Wealth Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profil
TurboTax Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling
Seasonal Credentialed Tax Expert The candidate will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and acti
Seasonal Tax Expert - CPA or EA The candidate will help the customers complete their taxes using TurboTax products. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax
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.
Seasonal Business Tax Associate 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 **Members Only** 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 inquirie
Job Title: Tax Manager Job Responsibilities: - Oversee state income tax compliance functions, including analysis, preparation, and review of complex multistate income/franchise tax returns, audit support, and ASC 740-10/FIN 48 tracking and analysis. - Prepare and review state corporate/partnership tax returns, including consolidated and standalone filings. - Complete state income tax apportionment and discrete event impacts for standalone and consolidated groups for complex
Tax 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 Role Type: Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or Boca Raton, FL ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida pre
Tax Manager - State and Local Tax The candidate will lead and manage multiple tax engagements to deliver state tax services for a diverse client base. Serve as a consultant and representative on state business income, personal income, sales and use, payroll and other state taxes. Be responsible for reviewing or drafting memoranda and other tax correspondence as well as creating spreadsheets. Address tax credits including the research credit, tax audits, voluntary disclosure
Title: Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence in New York City, Long Island, and Florida, offering expert financial advisory services across diverse industries. The firm provides a compr
Salary Information: The salary for this position is competitive and will be based on experience and qualifications. Job Title: Senior Associate of Business Transformation Experience Information: Bachelor’s degree in accounting or another relevant field required. Master’s degree in accounting/Taxation or . preferred. Prior experience supervising tax professionals on a project or engagement basis JOB DESCRIPTION: H1: Senior Associate of Busine...
Summary: - Company: **Members Only** - Job Title: Manager of Tax Services - International Tax - Job Requisition ID: JR100094 - Locations: Fort Lauderdale, New York City, West Palm Beach, Boca Raton, Miami - Time Type: Full Time - Posted On: Posted 30+ Days Ago Responsibilities: - Research and consult with clients on tax-efficient structuring for the private client environment. - Facilitate client understanding of international tax development implications and make
, FL Salary Range: USD 200,000- USD 300,000 Experience Level: 15+ years Job Title: Tax Partner- Private Client Services (PCS) H1: Join EisnerAmper's Tax Team as a Tax Partner for Private Client Services H2: Design a Rewarding Career with EisnerAmper H2: Expand Your Experience as a Tax Partner H2: Embrace Diversity and Inclusion at EisnerAmper Bullet Points: • EisnerAmper is seeking a Tax Partner for their Private Client Services team in West Palm Bea...
Salary Information: Competitive salary based on experience and qualifications. Comprehensive benefits package, including medical, dental, vision, and life insurance. 401(k) retirement plan with company match. Paid time off and holidays. Ongoing training and professional development opportunities. Manager of Tax Services at **Members Only** H1: Join Our Team as a Manager of Tax Services at **Members Only** H2: Opportunity for Experienced Tax Pr
Job Title: Tax Director - Private Client Services Job Responsibilities: The Tax Director in the Private Client Services (PCS) practice at the company is responsible for various key duties that involve both leadership and technical tax expertise. The primary responsibilities include: - Reviewing tax projections, workpapers, and returns, specifically focusing on Federal and State Individual and Fiduciary tax returns. - Overseeing and managing the entire tax return process, w
Job Title: Manager of Tax Services Job Responsibilities: - Manage the preparation and review of federal, state, and local tax returns for real estate partnerships, S corporations, and high-net-worth individuals. - Advise clients on complex partnership taxation matters, including Section 704(b) allocations, taxable income allocations, liability analysis, and basis adjustment calculations. - Lead the preparation and review of partnership-specific tax computations and consu
Job Title: Conflicts Attorney Job Responsibilities: The Conflicts Attorney is a critical component of the law firm's Conflicts and Intake team, offering nationwide support to the firm's offices. The primary responsibilities include: - Reviewing conflict check reports prepared by specialists as part of the business intake and new hire processes. - Preparing analyses to identify legal and potential business conflicts and managing their resolution. - Engaging directly with par
TurboTax Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Demonstrate understanding of each customer's unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling
Job Title: Senior Associate Tax Services Job Responsibilities: - Tax Compliance: Prepare and review complex tax returns for individuals, fiduciaries, estates, and gifts, ensuring compliance with federal, state, and local regulations. - Estate & Gift Tax Planning: Assist in designing and implementing estate planning strategies, including trusts and wealth transfer techniques. - Fiduciary Accounting: Review trust and estate accountings in accordance with governing documents an
Job Title: Tax Director - National Tax Office (JD Required) Job Responsibilities: - Research and analyze various federal income tax issues related to operating partnerships. - Assist with M&A tax structuring and internal restructuring. - Draft emails, memos, and Firm-wide alerts on current developments. - Assist with Firm-wide trainings. - Conduct Federal domestic tax due diligence in connection with M&A transactions. Education and Experience Information: - Required: CPA, J
Job Title: Senior Associate – Private Client Services Job Responsibilities: Senior Associates in the Private Client Services practice are responsible for managing and supporting their team on multiple engagements with a diverse range of sophisticated clients. These clients include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The specific responsibilities of a Seni...
