Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
Position Overview: The General Counsel at Company will... business. This role involves close collaboration with executive leadership to proactively identify and manage legal risks, minimize exposure, control legal spending, and support profitable growth. As a trusted advisor, the General Couns...
Title: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate,...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
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, mitigating...
Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert for high net worth prospects and client relationships, handling complex financial issues and strategies. - Provide professional consulting and advisory services to clients by developing, delivering, and implementing customized...
Job Title: General Counsel Company: Company Department: Officer Reports To:... Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the... company's future success. The General Counsel will lead a... dynamic team dedicated to providing legal advice and support to all departments. Key responsibilities includ...
for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver proactive legal, regulatory, and general risk management advice and... support. - Spot and address issues early and effectively. Educati...
services to individuals, partnerships, trusts, estates, and private foundations. -... Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding of a client's...
guardianship, and special needs trusts. - Ensure correctness and... clarity on Medicaid eligibility and Supplemental Security Income (SSI) application processes. - Provide expert feedback to improve dataset quality. - Collaborate asynchronously and meet all deadlines. Educa...
Title: Attorney Job Responsibilities: - Conduct legal research and analysis to support various legal proceedings and decision-making processes. - Draft and prepare legal documents, including contracts and agreements, ensuring they comply with current laws and regulations. - Provide legal advice and counsel on a...
Title: Corporate Counsel - Real Estate Job Responsibilities: - Serve as the trusted advisor and key point of contact for Director level stakeholders on key functional initiatives and engage with VPs on more complex issues. - Apply legal and business knowledge to identify...
Job Title: Associate General Counsel Job Responsibilities: Legal Strategy &... Counsel - Serve as a trusted legal and strategic advisor to senior leadership, aligning legal strategy with organizational objectives while balancing risk and business opportunity. - Anticipate emerging legal, regulatory, and compliance issues affecting...
Title: Legal Counsel - Fund Formation and Structuring Job Responsibilities: - Lead or support the formation and ongoing maintenance of private funds, registered funds, and related investment vehicles. This includes drafting and negotiating Limited Partnership Agreements (LPAs), operating agreements, offering memoranda, and...
Title: Legal Counsel Job Responsibilities: - Serve as a trusted adviser to executives, in-house attorneys, and business partners by providing practical, business-focused legal guidance on corporate, transactional, litigation, and regulatory matters. - Draft, review, negotiate, and interpret a wide range of contracts and...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Researching and drafting memorandums involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving tax...
Title: Cannabis Tax Senior Manager Job Responsibilities: In the role of Cannabis Tax Senior Manager, the candidate will be engaged in a variety of responsibilities that are crucial for the successful management of tax-related services for clients. The key responsibilities include: -...
Title: Cannabis Tax Senior Manager Job Responsibilities: - Reviewing individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Researching and drafting memoranda involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving...
service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual family goals while preserving family wealth for future generations. We are seeking a Legal Counsel to support the General Counsel on a ......
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
Title: Assistant Bar Counsel Job Responsibilities: - Investigate allegations of misconduct by attorneys through methods such as witness interviews, subpoenas, and the collection of relevant information. - Analyze facts determined through investigations to identify violations of the Massachusetts Rules of Professional Conduct that...
Title: Senior Commercial Counsel Job Responsibilities: - Serve as a trusted legal advisor across the organization, partnering with teams such as Sales, Product, Unit Operations, and Technology. - Draft, negotiate, and review commercial contracts, including membership agreements, vendor agreements, marketing contracts, and NDAs. -...
Title: Senior Commercial Counsel Job Responsibilities: - Serve as a trusted legal advisor across the organization, collaborating with teams such as Sales, Product, Unit Operations, and Technology. - Draft, negotiate, and review a variety of commercial contracts, including membership agreements, vendor agreements, marketing...
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 legal...
Title: . Private Bank - Wealth Advisor - Executive Director Job Responsibilities: - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the Bank to serve in a current or future fiduciary capacity. - Serve as a resource for...
