Local Income Tax - Asset Management - (Remote Option) Job... services to partnerships for Asset Management clients. - Deliver exceptional... client service to multi-state companies dealing with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state...
goals. - Lead the Client Management Process and collaborate across... the enterprise to deliver a Branded Client Experience. - Provide clients access to the full array of services offered by the Private Bank and the bank to meet specific client needs. - Ensure...
Title: Wealth Strategist Senior - Private Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and deepen...
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...
Headline: Summer Analyst Program: Opportunities in Wealth Management and Financial Planning at... Goldman Sachs H1 Heading: Summer Analyst Program at Goldman H2 Heading: Wealth Management and Financial Planning: Areas... Analyst Program in Wealth Management and Financial Planning is......
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: 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 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...
H1: VP, Corporate Counsel, Asset-Based Finance - Prudential H2:... Experienced Asset-Based Finance Lawyer Wanted in... Counsel with expertise in asset-based finance to join their... successful candidate will support PGIM Fixed Income's asset management business and work... closely with a global...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
in the Wealth & Asset Management practice, the key... responsibilities include: - Handling tax compliance and advisory work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively with Managers through Partners on significant client issues...
private equity fund, and asset management company taxation. This... includes fund and organizational structuring, tax minimization planning, providing on-call advice, and ensuring tax compliance. - Assist in coordinating tax compliance and advisory work for clients. - Address key client issues related to...
Title: Financial Services - International Tax - Transfer Pricing - Manager Job Responsibilities: As a Financial Services - International Tax - Transfer Pricing - Manager, you will be heavily involved at all stages of the project lifecycle, providing an opportunity to...
the impact of existing and emerging technology, including the growing data burden that many businesses face. The role involves driving efficiencies to create a cost-effective tax function and understanding how to make data an asset. The responsibilities include: - Supporting... var...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards...