Title: Sr. Trust Officer Job Responsibilities: The Sr. Trust Officer is responsible for managing a portfolio of fiduciary and investment management accounts for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of...
Title: Ad Policy Manager, Advertising Trust Policy Job Responsibilities: - Develop and manage advertising policies, including creating risk rationale, drafting policy text, and monitoring data to ensure policy effectiveness. - Present policy risks to internal stakeholders through high-quality written communications to build understanding...
Title: Senior Ad Policy Manager, Advertising Trust Policy Job Responsibilities: - Develop and manage comprehensive policy sets, overseeing the process from conceptualization through to implementation and monitoring. - Deliver clear risk assessments and high-quality written presentations to stakeholders and senior leadership. - Create business...
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: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, you will be tasked with a variety of responsibilities that center around tax engagements and client management. Your primary duties will include: - Reviewing individual,...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Act as an in-house subject matter authority on sophisticated trust, estate, and income tax questions and issues. - Identify unstated needs from...
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: Asset & Wealth Management - Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with clients...
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 drive...
entities and to their business owners. - Performs tax planning, preparation, and research for pass-through entities such as S-corps, LLCs, Partnerships, and the business owners’ individual returns, which may include estates, trusts, and charitable entities. - Manages... client engagements, supervises and revi...
The Senior Associate, Business Tax Services - Private Enterprise position at **Members Only** offers a competitive salary range of $66,800 to $131,100 depending on location. This experienced level role requires a minimum of two years of ultra-high net worth individual...
Manager III Seattle Full time posted on Posted 30+ Days Ago job requisition id 24036732 Job Description: Job Description: At Bank of America, we are guided by a common purpose to help make...
Title Tax JD Intern - Summer 2026 Job Responsibilities As a Tax JD Intern at the company, you will be an integral part of the tax services team, focusing on tax planning, compliance, and strategy to assist businesses in navigating complex tax regulations...
Title: Senior Ethics Manager, Allegations Management Job Responsibilities: - Lead and shape the Ethics program within the company, specifically focusing on the intake, triage of allegations, and complex case management. - Manage and remediate key risk areas across the company's Ethics & Compliance...
Title: Financial Services - Customer Tax Operations and Reporting - Tax Senior Job Responsibilities: The role of the Tax Senior within the Financial Services Office at the company focuses on US Tax - Information Reporting & Withholding. The responsibilities include: - Working on...
Title: Tax Services Manager – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS) Job Responsibilities: - Engage in the Business Tax Advisory practice focusing on US tax information reporting and withholding matters. - Work on challenging information reporting and withholding...
Title: . Private Bank – 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...
Title: Senior Counsel, Labor and Employment Job Responsibilities: - Provide thought leadership and set direction on legal issues impacting the company's strategic goals and objectives related to employees and the employment experience. - Deliver day-to-day legal advice on sensitive and wide-ranging labor and...
Title: International Tax and Transaction Services - Transfer Pricing Senior Manager Job Responsibilities: The role of the Transfer Pricing Senior Manager involves extensive engagement in all phases of project lifecycles, offering a high-visibility opportunity to assume diverse responsibilities and enhance skills and...
Title: Contract Attorney - Technology and Infrastructure Contracts Job Responsibilities: - Draft, review, and negotiate a variety of technology and infrastructure contracts, including vendor agreements, hardware supply, and engineering support deals. - Provide transactional legal support across technology infrastructure initiatives. - Partner with in-house...
Title: Partner Tax Preparation Advisor Senior Associate Job Responsibilities: - Manage individual tax compliance and planning for executives, which includes handling partnership K-1 income, state tax credits, and composite returns. - Conduct Alternative Minimum Tax (AMT) and year-end planning. - Analyze intricate tax problems...
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...
Title: Sr Manager, Private Wealth Tax Job Responsibilities The Sr Manager, Private Wealth Tax at the company is a critical role within the High Net Worth Tax practice, which is part of one of the fastest-growing CPA advisory firms in the nation....
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 - Utilize company's technical knowledge and...
Title State and Local Tax Financial Services Senior Manager Job Responsibilities - Lead significant projects and drive process innovation. - Achieve operational excellence in tasks. - Interact with clients at senior levels to achieve project success. - Develop and sustain...
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 significant client relationships. - Inspire and...
- 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: Japanese Business Network - Private Tax Manager Job Responsibilities: The role of a Japanese Business Network - Private Tax Manager involves working as part of a team dedicated to providing business advisory services to private companies. The responsibilities include assisting clients...
Title: Japanese Business Network - Private Tax Senior Manager Job Responsibilities: - Lead large tax projects and innovate processes to achieve operational excellence. - Interact with clients at a senior level to ensure project success. - Leverage influence, specialized knowledge, and network to deliver...
Title: Japanese Business Network - Private Tax Senior Associate Job Responsibilities: As a Senior Associate within the department, the individual will be part of a team of problem solvers, aiding in tackling complex business issues ranging from strategy to execution. The role...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private sector offers the opportunity to assist private companies with various business advisory needs, such as audit, tax compliance, and...
Title: Private Partnership Solutions (PPS) - Tax Senior Associate Job Responsibilities: As a Senior Associate within the Private Partnership Solutions, you will be part of a team of problem solvers, assisting private companies with a variety of business advisory needs such as...
with working collaboratively with engagement teams to serve a broad array of sophisticated clients, including some of the wealthiest families in the ., family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The primary... responsibilities include: - Managi...
Senior Manager - Private Companies 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 up time...
Title: Banking & Capital Markets Tax Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team, ensuring alignment with the overall goals of the company. - Lead business development initiatives to drive growth within the department, identifying new opportunities...
Title: International Corporate Tax Advisory Senior Manager Job Responsibilities: As an International Corporate Tax Advisory (ICTA) Senior Manager, you will play a crucial role in a dynamic environment characterized by recent growth and investment. Your responsibilities will involve managing various aspects...
Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: - Collaborate with the world's largest renewable energy companies to develop and implement innovative tax solutions. - Provide strategic consulting related to business analysis, managing working capital, and profit-sharing for...
Senior Manager - Personal Financial Services 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 up...
Title: Customs & International Trade Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects in customs and trade tax. - Innovate and enhance processes to achieve operational excellence. - Engage with clients at a senior level to deliver impactful results. - Utilize knowledge...
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...
Tax Services - Energy Incentives and Credits Senior Manager The candidate will focus on providing tax advice and solutions to clients in complex and niche areas of taxation. This includes areas such as accounting methods, fixed-assets and research and development...
Title: Tax Mergers and Acquisitions (M&A) Partnership Tax - Manager Job Responsibilities: - Manage client service accounts and lead engagement workstreams, ensuring the successful planning, budgeting, execution, and completion of projects. - Supervise, develop, and mentor teams to produce exceptional outcomes while managing...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the candidate will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title: Senior Counsel, Product & Partnership Transactions Job Responsibilities: - Drive, draft, and negotiate complex global technical agreements, including partnership agreements, platform integration agreements, identity-related integrations, key tech vendor transactions, ISV/OEM, and reseller agreements. - Work cross-functionally to define and develop global partner...
Title: Private Wealth, Sr Tax Manager Job Responsibilities: - Provide compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform technical review of complex individual, partnership, S-corp, trust, estate, gift, and...
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: Student Brand Ambassador Job Responsibilities: - Educate law students about the superior research capabilities of **Members Only** products, including Westlaw, Practical Law, and CoCounsel, positioning them as the top research solutions. - Utilize social media effectively to enhance awareness of the **Members Only** brand,...
Title: Director, Insurance Optimization Services Job Responsibilities: The Director of Insurance Optimization Services at the company is responsible for providing strategic advisory services to clients in the insurance sector. The role involves supporting client company’s in-house insurance managers, such as Risk Managers...
Title: Counsel, Privacy & Data Job Responsibilities: 1. Product and Data Counseling - Advise product, engineering, and data teams on privacy, data protection, and responsible data use for new features, products, and initiatives. - Partner with teams throughout the product lifecycle to...
Title Wealth Transition Services Tax Manager - 1041 Expert - Remote Eligible Job Responsibilities A typical day as a Wealth Transition Services Tax Manager includes: - Reviewing ultra-high net worth 1041s and addressing technical questions related to multi-state filings, complex analysis...