Financial Planner RESPONSIBILITIES:Develop and recommend strategies that clients can use to achieve their financial goals and objectives, including specific recommendations in areas such as cash management, insurance coverage, and investment planning. Build relationships and develop business for company’s divorce planning...
Title: Document Administrator II Job Responsibilities: - Serve as the Business Banking "Loan Closing Coordinator" within the Fulfillment Team in Global Credit Operations. - Work with clients, sales, credit underwriting, legal, and operations to collect, review, and complete due diligence such as Insurance,...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits at the company will provide legal guidance and strategic support regarding the company's . employee benefit plans and programs. This role includes ensuring compliance with applicable laws and...
Title: Director, Corporate & Securities Counsel Job Responsibilities: The Director, Corporate & Securities Counsel at Company will play a pivotal role within the legal team, reporting directly to the Chief Legal Officer. The primary responsibilities encompass a broad range of legal matters...
new and renewed business. - Draft and review both in-bound and out-bound contracts and related documents, including data processing and... privacy-related documents. - Draft and negotiate contract... terms related to intellectual property (IP) licensing, authorized data use, privacy, indemnification, limitation of liabil...
Title: Principal Program Manager - AI Legal Job Responsibilities: The Principal Program Manager for Global AI Legal & Regulatory Strategy at the company will play a crucial role in shaping the company's global approach to AI legal and regulatory matters. The responsibilities...
Title: Attorney - Corporate Governance Job Responsibilities: - Manage corporate governance requirements for a portfolio of domestic and foreign subsidiaries, including coordination with outside counsel and other third-party advisors. - Collaborate with a range of business partners to maintain and support an enterprise...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits will provide legal guidance and strategic support for the company's . employee benefit plans and programs. The responsibilities include ensuring compliance with applicable laws and regulations and supporting...
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 all legal aspects of separate account, private fund, SMA/wrap, group trust, and sub-advisory relationshi...
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...
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...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: In this role, the Counsel Associate will be responsible for providing legal support for banking, lending, and trust products and services within the Wealth & Investment Management (WIM) division...
Title: Financial Markets & Real Estate - Valuations, Director Job Responsibilities: - Assisting audit teams in evaluating Private Equity portfolio valuations - Setting the strategic direction for business development - Making critical decisions at an executive level - Shaping and managing client engagements - Mentoring and...
Title Financial Markets & Real Estate - Valuations, Director Job Responsibilities - Assist audit teams in evaluating Private Equity portfolio valuations - Set the strategic direction for business development - Make critical decisions at an executive level - Shape and manage...
Title Legal Affairs Manager Job Responsibilities - Issue spotting and application of federal securities laws impacting all aspects of retail investment advice, including Regulation Best Interest, the Investment Advisers Act, and applicable FINRA rules and state securities regulations. - Conduct legal,...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director in the Financial Services Tax practice, you will play a pivotal role in guiding the team and our clients through the complexities of tax obligations and strategies. The responsibilities...
Title: Senior Corporate Legal Attorney - Insurance Products (Hybrid) Job Responsibilities: As the Senior Corporate Legal Attorney - Insurance Products, the primary responsibility is to serve as the main attorney for day-to-day insurance product matters, particularly focusing on life insurance products...
Title: Manager - Tax Controversy, National Office (JD Required) Job Responsibilities: - Assist with IRS examinations and appeals, including responding to Information Document Requests, Notices of Proposed Adjustments, and preparing appeals protests. - Help prepare penalty abatement requests and...
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,...
Title: Mergers & Acquisitions Tax Managing Director, State and Local Tax Job Responsibilities: The Tax Managing Director, State and Local Taxation at the company is tasked with a range of responsibilities aimed at providing expert tax advice and services to clients. The...
teams of three or more professionals; oversee the financial analysis and the preparation of opinion letters and presentation documents, and deliver oral presentations... to clients. Assist with the review of Fairness Opinions and Solvency Opinions within the Transaction Opinions pra...
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....
Title: Tax Managing Director, 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...
Title: Transaction Tax Manager Job Responsibilities: As a Transaction Tax Manager, you will lead innovative 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,...
Tax and Transaction Services - Transfer Pricing Senior The candidate will apply complex transfer pricing concepts and economic/financial knowledge to resolve client challenges. Provide a fully integrated approach to transfer pricing by preparing documents, participating in advanced pricing... agreements (APAs),...
Title: Tax Senior, Alternative Investments Job Responsibilities: Tax Compliance: - Ensure clients comply with 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. - Apply understanding...
Prepare and draft 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...
Preparing 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...
Title: International Tax and Transaction Services - Transfer Pricing Manager - FY26 Job Responsibilities: The Transfer Pricing Manager will be deeply involved in all phases of the project lifecycle, providing a high-profile opportunity to handle a wide array of responsibilities and diversify...
Title: Tax Experienced Senior, Core Tax Services Job Responsibilities: 1. **Tax Compliance:** - Ensure clients adhere to all applicable tax authorities while minimizing tax and reporting burdens. - Ensure compliance with all company policies, standards, and the Tax Quality Manual (TQM). -...
Title: Senior Manager, Indirect Tax - SAP Job Responsibilities: - Provide excellent client-facing services to multinational companies regarding their global indirect tax technology needs and requirements. This includes tax systems implementation, transaction analysis, supply chain analysis, business requirements analysis, and business transformation. -...
Title: Director, **Members Only** Law Staffing Job Responsibilities: - Embrace a client-facing role, collaborating with both US and Global teams to enhance opportunities and efficiencies while continuously improving engagement delivery. - Develop and maintain relationships with external clients, vendors, **Members Only** tax and advisory professionals,...
Title: Mergers and Acquisition Partnership Tax, Senior Manager Job Responsibilities: - Lead the creation and implementation of impactful tax strategies for complex transactions. - Guide significant projects and refine processes to maintain elevated operational standards. - Engage with clients at senior levels to confirm...
Title Mergers and Acquisitions (M&A) Partnership Tax, Senior Manager Job Responsibilities - Lead the creation and implementation of impactful tax strategies for complex transactions within the Mergers and Acquisitions Tax team. - Guide significant projects, refine processes, and maintain elevated...
Title: Banking & Capital Markets Tax Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team. - Lead business development initiatives to drive growth for the company. - Oversee multiple projects and ensure quality delivery. - Maintain executive-level client relationships to...
and mentor teams to produce exceptional deliverables. - Manage client service accounts and engagement workstreams. - Identify and address client needs effectively. - Manage resource requirements and prepare complex written and verbal documents. - Independently solve and... analyze complex prob...
Title: Manager, Tax Legal Business Associate - Tax Technology Consulting Job Responsibilities: - Client Management: Manage day-to-day interactions with executive clients and sponsors to ensure seamless communication and project execution. - Delivery: Collaborate with a team to optimize legal processes and leverage technology...
Title: Tax Senior, Unclaimed Property Tax; State and Local Tax (SALT) Job Responsibilities: As a Tax Senior in the Unclaimed Property Tax group, you will play a crucial role in providing state tax consulting and compliance services to a diverse client...
Title: Manager, Transfer Pricing Job Responsibilities: - Provide clients with critical knowledge to effectively handle intercompany pricing issues within a multidisciplinary environment that includes professionals from tax, economics, law, finance, and accounting. - Work collaboratively with economists, tax attorneys, business professionals, and tax...
Title: Tax Manager, Unclaimed Property Tax - State and Local Tax (SALT) Job Responsibilities: As a Tax Manager in the Unclaimed Property Tax group within the Multistate Tax Services, you will provide tax consulting and compliance services to a diverse range of...
Title: Senior, Transfer Pricing Job Responsibilities: As a Senior Consultant in Transfer Pricing, you will be tasked with providing critical knowledge and expertise to clients to effectively address intercompany pricing issues. Your responsibilities will include: - Collaborating with a multidisciplinary team including economists,...
Title: Tax Experienced Associate, Core Tax Services Job Responsibilities: 1. 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...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: The Fiduciary/Trust & Estate Administration Services Manager at the company is tasked with several key responsibilities that are integral to the success and strategy of the Fiduciary/Trust & Estate Tax Administration Services (FTEAS)...
Title Manager, Tax Legal Business Associate - Tax Technology Consulting Job Responsibilities As a Legal Technology Manager within the Tax Technology Consulting (TTC) team at the company, you will be responsible for a wide range of duties aimed at enhancing the efficiency and...
Title: Senior Associate - Transfer Pricing Job Responsibilities: - Participating and leading functional analysis interviews and working with the team to document findings in report format. - Reviewing benchmarking analyses. - Collaborating with the team to draft and compile client deliverables,...
Title: Senior Complex Director, Excess Job Responsibilities: The Senior Complex Director in Excess Casualty Claims at Company is responsible for handling some of the largest and most complex casualty claims in the industry. Responsibilities include: - Investigating, evaluating, and disposing of...
Title: Complex Claims Consultant - EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant at the company is responsible for managing a portfolio of highly complex Financial Lines claims, specifically focusing on Private Directors & Officers, Fiduciary, and Employment Practice Liability...
Title: Senior Paralegal - Alternatives Investments Job Responsibilities: As a Senior Paralegal in the Alternatives Investments team, you will have a significant role within a dynamic team of legal professionals. Your main responsibilities will include: - Tracking and managing workflow across multiple fund...
Title: Senior Complex Claims Specialist - Professional Liability Job Responsibilities: The Senior Complex Claims Specialist - Professional Liability plays a crucial role in the organization by managing high-severity primary Professional Lines claims, including Miscellaneous Professional Liability, A&E, Allied Health, and Media...
Title: Senior Associate, Business Incentives Group Job Responsibilities: The Senior Associate in the Business Incentives Group (BIG) is tasked with leading or supporting services to identify, calculate, document, and support tax credits and other tax incentives during examinations by tax authorities. Key...