Job Title: Financial Crime Compliance Officer, VP Job Responsibilities: - Prepare for regulatory changes and policy revisions to ensure the organization's compliance with evolving legal standards. - Manage and execute second-line monitoring and assessment for Anti-Money Laundering (AML) compliance, ensuring the organization's activities align with legal requirements. - Enhance and maintain AML policies, procedures, and surveillance methods to effectively identify and mitigat
Job Title: AVP, Regulatory Inquiries Compliance Associate Job Responsibilities: - Support and collaborate with the Head of Regulatory Inquiries in conducting due diligence and managing all phases of the company's responses to regulatory inquiries. - Prepare and submit accurate, comprehensive, and timely responses—including supporting documentation—to securities regulators, while maintaining organized internal case files for future reference. - Engage directly with regula...
Job Title: Trust and Estate Tax 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 controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engagements
Job Title: SALT Senior Manager - Income/Franchise Job Responsibilities: As a State and Local Tax (SALT) Senior Manager, you will be a key member of the National Specialty Tax Practice. Your role involves working closely with the National SALT Practice Leader to implement various SALT initiatives. You will be responsible for developing the vision, strategies, and action plans to grow the Practice across all company offices nationwide. Key responsibilities include: - Deliveri
Job Title: Project Finance Closing Specialist Job Responsibilities: As a Project Finance Closing Specialist, the candidate will be responsible for managing the closing of New Markets Tax Credit (NMTC) transactions, ensuring compliance with IRS and CDFI rules. Key responsibilities include: - Coordinating with Project Finance Managers to transition transactions from the marketing stage to the closing stage. - Monitoring the collection of and reviewing due diligence items from
Job Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance: Prepare and review complex individual (1040), fiduciary (1041), estate (706), and gift (709) tax returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth transfer techniques. - Fiduciary Accounting: Review trust and es
Job Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance: Prepare and review complex individual (1040), fiduciary (1041), estate (706), and gift (709) tax returns, ensuring accuracy and compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth transfer techniques. - Fiduciary Accounting: Review trust and es
Job Title: Senior Director, Restructuring Tax Services Job Responsibilities: As a Senior Director within the Restructuring Tax Services team at the company, the individual will play a pivotal role in advising public and private companies on complex tax issues that arise during the restructuring process. Key responsibilities include: - Supporting the team in managing restructuring tax issues, including cancellation of debt income (CODI), significant debt modifications, conso
Job Title Vice President, Fiduciary Oversight Management Job Responsibilities - Manage first line of defense regulatory oversight activities focused on fiduciary account administration. - Provide approvals and oversight for fiduciary account administrative reviews and resolve escalated compliance issues as needed. - Maintain thorough knowledge of financial services rules, fiduciary regulations (including Regulation 9), portfolio management, and fiduciary account adminis
Job Title: Vice President, Fiduciary Oversight Management Job Responsibilities: - Manage first line of defense regulatory oversight activities focused on fiduciary account administration. - Provide approvals and oversight for fiduciary account administrative reviews and resolve escalated compliance issues as needed. - Maintain thorough knowledge of financial services rules, fiduciary regulations (including Regulation 9), portfolio management, and fiduciary account administra
Job Title: Vice President, Fiduciary Oversight Management Job Responsibilities: - Manage first line of defense regulatory oversight activities focused on fiduciary account administration. - Provide approvals and oversight for fiduciary account administrative reviews and resolve escalated compliance issues as needed. - Maintain thorough knowledge of financial services rules, fiduciary regulations (including Regulation 9), portfolio management, and fiduciary account administra
Job Title: Supervisory Inventory Management Specialist (EX) Job Responsibilities: - Directs wall-to-wall and periodic inventories to identify potential shrinkage issues or other supply chain discrepancies. - Oversees the use of automated inventory management systems, such as the General Inventory Package (GIP), to maintain current inventory data. - Expedites delivery of urgent requirements through correspondence and telephone calls to vendors, manufacturers, or other organiz
Job Title: Global Indirect Tax WNTO Senior Manager Job Responsibilities: As the Global Indirect Tax (GIT) Senior Manager, the candidate will be responsible for addressing, researching, and consulting on complex GIT technical issues for a variety of clients. This role requires collaboration with WNTO leaders and staff, and close work with the Tax Solution Families to identify risk management issues. The Senior Manager will utilize advanced technology, processes, and a support
