to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and their beneficiaries. As part of the Family Wealth relationship management team, the advisor collaborates... with team members to develop insights and solutions aimed at...
Title: **Members Only** Health Tier 1 Deal Strategy Manager Job Responsibilities: - Provide deal strategy, structuring, review, and **Members Only** business policy advice to sales within a broadly assigned territory to maximize current and future revenue while maintaining an acceptable risk profile for **Members Only**...
investments and secondary transactions in private equity, venture capital, and real asset investment funds. The role also... offers the opportunity to work on fund formation and transactional matters. Key responsibilities include: - Reviewing and negotiating investor agreements, such as limited part...
Job Title: Paralegal, Investment Legal Job Responsibilities: As a Paralegal... in the Investment Legal team, you will... to investments in private investment funds and portfolio companies.... Your key responsibilities include: - Coordination, preparation, and drafting of legal documents, fund information, and closing documentation...
Title: Associate General Counsel, Commercial & Fund Secondaries Job Responsibilities: - Draft and negotiate complex commercial agreements, including technology contracts and fund-related transactions. - Partner with business leaders across regions to structure transactions, manage legal risk, and support product innovation. -...
Manager - Legal Entity Management Job Responsibilities: As a Legal Business... in the Legal Entity Management team within the Tax... Services department, you will be responsible for several key functions. Your primary focus will be on enabling clients' annual governance processes with...
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...
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...
Title: Wealth Advisor Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth clients, developing and deepening client relationships through needs-based, high-level client service. - Responsible for delivering a full suite of wealth solutions, including financial...
Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients, focusing on developing and deepening client relationships through needs-based, high-level client service. - Deliver the full suite of company wealth...
for supporting the requirements definition and user experience for the Partnership Tax Technology Platform. Key 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...
Sr. Counsel - Fund Management Job Responsibilities: In the role of... Sr. Counsel - Fund Management, the successful candidate will... advisory businesses. The position involves providing highly specialized legal counsel to Senior Management for the company's SEC-registered... investment adviser, which is responsi......
Title: AVP, Securities Law & Corporate Governance Attorney Job Responsibilities: As an AVP, Securities & Corporate Governance Attorney, you will engage in legal work across a broad spectrum of . securities and corporate law matters. Your primary focus will be on tasks...
Title: Manager/Director – Partnership Capital Consulting Job Responsibilities: In the role of Manager/Director – Partnership Capital Consulting, the candidate will be responsible for a variety of functions within the Partnership Capital Consulting practice. The primary duties include working in a...
Title: Tax Senior Manager - Non-Profit Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in and have experience with...
Job Title: Investment Management Attorney Job Responsibilities: The Investment... Management Attorney will be... engaged in a variety of legal and regulatory matters to support the Funds and Hartford Funds’ other business lines. Key responsibilities include: - Supporting the Funds’ Boards of Directors/Trustees by...
Title: Associate General Attorney Job Responsibilities: The Associate General Counsel at the company is an influential business partner who reports directly to the General Counsel. The role involves a spectrum of responsibilities aimed at advancing the company's success by providing strategic oversight...
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...
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,...
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,...
closely with the asset management team and collaborating with... and execute legal instruments that support the property management platform, including service agreements,... access and use licenses, lease amendments, and tenant improvement construction agreements. - Ensure compliance with all legal obligations ap...