Familiarity with the latest digital and technology advancements in the financial industry Salary Information The salary for this role is competitive and will be based on relevant experience and qualifications. In addition, . Morgan offers a comprehensive benefits package, including health, retirement and wellness programs, as well as a generous paid time off policy. SEO Friendly Job Title: Executive Director or Vice President - Private Banker - . Private Ba
Chief Compliance Officer - Investment Management Chief Compliance Officer Opening in Calfee's Cleveland, Columbus, or Cincinnati Office Opportunity for a Chief Compliance Officer in the Investment Management group in our Cleveland, Columbus, or Cincinnati office. This role will report to the Chair of our Investment Management practice group. The Chief Compliance Officer is responsible for developing, maintaining, and monitoring regulatory compliance standards for
200 W. Madison, Suite 3600, Chicago, IL, 60606, US 60 East State Street, Suite 900, Columbus, OH, 43215, US Additional Locations St. Louis, MO, US BDO is currently seeking a Tax Senior Manager, Private Client Services to join our growing Private Client Services team in our Nashville, Tennessee office. This position will primarily focus on providing tax compliance and consulting services to high net worth individuals and their families. The ideal candidate will have a str
1801 Market Street, Philadelphia, PA, 19103, US Travel Required Yes, 20% of the time Employment Type Experienced Degree Required Bachelor Experience Required 5 years Relocation Provided No Base Salary $102,300 - $150,000 / Year Bonus Eligible Yes Work Permit Required No Internal ID 8076 Current Search Criteria Tax Manager, Core Tax Services - ASC 740 Columbus OH Clear All BDO is currently seeking a Tax Manager to join our Core Tax Services team
Tax Expert - CPA or EA The candidate will work directly with clients and apply defined practices, procedures, and company policies to prepare their returns, offer tax advice and resolve customer inquiries through the company's platform. Help customers complete their taxes using TurboTax products. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Must have 2+ years of paid
Manager, International Tax Shared Services The candidate will coordinate with internal client service teams to assist multinational enterprises with preparing and reviewing US-International income tax computations arising from a company's global operations and transactions. Assist with the review and preparation of various tax forms and disclosures related to such operations. Advise multinational enterprises on tax planning opportunities. Work on process improvement projects
Job Title: Senior Manager, International Tax Job Responsibilities: - Direct multinational enterprises on business decisions, such as determining optimal locations for operations, selecting appropriate entity types, optimizing supply chains, and accessing and mobilizing capital for global operations. This includes consideration of a multinational’s tax risk profile, global effective tax rate, and cash posture. - Prepare and review complex tax models illustrating multinatio...
Job Title: . Private Bank – Private Banker – Vice President or 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 from existing client base and new client acquisition. - Advise clients on their overall balance...
Job Title: Senior Tax Associate, Real Estate and Construction Job Responsibilities: As a Senior Tax Associate within the construction and real estate industries, your primary responsibilities will include identifying and implementing tax planning and consulting opportunities for a diverse client base. You will work in a highly interactive team environment, participating in the tax planning and consultation process to deliver an outstanding client experience. Key duties inclu
Job Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a Tax Manager at Company, you will be responsible for providing tax consulting and compliance services to clients in the construction and real estate industries. Your role will involve performing tax research, working directly with clients on tax matters, and implementing special projects. You will manage tax planning, prepare tax calculations, and maintain client relationships. Additionally, you w
Job Title: Tax Manager – Manufacturing Job Responsibilities: As a Tax Manager – Manufacturing, you will be responsible for providing tax consulting and compliance services, overseeing all aspects of tax planning, preparation, and review processes for tax engagements. Key responsibilities include: - Maintaining and developing strong client relationships across various tax consulting and compliance engagements. - Managing engagement workflow, team resources, and billing pr...
Job Title: Tax Manager – Energy & Resources Job Responsibilities: The Tax Manager for Energy & Resources at the company is responsible for providing tax consulting and compliance services, overseeing the tax planning, preparation, and review processes for tax engagements. The role involves maintaining and developing strong client relationships across various tax consulting and compliance engagements, particularly with clients involved in the forest products, mining and agg...
