VP, Corporate Counsel, Asset-Based Finance - Prudential H2: Experienced Asset-Based Finance Lawyer Wanted in Newark, NJ Prudential is seeking a VP, Corporate Counsel with expertise in asset-based finance to join their team in Newark, NJ. This is a full-time...
the Financial Lines underwriting business in North America. The primary duties include advising business clients on management and/or professional liability policies and coverage for financial institutions and private/not-for-profit organizations. Key responsibilities are: -... Communicating effectively with business partners, underwriting, claims profe...
Title: Counsel, Retail Job Responsibilities: - Support the day-to-day legal aspects of the asset management business, focusing on mutual funds, interval funds, and retail SMA (wrap program) business. - Review and negotiate firm-level vendor contracts across various business functions, ensuring alignment with legal,...
team environment to support client service delivery, particularly with... the AML and sanctions team. - Perform case investigations and assess potential AML and sanctions risks during these investigations. - Make recommended decisions regarding case dispositions and utilize feedback to improve investigations as...
financial crime compliance. You will engage in managing and supporting client service delivery in collaboration... with the Anti-Money Laundering (AML) and sanctions team. Your responsibilities will include: - Managing a small team of investigators. - Conducting case investigations and performing Quality C...
sanctions team to deliver client services effectively. Your responsibilities... will include: - Managing a small team of investigators. - Conducting case investigations and performing Quality Control (QC) of these investigations, requests for information, and case escalations. - Assessing potential AML and sanctions risks...
tax engagements, providing vital support across a range of services pertinent to public and private companies. Your responsibilities will... encompass: - Providing tax advisory services to clients within the insurance sector, covering various business functions such as underwriting, claims, IT, finance...
relevant for public and private companies, including tax compliance,... tax research. Perform a detailed technical review of partnership, corporate, and individual federal tax returns and review all related work papers. Coordinate with client's tax and finance departments... on tax p...
on a plethora of various industries including private equity, healthcare, tech, financial... products, oil & gas, green energy, real estate, consumer products, and other various industries. Deliver value to client experiencing a public offering... (including SPACs) and interact with...
Diversify industry experience by working on a plethora of various industries including private equity, healthcare, tech, financial... products, oil & gas, green energy, real estate, consumer products, and other various industries. Deliver value to client experiencing a public offering... (in...
Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax... Senior in the Private Client Services division is... tax and consulting engagements to identify and address client needs effectively. - Collaborating with... clients and their advisors to collect necessary information for...
Title: Tax Experienced Senior, Private Client Services Job Responsibilities: - Participate... while identifying and addressing client needs, tax planning, and... consulting opportunities. - Work directly with clients and their advisors to gather necessary information for tax return preparation. - Develop an understanding of complex...
Job Title: Tax Manager, Private Client Services Job Responsibilities: A Tax... Manager in the Private Client Services at the... company is responsible for providing tax compliance and consulting services to high net-worth clients. The role requires utilizing educational background and professional experience,...
Senior Associate, Tax - Private Client Job Responsibilities: -... partnerships, trusts, estates, and private foundations. - Developing, building,... and managing client relationships as part of... expand business opportunities and client relationships. - Maintaining functional... expertise and understanding a client's business or family struct......
compliance of self and client service teams with company... policies, standards, and the Tax Quality Manual. - Conduct top-level reviews of tax returns and resolve tax issues with clients, involving specialists as needed. - Communicate with clients and Assurance on...
- Ensure self and client service teams comply with... all company policies, standards, and the BDO Tax Quality Manual. - Apply understanding of client’s unique set of circumstances, documentation, and other legal requirements to prepare required filings (tax returns) to...
burdens. - Ensure self and client service teams comply with... all company policies, standards, and the Tax Quality Manual. - Manage projects by planning the tax process and procedures to be performed with quality. - Answer preparer questions and coordinate engagement from onset...
sectors such as Venture Capital, Private Equity, Hedge Funds, and... Real Estate. The role includes: Tax Compliance: - Ensuring clients comply with all applicable authorities while minimizing tax and reporting burdens. - Ensuring self and client service teams comply with... al...
burdens. - Ensure self and client service teams comply with... all company policies, standards, and the **Members Only** Tax Quality Manual (“TQM”). - Apply an understanding of the client’s unique set of circumstances, documentation, and/or other requirements mandated by law to prepare required...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: 1. Tax Specialization: - Develop and maintain an in-depth understanding of technical and practical issues related to partnership taxation. - Advise clients on tax implications concerning their business objectives and partnership-specific items such...
Ensure both self and client service teams comply with... company policies, standards, and the **Members Only** Tax Quality Manual (TQM). - Apply understanding of client's unique circumstances and prepare... required tax filings using a review and documentation system to ensure full compliance. -...
Title: Managing Director and Associate General Counsel, Lead Audit Counsel Job Responsibilities: - Serve as a primary contact within the Office of the General Counsel for leadership of the Audit and Assurance Practice on legal and regulatory matters related to...
is seeking a highly experienced and knowledgeable Senior Manager to join our International Tax practice. This is an exciting opportunity to be a part of a top-tier tax firm and work with high-profile clients on complex business opportunities and challenges....
Title: Tax Manager, State & Local Income Tax - (Remote Option) Job Responsibilities: - Participate in compliance and consulting 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...
tax issues within the asset management sector. Key duties include: - Participating in multi-state alternative investment firms, such as hedge funds, funds of funds, private equity, and real estate,... dealing with state and local tax issues, including compliance, advising, planni...
and external stakeholders. - Build and maintain client relationships by advising them... and ensuring the delivery of high-quality tax services and advice. - Collaborate with cross-functional account teams that may involve audit, tax, and advisory services, and manage teams of tax professional...
Claim team. - Manage a diverse range of liability claims, including Public Directors & Officers (D&O), Private D&O, Private Equity, and... Insurance Company Professional Liability. - Determine the appropriate valuation of complex claims, recommend settlement strategies, adhere to company policies, and...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... tax return sign-off. - Handle client consultations on planning opportunities... and changes in tax law. - Work on proposals and assist in developing new business opportunities. - Meet prospective clients and develop relationships with...
Tax Partner- Private Client Services (PCS) -... New York, Iselin, or Philadelphia - Full Time At **Members Only**, we value individuals who embrace new ideas, encourage innovation, and strive to make an impact. Whether you are just starting...
Tax Senior Manager - Private Client Services (PCS) Job... Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and advisory...
Managing Director, Tax - Private Client Job Responsibilities: The Managing Director,... Tax - Private Client at Company is... responsible for providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, key member of various client service teams. The Managing......
Compliance and Reporting - Private Equity - Tax Senior Job... involves collaboration with Managers through Partners on key client issues involving domestic federal,... international, and state and local taxation. A focus is placed on implementing tax strategies that align with clie...
Compliance and Reporting - Private Equity - Tax Manager Job... Oversee tax reporting implications of transactions, including tracking purchase accounting, working with debt transactions, and modeling cash taxes. - Support client engagements by coordinating interactions... with clients, reviewing staff work, driving serv...
Title: Transaction Tax Senior Manager Job Responsibilities: The Transaction Tax Senior Manager is responsible for leading innovative tax planning, consulting, and compliance skills on M&A projects for multiple clients. Key duties include: - Managing, developing, training, and mentoring Managers, Senior Associates, and Staff...
Title: Tax Manager – National Real Estate Job Responsibilities: The Tax Manager in the National Real Estate division is responsible for a range of duties that require a deep understanding of federal income tax issues and their application in the real estate...
around tax planning and advisory for corporate and private equity clients. Key responsibilities... include: - Managing technical tax planning and advising on global project management. - Coaching and developing a highly trained team with a focus on quality and commercial value. -...
Job Title: . Private Bank – Private Banker... and delivering an exceptional client experience. - Generate business results... and acquire new assets from both the existing client base and new client... acquisition. - Advise clients on... their overall balance sheet, including a...
prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth... Strategy Engagement Model and all advice capabilities offered by the Private Bank. - Provide unbiased, customized... wealth planning guidance based on deep client discovery and underst...
Job Title: . Private Bank – Private Banker... developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results... and acquire new assets, both from the existing client base and new client... acquisition. - Advise clients on... their overall ba...
Title: Senior Tax Manager, Washington National Tax Job Responsibilities: Tax Specialization & Consulting - Develop and maintain in-depth technical knowledge of partnership taxation, including Sections 704(b), 704(c), 707, 734(b), 743(b), 751, and 752. - Advise on and model the tax implications of partnership structures...
Financial Services Organization - Private Client Services Job Responsibilities: The primary... the Financial Services Organization's Private Client Services include: - Reviewing... complex individual tax returns and providing income tax planning and advice to high-net-worth individuals and families, developing into a trusted advisor role...
Compliance and Reporting - Private Equity - Tax Senior Job... work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively... with Managers through Partners on significant client issues in domestic federal,... international, and state and...
Compliance and Reporting - Private Equity - Tax Manager Job... Responsibilities: The Private Equity Tax Operations Manager... at the company plays a crucial role in managing tax compliance and consulting projects for active business entities across various business sectors. Key responsibilities include: -...
aspects of hedge fund, private equity fund, and asset... and organizational structuring, tax minimization planning, providing on-call advice, and ensuring tax compliance. - Assist in coordinating tax compliance and advisory work for clients. - Address key client issues related to domestic... federal,...
Title: Tax Partner - Private Client Services (PCS) Job Responsibilities: -... tax return signoff. - Handle client consultations on planning opportunities... and changes in tax law. - Work on proposals and assist in developing new business. - Meet prospective clients and develop relationships with both...
Tax Partner - Private Client Services (PCS): $250,980... a Tax Partner in Private Client Services H2: Design... Tax Partners for our Private Client Services team -... Involvement in new business opportunities and servicing long-standing clients - Thought leadership, technology...
Tax Senior Manager, Private Client Group at Anchin... Title: Tax Senior Manager, Private Client Group Department:... Private Client Group Supervises:... Tax Managers Role Type: Full time Location: New York, NY (Hybrid), Palm Beach Gardens, FL, or...
Seasonal Tax-Financial Services Organization-Private Client Services- Manager Job Responsibilities: The role... the Financial Services Organization Private Client Services (PCS) at... the... privately held companies, their owners, and families. The key responsibilities include: - Reviewing complex individual tax returns for Private Tax clients. - Han...
Job Title: Tax Senior, Private Client Services Job Responsibilities: A Tax... Senior in the Private Client Services practice at... the company is tasked with delivering tax compliance and consulting services to high net-worth clients. This role involves a high level of interaction...