Tax Manager, National Tax Accounting and Provision Services (NTAG)
The candidate will assist clients with fundamental tax planning and analysis. Will work to understand company-specific business and tax issues and work with the company to optimize its tax position to identify and mitigate risk areas. Responsibilities include: consulting and overseeing federal tax projects which include complex tax research for clients in diverse industries, research and analysis of a wide ... read more
Reporting to the President and CEO, this role is a true legal generalist who will provide legal advice and support to all levels of the Company, including senior management, regarding company strategies and their implementation.
Provide counsel on corporate governance matters and support the Company Officers and Board of Directors;
Handle the review, drafting and negotiation of a wide variety of contracts, including but not limited to technology... read more
Legal Assistant II
The candidate would have 3+ years of legal assistant experience or equivalent qualifications. Must possess excellent written and verbal communication skills, the ability to type 40-45 wpm and must be proficient in Microsoft Office (Word, Excel, Outlook, etc.). Work on Preparation of pleadings including to, motions, subpoenas, notices, hearings, and requests for production. Coordination/scheduling of meetings, hearings, appointments, and depositions. Othe... read more
Associate General Counsel
The candidate will be responsible for negotiating legal documentation with respect to the firm’s private markets fund investments, including partnership agreements, subscription agreements, transfer agreements, investment management agreements and side letters, as well as drafting and negotiating asset management and offering documentation relating to the firm’s clients and investment products.
Review placement memoranda and partnership agree...
Associate Contracts Manager
The candidate will work for 3-year contract positions at major biotech company in Northern California. Draft and negotiate Service agreements, Collaboration Agreements, Master Service Agreements, Confidential Disclosure agreements, Contract Amendments, Work orders, Change orders and various other agreements to meet the business needs of assigned departments in organization. Independently draft and negotiate the aforementioned agreements that hav...
Managing Director, Wealth Strategy
The candidate will focus on helping families and individuals flourish and secure a thriving legacy that is supported by their shared capital, visions, values, and talents. Participate with and be supported by a national advisory team containing tax, legal, and financial professionals as well as professionals in the field of wealth and family dynamics. Must have 10+ years wealth planning/strategy with HNW/UHNW family clients. 10+ years est...
Executive Assistant - Legal
Responsibilities: Answering phones, maintaining Outlook calendars and contact lists (including scheduling meetings and calls across domestic and international time zones); faxing, photocopying, scanning, and mailing documents; booking travel; preparing expense reports; tracking matters and key dates; entering attorney time in Serengeti. Revising and redlining Word documents; drafting or revising and maintaining records of legal correspondence; o...
Wealth Management - Private Bank - Client Advisor - Vice President or Executive Director
The candidate will be responsible for advising families on building, preserving and managing their wealth. Use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. Will be part of a local team and supported by an institutional platform that has the resources, specialists a...
Testimonial of the Week
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Labor Relations Manager
The candidate provide strategic guidance and consultation to all levels of Company leaders, including executives with regard to policy/practices/collective bargaining agreements and employment law by maintaining active knowledge of Human Resources issues, National Labor Relations Board case law and fostering positive labor/management relations. Work scope includes administering and interpreting multiple collective bargaining agreements; interfacing ...
Wealth Management - Private Bank
The candidate as a Client Advisor at the Bank, are responsible for advising families on building, preserving and managing their wealth. Will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. Will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capita...
Compliance Operations/Legal Support Lead
The candidate will be responsible for providing legal support to the Compliance Support Department on transactional, corporate, legal and regulatory matters related to legal processing needs including responding to legal processing requests, subpoenas and other requests, as needed. High School Diploma required. Bachelor's degree is preferred. Must have 3+ years of compliance or banking operations experience. Should have 1 year of pa...
The candidate will be responsible to administer estate and personal trust accounts including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. Perform initial legal and trust administration review of all potential new trust or investment business. Partner with Business Development colleagues (Banker, Financial Advisor, Port...
Associate General Counsel
The candidate will review placement memoranda and partnership agreements for investments in private markets funds and prepare analysis regarding same for inclusion in investment memoranda or other deliverables to clients. Negotiate and draft documentation (i.e., side letters) to execute private markets fund investments. Oversee paralegal in completion of subscription documentation for investments in private markets funds. Oversee outsourced input ...