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Compliance Team Lead
The candidate will assists with daily activities to ensure requirements of department are fulfilled, as required by Firm policies or regulatory rules. Will observes the functions of analysts for completion of assigned duties. Trains new staff on the team. Provides feedback as needed and escalation to department Director, as required. Will assist in monitoring rule changes or regulatory developments relating to investment advisers. Will provides input t...
Senior Manager, State And Local Tax
The candidate will participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. Analyze state tax considerations and impacts related to business restructuring projects and inter company transactions. Will participate in multi-state companies with state and local tax controversies which includes ...
The candidate will be responsible for the preparation of estate plan reviews. Oversight of settling estates when needed. Engaging with clients who want to review and/or update their estate documents. Work closely with the Partner to learn all aspects of Family CFO business; keeps Partner informed on team and client issues. Participate in client meetings; first interview, confidential fact-finding, financial action plan solution, implementation and review ...
The candidate will be responsible for fact gathering and legal research to provide legal assistance and advice in complex matters related to commercial contracts, real estate and construction law and general business transactions. Will be reviewing and drafting of complex, commercial contracts, lease agreements and modifications, purchase and sale agreements and other real estate related or transactional documents. Negotiate with outside parties on complex ...