Job Title: Manager of Tax Services Job Responsibilities: - Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.) to ensure compliance with federal and state tax regulations. - Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries. - Conduct estate and gift tax planning, wealth transfer strategies, and charitable giving consultations. - Research and interpret tax laws related to tr
Job Title: Director, Federal Tax (Private Client Services) Job Responsibilities: As a Director within Private Client Services, Tax, the responsibilities include managing tax and consulting service projects for high net worth individuals, particularly in areas such as individual income tax, wealth transfer, succession planning, and international tax. The role requires demonstrating extensive technical skills with tax compliance assignments for individual tax clients, working
Job Title: Manager - National Tax Office (. Required) Job Responsibilities: - Conduct research and analysis of various federal income tax issues, including partnerships, S corporations, C corporations, timing issues, accounting methods, digital assets, and other relevant matters. - Assist with M&A tax structuring and internal restructuring activities. - Draft emails and memos to communicate findings and strategies effectively. - Prepare firm-wide alerts on current de
Conflicts Attorney The candidate will work with the appropriate oversight from the firm’s Professional Standards Partner. Assist with managing the conflict resolution process related to new business intake, while protecting the firm and its clients from adversity and risk. Periodic in-person presence is required for annual or bi-annual weekend team building events. Attendance at in-person quarterly meetings may also be required, depending on a person's location. Process th...
Job Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: As a Tax Manager specializing in Partnerships, your primary responsibility will be advising clients on the tax implications of their business objectives, focusing on partnership-specific items. This includes, but is not limited to, section 704(b) and taxable income allocations, capital account maintenance, liability analysis and allocations, section 734(b) and 743(b) adjustment calculations,
Job Title: Manager, Private Client Services (Family Office) Job Responsibilities: As a Manager within Private Client Services, Tax at the company, you will have a diverse range of responsibilities aimed at delivering high-quality service and personalized solutions to clients. Your primary duties will include: - Providing multiple clients with a variety of accounting and support services. This includes overseeing accounting processes such as timely posting of financial trans
Job Title: Associate – Private Client Services – 2026 Job Responsibilities: Private Client Services Associates support a diverse array of sophisticated clients, which include some of the wealthiest families in the United States, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. The role involves receiving both formal training in Private Client Services and on-the-job training through interactions with top...
Job Title: Practice Innovation Lead Job Responsibilities: Operational Excellence: - Monitor daily intake queue for the Practice Innovation and Legal Solutions Team (PILS) requests, ensuring timely response and resolution. - Ensure project plans, task lists, and documentation are consistently updated and maintained on a daily and weekly basis using tools like Smartsheet. - Proactively identify issues or bottlenecks and escalate to Team Leadership when necessary. - Regularly
Temporary Special Agent, GL 07-11 Duties: The candidate will be conducting complex criminal investigations into financial crimes, including counterfeiting, cyber fraud, and other threats to the financial infrastructure of the United States. Providing physical protection for the President, Vice President, their families, visiting foreign dignitaries, and other protectees, ensuring their safety in every environment. Designing, planning, and implementing advanced security measu
Job Title: Data Analytics Manager Job Responsibilities: As a key member of the Knowledge Management and Innovation team, the Data Analytics Manager is primarily responsible for supporting the delivery of data-driven legal solutions and analysis to both internal and external clients. The manager oversees the firm's data visualization platforms, reporting tools, data portal, and advanced analytics environment. The role involves supporting project workflows and conducting hand
Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services at Company is tasked with delivering tax compliance and consulting services to high net-worth clients, including individuals, families, family offices, executives, athletes, and entertainers with complex tax and financial needs. The role involves: - Participating in tax and consulting engagements, enhancing skills, and addressing client needs. - Collaborating wit
Job Title: Practice Manager Job Responsibilities: Operational Management and Reporting - Support group leaders in managing practice group operations, ensuring alignment with firm policies and best practices. - Collaborate with administrative support to plan and execute practice group meetings, retreats, and related activities, ensuring follow-up on action items and coordination with firm departments as needed. - Assist in developing and executing practice group strategic an
Special Agent, GL 07-11 Duties: The candidate will be playing a critical role in safeguarding the financial integrity of the United States and protecting its highest leaders, including the President, Vice President, and other designated individuals. Conducting complex criminal investigations into financial crimes, including counterfeiting, cyber fraud, and other threats to the financial infrastructure of the United States. Providing physical protection for the President, Vic
