Income Tax - Asset Management Job Responsibilities: - Participate in addressing... issues for multi-state alternative investment firms, including hedge funds,... fund to funds, private equity, and real estate. This involves compliance, advising, planning, and handling controversies. - Engage with multi-state companies on state...
& Wealth Management Regulated Investment Company (RIC) - 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 company's technical knowledge and industry insights to...
& Wealth Management Regulated Investment Company (RIC) - Senior... Manager Job Responsibilities - Manage and lead large-scale projects to achieve successful outcomes. - Innovate and refine processes to enhance efficiency and effectiveness. - Maintain exceptional standards of operational excellence in...
Tax Preparation Advisor Manager The candidate will get the 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...
candidate will be responsible for delivering tax compliance and consulting services to Investment Management clients. This involves... drawing on experience in accounting and taxation to manage accounts, delivering tax consulting services, and collaborating with specialists when necessary. Key responsibilities include...
compliance and consulting services to Investment Management clients. Your responsibilities... will include: - Identifying complex tax issues and performing tax analyses for various entities and their affiliates. - Conducting detail-level reviews of tax research, regulated investment company (RIC) tax work... papers, financial...
Title: Private Banker – Managing Director Job Responsibilities - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets,...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Tax Senior within the Sustainability practice focused on Renewable Energy, the candidate will be responsible for advising clients on tax issues related to renewable energy projects. The role involves supporting...
engagements involving the establishment of IRC Section 704(b) and inside tax capital accounts. - Track and allocate IRC 704(c) built-in gains and losses. - Oversee project management, ensuring quality and development... of staff members. - Keep both team and clients informed of enga...
Title: Counsel - Insurance Agency Job Responsibilities: - Provide legal advice and support regarding the marketing and distribution of insurance products primarily through a retail field force of independent contractor insurance agents. - Prepare, review, and negotiate legal contracts, documents, and agreements, such...
Title: Tax Manager, Registered Investment Companies (RICs) Job Responsibilities: As... Manager on the Registered Investment Company (RIC) Tax team... at the company, the candidate will be expected to manage tax planning and compliance for RICs, guide clients through complex transactions, and...
Title: Senior Counsel, Corporate Job Responsibilities: The Senior Counsel, Corporate is responsible for providing legal counsel on a wide range of corporate matters. This includes ensuring compliance with securities law and SEC reporting, which encompasses annual, current, and periodic reports as well...
ETFs, mutual funds, and interval funds. - Support the development and launch of industry-leading ETFs by preparing regulatory documents and advising business teams. - Provide guidance on regulatory and legal issues impacting the company’s ETF, mutual fund, and investment advisory businesses; coordinat...
Title: Senior Director and Associate General Counsel Job Responsibilities: The Senior Director and Associate General Counsel is responsible for providing comprehensive legal support and strategic counsel to the company, focusing on a wide range of business matters. This role includes managing complex...
Title: Senior Director and Associate General Counsel Job Responsibilities: The Senior Director and Associate General Counsel will offer comprehensive legal support and strategic counsel to the company, focusing on a wide range of business matters. The role involves managing complex legal issues,...