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: 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...
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...
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: Assistant General Counsel Job Responsibilities: - Provide legal advice on AI and emerging technologies during research, development, and design phases to ensure legal compliance and embed IP and data protection from inception, supporting strategic alignment. - Advise on legal, ethical, and reputational...
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...
Title: Assistant Legal Counsel Job Responsibilities: The Assistant Legal Counsel will provide legal and strategic support for the commercial operations of the company's US selling divisions. The responsibilities include: - Drafting, reviewing, and negotiating commercial agreements, particularly those involving sales agreements with group...
Legal Counsel Job Title: Assistant Legal Counsel Job Responsibilities: The Assistant Legal Counsel is tasked with providing legal and strategic support for the commercial operations of the company’s US selling divisions. The role involves working closely with sales personnel on a wide array...
Legal Counsel Job Title: Assistant Legal Counsel Job Responsibilities: - Draft and edit contracts and support various transactional matters related to the company's US commercial sales contracting, including agreements with group purchasing organizations, integrated delivery networks, distributors, strategic accounts, professional service agreements, and...
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: Commercial Legal Counsel Job Responsibilities: - Lead Complex Transactions: Structure, negotiate, and manage sophisticated commercial and technology transactions across sales, product, and procurement, with a primary focus on enterprise cloud offerings. - Provide Legal and Regulatory Guidance: Advise on . and international...
Director Fleet & Finance Counsel Job Responsibilities: The Director Fleet & Finance Counsel at the company is tasked with providing legal advice and guidance across various departments, particularly focusing on Fleet, Finance, and Treasury transactions and agreements. Key responsibilities include: - Managing and...
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 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: 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...
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: 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...
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...
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...
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...
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: 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...
Title: Media and Content Policy Manager, Advertising Trust Policy Job Responsibilities: - Policy Creation and Management: Develop policies from rationale to language, ensure technical implementation, and monitor ongoing compliance across multiple publishers. - Risk Communication: Clearly articulate risks associated with policies through high-quality...
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...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team to align with the company's goals and objectives. - Lead business development initiatives to drive growth and expand the firm's client base. -...
Information: The base salary for a Private Banker position in New York, NY ranges from $170,000 to $225,000 per year. This salary is dependent on experience, qualifications, and skills. Additional bonuses and incentives may also be offered based on...
Title: Manager of Tax Services - International Tax Experience: 5-10 years of progressive tax consulting experience Location: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami Employment Type: Full Time Overview: Join our team at Berkowitz Pollack...
Information: The salary for this position is competitive and will be based on experience and qualifications. Job Title: Business Development Executive Experience Information: Minimum 3 years experience in the legal marketing industry. Working with Mass...
Manager – Corporate/Commercial (Hybrid) ID 2025-6647 Job Locations US-NY-New York The Firm Unlock the Boundless Horizons of Tax, Valuation, and Business Expertise with Andersen! At Andersen, we don't just offer a career;...