strategic planning for clients, including advising on federal and state compliance issues. - Managing multiple engagements... concurrently with various teams to efficiently meet client deadlines. - Identifying tax planning opportunities to optimize client outcomes. - Conducting constructive discussions with team members on their...
to ensuring the success of tax engagements. Your duties will include: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters to ensure compliance and strateg...
within the SS&C Wealth & Investment Technology (WIT) business division. - Address legal aspects of business or corporate initiatives, ensuring compliance with data privacy laws.... - Provide legal advice to internal clients in a high-profile, fast-paced position, interfacing with corpor...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, you will collaborate with the AML and sanctions team to support client service delivery. Your primary responsibilities will include: - Performing case investigations and assessing potential AML and...
Tax Manager - Global Compliance and Reporting Job Responsibilities: - Coordinate... day-to-day interactions with clients and manage engagement economics to support client engagements. - Review staff work products and drive the delivery of services to meet deadlines. - Develop internal team members and coach...
Title: Associate General Counsel Job Responsibilities: - Negotiate the legal aspects of the company's ceded reinsurance treaty programs globally across all property and casualty business lines. - Advise on reinsurance-related aspects of strategic transactions, including mergers and acquisitions (M&A), capital markets, and insurance-linked...
the design, administration, and compliance of Company’s . employee... benefit plans, including 401(k) plan, health & welfare plans, fringe benefit programs, nonqualified deferred compensation plan, and leave of absence. - Provide legal advice on employee leaves of absence, including FMLA, paid...
Title: Regulatory Counsel Job Responsibilities: - Provide insurance regulatory support for the operations of company's Property Casualty business. - Support underwriting, comptrollers, and other groups in addressing aspects of state insurance law or federal law. - Draft filings with applicable regulators. - Conduct legal research,...
Title: Senior Surety Counsel Job Responsibilities: - Demonstrate and apply an understanding of surety bonds and the surety industry, specifically related to the structure, terms, and conditions of the company's obligations under bonds and applicable laws and regulations. - Investigate, negotiate, analyze, resolve,...
Job Title: Claims Compliance Analyst Job Responsibilities: - Support the... a central 50-state claims compliance library. - Assist with internal... regulatory reviews to ensure compliance with established standards and... procedures. - Validate compliance with Claims Best practices... trends to identify potential compliance issues and develop solutions......
Job Title: Senior Claims Compliance Analyst Job Responsibilities: - Manage... backlog and implement targeted compliance training. - Develop and... own controls related to Medicare, OFAC, Child Support Lien Network, and other federal protocols. - Partner with Claims Technical, US Legal, and...
Title: Sr. Director, Legal Compliance-Fund Job Responsibilities: The Sr. Director, Fund... Compliance is responsible for developing,... and overseeing the regulatory compliance framework for the company's... real estate investment funds. This includes ensuring adherence to laws and regulations related to fund management such...
range of legal and compliance issues concerning all aspects... within the bank's full-service wealth management business, which includes RIA, Broker Dealer, and Trust (including Delaware trust) offerings and services. - Develop and support implementation of legal assessments, interpretations, recommendations, and opinions...
Partner- Private Client Services (PCS) Apply locations New York Iselin Boston Philadelphia time type Full time posted on Posted 20 Days Ago job requisition id Req-6875 Job Description...
Digital Assets Job Responsibilities: 1. **Tax Compliance:** - Ensure clients comply... Apply an understanding of a client’s unique circumstances and prepare required filings (tax returns) to ensure full compliance with laws. - Collect... necessary data to comply with filing requirements and id...
Tax Services Job Responsibilities: 1. Tax Compliance: - Ensure clients comply... with applicable authorities while minimizing tax and reporting burdens. - Ensure self and client service teams comply with company policies, standards, and the Tax Quality Manual (TQM). - Conduct top-level review...
ASC 740 Job Responsibilities: 1. Tax Compliance: - Ensure clients comply... reporting burdens. - Ensure compliance with company policies, standards,... and the BDO Tax Quality Manual (TQM). - Conduct top-level review of tax returns and resolve tax issues with clients, involving specialists...
with a balance between compliance and planning. - Prepare or... returns for . partnerships, including foreign reporting requirements for cross-border tax compliance. - Conduct tax research, draft... tax memoranda, and assist in quantitative modeling for private client tax advisory services. - Identify...
Title: Business Tax Services - Private Tax Manager - High Net Worth Individuals Job Responsibilities: - Manage technical planning and advising for high-profile individuals and their families. - Act as a trusted advisor and role model for clients and colleagues across multiple teams. -...
aimed at providing expert tax advice and services to clients. The role involves: - Providing written tax advice to clients, evaluating options to reduce tax burdens, and ensuring compliance with tax laws. - Identifying... potential tax risks and recognizing changes in ta...
Title: State and Local Tax Financial Services Senior Manager Job Responsibilities: - Lead significant projects and drive process innovation within the State and Local Tax Financial Services team, focusing on solving business issues related to business restructuring, adoption of new tax laws,...
variety of essential duties to support the firm's clients, including: - Participating 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.... - Engagi...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager is responsible for advising clients on international assignment structuring and presenting researched conclusions and recommendations of alternative courses of action. Additional responsibilities include identifying various methods of complying with...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The STS Expatriate Services Experienced Manager is tasked with several critical responsibilities that involve working closely with clients on international assignment structuring. This role includes presenting researched conclusions and recommendations of alternative courses...
on tax implications and accounting matters impacting their business objectives, focusing on unclaimed property compliance and consulting. Key responsibilities... include: - Advising clients on the tax implications of business decisions with a special focus on unclaimed property compliance and consul...
Title: Assistant General Counsel, Global Regulatory and Government Affairs Job Responsibilities: - Provide legal counsel on a broad range of global regulatory matters, including product compliance, environmental compliance, privacy, human rights,... and cybersecurity. - Engage in governmental affairs, including interaction with federal, state,...
estate) with state and local tax compliance. - Work as part... of a multi-disciplinary team providing subject matter/alternative investment industry knowledge and experience. - Review information presented on state income tax returns before, during, and after preparation. - Build...
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 clients...
**Members Only** is currently seeking a Senior Associate to join our Business Tax Services practice in Albany, NY, Boston, MA, or Hartford, CT. This position offers a competitive salary and benefits package, as well as the opportunity to work with...
Manager [Real Estate] Opportunity ID 8013 Department(s) Tax Location(s) Boston Function Tax Job description As **Members Only** grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in...
Director-Investments Opportunity at Loomis Sayles About the Company: Loomis Sayles is a global asset management company that has been in operation since 1926. We currently oversee approximately $400 billion in assets under management for clients in over 50 countries....
engaged in a variety of tax-related tasks and projects, contributing to the delivery of quality tax planning and compliance services for financial services... clients. Your responsibilities will include: - Assisting with multiple tax engagements and contributing to the delivery of qu...
company. - Collaborate with various teams such as Commercial and Consumer Law, Employment Law, Intellectual Property & Licensing, Privacy & Law Enforcement Compliance, Corporate Law, Real Estate... & Development, Global Security Events, Crisis Management, and Communications, and Entertainment & Music Law...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The Chief Privacy Officer (CPO) and Senior Vice President, Associate General Counsel at the company will serve as a visible leader, providing legal and policy advice on privacy, technology development, cybersecurity, incident...
to the delivery of quality tax planning and compliance services for clients in... the financial services industry. The role involves working with a rapidly growing team that aims to double in size over the next few years. Your key re...
Alternative Investments Job Responsibilities: - Tax Compliance: - Ensure clients... comply with all applicable authorities while minimizing their tax and reporting burdens. - Ensure self and client service teams comply with all company policies, standards, and the **Members Only** Tax Quality Manual....
Entity Formation, Governance, and Compliance: Guide clients through business... formation, structuring, and ensuring compliance with relevant laws and... regulations. - Equity and Debt Financings: Handle complex financing transactions, focusing on Reg A and Reg D private placements, and provide strategic...
tax planning, consulting, and compliance skills on M&A projects... for multiple clients, utilizing the resources, environment, and support available to help you excel. Key responsibilities include: - Managing, developing, training, and mentoring Senior Associates, Staff, and Interns on M&A projects and...
including: - Participating in compliance and consulting projects for... multi-state alternative investment clients, such as hedge funds, fund of funds, private equity, and real estate. - Working as part of a multi-disciplinary team to provide subject matter expertise and industry...
support to the Legal Service Center. This role involves assisting in a variety of legal matters including property management, contracts, compliance, employment law, real estate,... litigation support, and dispute resolution. Key responsibilities include: - Reviewing and analyzing contract documents to e...
Title: Senior Manager, SALT M&A Job Responsibilities: - Work as part of a multi-disciplinary Tax and Advisory team delivering pre-transaction related Tax and Financial due diligence and acquisition structuring services to buyers, including private equity clients, public corporations, and commercial clients. - Examine...
Title: Senior Counsel, Business & Legal Affairs, Consumer Platform Product Job Responsibilities: - Collaborate closely with the Product and Engineering teams to develop solutions that manage legal risk while advancing business goals and protecting users on Roku's consumer electronics and streaming platform. -...
Title: Financial Services - International Corporate Tax Advisory - Tax Manager Job Responsibilities: The ICTA Manager is integral to the International Corporate Tax Advisory competency, responsible for advising clients on international tax operations, including cross-border controversy, international policy advisory, international tax quantitative...
Title Seasonal Tax Delivery Manager - Japanese Global Employer Services Job Responsibilities - Engage in correspondence in Japanese (written and verbal) with individual taxpayers to gather data necessary for completing their US individual income tax returns. - Address questions from individual...
Title: Seasonal Tax Delivery Manager - Global Employer Services Job Responsibilities: - Review and sign individual tax returns. - Review tax equalization calculations and cost projections. - Conduct arrival and departure tax briefings. - Manage client relationships and provide consultative services while exceeding expectations. - Identify...
Title: International Corporate Tax Advisory Manager Job Responsibilities: - Manage various responsibilities, including technical planning, advising, and global project management. - Coach and develop a highly trained team, focusing on quality and commercial value. - Maintain reputation as trusted advisors by taking on bold...
and operation of board meetings, and . registered fund disclosure practices. - Collaborate with members of the Legal and Compliance Division to advise key... business stakeholders across functional areas on board initiatives and the fund lifecycle process, including new product ini...
and selecting alternative actions to reduce tax burdens and compliance costs, and identifying various... methods to comply with tax regulations. This role acts as the primary client contact for complex corporate tax and ASC 740 tax issues. Key responsibilities includ...
Tax Services Job Responsibilities: 1. **Tax Compliance:** - Ensure clients adhere... reporting burdens. - Ensure compliance with all company policies,... standards, and the Tax Quality Manual (TQM). - Manage projects by planning the tax process and procedures with quality. - Coordinate engagements...
partner to **Members Only**’s Business, Compliance, and Finance teams by... working collaboratively and building strong communication lines with internal stakeholders. - Structure, negotiate, and draft fintech, payments, and blockchain transactions, addressing legal risk in business-centric ways to strengthen partnerships and advance opportunities. -...