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: Private Client Advisor II Job Responsibilities: - Acquire new clients and deepen existing client relationships to meet business development goals. - Lead the Client Management Process and collaborate across the enterprise to deliver a Branded Client Experience. - Provide clients access to the...
Title: Head of Advisory Job Responsibilities: The Head of Advisory position requires an individual who possesses a deep understanding of . sanctions laws and regulations, particularly those of the Office of Foreign Assets Control (OFAC). The role involves familiarity with other sanctions...
Title: Director/Sr Director F&A - Firm Taxes Job Responsibilities: - Provide strategic direction and oversight for the company’s domestic and international tax compliance functions. Ensure alignment with overall business objectives and risk management priorities. - Lead and champion firm-wide process improvement and automation...
Title: Tax Senior - Financial Services Organization - State & Local Tax, Income Tax Job Responsibilities: As a Tax Senior in the Financial Services Organization, your primary responsibilities involve assisting with multiple tax engagements and delivering quality tax planning and compliance services...
Title: Tax Manager - Financial Services Organization - State & Local Tax, Income Tax Job Responsibilities: As a Tax Manager within the Financial Services Organization (FSO) at the company, you will oversee multiple tax engagements and contribute to delivering quality tax planning...
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...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Job Responsibilities: As a Tax Senior in the Wealth & Asset Management practice, the key responsibilities include: - Handling tax compliance and advisory work for clients, specifically focusing on...
Title: Financial Services - Customer Tax Operations and Reporting - Tax Manager Job Responsibilities: The Tax Manager in the Financial Services Office at company is tasked with managing US tax information reporting and withholding matters within the Business Tax Advisory practice. The...
Title: Financial Services - Customer Tax Operations and Reporting - Tax Senior Job Responsibilities: The Tax Senior position in the Financial Services Office at the company involves working within the Business Tax Advisory practice, focusing on US Tax - Information Reporting &...
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...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Manager Job Responsibilities: The Private Equity Tax Operations Manager at the company plays a crucial role in managing tax compliance and consulting projects for active business entities across various...
Title: Financial Services - International Corporate Tax Advisory - Tax Manager Job Responsibilities: As a manager within the International Corporate Tax Advisory (ICTA) competency, your responsibilities will be diverse and tailored to your skills and ambitions. You will engage in various activities...
Title: Senior Counsel, Financial Services Job Responsibilities: - Provide practical legal guidance on Marketplace payments products, including domestic and cross-border billing platforms, settlement processes, money transmission, payout structures, and end-to-end funds-flow architecture. - Offer legal advice on financial services and products available to...
Title: Tax Accountant - Tax - GCR - FSO - WAM - Manager - Multiple Positions Job Responsibilities: - Collaborate with a team on all aspects of hedge fund, private equity fund, and asset management company taxation. This includes fund and organizational...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate...
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...
Title: Counsel, Retail Job Responsibilities: - Support the day-to-day legal aspects of the asset management business, focusing on mutual funds, interval funds, and retail SMA (wrap program) business. - Review and negotiate firm-level vendor contracts across various business functions, ensuring alignment with legal,...
Title: Tax Senior - Banking & Capital Markets Job Responsibilities:... federal tax consulting and compliance services to clients in the banking and financial services industries.... Key responsibilities include: - Developing and maintaining strong client relationships on various federal tax consulting a...
Title: Tax Manager - Banking & Capital Markets Job Responsibilities: As... tax consulting and compliance services to clients in the banking and financial services industries.... Your responsibilities will include: - Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements. - Advi...
Job Title: Consumer Banking Attorney - Vice President... Assistant General Counsel Job Responsibilities: - Develop subject matter expertise and foster collaborative working relationships to support a business unit focusing on deposit, lending, and investment products for affluent individual and business customers. - Provide...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Work collaboratively within a team environment to support client service delivery, particularly with the AML and sanctions team. - Perform case investigations and assess potential AML and sanctions risks during these investigations. - Make recommended...
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: Vice President, Associate General Counsel Job Responsibilities: - Provide legal, regulatory, and strategic advice and counsel to the company’s Digital Asset Management team on all aspects of the company’s cryptocurrency and blockchain products and services business. - Advise the Digital Asset Management...
Title: Corporate Counsel Job Responsibilities: - Provide legal advice and support on regulatory matters impacting the insurance industry, including surplus lines, licensing, product filings, and regulatory inquiries. - Advise senior management and business teams on the implications of changes in...
Title: Corporate Counsel Job Responsibilities: - Provide legal advice and support on regulatory matters impacting the insurance industry, including surplus lines, licensing, product filings, and regulatory inquiries. - Advise senior management and business teams on the implications of changes in state and federal...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will work within the Regulatory, Risk & Forensic department at the company, focusing on financial crime compliance. You will engage in managing and supporting client service delivery in collaboration...
