Title: Transactional Paralegal Job Responsibilities: Document Management and Preparation - Draft, review, and prepare transactional documents including purchase agreements, contracts, corporate resolutions, credit agreements, security documents, and closing documents. - Coordinate document execution and manage signature processes, including electronic signature platforms. - Maintain comprehensive transaction...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate the delivery of...
Title: Private Client Advisor II Job Responsibilities: The Private Client Advisor II is tasked with acquiring new clients, deepening client relationships, and expanding an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and...
Title: Senior Associate, Income Franchise Tax - Financial Services (Remote Option) Job Responsibilities: - Assist multi-state companies with state and local tax issues, including compliance, advising, planning, controversies, and technical research. - Review information presented on state income tax returns and schedule...
Title: State and Local Tax Financial Services Senior Manager Job Responsibilities: A career in the State and Local Tax Financial Services practice at the company provides an opportunity to assist clients with business issues related to restructuring, adoption of new tax laws,...
and Local Tax Financial Services Manager The candidate will get the opportunity to help clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. Help with assessing the client's state and...
Services Tax - Real Estate 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, while acting as...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with various business advisory needs. The role involves helping clients improve...
Services Tax - Real Estate Senior 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, while acting...
Senior Manager - Personal Financial Services The candidate will get the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up...
Director - Personal Financial Services The candidate will get the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...
Manager - Personal Financial Services The candidate will get the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team within the Corporate Tax services. - Lead business development initiatives to drive growth and identify new opportunities in the market. - Oversee multiple...
Title: AVP, Sr. Counsel - Fund Mgmt Job Responsibilities: - Provide leadership, direction, and subject matter expertise on complex projects and initiatives concerning the company's funds and advisory businesses. - Serve as a subject matter expert and provide highly specialized legal counsel to...
Job Title Banking & Capital Markets Tax... Director Job Responsibilities The Banking & Capital Markets Tax... Director at the company is tasked with a range of responsibilities that are central to driving business growth and maintaining the firm's reputation for...
Title: Tax Senior - Banking & Capital Markets Job Responsibilities: As... a Tax Senior within the Financial Services arm of the Business Tax Services group, the primary responsibilities include providing federal tax consulting to clients in the banking and financial services industries.......
Title: Tax Manager - Banking & Capital Markets Tax... federal tax consulting and compliance services to clients in the banking and financial services industries.... - Developing and maintaining strong client relationships on various federal tax consulting/compliance engagements. - Advising c...
Title: Fiduciary Strategist Job Responsibilities: The Fiduciary Strategist is responsible for fulfilling the fiduciary responsibilities of the company by providing client advisory services to high-net-worth clients and their beneficiaries. As a member of the relationship management team, the Fiduciary Strategist represents the...
Tax / Experienced / Manager Tax Manager/Tax Senior Manager, Real Estate Boston, MA; Hartford, CT 119983 At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy...
and extend services to banking and asset management clients.... - Collaborate as part of a multi-disciplinary team to leverage insurance industry knowledge and experience. - Oversee a diverse portfolio of clients of varying size and scope, acting as the primary...
Title AML Consultant Job Responsibilities The AML Consultant will serve as a Project Delivery Specialist in the Regulatory, Risk & Forensic Operate department. The role involves supporting client service delivery by collaborating with the AML and sanctions team. Key responsibilities...
Title: AML Project Delivery Senior Analyst Job Responsibilities: In the role of AML Project Delivery Senior Analyst, you will work collaboratively within the company's AML and sanctions team to support client service delivery. Your responsibilities include: - Performing case investigations and assessing potential...
Title: Insurance Tax Manager Job Responsibilities: - Supervise and coach teams to deliver top-quality tax services. - Manage client service accounts and engagement workstreams, ensuring successful planning, budgeting, execution, and completion. - Solve complex problems and develop innovative solutions tailored to client needs. - Leverage...
Title: Asset & Wealth Management Tax Director Job Responsibilities: As an Asset & Wealth Management Tax Director, you will play a pivotal role within the department's Financial Services Tax practice. This position involves working as part of a team of problem solvers...
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 when needed. - Manage client relationships and retain client goodwill. -...
Title: Legal Counsel - Group Benefits Job Responsibilities: In the role of Legal Counsel - Group Benefits, you will be responsible for providing legal advice and support related to the sale and administration of the company's insured and self-insured products and services....
Title: Legal Counsel - Privacy Job Responsibilities: - Serve as a subject matter expert on federal and state privacy laws, including CCPA/CPRA, HIPAA, and GLBA. - Research, analyze, and provide advice on emerging privacy laws and regulations at federal and state levels, developing...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will collaborate with the Anti-Money Laundering (AML) and sanctions team to support client service delivery. The specialist will manage a small team of investigators, perform case...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst in Fiduciary/Trust & Estate Accounting Services (FTEAS) plays a crucial role in the success and growth of the business. The primary responsibilities include the...
Title: Employee Relations Partner - REMOTE Job Responsibilities: The Employee Relations Partner is tasked with delivering consistent and tactical Employee Relations consultation to both managers and employees to resolve various employee issues. The key responsibilities include: - Conducting HR-related investigations...
Tax Services - Research and Development Tax - Manager The candidate will help businesses navigate complex tax regulations and optimise their tax positions. Focus on providing tax advice and solutions to clients in complex and niche areas of taxation. Coach,...
Title: Senior Counsel - REMOTE Job Responsibilities: The Senior Counsel, Labor & Employment position is responsible for managing employment law matters for the company. Key responsibilities include: - Investigating and responding to charges filed with federal and state administrative agencies alleging violations of...
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: 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: Legal Counsel - SaaS and Commercial Contracts Job Responsibilities: - Draft, negotiate, and advise the company's Wealth & Investment Technology (WIT) businesses on their commercial agreements, focusing on customer licensing and service agreements. - Engage in legal aspects of business...