Conflicts Counsel The candidate will assist the firm's General Counsel's Office with conflict of interest and risk management matters. Responsible for daily review, analysis and resolution of conflicts and other issues related to firm acceptance of new clients and new matters, as well as interface with the firm's General Counsel and attorneys regarding approval of new clients and matters. Responsibilities include the analysis of conflict of interest reports for all new firm
Job Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, focusing on new business development and expanding services within existing client accounts. - Cultivate strategic relationships with senior government leaders, procurement officials, and key influencers, as well as strategic partners and associ
Job Title: Conflicts Specialist Job Responsibilities: The Conflicts Specialist is responsible for utilizing uniform criteria, standards, and procedures to generate conflict reports and prepare conflict summaries. The role involves reviewing new matter memos for accuracy and completeness, searching relevant parties in the firm's conflicts database, reviewing conflict of interest reports, and preparing summaries based on identified actual and potential conflicts of interest. T
Seasonal Credentialed Tax Expert The candidate will provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should have an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and acti
Seasonal Tax Expert - CPA or EA The candidate will help the customers complete their taxes using TurboTax products. Provide tax advice, full service return preparation, tax calculations, and manage product/software inquiries. Utilize government websites, professional resources, and team expertise to seek out and deliver the right answer to the customer using everyday language. Should possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax
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 **Members Only** 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.
Seasonal Business Tax Associate 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 inquiri
Job Title: Tax Manager - Private Client Services Job Responsibilities: Managers in the Private Client Services (PCS) practice at the company are responsible for overseeing multiple engagement teams that work with a diverse range of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. Managers in this role can expect to: -
Job Title: Senior Associate - Transfer Pricing Job Responsibilities: - Participate and lead functional analysis interviews and work with the team to document findings in report format. - Review benchmarking analyses. - Work with the team to draft and compile client deliverables, including reports, memoranda, and PowerPoint presentations. - Review and analyze financial data and compute transfer pricing adjustments. - Further develop and maintain a comprehensive understa
Job Title: Tax Manager – National Real Estate Job Responsibilities: - Conduct research and analysis of various federal income tax issues, focusing on real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, and accounting methods. - Perform transactional analysis and tax structuring related to the acquisition, restructuring, and disposition of real estate assets in joint ventures, funds, and REIT/blocker structures. - Manage REIT tax structuring...
Job Title: Associate Director Tax Services Job Responsibilities: - Oversee all aspects of international tax compliance for individuals, corporations, partnerships, trusts, and estates. - Research and advise on tax-efficient structuring of international transactions, effective use of tax treaties, offshore investment activities, and repatriation programs. - Minimize . and foreign income taxes for multinational clients, optimizing worldwide tax burdens on bus
Job Title: Senior Manager of Tax Services Job Responsibilities: - Strategic Tax Structuring and Planning: Lead research and consultation on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena. - Client Consultation: Provide expert guidance on international tax developments and implications, offering strategic recommendations for pass-through entities and individuals. - Tax Compliance Oversight: Oversee primary
Job Title: Senior Associate, Federal Tax (Private Client Services) Job Responsibilities: As a Senior Associate within the Private Client Services (PCS) practice, the candidate will undertake a variety of responsibilities aimed at providing tax and consulting services to high net worth individuals. The key duties include: - Assisting in offering tax and consulting services in the areas of individual income tax, wealth transfer and succession planning, and international tax
Job Title: Manager, Federal Tax (Private Client Services) Job Responsibilities: As a Manager within the Private Client Services division focused on Federal Tax, you will have a variety of responsibilities that include: - Providing tax and consulting services to high net worth individuals in areas such as individual income tax, wealth transfer and succession planning, and international tax. - Demonstrating extensive technical skills with tax compliance assignments for indiv
Job Title: Supervisory Inventory Management Specialist Job Responsibilities: - Directs comprehensive wall-to-wall and periodic inventories to identify potential shrinkage or discrepancies within the supply chain. - Oversees the use of automated inventory management systems like General Inventory Package (GIP) to maintain accurate inventory data. - Expedites urgent supply deliveries through direct communication with vendors and manufacturers. - Ensures emergency caches are ro