Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Perform a broad scope of work during reviews of clients...
Title Asset & Wealth Management Tax Manager Job Responsibilities - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems. - Utilize the company's technical knowledge...
Title Wealth Management Tax Services Manager Job Responsibilities - Manage client service accounts and lead engagement workstreams, ensuring collective ownership of quality, timelines, and deliverables. - Supervise, develop, and coach teams to produce exceptional outcomes, leveraging team member’s unique strengths...
Title: Senior Securities Counsel Job Responsibilities: - Draft, review, and negotiate contracts related to the company's ETF and mutual fund distribution business. - Research and provide legal advice to the company’s business concerning FINRA regulatory and broker-dealer compliance issues....
contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. -... Advise on new product development and regulatory risk management decisions. - Keep...
contracts for a variety of advisory, brokerage, technology, and operational services. - Provide general legal support to the broker-dealer, registered investment adviser, and technology affiliates... as needed. - Advise on new product development and regulatory risk management decisions. - Provide business leaders an...
Title: Core Tax Associate - Summer 2026 Job Responsibilities: The Tax Associate for Core Tax Services is tasked with leveraging their educational background, communication, and organizational skills to assist in preparing tax returns and conducting tax research. The role primarily involves utilizing...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: - Provide legal support for complex data center power and energy transactions with data center providers. - Work closely with company executives to complete agreements between the company and...
a specific area of investment law. - Provide clients with... materials required by the SEC and materials for board meetings to address specific legislative issues. - Specialize in analyzing and reporting on a specific area of legislation and provide guidance on implementing...
Project Finance Associate (Concessions) - Join a leading global infrastructure company as a junior/mid-level project finance associate and make a meaningful impact on communities across the United States. Position Details: - Full-time position, based in Pittsburgh, PA, Washington...
Friendly Job Title: P3 Legal/Commercial Director (Concessions) at **Members Only** H1 Heading: Join Our Team as a P3 Legal/Commercial Director (Concessions) H2 Heading: Exciting Opportunity at **Members Only** Bold Headline: Seeking Experienced Attorney/Commercial Manager for Infrastructure P3 Projects...
Title: Senior Associate, International Tax Job Responsibilities: - Direct multinational enterprises on business decisions including location and operational choices, optimizing supply chains, and capital mobilization for global operations. This involves consideration of the company's tax risk profile, global effective tax rate,...
families, family offices, and their private businesses and/or investment entities. - Perform complex... individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gi...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company offers the opportunity to assist private companies with a broad spectrum of business advisory needs. These include audit, tax compliance,...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits at the company is tasked with providing legal guidance and strategic support for the company's . employee benefit plans and programs. Key responsibilities include: - Advising the Benefits and...
state tax consulting and compliance services to a diverse client base within the investment management industry. Your responsibilities... will include: - Performing detailed technical reviews of partnership and corporate state and local tax returns and work papers, focusing on multist...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice, the primary responsibilities include advising clients on tax issues related to renewable energy projects. The role involves: - Supporting renewable energy client engagements...
Title: Tax Senior, Sustainability Credits – National Federal Tax Services Job Responsibilities: As a Senior Consultant within the Sustainability: Gi3 practice, the primary responsibilities include advising clients on sustainability and social Federal Credits and Incentives (C&I) programs and facilitating...
Title: Tax Manager, Sustainability Credits Job Responsibilities: - Advise clients on sustainability and social Federal Credits and Incentives (C&I) programs. - Manage and facilitate the analysis and documentation of sustainability and ESG-related opportunities. - Ensure accurate and timely completion of deliverables, including presentation decks,...
Senior in the Global Investment and Innovation Incentives (Gi3)... practice, you will play a critical role in identifying eligible federal credits and incentives (C&I) generating activities. Your primary responsibilities will include managing and facilitating the analysis and documentation of such...
scope within the alternative investment fund industry (private equity,... clients. Manage teams of tax professionals/assistants working on client projects. Assess tax impact on clients of rules and law changes, develop tax arguments... to support conclusions and make recommendations to...
more senior counsel on investment management matters for various... Mutual Funds, ETFs, Collective Funds, Private Funds, Separately Managed Accounts, Institutional Separate Accounts, and Local Government Investment Pools. This includes support... with investment management agreements, Form ADV... disclosures, and portfolio transa...
Title: BDC (Business Development Company) Compliance Officer Job Responsibilities: - Participate in mock regulatory examinations and compliance program reviews. - Assist with policy and procedure reviews, drafting reports, and creating manuals to ensure compliance with regulatory requirements. - Provide compliance assistance and advice to...
Manage and negotiate contracts for Pershing for a variety of advisory, custody, operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. -... Advise on new product development and regulatory risk manageme...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: - Provide legal guidance and strategic support regarding the company's . employee benefit plans and programs. - Ensure compliance with applicable laws and regulations, supporting the development and implementation of benefits policies. - Partner with internal...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking at Company is tasked with providing legal support for complex data center power and energy transactions. This position involves working...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits at the company is tasked with providing comprehensive legal guidance and strategic support concerning the company's . employee benefit plans and programs. The role involves ensuring compliance with...