projects for multi-state alternative investment clients, including hedge funds,... estate. - Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience. -... Review tax calculations and information presented on state income tax retu...
tax advisory services. - Collaborate with other tax team members to identify and research complex tax issues. - Focus on engagement management and operational excellence. - Develop... and train team members to help them build inspired careers. - Expand technical and professional knowledge throu...
Title: Senior Legal Counsel Job Responsibilities: - Support the Associate General Counsel in advising and supporting a wide range of legal matters across global business units with a focus on: - Assisting product teams in the design and implementation of new products...
Title: Corporate Legal & Compliance Summer Intern Job Responsibilities: - Research and develop summaries or presentations on evolving insurance topics, such as artificial intelligence. - Analyze current policy language on specific issues, including state cancellation and nonrenewal requirements, and identify potential updates to...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
Job Title: VP, Wealth Management Advisory Attorney Job Responsibilities: - Provide... support for Company's Wealth Management's investment advisory business. - Offer... legal... trading, best execution, trade allocation, operational issues, principal trading rules, investment allocations, client fee structures,... conflicts of interest, and cash solicitat...
Job Title: Alternative Investment & Private Markets Attorney Job... Responsibilities: The Alternative Investment & Private Markets Attorney... will join Company’s Wealth Management Legal and Compliance Division... businesses, focusing on alternative investment funds and private securities... transactions. The attorney will analyze, review,...
Information Salary range: $170,, Based on experience and qualifications Full-time position Job Title . Private Bank - Private Banker - Executive Director Experience Information Six plus years of work experience...
Title: . Private Bank - Private Banker - VP 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 business results and acquire...
Title Private Banker - 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 business results and acquire new assets, both from...
Title . Private Bank - Private Banker - Managing 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...
Support Tax Managers and Partners in the day-to-day management of client portfolio ... Take responsibility for overall engagement planning and job administration Keep management informed on the progress... of important engagement and client relationship issues A...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice, you will be responsible for helping clients meet their tax obligations while managing the impact of tax on their...
to various departments within the company, such as business development (National Markets & Sales), finance, and talent management. The role involves a... wide range of responsibilities aimed at supporting the company's operations and ensuring compliance with applicable laws and regulations. Ke...
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...
Title: Global Employer Services-Expatriate Tax Manager Job Responsibilities: The STS Expatriate Services Manager plays a pivotal role in advising clients on international assignment structuring and compliance with tax obligations. Key responsibilities include: - Conducting arrival and departure tax meetings for expatriates and inpatriates...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The Expatriate Tax Experienced Manager in the Global Employer Services department is responsible for several key duties, including: - Conducting arrival and departure tax meetings for expatriates and inpatriates as required. - Managing the retention...
leveraging their expertise in accounting and taxation to deliver comprehensive tax compliance and consulting services to Investment Management clients. Key responsibilities... include: - Managing accounts daily by providing tax consulting services to clients and involving specialists when necessary. - Conducting high-level tax...
accounting and taxation to provide tax compliance and consulting services to Investment Management clients. The primary... responsibilities include: - Identifying complex tax issues and providing tax analyses for various entities and their affiliates. - Performing detail-level reviews of tax research, regulated investme...
compliance services to a diverse clientele in the investment management sector. Your role... will involve: - Performing detailed technical reviews of partnership and corporate state and local tax returns and work papers, with a focus on multistate tax issues. -...
projects for multi-state alternative investment clients, including hedge funds,... of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience.... - Review tax calculations and information presented on state income tax returns. - Build...
Title: Global Employer Services-Expatriate Tax Experienced Manager Job Responsibilities: The role of the STS Expatriate Services Experienced Manager encompasses a wide array of responsibilities primarily focused on assisting clients with international assignment structuring and ensuring compliance with tax obligations. Key duties include: -...
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 and...
Title: Property Tax Senior - Multistate Job Responsibilities: As a Property Tax Senior Consultant within the Multistate Tax Services group, you will engage in various tax engagements, providing state and local property tax planning, consulting, and compliance services to a diverse client...
the Wealth & Asset Management practice, the key responsibilities... include: - Handling tax compliance and advisory work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively with Managers through Partners on significant client issues in...
equity fund, and asset management company taxation. This includes... fund and organizational structuring, tax minimization planning, providing on-call advice, and ensuring tax compliance. - Assist in coordinating tax compliance and advisory work for clients. - Address key client issues related to domestic...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work towards...
the company’s Digital Asset Management team on all aspects... and services business. - Advise the Digital Asset Management team on the development... and ongoing operations of asset management products and services involving... digital assets and blockchain technology. - Offer guidance to bu...
comprehensive tax compliance and consulting services to clients in the Investment Management sector. Your key... responsibilities will include: - Managing day-to-day client accounts by providing tax consulting services and engaging specialists as needed. - Conducting high-level tax research and prep...
and consulting services to Investment Management clients. Your primary... responsibilities will 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,...
aspects of the asset management business, focusing on mutual... funds, interval funds, and retail SMA (wrap program) business. - Review and negotiate firm-level vendor contracts across various business functions, ensuring alignment with requirements. - Assist Human Capital Management with legal review of......
Title: Equity Derivatives Contract Negotiator Job Responsibilities: - Negotiate a diverse array of trading agreements such as ISDA Master Agreements, Master Confirmation Agreements (MCAs), bespoke equity confirmations, Futures & OTC Clearing agreements, Cleared Derivative Execution Agreements (CDEAs), MSFTAs, Collateral Control Agreements (CCAs),...
Title Senior Legal Counsel Job Responsibilities The Senior Legal Counsel will be part of the Workplace Investing (WI) legal team at the company, where they will play a pivotal role in advising the defined contribution plan recordkeeping, administration, trust, and institutional...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director,... the company’s real estate investment funds. The role involves: -... Advising on a wide range of legal and regulatory matters related to private funds, including formation, structuring, distribution/marketing, and operations. - Preparing and...
Title: Senior Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior... Director, Corporate Counsel will be part of the Legal Risk Sustainability Compliance (LRSC) Team at the company, serving as the the company's real estate investment funds. The primary responsibilities......
for the . Funds Management business. - Oversee the... creation and management of mutual funds and... exchange-traded funds. - Advise on regulatory developments and their implementation. - Provide legal support to the company Funds’ Boards of Trustees. - Collaborate with...
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 informed... on legislation a...
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...
Title: Senior Legal Counsel Job Responsibilities: - Analyze new and existing products and services to identify risks and ensure compliance with applicable regulations, particularly focusing on the Investment Advisers Act. - Identify and... mitigate risk implications while providing legal advice in connection with...
structuring and negotiating private investment platforms, including direct responsibility... for GP stakes and the establishment of rated feeder fund structures. - Advise on and oversee the legal structuring and seeding of new Business Development Company (BDC) platforms, ensuring compliance with...
negotiate contracts for a variety of advisory, brokerage, technology, and operational services within Pershing. - Provide general legal support to broker-dealer, registered investment adviser, and technology affiliate... as needed. - Advise on new product development and regulatory risk management decisions. - Provide busin...
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 business regarding FINRA regulatory and broker dealer compliance issues. - Manage communication and interaction with...
Title: Legal Counsel Job Responsibilities: - Lead the structuring and negotiation of mergers and acquisitions (M&A), joint ventures, partnerships, and other corporate transactions, including drafting and negotiating term sheets and definitive documents. - Drive the company's global business expansion efforts, including scoping out...
Senior - PSG - Investment Management Reporting Solutions Job Responsibilities:... in the PSG - Investment Management Reporting Solutions team,... client relationships on various investment compliance and consulting engagements... within the insurance and financial services industry. - Consult with clients to transform...
Title: Paralegal - One Year Contract Hybrid Job Responsibilities: The paralegal will collaborate with the Senior Legal Counsel and the broader US legal team to provide comprehensive legal support across Company’s expanding private markets platform. The role encompasses various responsibilities, including: -...
Job Title: Corporate & Investment Bank Securities Services Attorney Job... Responsibilities: - Reviewing, identifying, analyzing, and escalating issues raised during the negotiation of various complex service agreements, including custody, fund administration, and non-disclosure agreements for institutional clients. - Contributing to the oversight of...
corporate and funds distribution group. The role involves various responsibilities that include: - Drafting, reviewing, and maintaining investment fund distribution agreements, placement... agreements, and selling agreements for company private fund and evergreen products. - Managing the execution, filing, and recordkeeping of d...
specifically aligned with Asset Management Legal. This position is... the Columbia Threadneedle Investments, focusing on registered investment companies such as mutual... funds, ETFs, closed-end funds, and Columbia collective investment trusts (CITs). The primary... responsibilities include: - Performing ongoing legal and re...