Job Title: Tax Senior - Global Compliance & Reporting Job Responsibilities: As a Tax Senior in the Global Compliance & Reporting department, you will be responsible for a variety of tasks that are crucial to the evolving tax environment. Your key responsibilities include: - Supporting client engagements by reviewing staff work product and coordinating with clients and internal team members. - Managing deadlines and tracking engagement economics to ensure the timely delive
Job Title: Tax Experienced Associate, Core Tax Services Job Responsibilities: The Tax Experienced Associate, Core Tax Services is responsible for leveraging their educational background and communication and organizational skills to assist with the preparation of tax returns and research. The role involves utilizing basic research skills and working with tax software applications to complete simple tax returns for review. Key responsibilities include: - Ensuring clients c
Job Title: Tax Experienced Senior, Core Tax Services Job Responsibilities: 1. Tax Compliance: - Ensure clients adhere to all relevant authorities while minimizing tax and reporting burdens. - Ensure compliance with company policies, standards, and the BDO Tax Quality Manual (TQM). - Manage tax projects by planning processes and procedures with quality. - Address preparer questions and coordinate engagements by setting clear expectations and procedures. - Conduct detail
Job Title: Senior Wealth Strategist Job Responsibilities: The Senior Wealth Strategist serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. These typically include multi-generational trusts, closely held business entities, corporate executives, and private foundations. The role involves providing professional consulting and advisory services to clients through the de
Job Title: Asset & Wealth Management - Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with clients at a senior level to drive project success. - Build trust with multi-level teams and stakeholders through open communication. - Motivate and coach te
Job Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team within the department. - Lead initiatives in business development and client relations to foster growth. - Oversee multiple projects ensuring exceptional delivery standards are maintained. - Establish and maintain executive-level client relationships to drive business success. - Mentor and guide the next generation of leaders within the company. - Advocat
Job Title: United States Probation Officer Job Responsibilities: - Conduct investigations, prepare reports, and make recommendations to the court. Interview offenders/defendants and their families, collecting background data from various sources. Interpret and apply policies, procedures, statutes, Federal Rules of Criminal Procedures, . Sentencing Guidelines, Monographs, and relevant case law. - Enforce court-ordered supervision components and implement supervision strate
Job Title: Tax Senior, Core Tax Services Job Responsibilities: The Tax Senior, Core Tax Services is tasked with multiple responsibilities that include utilizing research skills, applying foundational tax knowledge to understand potential tax issues, gathering client information necessary for filing, participating in tax planning, and recognizing and communicating potential risks. The role involves preparing tax accrual workpapers and working with tax software applications
Job Title: Legal Compliance Senior Advisor - Commercial Job Responsibilities: - Serve as the recognized Commercial Compliance subject matter expert (SME), providing advanced regulatory and reporting guidance to internal stakeholders. - Lead and support second line of defense audits, identifying and reporting areas of non-compliance and risk, and ensuring effective preventative measures are in place. - Deliver day-to-day Commercial guidance and timely notifications on updated
Conflicts Counsel Job Title: Conflicts Counsel Job Responsibilities: The Conflicts Counsel is a critical role within the Conflicts Department, responsible for identifying and resolving conflicts of interest issues related to the intake and maintenance of new and existing business, lateral clearance, outside counsel guidelines, requests for proposals, and other conflicts-related matters. Key responsibilities include: - Collaborating with colleagues in the Conflicts, Client
Job Title: Conflicts Counsel Job Responsibilities: The Conflicts Counsel is responsible for collaborating with colleagues in the Conflicts, Client Engagement, and Risk Management departments at the law firm to identify and resolve conflicts of interest related to the intake and maintenance of new and existing business. This includes addressing conflicts issues related to lateral clearance, outside counsel guidelines (OCGs), requests for proposals (RFPs), and other conflicts-
Job Title KYC Reviews Analyst Job Responsibilities As a KYC Reviews Analyst, you will play a pivotal role in supporting the Institutional Client Lifecycle Services within the Investment Bank. Your primary responsibilities will include: - Gathering and analyzing Know Your Customer (KYC) information to ensure an efficient and transparent KYC review process for institutional clients. - Supporting Sales & Trading across multiple markets and asset classes, covering both domest
Job Title: Senior Compliance Officer - Credit Job Responsibilities: - Act as a subject-matter expert for the Credit Investments Group (CIG) business, providing independent advice, challenge, and control to the business’ compliance risk-taking. - Assist in the administration, maintenance, and improvement of compliance policies, procedures, and processes of CIG, aligning them with those of company Asset Management and the wider company Americas organization. - Assess the imp...
