a diverse range of Management Liability Claims, including Bankers... Professional Liability (BPL), Investment Advisors, Private Equity Errors... and Omissions (E&O)/D&O, and Insurance Company Professional Liability (ICPL). Experience with Transactional Liability claims, such as Representations and Warranty, Judgment Preservation & Contingent...
Title: Director & Senior Counsel, Complex Claims Job Responsibilities: - Manage a full case load of the most complex/high exposure claims within Casualty Claims with minimal oversight and direction. - Analyze coverage, communicate coverage positions, and manage related coverage litigation. -...
Senior Claims Specialist - Management Liability - Financial Institutions Job... Claims Specialist focusing on management liability claims within the... claims, including private equity, investment advisors' errors and omissions,... directors and officers, and insurance professional liability. - Collaborate with team members across North...
Title: Director, Claims Vendor Relations Job Responsibilities: - Lead vendor procurement, strategy, and governance for legal and non-legal partners, including Third Party Administrators (TPAs) supporting Claims. - Oversee litigation-related vendor engagements to align with internal legal strategy and claims priorities. - Manage vendor panel...
Title: Eviction Paralegal Job Responsibilities: The Eviction Paralegal is responsible for providing legal and administrative support to attorneys, landlords, and property managers involved in landlord-tenant disputes, particularly eviction proceedings. The key responsibilities include: - Preparing legal documents such as notices to vacate, complaints,...
Title: Tax Manager, Registered Investment Companies (RICs) Job Responsibilities: -... and compliance for Registered Investment Companies (RICs). - Guide clients... through complex transactions and lead teams to success. - Calculate tax effects of transactions, billing and work-in-progress (WIP) management. - Review tax returns and......
Tax Associate – Alternative Investment Funds Job Responsibilities: - Review and... of funds, and venture capital. - Build technical knowledge of tax planning, consulting, and compliance for national and foreign entities through formal and on-the-job training. - Work with management to identify and resear......
Local Tax - Asset Management Job Responsibilities: - Participate in... multi-state alternative investment firms, including hedge funds,... fund of funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. - Engage in multi-state...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy Tax... Senior Manager at the company, the primary responsibilities include working as part of a team of problem solvers to...
Tax - SALT Asset Management Job Responsibilities: - Participate in multi-state... alternative investment firms (hedge fund, fund... 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. - Bui...
Federal Tax - Asset Management Job Responsibilities: - Oversee client portfolios... scopes within the alternative investment fund industry, including private... equity, real estate, and hedge funds. - Act as the first point of contact for internal and external clients. - Manage teams of tax...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in Family Office Advisory Services will play a crucial role in supporting the legacy of family offices by enhancing their financial, social, and human capital. Key responsibilities...
services to a diverse client base in the investment management industry. The key... responsibilities include: - Performing detailed technical reviews of partnership and corporate state and local tax returns/work papers with a focus on multistate tax issues. - Coordinating wit...
and consulting services to Investment Management clients. The role... involves the day-to-day management of accounts by delivering... and involving specialists when necessary. The Tax Manager will perform high-level tax research and work on regulated investment company (RIC) tax work... pa...
compliance and consulting services to Investment Management clients. Responsibilities include: -... Identifying complex tax issues and providing tax analyses for various entities and their affiliates. - Performing detail-level reviews of tax research, regulated investment company (RIC) tax work... papers, financial statement provisions,...
Title: . Private Bank - AWM Program Associate 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...
Associate, SALT Income Franchise - Consulting 119930 Share Career Level Requirement Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward...
SALT Income Franchise - Consulting 119929 Share Career Level Requirement Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture...
be accountable for the management and delivery of .... international tax services for clients spanning various industries and market segments. Your role involves collaborating closely with partners, managing directors, managers, associates, and other global teammates to help clients address and...
projects for multi-state alternative investment clients, including hedge funds,... fund of funds, private equity, and real estate. - Work as part of a multi-disciplinary team providing subject matter expertise and industry knowledge in alternative investments. - Review tax calculations and information presented...
Title: Tax LLM Associate - Summer / Fall 2026 Job Responsibilities: - Supporting client engagements by assisting in tax compliance and planning activities. - Preparing and drafting tax documents, including income tax returns and informational returns. - Conducting tax research to provide accurate and...
Title: Tax LLM Associate - Summer / Fall 2026 Job Responsibilities: - Supporting client engagements by assisting in tax compliance and planning activities - Preparing and drafting tax documents, including income tax returns and informational returns - Conducting tax research to provide accurate and...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice, you will be part of a team that provides business advisory services to private companies. Your responsibilities include: - Assisting private companies with...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice, the candidate will: - Advise clients on tax issues related to renewable energy projects. - Facilitate workstreams and collaborate with leadership...
Title: Tax Senior, Sustainability Credits – National Federal Tax Services Job Responsibilities: As a Senior Consultant within the Sustainability: Gi3 practice, the candidate will: - Advise clients on sustainability and social Federal Credits & Incentives (C&I) programs. - Facilitate the analysis and documentation of...
Title: Tax Manager, Sustainability Credits Job Responsibilities: As a Manager within the Sustainability: Gi3 practice, the primary responsibilities include advising clients on sustainability and social Federal Credits and Incentives (C&I) programs, and managing and facilitating the analysis and documentation of these opportunities....
Manager within the Global Investment and Innovation Incentives (Gi3)... practice, you will be responsible for managing federal credits and incentives opportunities. This includes conducting analyses on Research and Development tax credits, New Markets Tax Credits, Qualified Opportunity Zones, Sustainability and...
Senior in the Global Investment and Innovation Incentives (Gi3)... practice, you will be responsible for identifying eligible federal credits and incentives (C&I) generating activities and managing the analysis and documentation of such opportunities. Your role will involve: - Managing federal credits...
multi-generational affluent 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, gift,...
Specialist within the Global Investment and Innovation Incentives ("Gi3")... practice, the candidate will engage in the following responsibilities: - Collaborate with project teams to identify federal Research & Development (R&D) tax credit generating activities, assisting in the analysis and documentation of...
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...
multi-generational affluent 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 delivering proactive tax planning and strategic consulting, including federal estate, gift, c...
Title: Senior Regulatory Support Consultant Job Responsibilities: - Ensure compliance with statutory and regulatory guidelines for ERISA, Internal Revenue Code, and other guidance requirements related to qualified plans, Section 403(b) plans, 457 plans, multiple employer plans, corporate non-qualified plans, IRAs, Section 72...
on strategic initiatives and investment transactions, including Corporate Venture... Capital work. - Collaborate with Holman Growth Ventures and various business units to draft and negotiate contracts for commercializing portfolio company offerings. - Support the development of new products, services, alliances, and transactions...
Title: Counsel - Commercial Banking Services Job Responsibilities: The Counsel for Commercial Banking Services is responsible for providing consistent and sound legal advice in a clear, concise, and responsive manner. This involves developing legal knowledge and skills, understanding relevant substantive law,...
a book of business. - Consult and coordinate the delivery of solutions for a comprehensive wealth management strategy tailored for individuals,... business owners, and families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered by...
Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business... Development colleagues (Banker, Financial Advisor, Por...
and expanding a book of business. - Consults and coordinates in delivering solutions for a comprehensive wealth management strategy tailored for individuals,... business owners, and families. - Leads the client relationship team, ensuring clients have access to all resources and solutions provi...
expanding an existing book of business. - Consult and coordinate the delivery of comprehensive wealth management strategies for individuals, business... owners, and families. - Lead the client relationship team, ensuring clients have access to all of the company's resources and solutions. - Coll...
multi-generational affluent 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, gift...