include: - Conducting cash flow analysis, income tax...
Title: Tax Senior Manager - Private Companies Job Responsibilities: As a Tax Senior Manager in the department, the primary responsibility is to assist private companies with a variety of business advisory needs, including audit, tax compliance, and planning to improve operational efficiency....
Title: Tax Director - Private Companies Job Responsibilities: As a Tax Director within the company, you will play a critical role in assisting private companies with their business advisory needs, focusing on audit, tax compliance, and planning to enhance operational efficiency and...
Partnership Solutions (PPS) - Tax Senior Manager The candidate will get 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...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance, and planning. This...
Title: **Members Only** - Tax Senior Associate Job Responsibilities: As a Tax Senior Associate in the Private Partnership Solutions team, you will play a critical role in supporting private companies with business advisory needs, focusing on audit, tax compliance, and planning. Your responsibilities...
Services Tax - Real Estate Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
TITLE Vice President OFFICE LOCATION(S) Dallas JOB FUNCTION External Product Specialists DIVISION Asset & Wealth Management YOUR IMPACT The company Family Office is seeking a Vice President to craft innovative wealth planning strategies and provide family office services. The role...
Title: Financial Markets & Real Estate - Transactions, Senior Manager Job Responsibilities: - Lead the creation and implementation of financial market strategies. - Guide large projects and innovate processes. - Maintain operational excellence and drive project success. - Interact with clients at a senior level...