sales. - Serve as a trusted advisor to Sales Management, working closely with Sales... teams to structure transactions and guide them through the internal deal process to closure. - Approve transactions on behalf of **Members Only** Health Senior Sales Management, aligning with stra...
ETFs, mutual funds, and interval funds. - Support the development and launch of industry-leading ETFs by preparing regulatory documents and advising business teams. - Provide guidance on regulatory and legal issues impacting the company’s ETF, mutual fund, and investment advisory businesses; coordinat...
Title: Senior Director and Associate General Counsel Job Responsibilities: The Senior Director and Associate General Counsel is responsible for providing comprehensive legal support and strategic counsel to the company, focusing on a wide range of business matters. This role includes managing complex...
Title: Senior Director and Associate General Counsel Job Responsibilities: The Senior Director and Associate General Counsel will offer comprehensive legal support and strategic counsel to the company, focusing on a wide range of business matters. The role involves managing complex legal issues,...
Title: Senior Counsel, Corporate Job Responsibilities: The Senior Counsel, Corporate is responsible for providing legal counsel on a wide range of corporate matters. This includes ensuring compliance with securities law and SEC reporting, which encompasses annual, current, and periodic reports as well...
Income Tax - Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund... to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. - Engage in multi-state companies...
be responsible for managing relationships and ensuring the timely reporting of milestone and dependency status. The role involves monitoring risks and issues to escalate and executing day-to-day management activities. Key responsibilities include: -... Overseeing asset-level diligence and analysis on debt investments....
and structuring engagements related to transactions pursued by private equity and strategic corporate entities. - Apply advanced project management skills to manage single... engagements from start to finish, seeking guidance from upper management as necessary. - Explain... each step i...
team providing state tax consulting and compliance services to a diverse client base in the investment management industry. The responsibilities... include: - Performing detailed technical reviews of partnership and corporate state and local tax returns/work papers with attention to multistate t...
and consulting services to Investment Management clients. Your duties... include: - Managing accounts on a day-to-day basis and delivering tax consulting services to clients. - Conducting high-level tax research and working on regulated investment company (RIC) tax work... papers, financial statement pr...
tax compliance and consulting services to Investment Management clients. The role... requires the identification of complex tax issues and providing tax analyses for various entities and their affiliates. Key duties include performing detail-level reviews of tax research, regulated investment compan...
Manager, SALT Income Franchise - Consulting **Members Only** H2: Join a Dynamic Team at a Top Tax Firm H2: Work with High-Profile Clients and Cutting-Edge Technologies H2: Comprehensive Benefits Package and Opportunities for Career Development **Members Only** is seeking an...
Friendly Job Title: Senior Associate, SALT Income Franchise - Consulting H1: Join **Members Only**'s Dynamic Team as a Senior Associate, SALT Income Franchise - Consulting H2: Work with High-Profile Clients and Cutting-Edge Technologies at **Members Only** Bold Headlines: -...
Title: Senior Associate, Business Incentives Group (TCM) Job Responsibilities: The Senior Associate in the Business Incentives Group within the Specialized Tax Services (STS) is tasked with leading or supporting services aimed at identifying, calculating, documenting, and supporting business incentive tax credits and...
and issues, escalating them as necessary. - Execute day-to-day management activities. - Oversee asset-level diligence... and analysis on debt investments. - Prepare and/or review debt taxable income calculations and reports. - Communicate with clients, their servicers, and/or administrators and lead client resources. - Calculate and/...
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 requires facilitating workstreams, identifying process...
Title: Tax Senior, Sustainability Credits – National Federal Tax Services Job Responsibilities: As a Senior Consultant within the Sustainability: Gi3 practice, the primary responsibility is to advise clients on sustainability and social Federal Credits & Incentives (C&I) programs. This involves facilitating the...
Title: Tax Manager, Sustainability Credits Job Responsibilities: As a Tax Manager within the Sustainability: Gi3 practice, your primary role will involve advising clients on sustainability and social Federal Credits & Incentives (C&I) programs. You will manage and facilitate the analysis...
Senior in the Global Investment and Innovation Incentives (Gi3)... practice, the primary responsibilities include managing federal credits and incentives opportunities, such as Research and Development tax credit/deduction analyses, New Markets Tax Credit, Qualified Opportunity Zones, and Sustainability and Renewable Energy...
Manager in the Global Investment and Innovation Incentives (Gi3)... practice, the candidate will be responsible for managing federal credits and incentives opportunities. The role involves identifying eligible federal credits and incentives generating activities and facilitating the analysis and documentation of...
Title: Property Tax Senior - Multistate Job Responsibilities: As a Property Tax Senior Consultant within the Multistate Tax Services group, the candidate will be a valuable member on tax engagements and provide state and local property tax planning, consulting, and compliance services...
