Title: Corporate Counsel Job Responsibilities: The Corporate Counsel will be a member of the company's Legal and Compliance team, primarily responsible for ensuring the company's adherence to federal and state laws related to mortgage banking and consumer finance products and services. The...
Title: Private Wealth Tax Manager Job Responsibilities: - Deliver tax and business advisory services and tax compliance to small business clients. - Work alongside firm leadership to serve clients and aid in business growth, impacting the firm's success directly. - Mentor and coach a...
of international tax services to multiple clients across various industries. Key responsibilities include: - Interacting closely with clients to provide innovative international tax planning, consulting, and compliance expertise. - Developing and managing staff, working closely with them on client management, practice...
contribution plan recordkeeping, administration, trust, and institutional business at the company. Key responsibilities include: - Advising on product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation, and investment-related matters. - Collaborating on advocacy... for and...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and maintain strong relationships with the Wealth Advisory team. - Serve as an in-house subject matter expert on complex trust, estate, and income tax issues. - Identify and address unstated client needs to...
Title: Senior Corporate Counsel - M&A Job Responsibilities: The Senior Corporate Counsel will be responsible for providing comprehensive legal support for the company’s Strategic Investments Group, focusing on Mergers and Acquisitions (M&A) transactions, as well as the Strategy and Business...
to AI legal and regulatory readiness, compliance, and risk mitigation. - Translate regulatory developments and legal strategies into structured, actionable projects with clear outcomes, measures of success, and reporting mechanisms. 2. Program & Stakeholder Management: - Partner closely with... senior legal...
projects for multi-state alternative investment clients, including hedge fund,... - Work as part of a multi-disciplinary team, providing subject matter expertise and alternative investment industry knowledge and experience.... - Review tax calculations and information presented on state income tax ret...
property tax consulting services to assigned clients. The Manager's primary focus is on maintaining existing client relationships and identifying opportunities for property tax management and minimization. Key responsibilities... include: - Overseeing the annual property tax cycle for assigned real property portf...
Title: Corporate Counsel, Global Legal Commercial Contracts Job Responsibilities: The Corporate Counsel, Global Commercial Contracts is a seasoned professional tasked with providing comprehensive legal support across various legal issues for the business. The role demands expertise in client/commercial contracting, sales...
PENNYMAC is a specialty financial services firm that focuses on the production and servicing of . mortgage loans and the management of investments related to... the . mortgage market. With a comprehensive mortgage platform, Pennymac is dedicated to helping mil...
litigation areas Strong Knowledge of . and international IP laws and regulations Experience with IP portfolio management and enforcement, including litigation... support Experience in the technology and/or housing finance industry a plus Job Title: FVP, Assistant General Counsel Int...
to deliver property tax consulting services to assigned clients. The Manager's primary focus is on maintaining existing client relationships and identifying opportunities for property tax management and minimization. Key responsibilities... include: - Reviewing and evaluating appeal positions, making recommendations, and man...
Title: Sr. Claims Examiner/Executive Claims Examiner, Medical Malpractice Job Responsibilities: - Confirm coverage of claims by reviewing policies and documents submitted in support of claims. - Analyze coverage and communicate coverage positions. - Conduct, coordinate, and direct investigation into loss...
to AI legal and regulatory readiness, compliance, and risk mitigation. - Translate regulatory developments and legal strategies into structured, actionable projects with clear outcomes, measures of success, and reporting mechanisms. 2. Program & Stakeholder Management: - Partner closely with... senior legal...
Title Senior Claims Examiner - Construction Bodily Injury Job Responsibilities - Confirm coverage of claims by reviewing policies and supporting documents. - Analyze and communicate coverage positions. - Prepare coverage position letters independently and refer suspicious losses to SIU, assisting...
Title: Director, Tax, Trust and Estate Specialist Job Responsibilities: - Develop and manage strong relationships with Financial Consultants and Portfolio Consultants. - Serve as an in-house subject matter expert on complex trust, estate, and income tax questions and issues. - Identify and address unstated...
support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and technical excellence. - Risk Management: Identify, evaluate, and mitigate... risk i...
Title: Sr. Claims Examiner - General Liability Job Responsibilities: This position involves the resolution of moderate to high complexity and exposure claims, which may require mediation or litigation. Key responsibilities include: - Handling claims from coverage inquiry through legal liability assessment and quantum...
Title: Sr. Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director,... Corporate Counsel will be a key member of the company's Legal Risk Sustainability Compliance (LRSC) Team, specifically focusing on supporting the company's real estate investment funds. The primary responsibilities......
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior Director,... Corporate Counsel - Investment Fund will be part... the company's real estate investment funds. The key responsibilities... include: - Advising on a broad range of legal and regulatory matters related to the...
variety of commercial contracts, including supply, transportation, storage, and distribution agreements related to downstream and midstream activities. - Provide legal guidance on risk management and operational issues in... refining, marketing, and logistics sectors. - Advise on disputes, claims, and litigat...
Senior - PSG - Investment Management Reporting Solutions Job... Senior on the PSG Investment Management team, the candidate... client relationships on various investment compliance and consulting engagements... within the insurance and financial services industry. - Consulting with clients to transform...
Assistant General Counsel - Investment Banking, Capital Markets Job Responsibilities: -... Advise the investment bank on capital markets... transactions, including a wide range of issuer equity and debt transactions such as IPOs, follow-on equity offerings, private placements, and registered and 144A/Reg S...
Dallas Asset Management, Private Investing Summer... Summer Analyst - Asset Management, Private Investing Location: Dallas,... Texas, United States Experience: Pursuing Bachelor's or Graduate Degree Salary: Competitive and based on employee level and office location About the...
in Dallas, Texas: Wealth Management, Private Banking, Lending, and... Deposits About the Program The Goldman Sachs Summer Analyst Program in Dallas, Texas is a nine to ten week internship for students pursuing a bachelor's or graduate degree. This...
Job Description Wealth Management, Private Wealth Management, Summer... Division Consumer and Wealth Management Business Unit PWM... Sales and Marketing Employment Type Employee MORE ABOUT THIS JOB YOUR IMPACT Are you a quick-thinking self-starter with...
Analyst Program at Asset Management Firm in Dallas, Texas... H2: About the Program The Summer Analyst Program at a leading Asset Management firm in Dallas, Texas... is currently seeking students pursuing a bachelor's or graduate degree for a nine...
Title: Summer Analyst - Investment Banking Department: Global Banking... in the field of Investment Banking. This program provides... a valuable opportunity for students to gain hands-on experience and immerse themselves in the day-to-day activities of the firm. As a participa...
DIVISION Asset & Wealth Management YOUR IMPACT The company... Family Office is seeking a Vice President to craft innovative wealth planning strategies and provide family office services. The role involves assisting clients in achieving their income tax, estate tax, philanthropic,...
Equities, Loan & Trade Management H2: About the Program -... Nine to ten week summer internship for students pursuing a bachelor's/graduate degree - Fully immerse in day-to-day activities - Attend orientation to learn about culture and responsibilities - Receive training for...
FICC and Equities, Change Management Salary: $25/hr -... FICC and Equities, Change Management Experience: Internship for students... pursuing a bachelor's / graduate degree About the Program: - Nine to ten week summer internship for students pursuing a...
Title: FICC and Equities Summer Analyst at Goldman Sachs Location: Dallas, Texas, United States Salary: Competitive and based on experience Department: Global Banking & Markets About the Program: - Nine to ten week summer internship for students pursuing...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: The role of a Senior Manager in the Asset & Wealth Management - Renewable Energy Tax... sector involves a comprehensive array of responsibilities aimed at aiding clients in fulfilling...
Local Tax - Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (such as hedge... funds, fund to funds, private equity, real estate) handling state and local tax issues, including compliance, advising, planning, and controversies. - Engage with...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Encourage team members to voice their opinions and invite input...
Tax - SALT Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund... team providing subject matter/alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, and after preparation....
Federal Tax - Asset Management The candidate will oversee... scope within the alternative investment fund industry (private equity,... real estate and/or hedge funds). Act as the first point of contact for internal and external clients. Manage teams of tax professionals/assistants...
Title: Corporate Counsel Job Responsibilities: The Corporate Counsel at the company is tasked with managing a broad spectrum of legal, regulatory, and governance matters within the context of a publicly traded technology company. The role is strategic and cross-functional, requiring a strong...
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...
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...
Senior Associate - Financial Services Job Category: Tax Requisition Number: TAXIN001747 Posting Details Posted: February 23, 2024 Full-Time Locations Showing more locations Houston, TX Dallas, TX Job Details Description The...
a reputable law firm, investment bank or financial institution... Job Title: Senior Attorney - Structured Finance and Mortgage Experience: 6+ years of post-JD legal experience in structured finance and capital markets Location: Dallas, Texas, United States...
Title: Business Tax Services - Family Office Advisory Services - Manager Job Responsibilities: The Manager in the Family Office Advisory Services is tasked with supporting the legacy of family offices by protecting, improving, and growing the family's financial, social, and human capital....
Title: Family Office Advisory Services - Manager Job Responsibilities: The Family Office Advisory Services Manager is responsible for supporting the legacy of family offices by protecting, improving, and growing their financial, social, and human capital. Key responsibilities include: - Reviewing family office governance,...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title . Private Bank – Private Banker – Vice President Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
state tax consulting and compliance services to a diverse clientele within the investment management industry. The responsibilities... include: - Performing detailed technical reviews of partnership and corporate state and local tax returns/work papers with a focus on multistate tax issue...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Performing high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title: Tax Director - Financial Services State and Local Tax (SALT) Job Responsibilities: - Build and lead a Financial Services State and Local Tax group. - Provide multistate consulting and compliance services, including technical review of partnership and corporate state and local tax...