Title: Legal - Senior Legal Counsel (VP) - Global Markets, OTC Derivatives (FX, Rates, Equities) Job Responsibilities: - Provide comprehensive legal support for the company's OTC derivatives businesses, specializing in FX, interest rate derivatives, and equity swaps. - Oversee the negotiation...
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 on laws, policies, and regulator...
Title: Associate Counsel Job Responsibilities: Under the supervision of senior lawyers, the Associate Counsel will: - Provide legal analysis to senior lawyers regarding day-to-day investment management activities, including investment management agreements, private fund formation, investment documents, and general corporate/governance matters. - Assist in supporting...
Title: Senior Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior Director, Corporate Counsel at the company will be an integral part of the Legal Risk Sustainability Compliance (LRSC) Team. This role is dedicated to supporting the company's real estate investment...
**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. - Support the...
Title: Sr Associate General Counsel Job Responsibilities: The Sr Associate General Counsel serves as a primary legal advisor on bank regulatory matters, supporting the regulatory strategy and managing interactions with federal banking regulators. Key responsibilities include: - Managing and strengthening relationships with primary...
Title: Parametric Derivatives Attorney, VP Job Responsibilities: The role involves joining the Investment Management Legal team as a Vice President to provide legal advice to the Parametric and other Investment Management businesses on derivatives-related trading agreements and their regulatory obligations....
Title: Legal Counsel Job Responsibilities: - Review and negotiate alternative investments across all asset classes, with a focus on closed-end funds (., private equity funds, private credit funds, venture capital funds, secondaries funds, co-investment funds, continuation vehicles); hedge funds; separately managed...
& Regulatory Derivatives and Financial Products Job Responsibilities: The position... trading documentation and . financial regulation. The main duties... include: - Documentation & Negotiation: - Drafting, negotiating, and reviewing trading agreements such as ISDA Master Agreements, Credit Support Annexes, Master Securities...
Title: Vice President, Assistant General Counsel - AI Job Responsibilities: - Provide strategic legal counsel on the development, deployment, and oversight of artificial intelligence (AI) technologies within the broker-dealer and investment advisory operations. - Advise on legal and regulatory issues related to the...
Title: Counsel Job Responsibilities: - Advising on regulatory issues relevant to the . client-facing business, including SEC, CFTC, FINRA, and NFA requirements. - Providing legal guidance on activities related to limited-scope broker/dealer and retail-adjacent activities of the investment adviser, including licensing, marketing, and...
Title: Legal, Vice President (VP) Job Responsibilities: - Responsible for keeping current with legal developments and coordinating the communication of such developments to clients, while proactively applying these developments to clients’ situations. - Serves as a mentor or developer for...
Title: Commercial Closing Sr. Officer (Hybrid w/in the M&T Footprint) Job Responsibilities: - Ensure completion and delivery of commercial closing capabilities for all assigned loans. - Serve as the first line of defense (1LoD), adhering to necessary controls to mitigate unnecessary exposure to...
Title: Corporate Trust Review Analyst Job Responsibilities: - Analyze, interpret, and ensure compliance with legal governing agreements unique to each transaction to determine accurate and timely completion of regulatory obligations. - Perform independent quality control reviews for new transactions and other periodic targeted...
Job Title: Financial Services - Customer Tax... Operations and Reporting - Tax Operations and Reporting Services (CTORS) at the company,... that serves the global financial services marketplace. Your primary... responsibilities... withholding engagements across various financial services sectors. You will... assist......
State and Local Tax Financial Services Senior Manager Job Responsibilities: -... State and Local Tax Financial Services team, focusing on... solving business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. - Achieve operational excellence in tasks...
Job Title: Financial Services - Customer Tax... Tax Operations and Reporting Services (CTORS) projects. - Interpret IRS... Code and Regulations, draft guidance, analyze data, and develop requirements to help clients translate and implement tax rules. - Conduct gap analyses of clients' current...
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 K-1 before,...
Global Structuring Insurance / Financial Services - Manager Job Responsibilities: -... Provide advice and guidance to clients on tax planning, compliance, and strategy, focusing on international tax structuring to optimize global tax positions. - Analyze international tax laws and regulations to develop strategies...
Job Title Financial Services International Tax Compliance... delivery. - Manage client accounts and drive strategic initiatives for enhanced client engagement. - Analyze complex tax scenarios to provide impactful advisory services. - Foster collaboration within... teams to leverage diverse skill...
State and Local Tax Financial Services Senior 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...
matters related to the provision of professional services. - Advise the other... two professional service functions of the company (Tax and Advisory) regarding similar matters as needed, including the resolution of potential disputes. - Organize the work of the Practic...
Tax 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...
Tax Manager, Core 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). -...
Job Title: International Tax Services - Senior Manager Job Responsibilities: -... within the International Tax Services (ITS) Core team, ensuring... delivery of tax advisory services. - Innovate and streamline tax... in providing tax advisory services, ensuring that all processes... align with company standards...
