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Posted On Aug 23, 26
Full-time Experience : Min 3 yrs required

Tax Expert - Expert Center (Southcentral) The candidate will focus on full-service tax return preparation, providing expert tax advice, calculations, and software support. Be the connective tissue between your customers and a broader team of specialists covering business tax preparation, bookkeeping, payroll, financial planning, and advisory services. Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager, Core Tax Services Job Responsibilities: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to minimize tax burden and compliance costs, and identifying different methods of complying with tax regulations. The manager acts as the primary client contact for complex tax issues, applying knowledge to understand potential tax issues, and

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in Private Client Services is tasked with providing tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Participating in tax and consulting engagements while enhancing skills to identify and address client needs. - Collaborating with clients and their advisors to gather necessary information for tax return preparation. - Preparing complex tax

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Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is responsible for utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Managing tax and consulting engagements to identify and address client needs, tax planning, and consulting opportunities. - Working directly with clients and their

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 10 yrs required

Job Title: Tax Managing Director, Core Tax Services Job Responsibilities: The Tax Managing Director is entrusted with the responsibility of leveraging industry-specific knowledge to advise clients on the tax implications of their business objectives. This role requires the evaluation and selection of alternative actions to minimize tax burdens and compliance costs, while ensuring adherence to applicable tax regulations. The Tax Managing Director serves as the primary client

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Posted On Aug 27, 26
Full-time Experience : Min 10 yrs required

Job Title: Tax Managing Director, Private Client Services Job Responsibilities: - Lead tax and consulting engagements, teaching team members the skills needed to identify and address client needs, tax planning, and consulting opportunities. - Provide executive presence and act as the primary client contact for preparation and presentation of issues and resolution to clients. - Review complex individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns

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Posted On Aug 27, 26
Full-time Experience : Min 2 yrs required

Job Title: Tax Senior, Core Tax Services Job Responsibilities: Tax Compliance: - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Ensure self and client service teams comply with all company policies, standards, and the **Members Only,** Tax Quality Manual (TQM). - Manage projects by planning the tax process and procedures with quality. - Answer preparer questions and coordinate engagement from onset by communicating expectations

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Posted On Aug 27, 26
Full-time Experience : Min 7 yrs required

Job Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager, Private Client Services is responsible for providing comprehensive tax compliance and consulting services to high net worth clients. Key duties include: - Reviewing both basic and complex individual and other tax returns. - Conducting and documenting research and analysis on tax-related issues. - Engaging directly with clients and their advisors to provide expert tax guidance

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Posted On Aug 27, 26
Full-time Experience : Min 8 yrs required

Job Title: Tax Senior Manager, Core Tax Services Job Responsibilities: 1. Tax Compliance: - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Ensure compliance with all company policies, standards, and the Tax Quality Manual (TQM). - Conduct top-level review of tax returns and resolve all tax issues with clients, involving specialists where appropriate. - Plan for early recognition of material tax and compliance is

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 5 yrs required

Job Title: Tax Manager, Core Tax Services Job Responsibilities: Tax Compliance: - Ensure that clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Ensure self and client service teams comply with all company policies, standards, and the Tax Quality Manual. - Conduct top-level review of tax returns and resolve all tax issues with clients, involving specialists as needed. - Communicate issues identified in tax accrual reviews with

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Posted On Aug 27, 26
Full-time 1 views Experience : Min 2 yrs required

Job Title: Tax Senior, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing skills to identify and address client needs. - Collaborate with clients and their advisors to gather necessary information for tax return preparation. - Prepare complex tax returns, including individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns for both Federal and State jurisdictions. - Review basic individual and tr

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Posted On Aug 27, 26
Full-time Experience : Min 5 yrs required

Job Title: Tax Manager, Private Client Services Job Responsibilities: - Manage tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather information needed for tax return preparation. - Review individual, trust, estate, S-Corp, foundation, partnership, and gift tax returns, providing written and verbal feedback to staff and interns. - Communicate directl

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Posted On Aug 27, 26
Full-time Experience : Min 10 yrs required

Job Title: Tax Managing Director, Core Tax Services Job Responsibilities: 1. Tax Compliance: - Ensure clients comply with applicable authorities while minimizing tax and reporting burdens. - Ensure self and client service teams comply with company policies, standards, and the Tax Quality Manual (TQM). - Manage engagements to achieve management metrics and practice hands-on client service delivery. - Oversee overall client service by promoting team adherence to TQM polic

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Posted On Aug 27, 26
Full-time Experience : Min 10 yrs required

Job Title: Tax Managing Director, Private Client Services Job Responsibilities: - Lead tax and consulting engagements while mentoring team members to identify client needs and consulting opportunities. - Act as the primary client liaison for issue resolution and presentation of tax strategies. - Review complex tax returns for individuals, trusts, estates, S-Corps, foundations, partnerships, and gifts, providing feedback to preparers. - Communicate with government agencies o

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Posted On Aug 27, 26
Full-time Experience : Min 2 yrs required

Job Title: Tax Senior, Core Tax Services Job Responsibilities: Tax Compliance: - Ensure that clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Ensure self and client service teams comply with all company policies, standards, and the Tax Quality Manual. - Manage projects by planning the tax process and procedures to be performed with quality. - Answer preparer questions and coordinate engagement from onset by communicating exp

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Posted On Aug 27, 26
Full-time Experience : Min 7 yrs required

Job Title: Tax Senior Manager, Private Client Services Job Responsibilities: The role of the Tax Senior Manager, Private Client Services involves providing tax compliance and consulting services to high net worth clients. Key responsibilities include: - Reviewing individual and other tax returns, ranging from basic to complex. - Conducting research when necessary, documenting analysis and findings. - Interacting directly with clients and their advisors. - Communicating pro

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Posted On Aug 27, 26
Full-time

Job Title: Tax Senior Manager, Core Tax Services Job Responsibilities: 1. Tax Compliance - Ensure clients comply with applicable authorities while minimizing tax and reporting burdens. - Ensure self and client service teams comply with company policies, standards, and the Tax Quality Manual (TQM). - Conduct top-level review of tax returns (T/R) and resolve all tax issues with clients, involving specialists where appropriate. - Plan for early recognition of material tax

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