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: Remote - Corporate Litigation and Regulatory Team Lead Job Responsibilities: - Provide legal advice and support on transactions, particularly those involving troubled assets, restructurings, bankruptcies, litigation, and portfolio administration. - Support the business in preparing for trial proceedings and settlement negotiations. - Work...
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...
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 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...
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...
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,...
Job Title: GPB Wealth Management Investment Solutions Attorney -... Vice President, Assistant General Counsel Job Responsibilities: - Provide legal advice and support to the investment solutions business team, with a primary focus on managed investment solutions. - Address SEC regulatory and bank regulatory...
to the company’s Digital Asset Management team on all... and services business. - Advise the Digital Asset Management team on the... development and ongoing operations of asset management products and services... involving digital assets and blockchain technology. - Offer guidance to bu...
Job Title: Wealth Management Attorney - Vice President,... retail businesses. - Advise on a wide range of projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely, strategic... legal counsel by leveraging legal experience and a de...
Title: Tax Manager, Global Information Reporting Job Responsibilities: As a Tax Manager within the Global Information Reporting practice, you will be part of a diverse team that is leading the transformation and digitalization of the tax profession in the area...
Title: Compliance - Employee Conduct Senior Officer - Associate Job Responsibilities: As an Employee Conduct Senior Officer supporting the Global Anti-Corruption Compliance (GACC) and Government Engagement (GE) teams, your role is pivotal in maintaining a robust compliance framework to ensure adherence...
Title: Legal Contracts Negotiator - Equity Derivatives Job Responsibilities: - Negotiate a diverse array of trading agreements, including ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements...
services to a diverse client base across various industry sectors. The role entails direct interaction with clients, management of the tax engagement... team, and access to a group of specialists and firm leadership to ensure success. Key responsibilities are: - Mainta...
Title Vice President, Excess Casualty Claims Job Responsibilities As a Vice President in Excess Casualty Claims, the candidate will be responsible for managing a team of five to six claims adjusters who handle severity-driven Excess Casualty claims. These claims predominantly...
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...
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...