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...
charge, pre-litigation, and litigation process as a member of the Labor and Employment practice group. - Support matter intake, maintain electronic matter management systems, identify matter custodians,... draft and issue legal holds, and assign counsel. - Provide end-to-end discovery support, including identificat...
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...
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...
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 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...
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 & Wealth Management Tax... Manager Job Responsibilities: - Supervise and develop team members to deliver exceptional results. - Manage client service accounts and engagement workstreams, ensuring they align with client expectations. - Independently solve and analyze complex problems to produce top-quality...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice, you will be responsible for helping clients meet their tax obligations while managing the impact of tax on...
Asset and Wealth Management -... Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
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 every activity. - Interact with...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: - Define strategic direction for the Default team, ensuring alignment with the overarching goals of the department. - Lead initiatives in business development and client relations, focusing on fostering long-term partnerships and expanding...
Local Tax (SALT) - Asset Management Salary Information:... **Members Only** complies with all local/state regulations regarding displaying salary ranges. Salary for this position is determined based on relevant factors such as skills, job responsibilities, prior experience, and market considerations....
Title: Tax Manager - DART (Depreciation Analysis and Reporting Tool) Job Responsibilities: As a Tax Manager in the FTS-DART group at the company, your primary role will involve providing tax consulting and compliance services to a diverse clientele across various...
Title: Tax Senior - Global Information Reporting Job Responsibilities: As a Tax Senior Consultant within the Global Information Reporting practice at the company, you will engage in a variety of critical tasks aimed at enhancing international tax transparency within the financial industry....
Title: Financial Services - International Tax - Transfer Pricing - Manager Job Responsibilities: - Engage in all stages of the project lifecycle, taking on diverse responsibilities and enhancing skills and experience. - Translate information from various sources into quantitative and qualitative analyses to...
Title: Summer Analyst - Asset Management Division Experience: Pursuing... a Bachelor's/Graduate degree Salary: Competitive, based on level and location About the Program: - Nine to ten week summer internship program - Fully immersed in day-to-day activities - Attend orientation...
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...
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...
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 & Wealth Management Tax... Job Responsibilities As an Asset & Wealth Management Tax... to clients in the asset and wealth management industry.... Your primary duties will include: - Supervising and developing team members to achieve exceptional deliverables....
Job Title: Asset & Wealth Management -... Senior Manager in the Asset & Wealth Management sector... with a focus on Renewable Energy Tax, you will be part of a team dedicated to solving complex business issues related to tax compliance...
Asset and Wealth Management -... Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
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 every activity. - Interact with...
Job Title: Asset & Wealth Management Tax... Director Job Responsibilities: - Define strategic direction for the Default team, ensuring alignment with business goals and market demands. - Lead initiatives in business development and client relations, fostering strong and sustainable relationships with executive-level clients. -...
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 primary responsibilities involve navigating the complexities of R&D tax credits and offering...
from strategy to execution. The responsibilities at this management level include but are... not limited to: - Developing new skills outside of the comfort zone. - Acting to resolve issues which prevent the team from working effectively. - Coaching others, recognizing their stre...
Title: Transaction Tax Senior Manager Job Responsibilities: As a Transaction Tax Senior Manager, you will be responsible for leading innovative tax planning, consulting, and compliance for M&A projects. Your role will involve managing, developing, training, and mentoring Managers, Senior Associates, and Staff...
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, you will be responsible for navigating the complexities of R&D tax credits and...
Accounting 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. - Leading, developing, and mentor...
Client Advisor II Forest Hills Full time posted on Posted 30+ Days Ago job requisition id 24017496 Job Description: At Bank of America, we are guided by a common purpose to help make financial...
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...
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...
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,...
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...
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...