Job Title Asset & Wealth Management Tax Manager Job... Responsibilities - Supervise and develop team members to achieve exceptional deliverables. - Manage client service accounts and engagement workstreams. - Independently solve and analyze complex problems. - Utilize the company's technical...
Job Title Wealth Management Tax Services Manager... Job Responsibilities - Manage client service accounts and lead engagement workstreams, ensuring collective ownership of quality, timelines, and deliverables. - Supervise, develop, and coach teams to produce exceptional outcomes, leveraging team member’s unique...
Job Title: Consultant/Wealth Management Compliance Job Responsibilities: - Lead or... assist in all aspects of mock regulatory examinations and compliance program reviews, including preparing document requests, reviewing documents, conducting interviews, and drafting reports. - Perform a broad scope of work during reviews of...
Legal for **Members Only** Pershing/**Members Only** Wealth Services and serve as... operational, and technology services. - Provide general legal support to the broker-dealer and registered investment adviser as needed. - Advise on new product development and regulatory risk management decisions. - Keep...
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...
Job Title: Private Wealth Tax Manager Job Responsibilities:... - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift,...
Title: Senior Director, Senior Managing Counsel Job Responsibilities: - Report to the Head of Legal for the company’s Pershing/Wealth Services and serve as a key adviser to the business. - Manage and negotiate contracts for Pershing for a variety of...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, the primary responsibilities include working collaboratively with the AML and sanctions team to support client service delivery. This involves managing a small team of investigators, performing case investigations, and conducting...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst, the role involves participating in regulatory, risk, and forensic operations with a focus on Anti-Money Laundering (AML) and sanctions. The main responsibilities include: - Performing case investigations to...
Title: Tax Manager – Energy & Resources Job Responsibilities: - Maintain and develop strong client relationships on various tax consulting and compliance engagements. - Manage engagement workflow, team resources, and billing processes. - Collaborate as part of a coordinated client service team, offering industry...
Title: Tax Manager – Manufacturing Job Responsibilities: - Maintain and develop strong client relationships on various tax consulting and compliance engagements. - Manage engagement workflow, engagement team resources, and engagement billing. - Work as part of a coordinated client service team approach, collaborating with...
Title: AML Project Delivery Specialist Job Responsibilities: In this role as an AML Project Delivery Specialist, you will collaborate with the AML and sanctions team to support client service delivery. Your responsibilities will include: - Managing a small team of investigators. - Performing case...
advisory needs, including audit, tax compliance, and planning. The role involves working through the entire business life cycle of a private company, from inception to growth, maturity, and transition. The team focuses on key issues such as wealth management, c...
operational efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Use feedback and reflection to...
efficiency and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Encourage everyone to have a voi...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Support team to disrupt, improve and e...
and to free up time that can be spent focusing on business strategy. Assist the team focus on key issues like wealth management, compliance, cash flow... management, equity expansion, divestiture and... exit strategies. Develop new skills outside of comfort z...
Responsibilities: - Lead the Client Management Process to identify new... Client Experience by leading the client team to provide meaningful interactions. - Develop a deep understanding of clients’ needs, preferences, and overall wealth strategy. - Act as a... trusted advisor, providing integrated recommendati...
Title: Tax Associate - Winter 2026 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will focus on tax consulting and tax return preparation, which includes tax research, tax planning, and preparing supporting digital work papers for various tax...