Manager - Private Client Services Job Responsibilities: Managers in the Private... Client Services (PCS) practice at the... company are responsible for overseeing multiple engagement teams that cater to a diverse range of sophisticated clients. These clients may include some of the wealthiest...
Senior Manager, Business Tax Services Job Responsibilities: - Provide tax compliance... and advisory services to corporations and partnerships... for a variety of clients ranging from Fortune 100 companies to emerging businesses. - Participate in accounting for income taxes, including ASC 740. - Work as...
Job Title Specialized Tax Services - Research & Development... Tax - Specialized Tax Services team at the company,... your responsibilities encompass a variety of critical functions aimed at delivering strategic tax solutions to clients, particularly in the area of research...
Title: Director, Restructuring Tax Services Job Responsibilities: As a Director in... the Restructuring Tax Services team, your main responsibilities... will include: - Advising public and private companies on restructuring tax issues such as cancellation of debt income (CODI), significant debt modifications, consolidated attribute...
Managing Director, Core Tax Services - ASC 740 Job Responsibilities:... selecting alternative actions to minimize tax burden and compliance costs, identifying various methods for tax regulation compliance, and acting as... the primary client contact for complex tax issues. The role involve...
and blockchain products and services business. - Advise the Fidelity... Digital Asset Management on the development and ongoing operations of asset management products and services involving digital assets and... blockchain technology. - Collaborate with...
Title: Corporate/M&A Attorney Job Responsibilities: - 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...
Title: Senior Director - Corporate Counsel, Energy Job Responsibilities: - Advise on legal and regulatory matters related to energy procurement, renewable energy sourcing, and utility contracting across AMER, EMEA, and APAC regions. This includes involvement in cross-functional working groups to identify, formulate,...
in the Americas. - Draft, review, and negotiate a high volume of client and third-party agreements, including client services agreements, master services agreements,... statements of work, confidentiality agreements, release letters, software development and licensing agreements, vendor agreements, data processing addenda, c...
Title: Legal Counsel Job Responsibilities: The Legal Counsel at the company will primarily focus on supporting the go-to-customer organization as a commercial legal counsel. The role involves delivering proactive, practical, and business-focused legal advice across the entire customer lifecycle. The Legal Counsel...
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...
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...
tax compliance and consulting services for clients within the... financial services sector, with a... focus... on insurance clients, as well as serving banking and asset management clients. - Collaborate as part of a multi-disciplinary team to provide expertise and experience in...
Title: Manager, Indirect Tax - SAP Job Responsibilities: - Provide excellent client-facing service to multinational companies concerning their global indirect tax technology needs and requirements. This includes tax systems implementation, transaction analysis, supply chain analysis, business requirements analysis, and business transformation. - Assist...
Title: Tax Senior, Customs & International Trade Job Responsibilities: The Tax Senior, Customs & International Trade is responsible for utilizing basic research skills and applying their educational background to identify potential trade issues and opportunities. This role provides advice to clients...
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: Manager, Tax - iTaxTech E-Invoicing Job Responsibilities: - Provide excellent client-facing service to multinational companies in relation to their global indirect tax reporting needs, including e-invoicing and digital reporting. - Lead end-to-end project implementations with native ERP solutions or third-party vendors, involving...
Title: Claims Compliance Analyst Job Responsibilities: - Support the maintenance of a central 50-state claims compliance library. - Assist with internal audits and regulatory reviews to ensure compliance with established standards and procedures. - Validate compliance with Claims Best practices to maintain high-quality service...
Title: Senior Vice President, Regulatory Administration/Filings Manager Job Responsibilities: - Lead multiple teams of Regulatory Administration and Filings staff in providing clients with legal guidance on SEC filings, including prospectuses, proxy statements, and board minutes. - Implement strategies to monitor regulatory developments, acting...
Engagement (CA&E) products and services such as loyalty, offers,... personalization, and B2B marketing services. - Serve as the global... PAIR lead, supporting business and legal stakeholders during Privacy by Design reviews for new features of **Members Only**’s Loyalty programs, aiding both issuers...
Title: Manager, International Tax Job Responsibilities: - Direct multinational enterprises on business decisions such as location, operation, choice of entity, optimization of supply chains, and capital mobilization for global operations. This involves considering the multinational's tax risk profile, global effective...
pre-transaction related Tax and Financial due diligence and acquisition... structuring services to buyers, including private... equity clients, public corporations, and commercial clients. - Examine tax laws and determine their application to specific facts presented during transactions. - Create Excel spreadsheets to calculate...
tax documents, including income tax returns and informational returns. - Conduct tax research to provide accurate and up-to-date information and advice. - Monitor and analyze financial trends to identify opportunities... for tax optimization. - Collaborate with team members to deliver quality tax service...
and drafting tax documents, including income tax returns and informational returns. - Conducting tax research to provide accurate and up-to-date information and advice. - Monitoring and analyzing financial trends to identify opportunities... for tax optimization. - Collaborating with team members to deliver q...
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. -...