Local Income Tax - Asset Management Job Responsibilities: -... 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...
Manager or Senior Manager, Asset Management - Federal Tax... for a variety of Asset Management clients. Work as... part of a multi-disciplinary team helping to provide industry knowledge and experiences. Oversee a portfolio of clients of varying size and scope...
& Local Tax - Asset Management Job Responsibilities: - Participate in... multi-state alternative investment firms, including hedge funds, fund of funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. - Engage with multi-state...
issues in the context of the asset management business. - Provide... general regulatory advice, including interpretation and application of regulatory reforms to the business. - Offer legal guidance and advice for new investment product launches, including preparation of disclosure d...
Title: Senior Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior Director, Corporate Counsel will serve as in-house counsel for the company's real estate investment funds as part of the Legal Risk Sustainability Compliance (LRSC) Team. Responsibilities include: - Advising...
global regulatory issues in the context of the company's asset management business. - Provide... general regulatory advice, including interpretation and application of regulatory reforms to the business. - Offer legal guidance and advice for new investment product launches, including prepara...
Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Provide advice and guidance to clients on tax planning, compliance, and strategy, helping businesses navigate complex tax regulations and optimize their tax positions. - Validate clients' compliance with tax laws and regulations...
Counsel, Funds & Investment Management Job Responsibilities: - Support the company's... statements, engaging in the sub-advised funds’ 15(c) process, and assisting with responses to sub-advised client inquiries. - Negotiate investment management agreements and other contracts,... including amendments with institutional investors and financial ser...
Title: VP, Counsel Job Responsibilities: - Provide legal support for the company's . registered funds and collective investment trusts, ensuring compliance with relevant regulatory requirements. - Draft, review, and negotiate a broad range of fund-related agreements, including intermediary and fund participation agreements, ETF...
Title: Corporate Counsel Job Responsibilities: - Corporate Governance - Manage and streamline board operations, resolutions, consent agreements, equity reporting obligations, and governance policies. - Ensure compliance with corporate formalities, applicable securities regulations, and state/federal/international filings. - Design and implement a compliance infrastructure...
Asset and Wealth Management Tax... Manager The candidate will review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising risks of non-compliance. Coach, leverage team member's unique strengths, and manage...
Experience Experienced Offtake Counsel - Legal position in energy infrastructure company focused on energy storage development, construction, and operation. Offtake Counsel will report directly to the General Counsel and work on a range of legal issues for the...
- Lead the Client Management Process and partner across... the enterprise to provide a Branded Client Experience, offering full access to the Private Bank and bank's capabilities and services. - Ensure the retention of clients by developing an in-depth understanding...
with a team of CPAs, engineers, and tax law experts to deliver exceptional service in the area of tax credits and accounting methods. The role involves managing and executing cost segregation, fixed asset review, and overseeing IRC... Section 179D pro...
role in the Technology Management Team involves building and... leading a newly established Demand and Spend Analytics function. The primary responsibilities include: - Tracking the expenditure on all third-party vendor software and hardware products. - Reviewing consumption, conducting vendor cost analysis, and...
Impact in the Wealth Management Industry Job Title:... United States of America Salary: Competitive Experience: 7+ years in Mergers and Acquisitions and corporate law About Kestra Holdings: - Industry-leading wealth management platforms for independent professionals... nationwide - Innovat...
Title: International Tax and Transaction Services - Transfer Pricing Senior Manager Job Responsibilities: The International Tax and Transaction Services (ITTS) practice is a joint venture between the Transaction Advisory Services and Tax service lines, focusing on advising corporate and private equity clients...
Title: International Tax and Transaction Services - Transfer Pricing Manager Job Responsibilities: The Transfer Pricing Manager at Company is a key role within the International Tax and Transaction Services (ITTS) practice. The ITTS practice is a joint venture between the Transaction Advisory...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice within the department, the role involves working as part of a team to address complex business issues from strategy to execution....
technology and products. - Develop creative and innovative solutions to solve compliance challenges. - Comply with the Export Administration Regulation (EAR), International Traffic in Arms Regulations (ITAR), Office of Foreign Asset Control (OFAC), and foreign... government agencies' regulations. - Research, classify, and prepa...
Title Financial Services Tax - Real Estate Director Job Responsibilities A career in the Financial Services Tax practice within Corporate Tax services offers the opportunity to assist clients in meeting their tax obligations while managing the impact tax has on...
Title: Transaction Tax Senior Manager Job Responsibilities: - Lead innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients, ensuring the use of high-quality tools and resources to meet client needs and achieve goals confidently. - Manage, develop, train, and...
and support to senior management, influencing business strategy and... decision-making. Key responsibilities include: - Anticipating regulatory and legal risks, and designing strategies to manage them proactively. - Performing legal and regulatory compliance risk assessments and...
Title: Sr. Tax Planner Job Responsibilities: The Sr. Tax Planner will be a part of the entrepreneurial and fast-paced Planning Services team, which focuses on creating the next generation of services to help advisors provide comprehensive financial planning to their clients. Key...
crucial for the success of the role: - Design, implement, and execute accounting method studies and fixed asset reviews for clients, ensuring... that all projects align with firm standards, are completed on time, and stay within budget. - Collaborate with Corporate Ta...
practice, the primary responsibilities include designing, implementing, and executing accounting method studies and fixed asset reviews for clients. The... role involves collaborating with leadership and utilizing specialized tax resources to conduct various consulting services such as Tax Accounting Method, Ta...
Title: Senior Manager of Product Commercialization Job Responsibilities: The Senior Manager of Product Commercialization at Company is charged with driving business impact by executing on the strategic growth levers of **Members Only** Digital Processing Solutions (**Members Only** DPS) for the year 2030. The role...
Title Specialized Tax Services - Energy Incentives & Credits Director Job Responsibilities As a Specialized Tax Services - Energy Incentives & Credits Director at the company, you will play a pivotal role in driving business growth and shaping the direction...
Title: VP, Fiduciary Tax Manager Job Responsibilities: The VP, Fiduciary Tax Manager at the company will be responsible for overseeing all fiduciary and tax reporting responsibilities within the Private Trust Company. This senior leadership role requires managing trust tax return preparation,...