Job Title: Sales Tax Technology Manager Job Responsibilities: As a Sales Tax Technology Manager at Company, you will be primarily responsible for leading client engagements aimed at automating and enhancing sales and use tax (SUT) and value-added tax (VAT) processes. Your role will include managing end-to-end implementations of leading tax automation platforms that are integrated with ERP and e-Commerce systems such as Microsoft D365, NetSuite, QuickBooks, Acumatica, Shopify
Job Title: Sales Tax Technology Manager Job Responsibilities: As a Sales Tax Technology Manager at the company, you will be responsible for leading client engagements aimed at automating and improving sales and use tax (SUT) and value-added tax (VAT) processes. The role requires managing end-to-end implementations of leading tax automation platforms, which are integrated with ERP and e-Commerce systems like Microsoft D365, NetSuite, QuickBooks, Acumatica, Shopify, and Stripe
Job Title: Sales Tax Technology Manager Job Responsibilities: - 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 to translate compl
Job Title: Project Finance Closing Specialist Job Responsibilities: As a Project Finance Closing Specialist, you will be responsible for managing the closing of New Markets Tax Credit (NMTC) transactions. Your duties will include coordinating with Project Finance Managers to transition transactions from the marketing stage to the closing stage, monitoring the collection and reviewing due diligence items from the project sponsor, and working closely with legal counsel to ensu
Job Title Manager, Exam Development Job Responsibilities The Manager, Exam Development at a reputed firm plays a pivotal role in the creation and refinement of exam materials. This position requires the development of both multiple-choice and essay questions that are legally accurate and align with current legal standards. The manager must ensure the integrity and rigor of exam content through various responsibilities, including: - Develop Multiple-Choice Questions: Cra
Job Title: **Members Only** Senior Relationship Manager Job Responsibilities: - Act as the primary client advisor to recommend banking, borrowing, and investment solutions, facilitating the achievement of the client's financial goals. - Lead, coordinate, and assemble the extended advisory team, including trust, investment, and planning strategists, based on the complexity of the relationship. - Develop a comprehensive understanding of the client’s needs through the review and analysi...
Job Title: Financial Advisor Job Responsibilities: - Manage client relationships and assist senior advisors with complex client management according to the company's planning-based standard. - Facilitate the financial planning process by discovering a prospect or client's values, goals, and objectives and understanding their current financial situation. - Engage clients in the financial planning process and prepare and conduct annual reviews covering both planning and invest
Job Title: Manager - Third Party Governance & Awareness Job Responsibilities: As a Manager of Third-Party Governance and Awareness, you will lead and oversee the implementation and continuous improvement of the procurement governance program within the company. Your role will involve developing policies, delivering training, and executing the long-term vision, strategy, and roadmap for managing third-party procurement-related governance processes across the enterprise. You w
Job Title: Senior Project Manager Development - Tribal Relations Job Responsibilities: - Develop and maintain relationships with tribal officials, cultural representatives, and other tribal stakeholders to facilitate positive working relationships. - Anticipate and respond to tribal community requests in support of issue avoidance/resolution, tribal business development, and community support, managing day-to-day dialogue. - Support development of tribal relationships with c
**Job Title: Criminal Investigator - Special Agent** **Department: Department of Justice, Drug Enforcement Administration** **Job Responsibilities:** As a Special Agent with the organization, you will be part of an elite criminal investigative team tasked with combating drug trafficking and related activities, which directly impacts national security and the quality of life for all Americans. Your responsibilities will include: - Conducting complex criminal investigations
Complex Claims Consultant - EPL, Private D&O, Fiduciary The candidate works with insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. Investigates claims, coordinates discovery, and teams with defense counsel on litigation strategy. Utilizes claims policies and guidelines, reviews coverage, determines liability and damages, sets financial reserves, secures information to negotiate and settle claims, and presents claims to
Job Title: Private Client Advisor II Job Responsibilities: - Lead the Client Management Process to identify new business development opportunities. - Source new clients in alignment with the bank's established risk appetite. - Deliver meaningful interactions and a Branded Client Experience with the client team. - Develop an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, responding to changes in the business environment and/or client nee...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda involving complex tax matters. - Identify and implement tax planning opportunities. - Handle and resolve tax controversies. - Oversee comprehensive tax research projects for a variety of clients and diverse industries. - Manage multiple engagements concurrently
Job Title: Specialized Tax Services - Research & Development Tax Senior Manager Job Responsibilities: The role of a Specialized Tax Services - Research & Development Tax Senior Manager involves leading and managing large-scale tax projects with a focus on research and development tax credits. The responsibilities include: - Overseeing large-scale projects and ensuring their timely delivery. - Creating and implementing innovative processes to boost efficiency. - Maintaining
