Title Wealth Strategist Sr - **Members Only** Private Bank Job Responsibilities - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest...
Title: Paralegal - REMOTE Job Responsibilities: The Paralegal position is responsible for providing timely and effective legal support to attorneys, internal clients, and other members of the Real Estate, Treasury, and Corporate Governance & Securities teams. Key responsibilities include: - Supporting internal clients...
Title: AVP, Sr. Counsel - Fund Mgmt Job Responsibilities: In this role, you will be responsible for providing leadership, direction, and subject matter expertise on complex projects and initiatives concerning the company's funds and advisory businesses. Your role involves serving as a...
Title: Legal Counsel - Privacy Job Responsibilities: - Serve as a subject matter expert on federal and state privacy laws, including CCPA/CPRA, HIPAA, and GLBA, providing advice, counsel, and judgment. - Research, analyze, and advise on emerging privacy laws and regulations at both...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: - Conduct tax research and provide guidance and consultation to clients. - Identify and implement tax planning and tax savings strategies. - Collaborate and engage in large projects. - Manage and foster existing client tax...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: - Conduct tax research and provide guidance and consultation to clients. - Identify and implement tax planning and tax savings strategies. - Collaborate and engage in large projects within the department. - Manage and foster...
Job Title: Banking & Capital Markets Tax... Director Job Responsibilities: As a Banking & Capital Markets Tax... Director at the company, you will play a pivotal role in driving business growth and shaping the direction of client engagements. Your responsibilities...
Experience Information 6+ years of experience in Private Banking or Financial Services ... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain l...
members to develop a deep understanding of client businesses and ensure delivery of services that meet client needs. - Manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities. - Assume full... res...
Title: Tax Manager/Director - Financial Services Job Responsibilities: - Consult with clients on business processes such as succession and tax planning. - Lead, schedule, supervise, and review tax engagements. - Develop and train team members to help them build inspired careers....
Title: Lexis Associate Job Responsibilities: The Lexis Associate position is a student representative role requiring current enrollment in law school. The primary responsibilities include: - Representing the company within the academic environment. - Collaborating with peers and faculty to promote...
Title Senior Bank Counsel-Lending and Special Assets Job Responsibilities The Senior Bank Counsel-Lending and Special Assets is tasked with providing comprehensive legal support to the Bank's Commercial, Community, and Consumer lending lines, as well as the Special Assets department. The attorney is expected...
Title: Senior Bank Counsel-Lending and Special Assets Job Responsibilities: The Senior Bank Counsel-Lending and Special Assets is responsible for providing comprehensive legal advice and support to the Commercial, Community, and Consumer lending lines of business, as well as the Special...