Title: Assistant General Counsel- Litigation & Asset Resolution Job Responsibilities: The Assistant General Counsel for Litigation & Asset Resolution is tasked with providing legal counsel to the company on legal risks and representing its interests in various litigation matters. The primary focus...
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...
relationships through needs-based, high-level client service and delivery of the full suite of wealth solutions. - Acquire new clients by leveraging external networks and the company's place in the community to provide comprehensive wealth management advice and solutions. - Meet... revenue growth,...
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. - Collaborate with compliance,...
Title: Counsel / Senior Counsel - Equity & Funds Practice Job Responsibilities: - Assume primary lawyer responsibility for new and portfolio investments globally and across the company’s regions, with a focus on equity and funds transactions across all industry sectors. This...
Title: Legal Counsel Job Responsibilities: - Lead the structuring and negotiation of mergers and acquisitions (M&A), joint ventures, partnerships, and other corporate transactions. This includes drafting and negotiating term sheets and definitive documents. - Drive the company's global business expansion efforts by scoping...
Income Tax - Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund... to funds, private equity, real estate) addressing state and local tax issues including compliance, advising, planning, and controversies. - Engage with multi-state companies...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: The role of an Asset & Wealth Management - Renewable Energy Tax... Senior Manager involves comprehensive involvement in our Financial Services Tax practice. The primary responsibilities include assisting clients...
Tax - SALT Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms, including hedge funds,... provide subject matter expertise and alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, an...
I am Applying for Assistant General Counsel Firm overview Company is a boutique consulting firm recognized as a top workplace. The firm specializes in providing advanced economic, financial, and econometric analysis to law firms, companies, and government agencies. Through a...
strategic legal counsel on the development, deployment, and oversight of artificial intelligence (AI) technologies within the company’s broker-dealer and investment advisory operations. The responsibilities... include: - Advising on legal and regulatory issues related to the use of AI in broker-dealer funct...
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: Client Intelligence Group Officer Job Responsibilities: - Serve as a Client Intelligence Group (CIG) Officer, leading and coordinating the delivery of complex and time-sensitive research products for key internal stakeholders. - Independently execute investigative due diligence and risk assessments....
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...
Title Head of Advisory Job Responsibilities The Head of Advisory is responsible for understanding . sanctions laws and regulations (OFAC) and should be familiar with other sanctions regimes, including those of the EU and UK. The primary responsibilities include: - Assessing direct and indirect...
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 business results and...
Title: SVP, Associate General Counsel, Chief Privacy Officer Job Responsibilities: The SVP, Associate General Counsel, Chief Privacy Officer at the company is responsible for leading a team of dedicated privacy attorneys and professionals. This role involves providing guidance on substantive...
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: - Engage in tax compliance and consulting projects, providing valuable insights and support to clients in navigating complex tax regulations. - Support client engagements by assisting in tax compliance and planning activities. -...
Title: Senior Associate, Business Incentives Group (TCM) Job Responsibilities: Tax Consulting: - Develops long-term, mutually beneficial client relationships - Provides premier-quality services to clients by leveraging and/or improving standard business practices and technologies - Leads or actively participates during interviews with client personnel to identify...
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 and clients. - Facilitate workstreams and work with leadership to identify...
various industries. - Interact closely with clients to provide innovative international tax planning, consulting, and compliance expertise. - Develop and manage staff, working closely on client management, practice development, and business... development activities. - Formulate and deliver innovative international tax planning and savings...
Title: Director, Global Head of Sanctions Compliance Job Responsibilities: - Administer, maintain, coordinate, and monitor the day-to-day compliance of the **Members Only** FinTech Compliance Team (MFTC) with sanctions-related laws, regulations, policies, programs, initiatives, rules, and reporting requirements. - Manage, administer, and enhance all aspects...
Title: Lead Counsel, Data Center Development Job Responsibilities: - Assist the Infrastructure Data Centers Strategy (IDCS) Team with the development and expansion of data center campuses in the . This includes the purchase of real property, negotiation of economic development...
understanding. - Act as the primary point of contact for clients concerning trust account relationships, ensuring regular communication and overall management of complex trust relationships. -... Assess and manage risk, exercise fiduciary discretion and judgment, and adhere to policies and procedures rela...
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, charitable...
deliver property tax compliance, consulting, and appeal services for assigned clients. The role involves maintaining existing client relationships and identifying opportunities for property tax management and minimization. Key responsibilities... include: - Leading the team in preparing annual property tax filings. - Rev...
Title: Associate General Counsel - Impact Finance Job Responsibilities: The Associate General Counsel for Impact Finance at the company is a senior legal position responsible for leading legal support for the company's Impact Finance division. The role involves aligning resources and competencies...