Title: Tax Manager - Mutual Funds Job Responsibilities: As a Tax... Manager, you will be responsible for leveraging your experience in accounting and taxation to provide tax compliance and consulting services to Investment Management clients. Key responsibilities include: - Managing accounts day-to-day by...
Title: Tax Senior - Mutual Funds Job Responsibilities: As a... Tax Senior, the candidate will be part of an engagement team and leverage their experience in accounting and taxation to deliver tax compliance and consulting services to Investment Management clients. The...
Title: Financial Services - Global Compliance and Reporting - Private Equity - Tax Senior Job Responsibilities: As a Tax Senior in the Wealth & Asset Management practice, the primary responsibilities include handling tax compliance and advisory work for clients. The role involves: -...
The following jobs are no longer active but were real openings previously posted by employers. These listings provide valuable insight into employer hiring trends and frequently lead to job offers. In many cases, employers are still hiring or open to strong candidates even if no new job is posted. Applying to these listings often makes you the only applicant, increasing your chances of being hired.
Supervisory Principal II Responsibilities: Reviewing legal documentation for account opening purposes. Reviews all annuities and life insurance for completeness and suitability. Evaluates sales for pertinent information collected from the sales rep. Question any inappropriate documents via email or telephone and documents each sale with resolution of findings. In addition to approving new brokerage accounts for completeness and suitability, approves daily mutual fund, bond,... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Legal Support Assistant The candidate responsibilities include: Communication skills including drafting emails, letters and memoranda. Support in gathering information from non-proprietary mutual funds for use in... SEC filings. Preparation of expense reports and coordination of travel arrangements. Support for legal department matter management system. Support for prospectus content management platform for SEC filings. Preparation of permanent files and records for SEC filings... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Legal Assistant The Candidate will be responsible for communication skills including drafting emails, letters and memoranda. Support in gathering information from non-proprietary mutual funds for use in... SEC filings. Preparation of expense reports and coordination of travel arrangements. Support for legal department matter management system. Support for prospectus content management platform for SEC filings. Preparation of permanent files and records for SEC filings. Coordina... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Analyst, Customer Complaints The candidate will partner with Compliance, Supervision, Legal, and Operations resources to ensure proper handling of complaints, including investigations and any required filings. Document receipt and resolve customer complaints in a timely manner. Work with advisors and supervisors to gather information as part of the complaint investigation and documentation required for the complaint file. Work with customers to gather additional i... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Wealth Planning Analyst The candidate will be responsible for examining client and prospect current financial data, evaluating the appropriateness as measured against their assessed goals and needs, and coordinating with our Wealth Planners the preparation of recommendations to fulfill those goals, needs or address a challenge. Gather and evaluate financial data including deposits and loans, qualified retirement accounts, social security benefits, life, disability, l... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Administrator 2-Fin The candidate will have global responsibility for: Becoming an expert on the entire company Marketing Cloud bid management process and systems. This includes becoming an expert in creation all bid package deliverables (BPW, eSaaS Pricing Tool, RAW, SOW/Exhibits, etc) and systems (iPD, Q, DAS, etc); Providing guidance on how to structure contract documentation (Fixed Price vs Time and Material vs Other) to meet contracting standards and policies.... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Loan Processor III or IV Responsibilities: Handle Corporate Commercial and Industrial (C&I) and Wealth Management (WMG) loan documentation and closing related functions. Support team by providing a variety of due-diligence and documentation review functions. Prepare loan documents and address issues/concerns with attorneys, lenders and customers as needed. Remain up to date on all policies, procedures and training. Identify and address and/or elevate issues and exception... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Loan Processor III or IV The candidate will handle Corporate Commercial and Industrial (C&I) and Wealth Management (WMG) loan documentation and closing related functions. Support team by providing a variety of due-diligence and documentation review functions. Prepare loan documents and address issues/concerns with attorneys, lenders and customers as needed. Remain up to date on all policies, procedures and training. Identify and address and/or elevate issues and exceptio... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Loan Processor III or IV Responsibilities: Handle Corporate Commercial and Industrial (C&I) and Wealth Management (WMG) loan documentation and closing related functions. Support team by providing a variety of due-diligence and documentation review functions. Prepare loan documents and address issues/concerns with attorneys, lenders and customers as needed. Remain up to date on all policies, procedures and training. Identify and address and/or elevate issues and exception... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here
Services Tax Senior Manager The candidate will help clients meet their tax obligations while managing the impact tax has on their business. Will advise clients on their local and overseas tax affairs, while acting as a strategic consultant related to business analysis, managing working capital, and profit sharing for partners. Proactively assist in the management of a portfolio of clients, while reporting to Directors and above. Be involved in the financial managem... read more
Note: This job is no longer active. It was originally posted on [Date] and is part of LawCrossing’s historical archive of legal jobs. While the position may have been filled, employers often remain open to exceptional candidates for similar roles. LawCrossing has tracked this employer's hiring activity for over 25 years. This listing is provided for informational and outreach purposes and may still lead to employment. Learn more about archive jobs and how powerful they are for your search, click here