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Posted On Aug 27, 26
Full-time 6 views Experience : Min 5 yrs required

Job Title: Wealth Strategies Advisor Job Responsibilities: - Support Merrill advisors... in addressing clients' objectives related to planning, personal philanthropy, and wealth transfer/tax minimization. - Build and maintain relationships with advisors, centers of influence, and internal partners. - Analyze estate and financial information to...

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

Title: Executive Wealth Services Advisor Job Responsibilities: - Serves as the... primary point of contact and planning lead for executives participating in the Executive Wealth Services program. - Leads the wealth planning engagement process from discovery through strategy development and ongoing relationship management. -...

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

Partner Tax Preparation Advisor Senior Manager Duties: The... candidate will craft and convey clear, impactful and engaging messages that tell a holistic story. Apply systems thinking to identify underlying problems and/or opportunities. Validate outcomes with clients, share alternative perspectives, and...

Posted On Aug 21, 26
Full-time 11 views Experience : Min 15 yrs required

practice, the primary responsibilities include selling, leading, and delivering large client engagements while serving as a strategic advisor in areas of subject... matter expertise. The role encompasses the following specific client engagements: - Executive compensation benchmarking - Short and long-term incentive d...

Posted On Sep 03, 26
Full-time 3 views Experience : 2-15 yrs required

Serve as a trusted advisor to high-net-worth individuals, family... phases of the engagement life cycle. - Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence and risk management. -... Proactively advise clients on tax plannin...

Posted On Sep 03, 26
Full-time 3 views Experience : 2-15 yrs required

Serve as a trusted advisor to high-net-worth individuals, family... phases of the engagement life cycle. - Provide partner-level review, oversight, and sign-off on federal, state, and local tax returns, ensuring technical excellence and risk management. -... Proactively advise clients on tax planning...

Posted On Aug 27, 26
Full-time 6 views

Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is tasked with leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. The primary responsibilities...

Posted On Aug 27, 26
Full-time 3 views

Title: Tax Experienced Manager, State and Local Tax Job Responsibilities: A Tax Experienced Manager, State and Local Tax is tasked with advising clients on the tax implications concerning their business objectives, recommending alternative courses of action, and identifying various methods to comply...

Posted On Aug 31, 26
Full-time

Title: Tax Senior Manager, Accounting Methods Job Responsibilities: The Tax Senior Manager in the Accounting Methods group is responsible for helping companies optimize their federal tax accounting methods. This includes areas such as IRC 263(A) capitalization, depreciation accounting methods, expense acceleration, and...

Posted On Aug 10, 26
Full-time

Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate in tax and consulting engagements, enhancing skills in identifying and addressing client needs, tax planning, and consulting opportunities. - Work directly with clients and their advisors to gather information needed for tax...

Posted On Aug 10, 26
Full-time Experience : Min 4 yrs required

Title: Manager – Tax Information Reporting, Withholding & Transformation Job Responsibilities: - Lead tax information reporting and withholding engagements, including Forms 1099, 1042-S, 1042, 945, ACA reporting, and related compliance activities. - Validate clients' compliance with tax laws and regulations,...

Posted On Aug 25, 26
Full-time 19 views Experience : Min 4 yrs required

Title: Global Structuring Insurance / Financial Services - Manager Job Responsibilities: - Provide advice and guidance to clients on tax planning, compliance, and strategy, specifically focusing on international tax. - Analyze international tax laws and regulations to develop strategies for optimizing tax efficiency...

Posted On Aug 27, 26
Full-time 11 views Experience : Min 5 yrs required

Title: Tax Manager, Corporate/ASC 740 Job Responsibilities: The Tax Manager for Corporate/ASC 740 is tasked with advising clients on the tax implications of their business objectives, reducing tax burdens, and ensuring compliance with tax regulations. The manager acts as the primary contact...

Posted On Aug 25, 26
Full-time 8 views Experience : Min 6 yrs required

Title: Japanese Business Network - Private Tax Senior Manager Job Responsibilities: - Lead large projects and innovate processes to maintain operational excellence. - Interact with clients at a senior level to ensure project success. - Leverage influence, specialized knowledge, and...

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

Title: State and Local Tax - Indirect Tax - Manager Job Responsibilities: - Leading the way as technology-enabled tax advisors who provide benefits through digitization, automation, and increased efficiencies. - Supervising, developing, and coaching teams to ensure high-quality service delivery. - Managing client service...

Posted On Aug 25, 26
Full-time 3 views Experience : Min 5 yrs required

and Wealth Management - Tax Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...

Posted On Aug 25, 26
Full-time 3 views Experience : Min 4 yrs required

client service accounts and engagement workstreams. - Solve complex problems and develop innovative solutions. - Leverage technical knowledge and industry insights. -... Drive digitization, automation, and increased efficiencies. - Foster a culture of continuous improvement. - Maintain deliverables that meet client and company standards. - Collaborate...

Posted On Aug 17, 26
Full-time 3 views

Serve as a Career Advisor, mentor, or coach to... one or more employees, providing honest and timely performance feedback, dedicating approximately 10-20% of your time. - Drive growth and profitability of the industry/specialty area by generating new revenue on existing client...

Posted On Aug 27, 26
Full-time 7 views Experience : Min 5 yrs required

Manager, Digital Assets The candidate assists in providing tax compliance & consulting services to the following clients: Lab companies doing protocol launches NFT creators, stablecoins, infrastructure companies that do mining and staking, exchanges, fintech companies, and corporations engaging with crypto/blockchain...

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