Development Analyst III The candidate will create member contract documents, including Evidence of Coverage (EOC) and related documents, for commercial products for high risk states. Independently perform regulatory and operational research related to EOC and benefit development. Conduct risk assessments,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Provide 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: Trust Advisor II Job Responsibilities: The Trust Advisor II is responsible for providing expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. The role involves participating as part of a broader client-facing wealth team to expand...
Title: Manager of Tax Services - International Tax Department: Tax Services Company: **Members Only** Location: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami Salary: Competitive and based on experience Employment Type: Full time Posted On: Posted...
Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...
Information: The salary for this position is competitive and will be based on experience and qualifications. In addition, we offer a comprehensive benefits package including medical, dental, vision, 401(k), and more. Job Title: Manager of Tax Services...
Title: Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Title: Tax Director - National Tax Office (JD Required) 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. -...
federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable giving consultations. - Research and interpret tax laws related to trusts,...
Title: Manager - National Tax Office (. Required) Job Responsibilities: The Manager at the National Tax Office is responsible for a variety of tasks that require a high level of expertise in federal income tax issues. The key responsibilities include: -...
planning, and the preparation of supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure... to various industries, including real estate,...
Title: State and Local Tax Manager, Lead Tax Services Job Responsibilities: The State and Local Tax (SALT) Manager at the company is responsible for providing both consulting and compliance services related to state and local income and franchise tax obligations. The role...
Title: Federal Tax Senior Manager, Lead Tax Services Job Responsibilities: As a Senior Tax Manager in the Lead Tax Services Group, the candidate will be a key leader in managing client engagements and guiding multiple service teams across various industries. The responsibilities...
Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responses to Information Document Requests, Notices of Proposed Adjustments, and preparation of appeals protests. - Help prepare penalty abatement requests...
Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and implement a national go-to-market sales strategy specifically for the State, Local, and Education (SLED) government sector. This involves driving growth through new business development and expanding services...
Title: Tax Manager – National Real Estate Job Responsibilities: The Tax Manager in the National Real Estate group is responsible for a variety of tasks centered around federal income tax issues, particularly those related to real estate. Key responsibilities include: - Conducting research...
for individuals, corporations, partnerships, trusts, and estates. - Research and... advise on tax-efficient structuring of international transactions, effective use of tax treaties, offshore investment activities, and repatriation programs. - Minimize . and foreign income taxes for multinational clients, optimizing worldwide tax...
Title: Senior Manager of Tax Services Job Responsibilities: - Strategic Tax Structuring and Planning: Lead research and consultation on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena. - Client Consultation: Provide expert guidance on international tax developments and...
General Counsel Job Title: Assistant General Counsel Job Responsibilities: - Provide legal advice on artificial intelligence (AI) and emerging technologies during their research, development, and design phases. This includes ensuring legal compliance and embedding intellectual property (IP) and data protection from the inception...
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,...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: As a Senior Manager in the Financial Institutions Tax practice at the company, the candidate will be expected to: - Conduct tax research and provide guidance and consultation to clients. -...
Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning 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...
prospects and client relationships involving complex financial issues and strategies, such as multi-generational trusts, closely held business entities,... corporate executives, and private foundations. - Provide professional consulting/advisory services to clients through the development, delivery, and implementation of a customized wealth pla...
advisory support tailored to S-Corp, high net worth individuals, trusts & estates, partnerships, and... pass-through entity owners. - Build and maintain strong client relationships, ensuring a high level of service and responsiveness. - Identify tax-saving opportunities and strategic planning initiatives across...
Title: Sr. Managing Counsel, Data & Privacy Job Responsibilities: - Provide comprehensive legal counsel on a wide range of privacy, AI, and data protection matters, ensuring compliance with global laws and regulations. - Lead a small, dynamic legal team supporting Enterprise Technology clients. -...
Development Analyst III The candidate will create member contract documents, including Evidence of Coverage (EOC) and related documents, for commercial products for high risk states. Independently perform regulatory and operational research related to EOC and benefit development. Conduct risk assessments,...
