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: 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. -...
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: 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: 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: -...
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...
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...
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: 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 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: Senior Ethics Manager, Allegations Management Job Responsibilities: As a Senior Ethics Manager focusing on Allegations Management, you will be an integral part of the company's Ethics and Compliance (E&C) function, which operates within the second line of defense of the company....
Counsel Job Title Corporate Counsel Job Responsibilities The Corporate Counsel at Company is responsible for establishing an in-house legal and risk function. This role encompasses a wide range of legal and risk management duties, including but not limited to: - Contract Review and...
Title: Financial Services - Customer Tax Operations and Reporting - Tax Senior Job Responsibilities: The Tax Senior position within the Financial Services Office at the company focuses on US Tax - Information Reporting & Withholding. The role involves working on challenging information...
Title: Tax Technology and Transformation - SAP Tax Integration - Senior Job Responsibilities: - Work on large finance and tax transformations, leveraging SAP to improve the tax function within multinational tax departments. - Support and automate internal and external operations for clients in...
General Counsel Job Responsibilities The Assistant General Counsel acts as a subject matter expert and provides business leaders with legal advice on issues impacting the company’s non-depositary limited purpose trust company. This role involves ensuring that business activities, policies, practices, and transactions...
Title: Financial Services - International Corporate Tax Advisory - Tax Manager Job Responsibilities: As an International Corporate Tax Advisory (ICTA) Manager at Company, you will have the opportunity to work on high-profile projects in a constantly evolving field of tax planning influenced...
Title: International Corporate Tax Advisory Manager Job Responsibilities: As an International Corporate Tax Advisory (ICTA) Manager at the company, you will have the opportunity to work on highly publicized projects in a field that is constantly evolving with new laws,...
Title: Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate within the compliance practice, the candidate will be responsible for assisting on large projects which necessitate strong technical skills. The primary duties include: - Performing tax research and collaborating...
Title: International Tax and Transaction Services - Transfer Pricing Senior Manager Job Responsibilities: The role of a Transfer Pricing Senior Manager at the company involves a variety of responsibilities aimed at advising on and managing transfer pricing strategies for global clients. Key...
Title: Tax Senior Manager Job Responsibilities: - Serve as the primary engagement manager with economic responsibilities for billing, realization, and collections. - Effectively leverage available technology and other resources to maximize technical application to projects and ensure the engagement team adheres to the...