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New Haven office of our client seeks wealth planning attorney with 4+ years of experience. The candidate will work directly with and advise high net worth individuals and their advisors on primarily complex domestic estate and trust planning, including working with owners of private capital and their diverse assets. An LL.M. degree is a plus. Should be admitted to, and in good standing with the State Bar of New York. Must have exposure to and experience in drafting, recomme... read more
Junior Legal Documentation Specialist and Assistant
The candidate will work on domestic and international banking and brokerage projects managed by the Group’s CFO. Will be understanding business needs and preparing documentation requested by IBG’s U.S. and foreign affiliates. Reviewing documents and correspondence; obtaining necessary approvals from Compliance, Legal and Regulatory departments. Reviewing and preparing onboarding banking documentation (including AML an... read more
Candidate will conduct conflict of interest research, interpret and evaluate conflicts reports, conduct conflict clearances for incoming new business and lateral hire, draft waivers and review engagement terms and outside counsel guideline, and work collaboratively with the firm’s General Counsel and Loss Prevention Partners. Handling multiple priorities and adjusting to shifting deadlines are common for this position. read more
Office of General Counsel - Senior Lawyer
The candidate will be part of the Corporate Group of the Office of General Counsel. Will contribute primarily in the area of technology, including by: Advising business leaders on the implementation of, and risks associated with, technology systems and innovations; Preparing agreements for the procurement of technology solutions and other products and services; Advising on the transfer and sharing of intellectual property throughou...
Manager, Wealth Management
The candidate will manage team members in the preparation of financial plans, provide sophisticated wealth planning services, and participate in internal speaking opportunities. Will also be responsible for supervising team members providing them with leadership, counseling and career guidance. Provide one-on-one personal financial counseling to company’s Partners, Principals, and Managing Directors (PPMDs). Deliver detailed financial planning ...
Senior Tax Consultant; Private Equity Tax
The candidate will work within an engagement team and draw on your experience in accounting and taxation to provide tax compliance and consulting services to private equity clients. Will identify complex tax issues and provide tax analysis for a variety of entities and their affiliates. Responsibilities will include: Performing detail-level reviews of partnership work papers, allocations, and tax returns as well as preparing materi...
Manager; Investment Management, Private Equity Tax
The candidate will utilize prior experience to provide tax compliance and consulting services to private equity clients. Assist clients with effective analysis, solution development, and implementation of clients’ tax objectives. Will manage the client relationship by delivering tax consulting services to the client, engaging specialists as necessary. Responsibilities will include: Performing high-level reviews of tax re...
Senior Tax Consultant, Private Wealth
The candidate as a Tax Senior in Private Wealth Tax practice, will perform detail-level review of individual, fiduciary, partnership, closely-held corporation, estate, and gift work papers and tax returns, as well as prepare materials and research for consulting projects related to tax planning opportunities. Will coordinate and communicate with clients to gather information to complete tax returns. Additionally, will train, mentor, an...
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Tax Manager, Private Wealth
The candidate will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. Additionally, will train, mentor, and supervise new and experienced Tax Consultants and Tax Seniors; w...
Senior Counsel, Enterprise Compliance
The candidate will be leading the development and implementation of firm's compliance strategy and compliance program content with respect to the Foreign Corrupt Practices Act, the UK Bribery Act, economic sanctions requirements (including those administered by the Office of Foreign Assets Control) and anti-money laundering requirements in the jurisdictions where does business globally. Will be providing legal counsel on these topics....
Tax Services Senior - Real Estate Tax
Responsibilities : Will be providing first-level reviews of tax returns, all while constantly keeping in touch with the company clients. Will be looking at, and analyzing complex tax issues and structures. Analyzing an evolving portfolio of complex tax operations to provide meaningful business insights. Learning and researching current market trends, to maintain the credibility as a trusted advisor. Building client relationships and de...
Compliance Officer / SR Counsel -Investment Management
The candidate will be developing incisive reports for the Senior Vice President, Chief Investment Officer and his leadership team, the GCO and the Associate Chief Counsel. Will be ensuring compliance with the Investment Advisers Act of 1940 and other applicable federal and state regulations affecting CIM’s investment and business operations. Remaining apprised of legislative and regulatory developments that might aff...
Senior Counsel - Support Information Technology Contracts
The candidate will provide enterprise wide support and guidance for global commercial contracting activities, with an emphasis on Information Technology contracts, Business Process Outsourcing and intellectual property matters. Will work closely with Information Technology, Legal, Compliance, and business colleagues and report directly to the Associate Chief Counsel for Strategic Transactions. Lead in drafting and n...