Title . Private Bank - Private Banker - Vice President/Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Job Title Asset & Wealth Management Tax... Job Responsibilities As an Asset & Wealth Management Tax... to clients in the asset and wealth management industry.... Your primary duties will include: - Supervising and developing team members to achieve exceptional deliverables....
Job Title: Asset & Wealth Management -... Senior Manager in the Asset & Wealth Management sector... with a focus on Renewable Energy Tax, you will be part of a team dedicated to solving complex business issues related to tax compliance...
Asset and Wealth Management -... Renewable Energy Tax 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,...
Job Title: Asset & Wealth Management -... Tax Senior Manager Job Responsibilities: - Lead and manage large-scale projects to achieve successful outcomes. - Innovate and streamline processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in every activity. - Interact with...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: - Define strategic direction for the Default team, ensuring alignment with business goals and market demands. - Lead initiatives in business development and client relations, fostering strong and sustainable relationships with executive-level clients. -...
Title: Corporate Tax Manager - Methods, Credits & Incentives R&D Job Responsibilities: As a Tax Manager in the Methods, Credits & Incentives (MCI), Research & Development Tax Credit practice, the primary responsibilities involve navigating the complexities of R&D tax credits and offering...
from strategy to execution. The responsibilities at this management level include but are... not limited to: - Developing new skills outside of the comfort zone. - Acting to resolve issues which prevent the team from working effectively. - Coaching others, recognizing their stre...
Title: Transaction Tax Senior Manager Job Responsibilities: As a Transaction Tax Senior Manager, you will be responsible for leading innovative tax planning, consulting, and compliance for M&A projects. Your role will involve managing, developing, training, and mentoring Managers, Senior Associates, and Staff...
Title: Corporate Tax Manager - Methods, Credits & Incentives R&D Job Responsibilities: As a Tax Manager in the Methods, Credits & Incentives (MCI), Research & Development Tax Credit practice, you will be responsible for navigating the complexities of R&D tax credits and...
Accounting Methods practice, the primary responsibilities include implementing and executing R&D tax credit, accounting method, and fixed asset studies for clients. The... role involves: - Collaborating with Tax Credits and Methods leadership and utilizing specialized tax resources. - Leading, developing, and mentor...
Board of Directors on issues including corporate governance, legal entity and business registration requirements, contracts, intellectual property, regulatory compliance, mergers and acquisitions, and risk management. - Ensure compliance with local,... state, and federal laws, covering licensing, labor, and environmental regulations. - Devel...
Director Senior Counsel Job Responsibilities: - Draft, negotiate, and advise on a wide range of commercial and corporate transactions. - Lead legal aspects of strategic transactions and alliances. - Advise internal clients on contract interpretation, risk allocation, and dispute avoidance/resolution. - Manage legal due diligence,...
Title: Senior Claims Compliance Analyst Job Responsibilities: - Manage and maintain a comprehensive 50-state claims database. - Monitor legislation, Department of Insurance (DOI) bulletins, court reporters/decisions, and statutory changes, and manage any backlog while implementing targeted compliance training. - Develop and own controls related...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
- Lead the Client Management Process, ensuring a Branded... the full array of Private Bank and bank capabilities to meet specific client needs. - Ensure the retention of clients. - Lead the Client Process Management Process within the client... t...
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, including asset allocation, in...
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 balance sheet, including asset allocat...
Title . Private Bank - Private Banker - Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Job Title: VP, Wealth Management Advisory Attorney Job Responsibilities: - Provide... support for Company's Wealth Management's investment advisory business. - Offer... legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading, best execution, trade allocation,...
will join Company’s Wealth Management Legal and Compliance Division... as a Vice President. The primary responsibilities include providing legal coverage for the Alternative Investments and Private Markets businesses, focusing on alternative investment funds and private securities transactions. The attorney will...
Group of the Wealth Management Legal Department. The primary... Acting as a consolidated point of legal contact for branch and support personnel within the company's retail brokerage branch system. - Addressing legal inquiries from Complex/Branch Risk Officers, Branch Management, Financial Advis...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
Title: Senior Managing Counsel, Financial Institutions Job Responsibilities: The Senior Managing Counsel, Financial Institutions at the company will be tasked with a broad range of responsibilities within the US region, which is the largest region at the company. The key...
Title: Counsel, Regulatory Job Responsibilities: - Advise across the organization on issues primarily related to sanctions, anti-money laundering (AML), and export controls that affect the company, including its subsidiaries, strategic initiatives, and potential commercial and philanthropic opportunities. - Provide support to the Global...
