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

Expert - Expert Center (Northeast) 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,...

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Posted On Aug 18, 26
Full-time 8 views Experience : 5-10 yrs required

Job Title: Trust Administration Advisor Job Responsibilities: - Directly... various types of wealth trust accounts, including personal trusts,... special needs trusts, investment management,... custodial, and guardianship accounts. - Manages a portfolio of accounts with varying levels of complexity and asset sizes. - Understands financial...

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Posted On Aug 17, 26
Full-time 2 views Experience : 7-10 yrs required

Title: Senior Casualty Claims Specialist Job Responsibilities: - Manage a casualty claims portfolio involving significant bodily injury, property damage, and coverage issues. - Conduct coverage and exposure analysis, establish appropriate reserves, and identify severity issues early. - Communicate key developments promptly with management, underwriters,...

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Posted On Aug 25, 26
Full-time 1 views Experience : Min 6 yrs required

Title: Risk & Independence Contract Specialist Senior Manager - Advisory Consulting Services Job Responsibilities: - Lead initiatives in enterprise risk management, focusing on business continuity and risk model implementation. - Guide teams in identifying and mitigating risks to confirm that operations and core...

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Posted On Sep 01, 26
Full-time Experience : Min 10 yrs required

Tax Specialist Job Responsibilities: - Conduct trust, estate, and/or tax planning... analyses for the company's highest-net-worth clients, typically those with $25 million or more in assets. Provide expert consultation on complex planning scenarios, utilizing expertise in wealth transfer strategies, multigenerational planning, charitable...

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Posted On Sep 02, 26
Full-time 1 views Experience : Min 6 yrs required

relationships and a comprehensive understanding of client goals, priorities, and needs. - Proactively anticipate client... needs, manage expectations, and offer... guidance on priorities, timelines, and potential challenges. - Serve as a trusted advisor, assisting clients in evaluating AI & An...

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Posted On Sep 08, 26
Full-time 1 views

Title: Manager, eDiscovery Project Management Job Responsibilities: - Independently manage complex eDiscovery and related forensic technology matters. - Coordinate with Subject Matter Experts (SME), Digital Forensics, eDiscovery Administration, Managed Document Review, and client stakeholders. - Lead day-to-day project strategy and execution. - Develop technology landscapes...

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Posted On Sep 07, 26
Full-time 35 views Experience : Min 6 yrs required

trust, thoroughly understanding client needs, providing targeted advice, developing... thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets from both the existing client base and new client acquisition. - Advise clients on their overall balance...

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Posted On Aug 18, 26
Full-time 12 views Experience : 5-8 yrs required

focusing on developing and deepening client relationships through needs-based, high-level client service. - Responsible... for delivering a full suite of wealth solutions to clients, including financial planning, investment, trust, mortgage, insurance services, and... more. - Acquire new clients through business development, le...

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Posted On Sep 01, 26
Full-time 8 views Experience : 8-10 yrs required

a specific market. - Provides integrated financial services advice including banking, credit, asset management, trust and estate planning, and... brokerage. - Manages overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Acts as a segment or industry specialist, of...

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Posted On Sep 11, 26
Full-time 4 views Experience : Min 5 yrs required

Manager - Real Estate Duties: The candidate will use experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate Private Equity Funds, and real estate joint ventures and operating partnerships. Provide federal...

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Posted On Sep 07, 26
Full-time 1 views Experience : Min 6 yrs required

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 sheet,...

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

tax compliance and consulting services to high net-worth individuals and entities. The role involves managing tax and consulting engagements, identifying and addressing client needs, and providing tax planning... and consulting opportunities. Specific duties include: - Managing tax and consulting engagements an...

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Posted On Sep 07, 26
Full-time 1 views

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 the existing client base and through new client acquisition. - Advise clients on their overall...

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Posted On Sep 07, 26
Full-time Experience : 6-10 yrs required

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 the existing client base and new client acquisition. - Advise clients on their overall balance...

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

Expert - Expert Center (Northeast) 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,...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Manager - Real Estate Duties: The candidate will provide federal tax consulting and compliance services to REITs, real estate private equity funds, joint ventures, and operating partnerships. Work directly with clients, lead tax engagement teams, collaborate with in-house specialists, and...

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Full-time 3 views Experience : 2-4 yrs required

Summary: Job Title: Associate/Contract Specialist The role of an Associate/Contract Specialist is to provide contract drafting and negotiation services for one of the largest multinational industrial companies in the US. This position is remote and based in the US. The ideal candidate...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Tax Manager - Banking & Capital Markets Job Responsibilities: As a Tax Manager in the Financial Services group, the primary responsibilities involve providing federal tax consulting and compliance services to large global and dynamic midsize clients within the banking and...

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Posted On Sep 11, 26
Full-time 1 views Experience : Min 5 yrs required

Title: Tax Manager - Insurance Tax Job Responsibilities: As a Tax Manager in the Business Tax Services Insurance group, the candidate will be responsible for providing federal tax consulting and compliance services to a diverse portfolio of insurance clients. The role...

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