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...
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...
Manager, Federal Tax - Asset Management The candidate will... oversee client portfolios of various size and scope within the alternative investment fund industry (private equity, real estate and/or hedge funds). Act as the first point of contact for internal and...
Job Title Asset & Wealth Management Tax... Manager Job Responsibilities - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems. - Utilize the company's technical...
contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. - Advise on new product development and regulatory risk management decisions. - Keep...
Job Title Wealth Management Tax Services Manager Job... Responsibilities - Manage client service accounts and lead engagement workstreams, ensuring collective ownership of quality, timelines, and deliverables. - Supervise, develop, and coach teams to produce exceptional outcomes, leveraging team member’s unique...
contracts for a variety of advisory, brokerage, technology, and operational services. - Provide general legal support to the broker-dealer, registered investment adviser, and technology affiliates as needed. - Advise on new product development and regulatory risk management decisions. - Provide business leaders... an...
for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver proactive legal, regulatory, and general risk management advice and support. - Spot... and address issues early and effectively. Educati...
Senior Vice President, Counsel- Asset Servicing Job Responsibilities: - Serve as... Counsel to the Asset Servicing business, primarily supporting... the Fund Services group. - Provide fund accounting, administration, transfer agency, middle office, custody, and other services to various registered and unregistered funds, ETFs,...
Title: Senior Securities Counsel Job Responsibilities: - Draft, review, and negotiate contracts related to the company's ETF and mutual fund distribution business. - Research and provide legal advice to the company’s business concerning FINRA regulatory and broker-dealer compliance issues....
Responsibilities: - Lead the Client Management Process to identify new... business development opportunities. - Source new clients in alignment with the bank's established risk appetite. - Deliver a Branded Client Experience by leading the client team to provide meaningful interactions. - Develop a deep...
Title: Fiduciary Advisor Senior - PNC Private Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer the most complex fiduciary accounts...
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 candidate will provide insightful and practical tax advice while navigating the complexities...
Title: International Tax and Transaction Services - Transfer Pricing Senior Manager Job Responsibilities: As a Transfer Pricing Senior Manager in the International Tax and Transaction Services (ITTS) practice, you will play a crucial role in advising corporate and private equity clients on...
Title: International Tax and Transaction Services - Transfer Pricing Manager Job Responsibilities: - Apply complex transfer pricing concepts and economic/financial knowledge to resolve client challenges. - Provide a fully integrated approach to transfer pricing by preparing documents, participating in advanced pricing agreements (APAs),...
Title: Director, Managing Counsel - Banking Financial Crimes Job Responsibilities: - Provide timely legal advice and assistance to Financial Crimes Compliance, Risk, and business partners concerning the Anti-Money Laundering Act of 2020, the USA PATRIOT Act, Bank Secrecy Act, the...
Title: Fiduciary Advisor III - Private Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts ensuring compliance with all...
Title: Vice President, Tax Compliance Quality Assurance (TCQA) Job Responsibilities: In the role of Vice President, Tax Compliance Quality Assurance, the candidate will be responsible for leading product development and strategy for . Tax Form W-8/W-9 Documentation systems, ensuring efficient...
Title: Fiduciary Advisor III - **Members Only** Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. - Administer more complex fiduciary accounts and ensure compliance with all...
Title: Fiduciary Advisor III - **Members Only** Private Bank Job Responsibilities: - Engage in fiduciary decision-making by executing the terms of any plan or document in which the company serves as trustee, guardian, or agent. Administer more complex fiduciary accounts and ensure compliance...
Title: Specialized Tax Services - Energy Incentives & Credits Senior Manager Job Responsibilities: As a Senior Manager in the Energy Incentives team at the company, you will be responsible for leading major projects to ensure their successful execution and developing processes to...
tasks and duties. Your primary responsibility is to develop visions, strategies, and action plans to help grow the TCIA Practice. You will manage and execute cost segregation, fixed asset reviews, and oversee IRC... Section 179D projects for clients. The ro...