Job Title: Tax Manager – Construction Job Responsibilities: - Maintain and develop strong client relationships on various tax consulting and compliance engagements. - Manage engagement workflow, engagement team resources, and engagement billing. - Collaborate as part of a coordinated client service team approach, working with other practice units to provide industry knowledge and insights to clients across various industries. - Review engagement profitability and prepare a...
Job Title: Manager or Senior Manager, SALT M&A Job Responsibilities: - Work as part of a multi-disciplinary Tax and Advisory team focusing on pre-transaction related Tax and Financial due diligence, acquisition structuring, and post-transaction integration services for buyers, primarily private equity clients, public corporations, and commercial clients. - Examine tax laws and form positions on the application of such laws to specific facts presented during transactions. - C
Job Title: 2027 National Tax Office & Transactional Specialist Entry Level Staff Job Responsibilities: - Consider tax issues associated with mergers and acquisitions. - Research complex tax issues and write technical memoranda. - Assist with international tax structuring and operational issues. - Prepare tax returns and serve as an integral part of engagement teams for clients. - Assist with National Tax Office functions, such as writing internal and external tax alerts on
Job Title: State and Local Tax (SALT) Entry Level Staff Job Responsibilities: As a State and Local Tax (SALT) Entry Level Staff, you will play a crucial role in assisting organizations of all sizes in maintaining their financial health through various tax consulting services. Your responsibilities will include: - Providing tax consulting services specific to state and local taxes, including income, franchise, sales and use, gross receipts, and personal property taxes. -
Job Title: 2027 State and Local Tax (SALT) Entry Level Staff Job Responsibilities: As an Entry Level Staff in the State and Local Tax (SALT) department, you will play a crucial role in supporting the financial health of organizations by providing specialized tax consulting services. Your responsibilities will include: - Providing tax consulting services specific to state and local taxes, including income, franchise, sales and use, gross receipts, and personal property taxe
Job Title: International Tax Services Entry Level Staff Job Responsibilities: - Provide international tax consulting services for businesses engaged in inbound and outbound cross-border activities. - Offer tax services for individuals working in the . and foreign countries. - Prepare and review global tax return compliance for . companies. - Engage with the tax engagement team as part of client entrenchment. - Conduct research on developments within the internati
Job Title: Manager, M&A Tax Job Responsibilities: - Advise clients on a comprehensive range of corporate tax services, encompassing planning, research, and other activities related to mergers and acquisitions. - Collaborate as part of a multidisciplinary team to deliver due diligence and tax structuring services, effectively communicating findings and opportunities to clients. - Assist senior members of the M&A Tax practice with diverse technical tax issues, including consol
Job Title: International Tax Services Entry Level Staff Job Responsibilities: As an International Tax Services Entry Level Staff member, you will play a crucial role in ensuring the financial health of organizations by providing specialized tax services. Your responsibilities will include: - Providing international tax consulting services for businesses involved in inbound and outbound cross-border activities. - Offering tax services for individuals working in the US and
Job Title: Tax Manager, State & Local Income Tax Job Responsibilities: - Participate in compliance and consulting projects for multi-state alternative investment clients, including hedge funds, fund of funds, private equity, and real estate. - Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge. - Review tax calculations and information presented on state income tax returns. - Build and manage client rel
Job Title: Tax Manager, Lead Tax Services Job Responsibilities: As a Tax Manager in Lead Tax Services at the company, you will hold a pivotal leadership role in delivering innovative tax solutions across various industries. Your responsibilities will include: - Leading and managing multiple complex client engagements, ensuring the delivery of high-quality tax solutions tailored to meet client needs. - Providing strategic tax consulting and compliance services with an emphas
