team regarding all aspects of the company's cryptocurrency and blockchain products... and services business. - Advise on the development and ongoing operations of asset management products and services that involve digital assets and blockchain technology. - Collaborate with business and control functio...
Title: Senior Paralegal - Hybrid Job Responsibilities: - Serve both internal and external client needs, including the preparation of acts such as the Investment Company Act, Investment Advisers... Act, Securities Act of 1933,... and Securities and Exchange Act of 1934. - Prepare drafts......
and Secretary to the company's . retail and intermediary... mutual fund products. - Manage the fund registration statement disclosure process and support the mutual fund Board of Trustees, overseeing materials and meeting processes for traditional open-end mutual funds. - Oversee product development...
Title: Paralegal (Distribution/Commercial Contracts) Job Responsibilities: - Prepare, review, and assist Sales with US mutual fund distribution agreements and alternative fund distribution agreements for clients investing through third-party intermediary firms, National Securities Clearing Corporation (NSCC) contracts, institutional client agreements, and agreements for...
Title: Paralegal (Distribution/Commercial Contracts) Job Responsibilities: - Prepare, review, and assist Sales with US mutual fund distribution agreements, alternative fund distribution agreements, NSCC contracts, institutional client agreements, and agreements for clients investing in separately managed accounts. - Manage intermediary mutual fund distribution contracts,...
Title: Paralegal (Distribution/Commercial Contracts) Job Responsibilities: - Prepare, review, and assist Sales with US mutual fund distribution agreements and alternative fund distribution agreements for clients investing through third-party intermediary firms, NSCC contracts, institutional client agreements, and agreements for clients investing in separately...
Title: . Private Bank – Market Team Lead – Managing Director Job Responsibilities: - Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title: Trust Manager Job Responsibilities: - Act in a fiduciary capacity... to administer trusts in accordance with governing documents. - Oversee Personal Trust, Agency, and IRA accounts. - Engage in business development by building and maintaining relationships with clients, partners, relationship managers, attorneys, and...
- Ensure self and client service teams comply with all company policies, standards, and the... BDO Tax Quality Manual (TQM). - Manage tax projects by planning the process and procedures with quality. - Answer preparer questions and coordinate engagements fr...
Title: Tax Director, State & Local Tax Job Responsibilities: The Tax Director, State & Local Tax, plays a pivotal role in supporting Principals and the broader SALT practice. Key responsibilities include: Research: - Identifying situations requiring additional research and conducting reviews of state-specific statutory,...
Title: Privacy & Security Legal - Counsel 2 Job Responsibilities: The role of Privacy & Security Legal - Counsel 2 involves providing general legal services specifically related to artificial intelligence (AI), privacy, and cybersecurity. Responsibilities include: - Working on issues where legal...
guidance requirements for qualified plans, Section 403(b) plans, 457 plans, multiple employer plans, corporate non-qualified plans, IRAs, Section 72 Annuities, and company policies and procedures. - Collaborate... with clients, their counsel, consultants, agents, brokers, and TPAs to identify and resolve p...
/ Experienced / Senior Associate Senior Associate, M&A Tax Austin, TX; Dallas, TX; Denver, CO; Houston, TX 120183 Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top...
AI and LLM Lead Company: Company Job Responsibilities: -... Business Use Case Translation: Collaborate with business leaders to translate strategic goals into AI opportunities. Engage with functional leads to clarify requirements, convert them into analytical hypotheses, rapidly prototype and iterate...
Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: As a Senior Manager in the Asset & Wealth Management - Renewable Energy Tax sector, the candidate will be part of a team that addresses complex business issues from...
operational efficiency and to free up time that can be spent focusing on business strategy. Focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and... other lifestyle investments planning to establish a foundation for financial longev...
and Energy at the company is tasked with supporting... the company's dynamic growth in its... This individual will work closely with executives to finalize agreements between the company and data center providers.... The role requires coordinating with various internal o...
Participate in multi-state alternative investment firms (hedge fund, fund... Work as part of a multi-disciplinary team helping to provide subject matter/alternative investment industry knowledge and experience. -... Review information presented on state income tax returns before, during, and after preparation. - B...
scope within the alternative investment fund industry (private equity,... estate and/or hedge funds). Act as the first point... of contact for internal and external clients. Manage teams of tax professionals/assistants working on client projects. Assess tax impact on clients of...
opportunity to help the company in all aspects of... its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement...