Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, the candidate will be responsible for a range of duties that center around tax engagements and client relationships. Key responsibilities include: - Reviewing individual, trust,...
Title: Cannabis Tax Senior 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 tax...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen existing client relationships to meet business development goals. - Lead the Client Management Process and collaborate across the enterprise to deliver a Branded Client Experience. - Provide clients access to the...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
Title: Client Manager - Large Law Firms Job Responsibilities: - Drive renewals and upsells by executing proactive account plans, uncovering unmet needs, and delivering tailored, consultative solutions to legal professionals. - Build and execute strategic growth plans across defined territories by partnering with...
Title: Senior Counsel Job Responsibilities: - Develop a detailed understanding of the company’s service lines and technology products and their associated risks. - Review, revise, and negotiate professional services and technology-related agreements for the company. - Identify apparent and hidden risks associated with tasks...
support a business unit focusing on deposit, lending, and investment products for affluent individual and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including matters related to powers of attorney, trusts and esta...
Title: Claim Director - Westchester Casualty Job Responsibilities: The Westchester Casualty Claims Director is tasked with managing high exposure and high severity claims, ensuring exceptional customer service and maintaining high-quality claim files. This role is an individual contributor position with several critical...
Title Senior Legal Counsel Job Responsibilities The Senior Legal Counsel will be part of the Workplace Investing (WI) legal team at the company, where they will play a pivotal role in advising the defined contribution plan recordkeeping, administration, trust, and institutional...
Manager - Global Employer Services, Executive Compensation The candidate will apply rewards experience in the areas of Mergers & Acquisitions, Global Pensions, Employment Tax, Global Equity, Executive Compensation, Retirement and Welfare Benefit Plan Consulting and Reporting, Transactions and (ACA) Affordable...
Manager/Senior Negotiator - State, Local and Higher Education The candidate will support the company's GPS practice from a contracting and negotiation perspective, covering the full life cycle of an engagement. Assist with deal desk and contract review activities and support...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Job Responsibilities: As a Tax Senior in the Wealth & Asset Management practice, the key responsibilities include: - Handling tax compliance and advisory work for clients, specifically focusing on...
Title: Tax Technology and Transformation - SAP Tax Integration - Senior Job Responsibilities: - Engage in large finance and tax transformations, leveraging SAP to enhance the tax function for multinational tax departments. - Collaborate with cross-functional tax, advisory, and assurance teams to support...
Title: Financial Services - International Corporate Tax Advisory - Tax Manager Job Responsibilities: As a manager within the International Corporate Tax Advisory (ICTA) competency, your responsibilities will be diverse and tailored to your skills and ambitions. You will engage in various activities...
Title: International Corporate Tax Advisory Manager Job Responsibilities: As an International Corporate Tax Advisory (ICTA) Manager, you will have the opportunity to engage in a variety of responsibilities that are critical to the role. These responsibilities include: - Managing technical planning and advising...
- 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: International Corporate Tax Advisory Senior Manager Job Responsibilities: As an International Corporate Tax Advisory (ICTA) Senior Manager, you will be deeply involved in the dynamic field of international taxation, contributing to the growth and development of the company. Your responsibilities will...
Title Visa and Immigration - Strategic Visa and Immigration Consultant (Manager) Job Responsibilities - Provide strategic counsel on foreign national visa options to specific business lines, guiding them on complex immigration matters. - Administer the company's immigration policy by offering...
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 the Digital...
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...
Associate, Financial Crimes The candidate will assist in leading teams on complex financial crimes advisory engagements, including AML, sanctions, and fraud-related assessments, gap analyses, and remediation efforts. Contribute impactfully to the execution of client solutions that address regulatory requirements, enhance...
Title: Assistant General Counsel Job Responsibilities: - Provide legal advice on AI and emerging technologies during research, development, and design phases, ensuring legal compliance, and embedding IP and data protection from inception, supporting strategic alignment. - Advise on legal, ethical, and reputational risks...
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: Tax Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Collaborate as part of a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Build...
Title: Tax Senior Associate, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net worth business clients. - Work as part of a multi-disciplinary team to offer industry knowledge and experience to clients and...
Title: Tax Manager/Tax Senior Manager, High Net Worth Individuals Job Responsibilities: - Provide individual tax compliance and advisory services for high net-worth business clients. - Collaborate with a multi-disciplinary team to deliver industry knowledge and experience to clients and their owners. - Develop and...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: As a Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) department, the candidate will play a crucial role in the success and growth of the...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Title: Product Policy Manager, Harassment and Bullying - Trust and Safety Job Responsibilities: The role of Product Policy Manager in the Trust and Safety department encompasses a broad range of responsibilities aimed at ensuring the safety and integrity of the platform, particularly...
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: Ad Policy Manager, Advertising Trust Policy Job Responsibilities: The role of the Ad Policy Manager, Advertising Trust Policy, involves significant responsibilities in managing and crafting advertising policies that align with the company's customer experience and advertising goals. The key responsibilities include: -...
Title: Ad Policy Manager, Advertising Trust Policy Job Responsibilities: - Policy Creation and Management: Develop and manage advertising policies from initial rationale to policy language, communication, technical implementation, and ongoing monitoring using data. - Risk Communication: Clearly communicate risks associated with policies to...
Title: Ad Policy Manager, Advertising Trust Policy Job Responsibilities: - Develop and manage policies, including risk rationale, policy text, and data monitoring. - Present policy risks to internal stakeholders through high-quality written communications to build understanding and consensus. - Create business requirement documents for...
Title: Senior Ad Policy Manager, Advertising Trust Policy Job Responsibilities: - Develop and manage comprehensive policy sets from conceptualization through implementation and monitoring. - Deliver clear risk assessments and high-quality written presentations to stakeholders and senior leadership. - Create business requirement documents for product...
Title: Senior Ad Policy Manager, Advertising Trust Policy Job Responsibilities: - Develop and manage comprehensive policy sets, from conceptualization through implementation and monitoring. - Deliver clear risk assessments and high-quality written presentations to stakeholders and senior leadership. - Create business requirement documents for product...
Title: Director, Digital Trust & Safety Job Responsibilities: - Strategic Leadership: Develop and implement cybersecurity strategies aligning with business objectives and risk profiles. Guide the growth of the company's cybersecurity practice by setting goals and defining the direction for the...
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 the Digital...
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. - Take on the primary...
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, you will be responsible for a variety of critical tasks aimed at providing top-notch tax services to our clients. Your primary duties will include: -...
Title: Tax Services Senior Manager - FSO - Fiduciary/Trust Estate Advisory Services Job Responsibilities: - Conduct technical reviews of complex trust and estate accountings. - Manage teams to ensure the accuracy and timely delivery of work products to clients. - Oversee client relationships and...
Title: IronSpire 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...
Title: Policy Manager, Safety & Civility - Trust and Safety Job Responsibilities: The Policy Manager for Safety & Civility within the Trust & Safety team at Company plays a crucial role in maintaining a secure and empowering environment for the global community...
Our Wealth Management division offers a wide range of services to help clients and customers achieve their financial goals. From financial planning and investment management to banking and comprehensive advice, our team of experts is dedicated to empowering individuals...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...