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Tax Director-State & Local (SALT)
The candidate will work closely with small to mid-sized privately held businesses delivering a full range of SALT services including consulting and structuring, creation of technical memorandums, conducting multi-state reviews that analyze sales and use, and other transaction taxes to identify optimal filing options, credits and incentives, exemptions, and corporate structures that can reduce clients’ tax burden, and high level tax retur... read more
The candidate will responsible for business development activities for new Asset Management clients as well as portfolio management for a large book of trust and investment agency accounts for high net worth client relationships with invest-able assets of $2M - $100M+. This includes ongoing asset allocation, re-balancing and performance discussions with existing clients as well as supporting new business development opportunities through proposal genera... read more
The candidate will be representing claimants in administrative hearings before the Office of Disability Adjudication and Review; Managing caseload of complex Title II and Title XVI disability cases in preparation for hearing; Conducting ongoing file review and proposing dispositions with regard to assigned cases; Drafting On-The-Record Requests, Pre/Post Hearing Briefs and Appeal Council Briefs; Evaluating complex medical records and other pertinent...
Senior Staff Counsel
The candidate will provide legal support to corporate functions, with focus on M&A, venture capital, public financing and other business development transactions; corporate governance and SEC reporting matters; corporate policies and best practices; and drafting, reviewing and negotiating a variety of corporate agreements. Will provide legal support for M&A, strategic investment, partnership, joint venture, public financing and similar business develop...
Claim Counsel, Bond and SI
The candidate, under moderate supervision, will fulfill Bond and Specialty Insurance (Bond) Claims mission by conducting thorough investigation, analysis, evaluation and disposition of claims to achieve superior customer service and claim results at the most reasonable cost. Will effectively manage all assigned Bond claims, typically of moderate severity or complexity, including employment practices liability, directors and officers liability, fi...
Workers Compensation Claim Counsel
The candidate will be responsible for providing high quality and cost-effective legal representation. Will be responsible for independent, aggressive case handling with a resolution management focus. Litigates cases to verdict, demonstrating superior use of trial skills and techniques. Works under the guidance of Senior Counsel in litigating complex and high exposure files. Conducts legal research as necessitated and supervises research p...
IT Vendor Relationship Manager
Duties: Manages the outsourcing process for the organization's IT department. Oversees the evaluation and selection of vendors as well as the negotiation of purchase contracts or service level agreements. Handles problems with vendors or products as necessary. May be responsible for budgeting. Requires a bachelor's degree and at least 7 years of experience in the field or a related area. Familiar with a variety of the field's concepts, practi...
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1940 Act Attorney
The candidate will be responsible for: drafting and reviewing initial open-end, multi-class mutual fund and closed-end fund registration statements to ensure disclosure requirements are met; preparing annual updates to registration statements; ensuring timely and accurate regulatory filings, including registration statement amendments, exchange listing applications, proxy statements and related filings; communicating with US Securities and Exchange Commis...
High Net Worth Tax Manager
The candidate will provide tax planning and consulting to our firm's high net worth clients for estate, wills and trusts taxation, and individual income taxes. Interact closely with client's other advisors such as attorneys and financial asset managers. Research and consult on tax matters, primarily in the federal estate, gift, charitable planning, and generation-skipping tax and individual arenas. Consult, work with, and service clients to make ...
Tax - Senior Associate
The candidate will be responsible for the following job duties which are focused around two core concepts; technical & quality expertise, and delivering excellent client service: Preparing complex Tax returns - approximately 25-40% of time; Develop, motivate, and train staff level and intern team members - approximately 10% of time; Detailed review and analysis of Tax returns - approximately 10-15%; Interact directly with clients handling questions, ...
Independent Local Counsel / Attorney
The candidate should be a Social Security attorney to work as independent contractor (independent local counsel). Must have 2+ years of direct representation experience. Should also have the ability to travel throughout the local territory to represent claimants at hearings.
Private Wealth Advisor, Director
The candidate will act as the primary point of contact for the prospect and client relationship. Lead and manage prospect opportunities and client relationships and coordinate an integrated team of subject matter experts to craft and execute creative solutions for the client. Effectively expand client relationships to grow revenue to achieve sales targets through increasing company’s share of wallet through the acquisition of increased in...