Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
crucial role in delivering tax and business advisory services along with tax compliance to small business clients. The responsibilities include: - Providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities...
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 new jurisdictions, advising on jurisdictional risks and nuances, and leading the formation...
and Director, Strategy & Partnerships Job Responsibilities: - Provide... 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...
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......
Director, Legal Counsel- Alternative Investment Platforms Job Responsibilities: As... Director, Legal Counsel- Alternative Investment Platforms at the company,... for platforms where alternative investment products are available to... customers. This role encompasses strategic initiatives, regulatory compliance, and negotiating agreements with product...
management by advising on the acquisition and sale of shareholdings and the establishment of joint ventures. - Draft, review, and negotiate investment and project documentation, including... share purchase agreements, shareholders’ agreements, articles of association, by-laws, and other ancillary agreements, loan agre...
Associate, NYFS Alternative Investments New York, NY; Short Hills, NJ; Stamford, CT 121145 **Members Only** is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Support Tax Managers and Partners in the...
Title: Tax Manager, Alternative Investments Job Responsibilities: The Tax Manager, Alternative Investments is responsible for assisting in the provision of tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. The primary duties...
Title: Tax Senior, Alternative Investments Job Responsibilities: Tax Compliance: - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Ensure self and client service teams comply with all company policies, standards, and the BDO Tax Quality Manual (TQM). -...
Manager, Specialized Tax Services Partnerships Job Responsibilities: Tax Specialization: - Maintain and... develop an in-depth understanding of the technical and practical issues and opportunities regarding partnership taxation. - Participate in organizing and conducting effective external CPE training sessions in area of specialization, involving company...
Job Title: Investment Banker, Real Estate, Lodging,... Job Responsibilities: - Create partnerships by increasing the depth... and breadth of existing client relationships - Manage junior transaction teams - Successfully transact in the US Real Estate Lodging and Leisure sector -...
Job Title: Investment Banker, Real Estate, Lodging,... & Leisure Job Responsibilities: The Investment Banking Associate is expected... following duties: - Create partnerships by increasing the depth... and breadth of existing client relationships - Successfully transact in the US Real Estate, Lodging,...
& Leisure Job Responsibilities - Create partnerships by increasing the depth... and breadth of existing client relationships. - Manage junior transaction teams effectively. - Successfully engage in transactions within the US Real Estate, Lodging, and Leisure sector. - Demonstrate a passion for the sector. - Generate...
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: Tax Senior, Alternative Investments Job Responsibilities: Tax Compliance - Ensure clients comply with all applicable authorities while minimizing their tax and reporting burdens. - Self and client service teams must comply with all company policies, standards, and the BDO Tax...
Title: Tax Managing Director, Alternative Investments Job Responsibilities: 1. Tax Compliance: - Ensure clients comply with all applicable authorities, minimizing their tax and reporting burdens while adhering to company policies, standards, and the **Members Only** Tax Quality Manual. - Apply understanding of client’s...
Job Title: Paralegal, Investment Management Director Job Responsibilities: -... Assist attorneys with fund formation, structuring, regulatory compliance, and transactional matters. - Coordinate all aspects of fund launches, including tracking documentation, managing timelines, and facilitating communication between internal stakeholders and external counsel....
Title: Paralegal Job Responsibilities: The paralegal role involves collaborating directly with the Chief Legal Officer and the General Counsel, participating in various workstreams within the legal department. Key responsibilities include: - Reviewing and supporting the drafting of contracts, including Non-Disclosure Agreements (NDAs), onboarding...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
friendly job title: Asset Management Summer Analyst at Top Financial Firm in New York City H1: Join Our Summer Analyst Program for a Hands-On Experience at a Leading Asset Management Firm H2: About the Program About the...
Manager - Financial Services: A full-time position with a competitive annual salary range of $125,000 to $170,000, depending on skills, experience, and you will join our Investment Funds Services team and... and advisory services for investment partnerships and related management......
tax compliance and advisory services specifically for investment partnerships and related management... entities. This role involves working as part of a multi-disciplinary team to deliver financial service knowledge and experience while building and managing client relationships. Key responsibilities include prepari...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice is tasked with a multitude of responsibilities aimed at addressing the complex needs of affluent families and their family offices. The primary...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner in the Global Family Office Enterprise at the company is responsible for leading and growing tax engagements while advising on tax matters. This role requires collaboration across...
Title: Senior Manager, Mutual Fund Tax Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients, serving as the primary point of contact for both internal and external clients. - Manage relationships with large clients at a senior...
provide comprehensive tax compliance and consulting services to clients within the Investment Management sector. Your responsibilities... will include: - Managing client accounts by delivering tax consulting services and integrating specialists when necessary. - Performing high-level tax research and working on regulated inv...
Title: Tax Attorney (Tax Planning) Job Responsibilities: - Identify and resolve Federal, International, and State and Local tax matters and related issues. - Provide research and assistance in cross-border transactions, including analysis and planning. - Work with internal clients on tax planning and structuring...