Title: Sr. Managing Counsel, Data & Privacy Job Responsibilities: - Provide comprehensive legal counsel on a wide range of privacy, AI, and data protection matters, ensuring compliance with global laws and regulations. - Lead a small but dynamic legal team supporting Enterprise Technology...
Development Analyst III The candidate will create member contract documents, including Evidence of Coverage (EOC) and related documents, for commercial products for high risk states. Independently perform regulatory and operational research related to EOC and benefit development. Conduct risk assessments,...
Title: Associate Legal Counsel Job Responsibilities: The Associate Legal Counsel, Acute Care, is responsible for managing a broad range of legal and compliance matters connected to the Acute Care business unit within the global medical division. The position involves close collaboration with...
Title: Assistant Legal Counsel, Flex Financial Job Responsibilities: The Assistant Legal Counsel for Flex Financial will serve as a legal partner for the company's Flex Financial division. This role involves acting as a strategic advisor, providing practical and business-focused legal guidance, and...
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: 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...
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,...
Title: Specialized Tax Services - Research & Development Tax Senior Manager Job Responsibilities: - Oversee large-scale projects ensuring their timely delivery and successful execution. - Create and implement innovative processes to enhance operational efficiency. - Maintain exceptional operational standards to meet and exceed client...
Title: International Tax Services - Manager Job Responsibilities: - Supervise, develop, and coach teams to ensure optimal performance and growth. - Manage client service accounts and drive engagement workstreams by independently solving and analyzing complex tax issues to develop exceptional deliverables. - Leverage methodologies...
Manager of Tax Services - International Tax Opportunity H2: Join Our Growing Team at BPB Bold Headline: Exciting Opportunity for Experienced Tax Manager Position: - Manager of Tax Services - International Tax Locations: - Fort Lauderdale - New...
Advisor III - Miami Location Miami, Florida, USA Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
Information: The salary for this position is competitive and commensurate with experience. We offer a comprehensive benefits package, including medical, dental, vision, life insurance, 401(k) with company match, and generous paid time off. Job Title: Manager of...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Job Responsibilities: As a Tax Senior in the Wealth & Asset Management practice, the primary responsibilities include: - Delivering tax compliance and advisory services for clients, particularly in the...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner within the Family Office Enterprise practice, you will lead and grow tax engagements, providing strategic guidance and customized advisory services to affluent families and their family offices....
Title Tax LLM Associate - Summer / Fall 2026 Job Responsibilities As a Tax LLM Associate, you will engage in a variety of tax compliance and consulting projects to provide valuable insights and support to clients in navigating complex tax regulations. You will...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using Intuit TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...
Title: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen client relationships to achieve business development goals. - Lead the Client Management Process and partner across the enterprise to provide a Branded Client Experience. - Ensure retention of clients and meet...
Title: International Corporate Tax Advisory Manager - ITTS Job Responsibilities: - Manage various responsibilities, including technical planning and advising, as well as global project management. - Coach and develop a highly trained team while focusing on quality and commercial value. - Identify and answer...
Title: International Tax and Transaction Services - Transfer Pricing Senior Manager Job Responsibilities: - Engage in all project lifecycle stages, handling a variety of responsibilities and expanding skills and experience. - Translate diverse information into quantitative and qualitative analyses for client advisement. - Build...
returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth... transfer techniques. - Fiduciary Accounting: Review trust and es...
Title: Tax Director - National Tax Office (JD Required) Job Responsibilities: - Research and analyze various federal income tax issues in connection with operating partnerships. - Assist with mergers and acquisitions (M&A) tax structuring and internal restructuring. - Draft emails and memos for internal...
federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable giving consultations. - Research and interpret tax laws related to trusts,...
Title: Director, Federal Tax (Private Client Services) Job Responsibilities: As a Director within the Private Client Services, Tax division, the candidate will be responsible for managing tax and consulting service projects targeted at high net worth individuals. These projects will cover areas...