earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... assets, both from existing client base and new client... acquisition. - Advise clients on... their overall balance sheet, including asset allocation, investment...
Job Title . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... both from the existing client base and through new... client acquisition. - Advise clients on... their...
Job Title: . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... assets, both from existing client base and new client... acquisition. - Advise clients on... their...
Job Title: . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... from both the existing client base and new client... acquisition. - Advise clients on... their...
banks in public and private offerings of securities. - Advise... adherence to exchange listing standards and corporate governance requirements. - Collaborate effectively within a team environment, demonstrating a passion for client service. - Engage in drafting... and negotiation processes with a high l...
Title: Managing Director and Associate General Counsel, Lead Audit Counsel Job Responsibilities: - Serve as a primary contact for the leadership of the Audit and Assurance Practice on legal and regulatory matters related to the provision of professional services. - Advise other professional...
Laundering) and sanctions risks during investigations. - Recommend decisions regarding case dispositions and utilize feedback to improve investigations. - Communicate regularly with Engagement Managers, project team members, and representatives from various functional or technical teams, escalating matters as necessary. - Support client serv...
sanctions team to support client service delivery. The responsibilities... include managing a small team of investigators, performing case investigations, and conducting Quality Control (QC) of case investigations, requests for information, and case escalations. The candidate will assess potential AML and...
/ Experienced / Sr. Manager / Director Senior Manager, International Tax Atlanta, GA; Boston, MA; Charlotte, NC; McLean, VA; Miami, FL; New York, NY; Philadelphia, PA; Rochester, NY; Short Hills, NJ; Stamford, CT; Tampa, FL 119063 Share...
funds, fund of funds, private equity, and real estate... sectors. - Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience. - Review tax calculations and information presented on state income tax return...
critical role in supporting client service delivery within the... Anti-Money Laundering (AML) and sanctions team. Your responsibilities will include managing a small team of investigators, performing case investigations, and ensuring quality control of these investigations. You will assess potential AML...
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...
The candidate will oversee client portfolios of various size... alternative investment fund industry (private equity, real estate and/or... tax professionals/assistants working on client projects. Assess tax impact... on clients of rules and law changes, develop tax arguments to support conclusions...