Job Title: Tax Manager - Real Estate Job Responsibilities: - Serve as an advisor, mentor, or coach to one or more employees, providing honest and timely performance feedback, dedicating approximately 10-20% of your time to this responsibility. - Train and develop staff members, spending about 10-20% of your time on this task. - Provide detailed review and analysis of complex tax returns, which will take up approximately 35% of your time. - Handle multiple complex issues whil
Job Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth Strategist is responsible for collaborating with the Wealth Management Advisor to cultivate and establish new client relationships with individuals possessing a net worth of $3MM or more, integrating them into Private Wealth Management. The role involves assisting with client discovery and engaging with wealth management specialists to enhance relationships with existing clients. The PWM Wealth Strategist
Job Title: Conflicts Senior Specialist Job Responsibilities: The role of a Conflicts Senior Specialist involves using standardized criteria, standards, and procedures to generate conflict reports and prepare conflict summaries. The specialist is responsible for reviewing new matter memos for accuracy and completion, conducting searches for all relevant and necessary parties in the firm's conflicts database, and reviewing conflict of interest reports to prepare summaries base
Job Title: Conflicts Senior Specialist Job Responsibilities: The Conflicts Senior Specialist at the law firm is tasked with a series of critical responsibilities aimed at ensuring the firm operates within the legal and ethical boundaries of conflict of interest guidelines. The main duties include: - Reviewing new matter memos to ensure accuracy and completeness. - Searching all relevant and necessary parties in the firm's conflicts database to identify potential conflicts.
Job 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 memorandums 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 eng
Job Title: Manager, Tax - Private Client Job Responsibilities: The role of a Private Client Tax Manager at the company involves a comprehensive range of responsibilities centered around providing tax-related services to a diverse clientele, including individuals, partnerships, trusts, estates, and private foundations. Key responsibilities include: - Delivering tax compliance and advisory services tailored to ultra-high net worth clients, focusing on personal, partnership,
Job Title: Manager, Tax Job Responsibilities: - Manage tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities, focusing on sectors such as manufacturing and distribution, construction and real estate, professional services, technology, and financial institutions. - Develop, build, and manage client relationships. - Represent the company in the professional and business community. - Participate in the proposal process for prospect
Job Title: Manager, Tax Job Responsibilities: - Managing tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities, focusing on sectors such as manufacturing and distribution, construction and real estate, professional services, technology, and financial institutions. - Developing, building, and managing client relationships. - Representing the company in professional and business communities. - Participating in the proposal proces
Job Title: Wealth Management Advisor II Job Responsibilities: The Wealth Management Advisor II serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals. The primary responsibilities include: - Developing streams of highly credentialed specialists to provide wealth planning, investments, private banking, risk management, and trust services. - Ensuring the delivery and execution of the Private Bank exper
Job Title: Senior Tax Manager - High Net Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning and compliance services to individuals and related trusts. - Continuously expand knowledge in individual, gift, trust, and estate tax planning and consulting, alongside overall professional development. - Develop and sustain excellent client relationships to become a trusted advisor. - Identify issues and recommend creative solutions to complex client issues. - M
Job Title: Senior Tax Manager - High Net Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning and compliance services for individuals and related trusts. - Continuously expand knowledge in individual, gift, trust, and estate tax planning and consulting, as well as overall professional development. - Develop and sustain excellent client relationships to become a trusted advisor. - Identify issues and recommend creative solutions to complex client issues. -
Job Title: Tax Senior Manager - Real Estate Job Responsibilities: The Tax Senior Manager in the Real Estate Practice is responsible for consulting on complex tax matters and overseeing the tax compliance process for real estate-related businesses, ensuring compliance with state and federal tax regulations. Key responsibilities include: - Developing and maintaining excellent customer relationships with top real estate companies in the market. - Collaborating cross-functi
Job Title: Tax Senior Manager - Real Estate Job Responsibilities: - Develop and maintain excellent customer relationships with top real estate companies in the market. - Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers and prospects. - Analyze and observe industry trends to advise customers during times of disruption and uncertainty. - Continuously develop and improve specialty area knowledge f
Job Title: Tax Senior Manager - Real Estate Job Responsibilities: - Develop and maintain excellent relationships with top real estate companies in the market. - Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers and prospects. - Analyze and observe industry trends to provide advisory services to customers during times of disruption and uncertainty. - Continuously build and improve specialty area
Job Title: Tax Manager, Lead Tax Services Job Responsibilities: - Provide tax consulting and compliance services to a diverse client base within various dynamic industries. - Perform tax research and work with clients on tax matters. - Implement special projects related to tax. - Work directly with clients and collaborate with tax engagement teams. - Identify and implement tax planning strategies. - Prepare tax calculations. - Manage client relationships. - Develop
Job Title: Federal Tax Manager, Lead Tax Services Job Responsibilities: - Deliver comprehensive tax consulting and compliance services for clients across various industries. - Conduct in-depth tax research, analyze findings, and advise clients on complex tax matters. - Manage and oversee tax compliance processes, including preparation and review of calculations. - Collaborate closely with clients and cross-functional engagement teams to provide integrated tax solutions. - Id
Job Title: Federal Tax Manager, Lead Tax Services Job Responsibilities: - Deliver comprehensive tax consulting and compliance services for clients in a variety of industries. - Conduct in-depth tax research, analyze findings, and advise clients on complex tax matters. - Manage and oversee tax compliance processes, including preparation and review of calculations. - Collaborate closely with clients and cross-functional engagement teams to provide integrated tax solutions. - I
Job Title: Senior Tax Manager, Washington National Tax Job Responsibilities: Tax Specialization & Consulting - Develop and maintain in-depth technical knowledge of partnership taxation, including Sections 704(b), 704(c), 707, 734(b), 743(b), 751, and 752. - Advise on and model the tax implications of partnership structures and M&A transactions. - Interpret, process, and prepare a variety of partnership computations utilizing digitization and data visualization tools with la
Job Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: As a Senior Tax Manager within the Financial Institutions Tax practice at the company, your responsibilities will encompass a range of critical functions aimed at delivering exceptional tax services to clients in the banking, fintech, and digital currency sectors. Key responsibilities include: - Conducting tax research to provide guidance and consultation to clients. - Ide
Job Title: State & Local Tax Senior Manager, Lead Tax Services Job Responsibilities: The State & Local Tax (SALT) Senior Manager at the company is responsible for a range of duties that focus on delivering exceptional client service and managing client engagements related to state and local income and franchise tax obligations. The core responsibilities include: - Coordinating, planning, and managing client engagements to ensure efficient delivery of client work within the
Job Title: 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 while maintaining a focus on exceptional client service and technical excellence. - Risk Management: Identify, evaluate, and mitigate risk i
Job Title: 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 while maintaining a focus on exceptional client service and technical excellence. - Risk Management: Identify, evaluate, and mitigate risk i
Job Title: Tax Senior Manager, Nonprofit Job Responsibilities: The Tax Senior Manager, Nonprofit is tasked with advising clients on tax implications related to their business goals, selecting actions to reduce tax burdens and compliance costs, and identifying various methods for complying with tax regulations. This role serves as the primary client contact for complex nonprofit tax issues. Key responsibilities include: - Ensuring client compliance with applicable authoriti
Job Title: Tax Senior Manager, Nonprofit Job Responsibilities: 1. Tax Compliance: - Ensure clients comply with applicable tax authorities while minimizing their tax and reporting burdens. - Ensure compliance with company policies, standards, and the BDO Tax Quality Manual (TQM). - Review tax returns and resolve tax issues with clients, involving specialists when necessary. - Recognize material tax and compliance issues early and consult with clients or partners as neede
Job Title: Senior Manager, Pitches and Proposals Job Responsibilities: The Senior Manager, Pitches and Proposals at the law firm plays a crucial role in the strategic development and guidance of formal RFP responses and informal proposals. The successful candidate will seamlessly interface with internal stakeholders to ensure successful outcomes and will be expected to understand the firm’s practices and their distinguishing characteristics. This understanding will enable ...
Job Title: Senior Tax Associate, Mergers & Acquisitions Job Responsibilities: - Participate in advising and consulting clients on tax efficiency, benefits, and risks related to corporate and partnership transactions. - Responsible for preparing and reviewing analyses to assess federal and state tax consequences of transactions and tax integration of acquired enterprises. - Manage the work product of Experienced Associates on various engagements. - Advise clients on transacti
Job Title: Senior Tax Associate, State Income and Franchise Tax Job Responsibilities: The Senior Tax Associate for State Income and Franchise Tax at the company will be responsible for a variety of key functions aimed at maximizing client opportunities and ensuring comprehensive tax compliance and consulting services. The primary responsibilities include: - Developing strong client relationships through various tax consulting and compliance engagements to provide exceptio
Job Title: Senior Associate - Tax Job Responsibilities: As a Tax Senior Associate at the company, you will have the opportunity to become a valued business advisor, delivering industry-focused tax advisory and compliance services to middle market clients. The role involves: - Being a trusted member of the engagement team providing various tax and accounting services to industry-specific clients. - Teaming with leaders on special projects in various areas of tax and accoun
Job Title: Tax & Accounting Manager Job Responsibilities: - Be a trusted member of the team providing various tax, accounting, and advisory services to clients. - Oversee and provide services related to accounting, bookkeeping, and the preparation or compilation of financial statements. - Review and analyze accounting records and/or reporting with clients, provide analysis and consultation, and communicate with clients to discuss accounting and business matters. - Deliver be
Job Title: Senior Manager - Tax Job Responsibilities: - Act as a trusted member of the engagement team providing tax compliance and consulting services to industry-specific clients. - Serve as a valued tax business advisor and lead client relationships on day-to-day tax matters with various clients, ranging from middle market to multinational. - Oversee client engagement staffing, billings/collections, and ensure that client profitability targets are met. - Utilize entrepren
Job Title: Consultant/Wealth Management Compliance Job Responsibilities: The Consultant/Wealth Management Compliance role involves a variety of responsibilities aimed at ensuring compliance with regulatory requirements and promoting effective governance within the financial services sector. Key responsibilities include: - Leading or assisting in mock regulatory examinations and compliance program reviews, which involves preparing document requests, reviewing documents, cond
Job Title: BDC (Business Development Company) Compliance Officer Job Responsibilities: - Lead or assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. Oversee and review the work of project team members. - Perform broad scope work during reviews of ACA’s largest and most complicated clients, guiding, coordinating, and consolidating the wo...
Job Title: Specialized Tax Services - Research & Development Tax Senior Manager Job Responsibilities: - Oversee large-scale projects and ensure their timely delivery. - Create and implement innovative processes to enhance efficiency within the team and projects. - Maintain exceptional operational standards across all projects and interactions. - Interact with clients at a senior level to drive the success of projects and ensure client satisfaction. - Establish trust with mul
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 to develop top-quality deliverables. - Utilize company's technical knowledge and industry insights to address client needs. - Drive digitization, automation, and efficiency improvements. - Coach teams to enhance their skil