in the Wealth & Asset Management practice, the primary... responsibility is to manage tax compliance and advisory work for clients. This involves collaboration with Managers through Partners on key client issues involving domestic federal, international, and state and local taxation....
Title: Corporate Tax Manager - Methods, Credits & Incentives R&D Job Responsibilities: As a Corporate Tax Manager in the Methods, Credits & Incentives (MCI), Research & Development (R&D) Tax Credit practice, the primary responsibilities include: - Navigating R&D tax credit complexities and providing...
Title: FY26 - Tax Technology and Transformation - SAP Tax Integration - Senior Job Responsibilities: The role involves working on substantial finance and tax transformations, specifically focusing on leveraging SAP to enhance tax functions. The responsibilities include supporting and automating the operations...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to retain...
Title: Transaction Tax Senior Manager Job Responsibilities: The Transaction Tax Senior Manager is responsible for leading innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients. Key duties include: - Managing, developing, training, and mentoring Managers, Senior Associates, and Staff...
Title: Corporate Tax Manager - Methods, Credits & Incentives R&D Job Responsibilities: As the Corporate Tax Manager within the Methods, Credits & Incentives (MCI), Research & Development Tax Credit practice, the primary responsibility is to navigate the complexities of R&D tax credits...
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 to ensure that all client projects adher...
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. Key duties include: - Leading, developing,...
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...
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...
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...
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...
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: - 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....
Title: Director, Legal Counsel- Alternative Investment Platforms Job Responsibilities: As a Director, Legal Counsel- Alternative Investment Platforms at the company, the primary responsibilities include providing legal support for platforms where alternative investment products are available to customers. This role encompasses...
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...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Job Title: Asset & Wealth Management Regulated... Investment Company (RIC) - Manager Job Responsibilities: The role of Asset & Wealth Management Regulated... Investment Company (RIC) - Manager involves a range of responsibilities aimed at providing tax services and leading teams to deliver...
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 to deliver top-quality outcomes. - Utilize the company's technical knowledge...
Job Title Asset & Wealth Management Regulated... Investment Company (RIC) - Senior Manager Job Responsibilities - Manage and lead large-scale projects to achieve successful outcomes. - Innovate and refine processes to enhance efficiency and effectiveness. - Maintain exceptional standards of...
Title: Tax Manager - FSO - Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The Tax Manager in the Business Tax Services Fiduciary/Trust & Estate Tax Administration Services (FTEAS) at the Financial Services Organization (FSO) plays a pivotal role in leading...
Job Title: Asset & Wealth Management -... Vice President Marketing Supervisory Manager Job Responsibilities: - Collaborate with Compliance and Legal teams to ensure adherence to SEC, FINRA, and company regulations and guidelines. - Attend alternative investments team meetings to foster relationships and track...
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 informed... on legislation a...
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...
Title: Senior Legal Counsel Job Responsibilities: - Analyze new and existing products and services to identify risks and ensure compliance with applicable regulations, particularly focusing on the Investment Advisers Act. - Identify and mitigate risk implications while providing legal advice in connection with...
Title: Senior Counsel and Director, Strategy & Partnerships Job Responsibilities: - Provide expert legal counsel for structuring and negotiating private investment platforms, including direct responsibility for GP stakes and the establishment of rated feeder fund structures. - Advise on and...
negotiate contracts for a variety of advisory, brokerage, technology, and operational services within Pershing. - Provide general legal support to broker-dealer, registered investment adviser, and technology affiliate as needed. - Advise on new product development and regulatory risk management decisions. - Provide busin...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: A career in the Financial Services Tax practice at the company involves assisting clients in meeting their tax obligations while effectively managing the impact of tax on their business. As a Tax...
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...
(GAIS) group, primarily to the Private Bank distribution business. - Advise on a wide range of legal issues related to investment management advice and products. - Support... regulatory developments, new product development, and product launches. - Collaborate with Legal Department colleagues and c...
Title: Legal Counsel Job Responsibilities: - Lead the structuring and negotiation of mergers and acquisitions (M&A), joint ventures, partnerships, and other corporate transactions, including drafting and negotiating term sheets and definitive documents. - Drive the company's global business expansion efforts, including scoping out...
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 business regarding FINRA regulatory and broker dealer compliance issues. - Manage communication and interaction with...
Title: Lending Attorney, Global Corporate Banking - Vice President, Assistant General Counsel Job Responsibilities: - Provide transactional support for both syndicated and bilateral loan transactions. This includes analysis and advice on structural and risk issues, as well as the review and negotiation...
Title: Sr. Associate/VP - Associate General Counsel Job Responsibilities: The Sr. Associate/VP - Associate General Counsel is responsible for representing the company and its affiliated entities and managed accounts as lenders and investors in senior lending transactions. This role involves structuring...
Title: Sr Associate General Counsel Job Responsibilities: - Serve as a primary legal advisor on bank regulatory matters. - Support regulatory strategy and manage interactions with federal banking regulators, including the Federal Reserve, Office of the Comptroller of the Currency (OCC), and Federal...
Title: Investment Banker, Real Estate, Lodging, & Leisure Job Responsibilities: The Investment Banking Associate is expected to perform the following duties: - Create partnerships by increasing the depth and breadth of existing client relationships - Successfully transact in the US Real...
Title: Associate, Investment Compliance Job Responsibilities: - Support the policies and processes of the company to mitigate and manage potential conflicts arising from public and private investment activity. - Monitor the deal pipeline, confer with deal teams as appropriate, and ensure tracking of...
Client Advisor II Apply locations New York time type Full time posted on Posted 30+ Days Ago job requisition id 23020528 Job Description: At Bank of America, we are guided...
Title: Senior Manager, State and Local Tax (SALT) Company: **Members Only** Department: Tax Location: New York, NY; Short Hills, NJ; Stamford, CT Salary Range: Based on relevant factors such as skills, job responsibilities, prior experience, and market considerations. H1:...
net worth individuals and families, developing into a trusted advisor role for clients. - Collaborate with specialists in areas such as International tax, state and local tax, and asset management to deliver comprehensive... solutions to clients. - Manage, coach, and develop...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Job Responsibilities: As a senior in the Wealth & Asset Management practice at the... company, the primary responsibilities include clients, particularly in the asset management industry. This role......
Title: Senior Counsel - AFC Job Responsibilities: - Provide legal advice on . and international sanctions, anti-money laundering (AML) requirements, Foreign Corrupt Practices Act (FCPA), and anti-corruption laws, including revisions and new regulations. - Advise on the interpretation and implementation of economic sanctions...