Job Title: Specialized Tax Services - Research & Development Tax Senior Manager Job Responsibilities: - Oversee large-scale projects and confirm timely delivery. - Create and implement innovative processes to boost efficiency. - Maintain exceptional operational standards. - Interact with clients at a senior level to drive project success. - Establish trust with multi-level teams and stakeholders through clear communication. - Encourage and mentor teams to tackle complex issu
Job Title: Specialized Tax Services - Research & Development Tax - Manager Job Responsibilities: - Lead teams and manage client accounts, focusing on strategic planning and mentoring junior staff. - Oversee project success and maintain elevated standards. - Motivate, develop, and inspire team members to deliver quality work. - Leverage team strengths to meet client expectations and manage performance. - Identify opportunities that contribute to the success of the company. -
Job Title: Knowledge Management Senior Specialist Job Responsibilities: - Serve as a liaison between attorneys, business professionals, and the Practice Solutions & Research team to develop and implement best practices, procedures, tools, and techniques to aid in the delivery of legal services. - Identify and implement technology solutions to enhance legal service delivery to clients. - Collaborate with attorneys and law firm leadership to develop standardized processes for
Job Title: Knowledge Management Senior Specialist Job Responsibilities: The Knowledge Management Senior Specialist serves as a crucial liaison between attorneys, business professionals, and the Practice Solutions & Research team at the law firm. This role focuses on developing and implementing best practices, procedures, tools, and techniques to enhance the delivery of legal services to clients. Key responsibilities include: - Identifying and implementing technology solutio
Job Title: Knowledge Management Senior Specialist Job Responsibilities: The Knowledge Management Senior Specialist serves as a crucial link between attorneys, business professionals, and the Practice Solutions & Research team at the law firm. The primary responsibilities include developing and implementing best practices, procedures, tools, and techniques to enhance the delivery of legal services to clients. Key duties involve: - Identifying and implementing technology solu
Job Title: Practice Development Manager Job Responsibilities: - Collaborate with the Global Corporate Marketing Team to support attorney requests. - Assist in the deployment of programs and events hosted or sponsored by the law firm, such as teleconferences, webinars, seminars, and other events. This includes the development and production of marketing materials and managing on-site logistics. - Work with the creative services team to create advertisements and other collater
Job Title Specialized Tax Services - Research & Development Tax - Manager Job Responsibilities - Lead teams and manage client accounts within the Corporate Tax - Specialized Tax Services team. - Focus on strategic planning and mentoring junior staff to ensure professional growth and development. - Oversee project success, ensuring elevated standards are maintained throughout project execution. - Motivate, develop, and inspire team members to deliver quality service and
Job Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, you will be responsible for working with a team of CPAs, engineers, and tax law experts to develop strategies and action plans for growing the TCIA Practice at the company. Your primary duties will include managing and executing cost segregation, fixed asset review, and overseeing IRC Section
Job Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager within the Tax Credits & Incentives Advisory (TCIA) Practice at Company, you will collaborate with a distinguished team of CPAs, engineers, and tax law experts. The role involves managing and executing cost segregation projects, conducting fixed asset reviews, and overseeing IRC Section 179D projects for clients. Your daily tasks will include breaking
Job Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the candidate will collaborate with a team of CPAs, engineers, and tax law experts to provide superior knowledge and service in tax credits and accounting methods, aiming to identify and realize value-added opportunities for companies. Key responsibilities include: - Developing vision, strate
Job Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, you will be part of a distinguished team of CPAs, engineers, and tax law experts. Your primary responsibilities include: - Developing vision, strategies, and action plans to grow the TCIA Practice. - Managing and executing cost segregation and fixed asset review projects, and overseeing IR
Job Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, your primary responsibilities include: - Collaborating with a team of CPAs, engineers, and tax law experts to provide exceptional service in the area of tax credits and accounting methods. - Developing vision, strategies, and action plans to grow the TCIA Practice. - Managing and executing co
Job Title: VP, International & Cross Border Strategy Job Responsibilities: The VP – International / Cross Border Strategy acts as the senior Subject Matter Expert on country-specific rules related to international securities business. The role involves a high level of autonomy and requires the development of in-depth expertise on jurisdictional requirements for introducing and servicing client relationships, providing services and products in selected non-US markets for re...