Title: AML Project Delivery Specialist Job Responsibilities: In the role of an AML Project Delivery Specialist, you will work closely with the AML and sanctions team to deliver client services effectively. Your responsibilities will include: - Managing a small team of investigators. - Conducting...
Title: Equity Derivatives Contract Negotiator Job Responsibilities: - Negotiate a diverse array of trading agreements such as ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs),...
Title: Wealth Strategist (Financial Planner) Job Responsibilities: - Collaborate with Senior Wealth Strategists, Wealth Strategists, and other colleagues to attract and expand relationships with high and ultra-high net-worth (U/HNW) clients. - Develop U/HNW client-facing materials and deliverables. - Conduct client discussions and presentations, leveraging...
VP, Corporate Counsel, Asset-Based Finance - Prudential H2: Experienced Asset-Based Finance Lawyer Wanted in Newark, NJ Prudential is seeking a VP, Corporate Counsel with expertise in asset-based finance to join their team in Newark, NJ. This is a full-time...
Title: Legal Editor, Practice Area Content Job Responsibilities: 1. Author & Contributor Relationships: - Recruit, onboard, and support external authors while setting clear expectations for scope, style, and delivery. - Maintain productive long-term relationships with authors, intervening early to resolve performance issues...
Title: Client Manager - Large Law Firms Job Responsibilities: - Drive renewals and upsells by executing proactive account plans, uncovering unmet needs, and delivering tailored, consultative solutions to legal professionals. - Build and execute strategic growth plans across defined territories by partnering with...
Vice President, Counsel - Banking Job Responsibilities: - Partner... guidance to various Private Banking business lines offering loans... and deposits to high-net-worth individuals. - Provide strategic advice on the development of new products and services, ensuring that all products adhere...
Title: Director, Legal Counsel Job Responsibilities: - Establish overall business or technical strategy, aligning legal initiatives with corporate goals and objectives. - Influence decision-making at the executive level, providing strategic legal advice on key business decisions and transactions. - Provide...
manage interactions with federal banking regulators, including the Federal... Reserve, Office of the Comptroller of the Currency (OCC), and Federal Deposit Insurance Corporation (FDIC). - Provide guidance on compliance, risk, and governance issues impacting the company. - Partner with senior leadership and...
Legal Specialist - Commercial Banking Job Responsibilities: The Associate Legal Specialist... in Commercial Banking will be responsible for... part of the Corporate Banking legal team. Key responsibilities... include: - Drafting and reviewing short form transaction-related documents. - Monitoring a shared inbox and maintaining an...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team to align with the company's goals and objectives. - Lead business development initiatives to drive growth and expand the firm's client base. -...
Senior Manager - Financial Services [Private Equity or Hedge Fund] Opportunity ID 7936 Department(s) Tax Location(s) New York Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services...
Manager - Financial Services [Private Equity or Hedge Fund] Opportunity ID 8038 Department(s) Tax Location(s) New York Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services and...
Manager - Financial Services: A full-time position with a competitive annual salary range of $125,000 to $170,000, depending on skills, experience, and location. As a Tax Manager at **Members Only**, you will join our Investment Funds Services team and play a...
Title: Tax Senior - Financial Services Organization - State & Local Tax, Income Tax Job Responsibilities: As a Tax Senior within the Financial Services Organization (FSO) at the company, you will play a crucial role in assisting with multiple tax engagements, delivering...
Title: US Seasonal Tax-Financial Services Organization-Private Client Services- Manager Job Responsibilities: The role of a Seasonal Tax Manager within the Financial Services Organization Private Client Services (PCS) at the company is centered around providing high-level tax planning and compliance services to privately...
Title: Tax Manager - Financial Services Organization - State & Local Tax, Income Tax Job Responsibilities: As a Tax Manager within the Financial Services Organization (FSO) at the company, you will manage multiple tax engagements and contribute to the delivery of quality...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: - Review complex individual tax returns and provide income tax planning and advising for high net worth individuals and families, developing into a trusted advisor role for clients. -...
Title: Financial Services-Wealth and Asset Management - Tax Manager-EDGE client aligned Job Responsibilities: - Deliver and manage tax compliance and consulting work for clients, ensuring that tax returns, tax research, tax accounting, and tax projects are timely and accurately completed. - Consult with...
Title: Financial Services - Global Compliance and Reporting - Real Estate - Tax Manager Job Responsibilities: The role of a Real Estate Tax Manager at the company involves a dynamic range of tax consulting and compliance projects. Key responsibilities include: - Analyzing a...
Title: Financial Services - Wealth and Asset Management - Tax Manager Job Responsibilities: As a manager 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...