Title: Senior Counsel, NAM Digital Partnerships, Fintech & Enablers and . Markets Team Job Responsibilities: The Senior Counsel will be a key member of the US legal team, supporting the largest region at the company. The responsibilities include: - Acting...
and Summary Senior Counsel, Privacy, AI & Data Responsibility Job Responsibilities The Senior Counsel, Privacy, AI & Data Responsibility at the company plays a critical role in shaping the organization's approach to responsible AI by driving privacy and AI regulatory aspects and enabling...
Title: Senior Legal Counsel Job Responsibilities: - Support the Associate General Counsel in advising and supporting a wide range of legal matters across global business units with a focus on: - Assisting product teams in the design and implementation of new products...
support the preparation and management of tax-related documents and... interactions. Key responsibilities include: - Preparing complex federal and state fiduciary income tax returns, extensions, and quarterly projections for various types of trusts, including split-interest trusts, Electing Sm...
SEO friendly job title: Asset Management Summer Analyst at... Experience at a Leading Asset Management Firm H2:... Program About the Asset Management Summer Analyst Program... at [Company Name], you will have the opportunity to gain valuable experience in...
Assistant General Counsel - Asset Management Job Responsibilities: The Executive Director,... Assistant General Counsel - Asset Management at the company... is tasked with providing comprehensive legal coverage and oversight for the company's affiliated . investment adviser. This leadership role requires sound judgment...
Title: Financial Services-Wealth and Asset Management - Tax Manager-EDGE... and tax projects are timely and accurately completed. - Consult with clients and appropriately escalate complex tax and client relationship matters to senior management and subject-matter professionals. - Manage... communications with client...
Services - Wealth and Asset Management - Tax Manager Job... in the Wealth & Asset Management practice at the... company, the primary responsibilities include managing and coordinating tax compliance and advisory work for clients. The role involves working on key client...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies with state and local tax issues including compliance, advisory services, planning, technology, and controversies. - Assist multi-state companies...
Job Title: Asset Management - Special Situations... Private Credit Legal Consultant - Vice President Job Responsibilities: - Drafting and Execution: The candidate will be responsible for preparing and refining transaction documents using company templates and precedents under the supervision of the Head...
Job Title Legal, Asset Management Attorney – Registered... is embedded within the Asset and Wealth Management (AWM)... to the regulation, establishment, management, governance, distribution, and marketing... of registered funds, which invest in securities generally in public markets, including equity, debt,...
Title Summer Associate Job Responsibilities As a Summer Associate at the company, your primary responsibilities will include: - Participating in a nine to ten-week summer internship, fully immersing yourself in the company's day-to-day activities. - Attending an orientation to learn...
Assistant General Counsel - Asset Management Job Responsibilities The... Assistant General Counsel - Asset Management at the company... is responsible for providing comprehensive legal coverage and oversight for the affiliated . investment adviser. This leadership role involves using sound judgment...
Assistant General Counsel - Asset Management Job Responsibilities: The Executive Director,... Assistant General Counsel - Asset Management at the company... is tasked with providing comprehensive legal coverage and oversight for an affiliated . investment adviser. This leadership position requires sound judgment and...
Local Income Tax - Asset Management Job Responsibilities: - Assist... multi-state companies with state and local tax issues, including compliance, advising, planning, structuring, and controversies. - Work as part of a multi-disciplinary team providing subject matter and industry knowledge to internal...
Local Income Tax - Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. - Engage with multi-state...
& Local Tax - Asset Management Job Responsibilities: - Engage with... multi-state alternative investment firms, such as hedge funds, fund to funds, private equity, and real estate, to address state and local tax issues. This includes compliance, advising, planning, and managing tax...
Manager, Tax - SALT Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team helping to...
with both transactional and operational matters related to supporting the company as a Private Credit asset manager. The responsibilities include... providing legal counsel and direction to the business, its leadership, and employees on various activities and specific projects or in...
Analyst Program in Wealth Management H2: About the Program... banking, securities and investment management firm, is currently seeking... bachelor's or graduate degree to join their Summer Analyst Program in Wealth Management. This nine to ten... week summer internship provides han...
Title: Senior Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior Director, Corporate Counsel will be part of the Legal Risk Sustainability Compliance (LRSC) Team at the company, serving as the in-house counsel for the company's real estate investment funds....
for the . Funds Management business. - Oversee the... creation and management of mutual funds and... exchange-traded funds. - Advise on regulatory developments and their implementation. - Provide legal support to the company Funds’ Boards of Trustees. - Collaborate with...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...