Sales Tax Technology Manager The candidate will lead client engagements focused on automating and improving sales and use tax (SUT) and value-added tax (VAT) processes. Manage end-to-end implementations of leading tax automation platforms integrated with ERP and e-Commerce systems like Microsoft D365, NetSuite, QuickBooks, Acumatica, Shopify, and Stripe. Serve as the primary liaison between clients, internal teams, and software vendors, translating complex tax requirements i
Job Title: Manager or Senior Manager, Research and Development Tax Credits Job Responsibilities: - Conduct research and development (R&D) tax credit consulting and project management. - Manage R&D tax credit studies and related activities. - Develop and sustain excellent client relationships during the delivery of R&D tax credit services. - Provide R&D tax credit quality assurance, engagement reviewer, and exam support. - Perform engagement management activities, inclu
Job Title: Seasonal Tax Delivery Manager - Japanese Global Employer Services Job Responsibilities: - Conduct written and verbal correspondence in Japanese with individual taxpayers to gather data required for completing their US individual income tax returns. - Address queries in Japanese regarding the access and completion of the US tax organizer. - Explain the tax return delivery process in Japanese, including guidance on accessing the company's secure portal. - Translate
Job Title: Seasonal Tax Delivery Manager - Global Employer Services Job Responsibilities: - Review and sign individual tax returns, ensuring compliance with regulatory standards and client expectations. - Review tax equalization calculations and cost projections to assist clients in managing their tax obligations effectively. - Conduct tax briefings for clients, focusing on arrival and departure scenarios to facilitate smooth transitions for mobile employees. - Manage client
TurboTax 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 W2 filings, navigate life events (marriage, children, elder care), or handle more complex tax scenarios like business income, amendments, or investments. Give hands-on tax advice
Job Title: Director, Senior Manager, Manager, International Income Tax Full time Job Responsibilities: The role primarily involves providing international income tax consulting services to corporate clients. The responsibilities vary based on the level of experience and position, but generally include: - Leading a team of consultants to deliver global tax advisory services. - Managing team performance and development. - Ensuring quality, timely delivery, and budget
Job Title: Conflicts Attorney Job Responsibilities: The Conflicts Attorney at the law firm plays a crucial role in the Conflicts team, ensuring the firm meets its ethical obligations. The primary responsibilities include: - Reviewing, analyzing, and articulating conflicts search results for new business and lateral hires, identifying potential conflict issues, and determining appropriate steps for resolution. - Collaborating with Conflicts Counsel, General Counsel, firm att
Job Title: Sales Executive - Legal Transformation Solutions Job Responsibilities: The Sales Executive for Legal Transformation Solutions is tasked with partnering with clients to ensure their long-term success by consulting with and supporting senior legal leaders on transformational initiatives. These initiatives include technology enablement, spend reduction, contracts management, and organizational design. Key responsibilities include: - Developing and maintaining relati
Job Title: Senior Associate, Income Franchise Tax - Financial Services (Remote Option) Job Responsibilities: - Assist multi-state companies with state and local tax issues, including compliance, advising, planning, controversies, and technical research. - Review information presented on state income tax returns and schedule K-1 before, during, and after preparation. - Research and draft technical memoranda regarding income and franchise tax questions. - Support multi-st
Job Title: Senior Manager, State & Local Income Tax - Asset Management Job Responsibilities: - Provide tax compliance services to partnerships for Asset Management clients. - Deliver exceptional client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies with state and local tax controversies, including preparing clients for discussions with auditors,
Job Title: Practice Services Manager Job Responsibilities: The Practice Services Manager at the law firm is responsible for supporting the business performance and operational needs of the firm’s Practice Groups. This role is integral in advancing both the Practice Group and firm-wide strategic goals. Key responsibilities include: - Reviewing and analyzing monthly financial reports on attorney productivity, time entry, workflow, and other firm metrics to monitor key perfo...
Chief Marketing Officer Job Title: Chief Marketing Officer (CMO) Job Responsibilities: The Chief Marketing Officer (CMO) at the law firm is tasked with leading the overall marketing, business development, and communications strategy of the firm. This role involves working closely with the Chief Operating Officer and the leadership team to ensure that marketing efforts align with the firm's goals and client needs. The CMO is responsible for a wide range of marketing initiati
Job Title: Tax Senior Manager- Real Estate Tax Credits Job Responsibilities: - Lead and manage the closing process for Historic Tax Credits (HTC) and New Markets Tax Credits (NMTC) transactions. - Review financial models to ensure accuracy and strategic alignment. - Supervise and mentor junior staff, fostering professional development and technical excellence. - Collaborate with legal, financial, and development teams to structure transactions. - Cultivate client relations
Job Title: Assistant Vice President, Complex Claims Job Responsibilities: The Assistant Vice President, Complex Claims, is responsible for the strategic direction and leadership of high severity Auto and General Liability claim execution. Key responsibilities include: - Directly managing and directing a Major Loss Unit (MLU) consisting of six director-level claims professionals. The focus is on handling the highest severity, most complex claim matters and/or matters with la
Job 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 the company's technical knowledge and industry insights to address client needs. - Drive digitization, automation, and efficiency improvements. - Coach teams to enhance their skills and performance. - Oversee su
Job Title: Senior Tax Staff, State and Local Tax Job Responsibilities: - Identify and implement tax planning and consulting opportunities for a diverse client base. - Participate in the tax planning and consultation process for clients, ensuring an outstanding client experience. - Research client issues and communicate findings with managers regularly. - Mentor staff and interns to contribute to the team's continued success. - Deliver outstanding client service while integra
Financial Services Tax - Real Estate Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. Help organisations understand the pricing implications of goods and services between related parties, as well as pr
Job Title: Conflicts Attorney Job Responsibilities: The Conflicts Attorney at the law firm is tasked with the identification, analysis, and resolution of conflicts of interest related to new business intake for both existing and new clients and new hires. Key responsibilities include: - Reviewing and analyzing electronic information regarding new engagements and new hires to identify, report, and address potential legal, business, and positional conflict of interest issues.
**Members Only** - Private Tax Manager The candidate will develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them to take ownership of their personal development. Analyse complex ideas or proposals and build a range of meaningful recommendations. Use multiple sources of information including broader stakeholder views to develop solutions and recommendations. Address sub-sta
Korean Business Network - Private Tax 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 up time that can be spent focusing on business strategy. Develop new skills outside of comfort zone. Act to resolve issues which prevent the team working effectively. Coach others, recognise their strengths, and encourage them
Job Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. Your responsibilities will include: - Utilizing feedback and reflection to develop self-awareness, personal strengths, and address development areas. - Delegating tasks to others to provide stretch oppo
Job Title: Private Partnership Solutions (PPS) - Tax Senior Associate Job Responsibilities: As a Tax Senior Associate in the Private Partnership Solutions, the candidate will be part of a team that assists private companies with a variety of business advisory needs, including audit, tax compliance, and planning. The role focuses on enhancing operational efficiency and enabling companies to concentrate on business strategy. The candidate will be involved in the entire busines
Job Title: Tax Director - Private Companies Job Responsibilities: - Work as part of a team of problem solvers, addressing complex business issues from strategy to execution. - Support the team in disrupting, improving, and evolving ways of working when necessary. - Arrange and sponsor appropriate assignments and experiences to help individuals realize their potential and support their long-term aspirations. - Identify gaps in the market and spot opportunities to create value
Tax Senior Associate - 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 that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies. Use feedback and reflection to
Job Title: Employee Relations Partner - REMOTE Job Responsibilities: The Employee Relations Partner is responsible for providing consistent and tactical Employee Relations consultation to managers and employees to resolve employee issues. This includes advising on employee conflict resolution, disciplinary action, and/or termination. Key responsibilities include: - Conducting HR-related investigations to ensure that employee issues are resolved in adherence to company polic
Tax 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 that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow management, equity expansion, divestiture and exit strategies. Encourage everyone to have a voi
Job Title Banking & Capital Markets Tax Director Job Responsibilities As a Banking & Capital Markets Tax Director at the company, you will play a pivotal role in guiding the Financial Services Tax team. Your primary responsibilities include setting the strategic direction for the team, leading business development initiatives, and overseeing multiple projects to ensure quality delivery. You will maintain impactful executive-level client relationships and provide exception
Seasonal Business Tax Expert The candidate will provide expert guidance, tax preparation, and explanations of tax and technical terms to the customers. Manage complex business tax returns for Partnerships and S Corporations. Help the customers complete their taxes using Intuit TurboTax products using sound professional judgment, and in an excellent and timely manner. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries.