& Local Tax - Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (such as hedge funds, fund to funds, private equity, real estate) handling state and local tax issues, including compliance, advising, planning, and controversies. - Engage...
Title Wealth Management Solutions, Trusts & Estates – Oil & Gas Regional Property Manager, Executive Director Job Responsibilities The Oil & Gas Regional Property Manager, Executive Director, will play a pivotal role in overseeing the management of mineral assets within...
Business Unit PWM Sales and Marketing Employment... Type Employee MORE ABOUT THIS JOB YOUR IMPACT Are you a quick-thinking self-starter with a passion for the financial markets, the desire to work closely with portfolio managers,...
the primary responsibilities include designing, implementing, and executing accounting method studies and fixed asset reviews for clients. The... role involves collaborating with Corporate Tax leadership and utilizing specialized tax resources to conduct services related to Tax Accounting Method, Tax In...
Title: . Private Bank – Private Banker – Vice President or Executive 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...
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...
Title: Private Client Advisor II Job Responsibilities: - Lead the client management process (CMP) to identify new business development opportunities and deepen client relationships. - Source new clients in alignment with the company's established risk appetite. - Deliver meaningful interactions and a branded client...
Title: Cyber Claim Counsel Job Responsibilities: - Analyze, investigate, and resolve Bond & Specialty Insurance (BSI) claims of varying levels of severity with moderate supervision from claims management. - Prepare and present management reports reflecting loss development, financial exposure, reserve adjustments, coverage issues,...