satisfaction. - Oversee and review the preparation of complex federal, state, and local tax returns for individuals, S-Corporations, partnerships and other flow-through entities, and trusts and estates. - Provide advanced... tax planning and consulting services for high-net-worth individuals, business owners, and partners...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships,... Life Insurance Trusts, Private Family Foundations, Special... Needs Trusts, and other Agency accounts. -... Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business...
Job Title: Wealth Management Trusts & Estates Tax Operations,... transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner... with team members to r...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult and coordinate the delivery of solutions for a comprehensive wealth...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates in delivering solutions for a comprehensive wealth...
Title: Wealth Advisor Job Responsibilities: - Accountable for achieving revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate the delivery of comprehensive wealth management strategies...
Title: GCM Transaction Manager III Job Responsibilities: - Negotiate and close transactions where the company serves in a Trustee capacity, as well as other complementary roles and products. - Act as a client-facing centralized deal manager for transactions, coordinating with...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title: Fiduciary Director Job Responsibilities: - Manage and develop trust centers, associated support, and specialty teams within Information, Management, and Technology, focusing on delivering moderate complexity and risk. - Engage and influence stakeholders, internal partners, and peers associated with Information, Management, and Technology...
Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving...
Title: Tech & Emerging Growth Tax Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax...
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...
Title: Claims Specialist - EPL Job Responsibilities: - Serve as a Claims Specialist focusing on Employment Practices Liability Claims within the company's North America Claim team. - Determine the appropriate valuation of complex claims, recommend settlement strategies, and adhere to company policies. - Collaborate...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve...
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: Director, Claims Vendor Relations Job Responsibilities: - Lead vendor procurement, strategy, and governance for legal and non-legal partners, including Third Party Administrators (TPAs) supporting Claims. - Oversee litigation-related vendor engagements to align with internal legal strategy and claims priorities. - Manage vendor panel...
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, and...
Title: AVP, Sr. Counsel - Fund Management Job Responsibilities: In the role of AVP, Sr. Counsel - Fund Management, the successful candidate will be responsible for providing leadership, direction, and subject matter expertise on complex projects and initiatives related to the company's...
Title: Sr. Director, Head of Innovative and Biosimilar Patents Job Responsibilities: Strategic IP Leadership: - Develop and implement global intellectual property strategies for innovative and biosimilar products. - Advise senior research and development (R&D) and commercial leadership on intellectual property (IP) risks, opportunities, and...
General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
and investment products. - Prepare resolutions and participate in major legal actions. - Liaise with the business on strategic issues and regulatory matters. - Advise on the distribution of registered funds, collective investment trusts, and other asset management... vehicles within the retirement market....
- Deputy General Counsel Job Responsibilities The VP - Deputy General Counsel, Chief Compliance Officer & Assistant Secretary (DGC) is a pivotal member of the company's management team. This role involves leading the company’s contracts, compliance, corporate transactions, and corporate governance functions...
Assistant District Attorney - Conviction Integrity Unit The **Members Only** is seeking experienced attorneys to work as assistant district attorneys in its Conviction Integrity Unit (“CIU”). Following best practices established in this expanding field, the CIU reinvestigates and resolves credible...
compliance functions for individuals, trusts, estates, and related entities,... ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory services to clients, including wealth transfer strategies, charitable planning, and estate planning. - Conduct primary review of...
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: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and...
Digital Trust and Safety The candidate will provide strategic support in establishing thresholds for escalation based on review of trending data and proposing remediation plans that are customized to various integrity risk areas. Oversee the management of digital safety projects,...
Manager / Senior Manager Private Client Harrisburg, PA; Philadelphia, PA; Pittsburgh, PA 120868 **Members Only** is currently seeking a Tax Manager / Senior Manager Private Markets to join our Business Tax Services practice. Responsibilities: Serve as...
Title: Specialized Tax Services - Research & Development Tax Senior Manager Job Responsibilities: - Oversee large-scale projects and ensure timely delivery. - Create and implement innovative processes to enhance efficiency. - Maintain exceptional operational standards. - Interact with clients at a senior level to facilitate...
ID: 110554 Type: Regular Full-Time Company: **Members Only** Tax Associate - Winter 2027: - Tax Associate position at **Members Only** - Responsibilities include tax consulting and tax return preparation - Tasks include tax research, planning, and preparation...
to drive value for clients. - Develop and manage a team of tax professionals to deliver 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...
Title: Tax Provision Manager - Tax Accounting & Risk Advisory Services (TARAS) Job Responsibilities: The Tax Provision Manager in the Tax Accounting and Risk Advisory Services (TARAS) practice will be responsible for assisting companies with their financial reporting for income taxes. This...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the...
Title: International Corporate Tax Advisory Manager Job Responsibilities: - Manage various responsibilities ranging from technical planning and advising to global project management. - Personally coach and develop a highly trained team while focusing on quality and commercial value. - Identify and answer complex domestic...
Title Tax Senior Manager, Business Management Job Responsibilities - Review Corporate, Partnership, Trust, and Individual tax returns for Entertainment Industry professionals, Athletes, High Net Worth and Family Office type clients and all their related entities. - Conduct online tax research. - Perform accounting work needed...
Title: Tax Director - National Tax Office Job Responsibilities: - Research and analyze various federal income tax issues in connection with operating partnerships. - Assist with M&A tax structuring and internal restructuring. - Draft emails and memos regarding tax issues and updates. - Draft firm-wide...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in Family Office Advisory Services will play a crucial role in supporting the legacy of family offices by enhancing their financial, social, and human capital. Key responsibilities...
Title: Legal Transformation Solutions - Sales Executive Job Responsibilities: The Legal Transformation Solutions Sales Executive is a pivotal role within the Legal Transformation Services (LTS) sales team, responsible for ensuring the long-term success of clients by developing and maintaining strong relationships with...
Title: Private Wealth Tax Manager Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Title International Tax Services - Senior Manager Job Responsibilities - Lead significant projects within the International Tax Services (ITS) Core team. - Innovate and streamline tax processes through digitization and automation. - Maintain operational excellence in tax advisory services. -...
Title: Asset & Wealth Management Tax Manager Job Responsibilities: - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems to develop top-quality deliverables. - Utilize the company's technical knowledge and...
Title: International Tax Services - Manager Job Responsibilities: A career within International Tax Services offers the opportunity to assist Company in addressing cross-border tax needs both locally and globally. The role involves managing global tax rates, identifying cost reduction areas, and...
Title Customs & International Trade Tax Manager Job Responsibilities - Manage client service accounts and lead engagement workstreams. - Develop, mentor, and supervise team members to deliver top-notch results. - Independently tackle and resolve intricate problems. - Foster and maintain...
Title Global Structuring Insurance / Financial Services - Manager Job Responsibilities As a Manager in the Financial Services Global Structuring team, your responsibilities will include leading teams and managing client accounts with a focus on strategic planning and mentoring junior...
- International Corporate Tax Advisory Senior - FY26 The candidate will identify and answer complex domestic and international tax issues. Provide technical tax advice and planning services to a portfolio of projects. Build long-lasting relationships with the clients, developing an...
Title Mergers and Acquisitions (M&A) Partnership Tax, Senior Manager Job Responsibilities - Guide significant projects and refine processes to maintain elevated operational standards. - Engage with clients at senior levels to confirm project success and cultivate trust with diverse teams...
Title: Specialized Tax Services - Energy Incentives & Credits Senior Associate Job Responsibilities: - Leading the way as technology-enabled tax advisors by driving benefits through digitization and automation. - Resolving complex problems with innovative solutions. - Mentoring and guiding junior team members to ensure...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice, you will be part of a team that provides business advisory services to private companies. Your responsibilities include: - Assisting private companies with...