30+ Days Ago job requisition id R0002410 **Members Only** is a global advisory-focused investment bank. Our team of... senior professionals delivers a wide array of strategic advisory, shareholder advisory, restructuring and special situations and private fund adviso...
is seeking a Manager for their Mergers & Acquisitions Tax practice. This position is currently available in multiple locations, including Atlanta, GA; Boston, MA; McLean, VA; Miami, FL; New York, NY; Philadelphia, PA; and Short Hills, NJ. The salary for...
Title: Tax Manager, Private Wealth Job Responsibilities: As a Tax Manager with the Private Wealth/High Net Worth team at the company, you will be a valued advisor delivering tax and business advisory services and tax compliance to small business clients. Your responsibilities...
Title: Financial Services - Wealth and Asset Management - Tax Manager Job Responsibilities: As a manager in the Wealth & Asset Management practice at the company, the primary responsibilities include managing and coordinating tax compliance and advisory work for clients. The role...
oversight of a new program that connects various aspects of the wealth advisory ecosystem to provide optimal solutions for high-net-worth investors. The program aims to match these investors with leading investment advisory solutions, including third-party... independent registered advisory (RIA) fir...
Title: Private Wealth Tax Manager Job Responsibilities: - Join Company as a Tax Manager within the Private Wealth/High Net Worth team, delivering tax and business advisory services and tax compliance to small business clients. - Collaborate with firm leadership to serve clients and...
Title: Tax Manager or Senior Manager, Private Equity Funds Job Responsibilities: Tax Strategy & Compliance: - Lead tax advisory, compliance review, and tax return signoff for private equity clients, including multi-state filings and specialized tax considerations for funds and investments. - Oversee the preparation...
providing federal and state tax planning, consulting, structuring, and compliance services to high-net-worth clients, including real estate sponsors, owners, investors, and developers. The role involves working with a variety of clients such as management companies, joint ventures, family partnerships, indi...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice, the selected candidate will be responsible for advising clients on tax issues related to renewable energy projects. The role involves facilitating workstreams, identifying...
Title: Tax Manager - Renewable Energy Job Responsibilities: As a Manager within the Sustainability: Renewable Energy practice, the primary responsibility is to advise clients on tax issues related to renewable energy projects. Key duties include: - Managing renewable energy client engagements and targeting...
operating as Real Estate Investment Trusts (REITs), partnerships, and... corporations. - Work as part of a multi-disciplinary team to deliver industry knowledge and experience. - Build and manage client relationships by engaging with them frequently. - Manage teams of tax...
federal income tax issues related to real estate. These include: - Conducting research and analysis on various federal income tax issues, including those related to real estate tax, partnerships, REITs (Real Estate Investment Trusts), S corporations, C... corporations, and accounting metho...
multinational companies on the tax implications of their international operations. - Coordinate . tax laws with foreign tax laws to develop optimal worldwide tax strategies. - Oversee all aspects of international tax compliance for individuals, corporations, partnerships, trusts, and estates. - Research... an...
Title: Senior Associate, Business Incentives Group Job Responsibilities: The Senior Associate in the Business Incentives Group is tasked with leading or supporting services to identify, calculate, document, and support Business Incentive Group (BIG) tax credits and other tax incentives during...
Title: Senior Counsel and Director, Tax Credits Job Responsibilities: The Senior Counsel and Director, Tax Credits holds a pivotal role within the company, primarily serving as the lead transactional attorney on tax credit transactions. This position involves: - Leading, structuring, and negotiating the...
Title: Director, Claims Vendor Relations Job Responsibilities: Strategic Vendor & Litigation Oversight - Lead department-wide vendor procurement, strategy, and governance for legal and non-legal partners, including Third Party Administrators (TPAs) supporting Company Claims. - Oversee a diverse portfolio of litigation-related...
understand the client’s goals. - Develop customized asset allocation strategies and investment solutions for clients. - Provide... support for client relationship building and business development activities. - Perform business analytics as needed to support financial advisors in the growth of the business. - Analy...
Title: Assistant General Counsel, Private Capital Attorney Job Responsibilities: The Private Capital Attorney will join the Office of the General Counsel to provide effective and creative legal guidance aligning with the core values of the company. The role directly influences decision-making, fosters...
Title: Director, Private Equity Job Responsibilities: The Director of Private Equity is responsible for leading origination, research, and analysis of fund investments, direct co-investments, and secondary GP-led or continuation vehicle opportunities across private equity strategies. The role includes leveraging personal networks...
Title: Tax Accountant - Tax - GCR - FSO - WAM - Manager - Multiple Positions Job Responsibilities: - Collaborate with a team on all aspects of hedge fund, private equity fund, and asset management company taxation. This includes fund and organizational...
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...
Manager - Renewable Energy Duties: The candidate will advise clients on tax issues related to renewable energy clients and projects. Monitor current and proposed tax legislation and regulations related to renewable energy and sustainability, as well as implement client outreach...