- Vice President Assistant General Counsel Job Responsibilities: - Develop subject... investment products for affluent individual and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including matters related to powers of attorney, trusts and esta...
- Vice President Assistant General Counsel Job Responsibilities: - Develop subject... and investment products targeting affluent individual and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including issues related to powers of attorney, trusts...
Title: Real Estate Finance and Lending Attorney Job Responsibilities: - Support real estate finance transactions by reviewing and analyzing financing documentation for project-based and asset-based loans made to REITS, data center companies, and financial sponsors and asset managers. This includes credit agreements,...
Range Negotiable # Tax Associate at **Members Only** Are you looking for an opportunity to join a global organization of independent audit, tax and advisory firms? **Members Only** LLP is the . member firm of Grant...
Title: Associate Counsel, Employment Law Job Responsibilities: - Advise HR and management on various employment law issues, including hiring, performance management, terminations, wage and hour compliance, accommodations, and employee relations. - Collaborate with HR to draft, review, and update employment-related documents such as...
VP Senior Counsel: - Responsible for providing legal support to Corporate Treasury and Secondary Marketing on various financing, securitization, repurchase agreements, and correspondent lending activities. - Draft and negotiate transaction documents for financing arrangements secured by mortgage-related assets. -...
Vice President, Senior Counsel - Legal & Compliance Job Title: Senior Vice President, Senior Counsel Location: Westlake Village, California; Plano, Texas Salary: $174,000 - $305,000 Work Model: OFFICE PENNYMAC is a specialty financial services firm that focuses on...
Title: Sr. Manager/Sr. Counsel - Commercial Real Estate (Hybrid) Job Responsibilities: - Advise the Commercial Real Estate (CRE) finance businesses on a wide variety of matters. - Provide legal support to CRE as a trusted advisor and strategic partner to the transaction teams...
Management Solutions, Trust & Estates Job Responsibilities: Technical and Risk Management: -... Collaborate with the Account Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative...
Title: Tax Manager – National Real Estate Job Responsibilities: - Responsible for research and analysis of various federal income tax issues, including real estate tax, partnerships, REITs, S corporations, C corporations, timing issues, and accounting methods, and other matters. -...
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...
fiduciary capacity to administer trusts in accordance with governing... by building and maintaining relationships with clients, partners, relationship managers, attorneys, and other contacts to generate leads. - Administer irrevocable trusts, charitable trusts, agency accounts,... ILITs, and estates, which includes asset oversigh......
to registered investment products, including privately offered business development companies (BDCs), non-traded BDCs, and non-listed real estate investment trusts (REITs). The primary responsibilities... include: - Drafting, reviewing, and maintaining registration statements and related materials for funds and other securities offerings. - Coo...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving their long-term objectives. - Act as an advocate both internally and with clients for the use...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Deliver the firm's wealth planning resources to clients and prospective clients. - Assist clients in identifying, prioritizing, and achieving long-term goals. - Serve as an internal and client-facing advocate for the Wealth Strategy Engagement Model...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients through deep client discovery and understanding. - Collaborate with advisors to develop business opportunities with both new and existing clients. - Work on the...
Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding. - Work with advisors to develop business opportunities with new and existing clients. - Collaborate on the...
Title . Private Bank - Wealth Strategist - Executive Director Job Responsibilities - Deliver the company's wealth planning resources to clients and prospective clients, aiding them in identifying, prioritizing, and achieving long-term goals. - Act as an advocate for the use of...
Title . Private Bank - Wealth Advisor - Executive Director Job Responsibilities - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the company to serve in a current or future fiduciary capacity. - Act...
Net Worth Tax Managing Director San Jose (Hybrid) Tax – High Net Worth / Regular Full-time / Hybrid WHY we get up in the morning At **Members Only** we help our people and clients pursue their passions, build thriving businesses, and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the candidate will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the primary responsibilities include performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift...