mutual funds and registered investment advisers, including registration statements,... prospectus supplements, shareholder reports, and proxy statements. - Develop and present materials for quarterly Board meetings and record minutes for key committees. - Drive sub-adviser due diligence and onboarding, including contract...
Senior - PSG - Investment Management Reporting Solutions Job Responsibilities: As... Group (PSG) in the Investment Management Reporting Solutions division,... tasks aimed at leveraging investment management knowledge in a... include: - Maintaining and developing strong client relationships on various investment compliance and co...
Title Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities A career in the Financial Services Tax practice within Corporate Tax services at the company provides an opportunity to assist clients in meeting their tax obligations while managing...
the Institutional Investments Team within the Law Department, supporting the company's extensive $350+ billion investment portfolio. The role involves: -... Advising on legal matters related to the company's institutional investment portfolio, which includes a... diverse range of public and private asset...
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...
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...
Overview . Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations...
a diverse client base within the investment management industry. Your duties... include: - Performing detailed technical reviews of partnership and corporate state and local tax returns and work papers, with a focus on multistate tax issues. - Coordinating with clients' internal ta...
Title: US Private Bank- Private Banker- 2026 ReEntry Program 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...
understanding client needs. - Provide targeted advice, develop thoughtful solutions, and deliver an exceptional client experience. - Generate business results and acquire new assets from both existing and new clients. - Advise clients on their overall balance sheet, including asset allocation, investment mana...
definition and user experience for the Partnership Tax Technology Platform. The primary responsibilities include: - Implementing change management initiatives to ensure smooth... adoption of new and existing processes and technologies. - Spearheading the deployment of company-developed and third-party Tax technology tools. - Oversee...
Title: Sr. Regulatory Compliance Analyst Job Responsibilities: - Monitor state insurance laws, regulations, and bulletins, and develop action plans to ensure legal compliance. - Review and draft policy forms, endorsements, notices, and related legal correspondence for adherence to state insurance laws and regulations. -...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: 1. Tax Planning and Compliance: - Provide tax planning, preparation, and research for pass-through entities such as S-corporations, LLCs, and Partnerships, as well as individual returns for business owners, which may include estates,...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company's Private division offers the opportunity to assist private companies with a variety of business advisory needs, including audit, tax compliance,...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice, you will be responsible for advising clients on tax issues related to renewable energy projects. Key responsibilities include: - Supporting renewable energy client engagements...
Title: Sr. Claims Examiner, Equine & Personal Lines Bodily Injury Job Responsibilities: The Sr. Claims Examiner is responsible for handling moderate to high complexity and exposure claims that may require mediation or litigation for resolution. Key responsibilities include: - Reviewing policies and...
Oversee engagements related to the establishment of IRC Section 704(b) and inside tax capital accounts. - Manage tracking and allocations of IRC 704(c) built-in gains and losses. - Responsible for project management, ensuring quality and the... development of staff members. - Keep b...