Title: Seasonal Tax Expert - Local Job Responsibilities: - Provide Tax Expertise: Offer hands-on tax advice and complete preparation services for TurboTax clients, handling a range of tax situations from personal to business income, deductions, amendments, and more. Conduct discovery sessions and...
Title: Managing Director, Tax - Private Client Job Responsibilities: The role of a Managing Director in the Tax - Private Client division at the company involves providing sophisticated tax compliance, consulting, and planning services to a diverse clientele, including individuals, multi-generational families,...
Title: AVP, Sr. Counsel - Fund Management Job Responsibilities: In the role of AVP, Sr. Counsel - Fund Management, the successful candidate will be responsible for providing leadership, direction, and subject matter expertise on complex projects and initiatives related to the company's...
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: Director, Insurance Optimization Services Job Responsibilities: The Director of Insurance Optimization Services at the company is responsible for acting as a strategic advisor to client companies, particularly focusing on optimizing their insurance programs. This role involves collaborating with a client's in-house...
- Deputy General Counsel Job Responsibilities The VP - Deputy General Counsel, Chief Compliance Officer & Assistant Secretary (DGC) is a pivotal member of the company's management team. This role involves leading the company’s contracts, compliance, corporate transactions, and corporate governance functions...
General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
and investment products. - Prepare resolutions and participate in major legal actions. - Liaise with the business on strategic issues and regulatory matters. - Advise on the distribution of registered funds, collective investment trusts, and other asset management... vehicles within the retirement market....
satisfaction. - Oversee and review the preparation of complex federal, state, and local tax returns for individuals, S-Corporations, partnerships and other flow-through entities, and trusts and estates. - Provide advanced... tax planning and consulting services for high-net-worth individuals, business owners, and partners...