Job Title: SALT Senior Manager - Income/Franchise Job Responsibilities: As a State and Local Tax (SALT) Senior Manager at the company, the candidate will become a crucial part of the National Specialty Tax Practice. The role involves close collaboration with the National SALT Practice Leader to implement various SALT initiatives. The Senior Manager will be instrumental in developing the vision, strategies, and action plans required for the growth of this Practice, which ser
Job Title: SALT Senior Manager - Income/Franchise Job Responsibilities: As a State and Local Tax (SALT) Senior Manager at the company, you will be an integral part of the National Specialty Tax Practice. This role requires close collaboration with the National SALT Practice Leader to implement various SALT initiatives. The Senior Manager will be responsible for developing the vision, strategies, and action plans to foster growth in the Practice, which serves all company offi
Job Title: SALT Senior Manager - Income/Franchise Job Responsibilities: As a State and Local Tax (SALT) Senior Manager, you will work closely with the National SALT Practice Leader within the National Specialty Tax Practice. You will play a key role in implementing various SALT initiatives and in developing the vision, strategies, and action plans for the growth of the Practice across all company offices nationwide. Your responsibilities will include: - Delivering a full ra
Job Title: SALT Senior Manager - Income/Franchise Job Responsibilities: As a SALT Senior Manager in the company's National Specialty Tax Practice, the successful candidate will undertake a range of responsibilities that are crucial to the growth and service delivery of the department across the nation. The primary responsibilities include: - Delivering a comprehensive range of multi-state and local tax consulting services, with a primary focus on income/franchise tax issue
Job Title: SALT Senior Manager - Income/Franchise Job Responsibilities: The SALT Senior Manager - Income/Franchise at the company is an integral part of the National Specialty Tax Practice. The individual in this role will work closely with the National SALT Practice Leader and engage in various initiatives to enhance the SALT practice across all company offices nationwide. Key responsibilities include: - Delivering a comprehensive range of multi-state and local tax consult
Job Title Director II, Sanctions & Governance Job Responsibilities The Director II, Sanctions & Governance operates under limited supervision with a high degree of autonomy to lead Anti-Money Laundering (AML) and Financial Crimes Management (FCM) Sanctions-related projects, programs, or processes. The role involves designing, implementing, and optimizing investigations with enterprise-level solutions impacting multiple subsidiaries of the company. The director collaborate
Job Title: Project Finance Closing Specialist Job Responsibilities: As a Project Finance Closing Specialist at the company, you will have the following responsibilities: - Coordinate with Project Finance Managers to transition transactions from the marketing stage to the closing stage. - Monitor the collection of and review due diligence items from the project sponsor. - Work in close collaboration with legal counsel to ensure that legal documents accurately reflect the appr
Job Title: Project Finance Closing Specialist Job Responsibilities: - Coordinate with Project Finance Managers to transition transactions from the marketing stage to the closing stage. - Monitor the collection and review of due diligence items from the project sponsor. - Work closely with legal counsel to ensure legal documents accurately reflect the approved structure for the client. - Review financial projections to ensure the terms from commitment letters and financial re
Job Title: Project Finance Closing Specialist Job Responsibilities: As a Project Finance Closing Specialist, the candidate will play a pivotal role in managing the closings of New Markets Tax Credit (NMTC) transactions. The primary responsibilities include: - Coordinating with Project Finance Managers to transition transactions from the marketing stage to the closing stage. - Monitoring the collection and reviewing due diligence items from the project sponsor. - Working clos
Job Title: Senior Associate, Financial Crimes Job Responsibilities: - Assist in leading teams on complex financial crimes advisory engagements, including Anti-Money Laundering (AML), sanctions, and fraud-related assessments, gap analyses, and remediation efforts. - Contribute significantly to the execution of client solutions that address regulatory requirements, enhance operational efficiency, and mitigate financial crime risks. - Drive the development of high-quality w