Title: Estate Planning Attorney Job Responsibilities: - Meet with clients to understand their goals and develop comprehensive estate plans. - Draft, review, and execute legal documents including wills, trusts, powers of attorney, and advance directives. - Advise clients on estate, gift, and generation-skipping tax...
attorney, and correspondence. - Maintain both digital and physical client files ensuring confidentiality and organization. - Manage attorney calendars, meetings, and appointments related to court or document signings. - Professionally communicate with clients, financial advisors, and other professionals to support case management. - A...
Estate, Immigration & Property Management Job Responsibilities: Estate Planning & Legal... Document Preparation - Draft, revise, and finalize estate planning documents including wills, trusts, powers of attorney, advance directives, and related instruments. - Coordinate execution and notarization of legal documents with clients. - Manage matter...
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 to develop top-quality deliverables. - Utilize the company's technical knowledge...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: A career in the Financial Services Tax practice within the Corporate Tax services at the company involves helping clients meet their tax obligations while managing the impact tax...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Manager Job Responsibilities: The Asset & Wealth Management -... Renewable Energy Tax Manager is responsible for assisting clients in meeting their tax obligations while managing the impact of tax on their business....
Job Title Asset & Wealth Management -... Tax Senior Manager Job Responsibilities - Lead and manage large-scale projects to achieve successful outcomes - Innovate and streamline processes to enhance efficiency and effectiveness - Maintain exceptional standards of operational excellence in every...
Job Title: Asset & Wealth Management Tax... Manager Job Responsibilities: - Lead the Financial Services Tax team to deliver benefits through digitization, automation, and increased efficiencies. - Supervise, develop, and coach teams to deliver exceptional client deliverables and manage client service accounts. - Drive...
Job Title: Asset & Wealth Management -... Renewable Energy Tax Senior Manager Job Responsibilities: The role of Asset & Wealth Management -... Renewable Energy Tax Senior Manager involves working within the Financial Services Tax practice, part of Corporate Tax services. The primary...
Asset and Wealth Management -... Renewable Energy Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...
Title: Tax Senior Manager - Global Information Reporting Job Responsibilities: The role of a Tax Senior Manager in Global Information Reporting involves contributing to a variety of audit, regulatory, valuation, and financial analysis services, designed to address complex accounting and financial reporting...
Title Partner Tax Preparation Advisor Manager Job Responsibilities As a Partner Tax Preparation Advisor Manager, you will hold a significant role within the Finance team, which is part of the Internal Firm Services. Your primary responsibilities include managing individual tax...
Title Partner Tax Preparation Advisor Senior Associate Job Responsibilities - Manage individual tax compliance and planning for executives, including handling partnership K-1 income, state tax credits, and composite returns. - Conduct Alternative Minimum Tax (AMT) and year-end planning. - Analyze...
with client and case management and perform tasks necessary... is not exhaustive, common responsibilities include: - Case File and Client Portal Management - Create file trees... for clients and cases - Add new contacts and matters to the case management databas...
Job Title: Asset Management Associate (Registered Funds) Job... Responsibilities: The Asset Management Associate is responsible... for engaging in sophisticated financial transactions and providing legal representation for lenders and borrowers. Responsibilities include: - Representing lenders, such as investment and commercial banks, business development companies,...
Job Title: Asset Management Associate (Private Funds) Job... Responsibilities: The Asset Management Associate is expected... to engage in a variety of sophisticated financing transactions. Responsibilities include representing lenders, such as investment and commercial banks, business development companies, or other debt financing providers,...
The Asset Management Group reserves the... Associate (3 – 6 years) Experience 3-6 years of legal experience practicing as a Registered Funds Attorney is required. Job Location Chicago, IL Department Asset Management Group...
SEO Friendly Job Title: Asset Management Associate (Registered Funds)... Our Team as an Asset Management Associate (Registered Funds)... Experienced Associates Wanted for Asset Management Role at Top... Seeking Experienced Associates for Asset Management Role at Willkie's... New York Office Willkie, a...
- Private Equity / Asset Management Job Responsibilities: The Tax Partner... Hedge Funds within the Asset Management space. The primary... responsibilities include leading multiple teams on client engagements, driving growth and profitability by generating new revenue from existing clients, cross-selling into other...
Job Title: Asset Management Associate (Registered Funds) Job... Responsibilities: The Asset Management Associate with a... focus on registered funds will undertake a variety of legal responsibilities. The role involves representing a number of leading firms and providing comprehensive legal services to registered...
Finance (Loan Servicing & Asset Management) Associate Job Responsibilities: The Real... the loan servicing and asset management team within the... loan servicing consent transactions, loan modifications, and workouts. - Handling loan sales and other asset management matters. - Navigating complex... real estate finance s...
Title: Federal Tax Manager, Asset Management Job Responsibilities: - Provide... for a variety of Asset Management clients. - Work... as part of a multi-disciplinary team to provide industry knowledge and experience. - Manage teams of tax professionals and assistants working on...
Local Income Tax - Asset Management Job Responsibilities: - Provide tax... specifically for partnerships within Asset Management clients. - Deliver exceptional... client service to multi-state companies dealing with state and local tax issues, including compliance, advisory services, planning, technology, and controversies. - Assist multi-state...
Franchise Tax Manager - Asset Management Job Responsibilities: As the Income/Franchise... Tax Manager in the Asset Management sector, you will... collaborating with the Income/Franchise team and leading staff on various tax matters, encompassing all phases of project and engagement management. Key responsibi...
Business Tax Services - Asset Management: Join a dynamic... team at one of the world's top tax firms and experience a collaborative, future-forward culture that empowers your success. At **Members Only**, you'll have access to our Ignition Centers, where deep industry...
& Local Tax - Asset Management Job Responsibilities: The... Senior Associate in the State & Local Tax (SALT) practice is responsible for: - Participating in multi-state alternative investment firms, including hedge funds, fund to funds, private equity, and real estate,...
& Local Tax - Asset Management Job Responsibilities: - Participate in... multi-state alternative investment firms, including hedge funds, fund-to-funds, private equity, and real estate, dealing with state and local tax issues such as compliance, advising, planning, and controversies. - Assist multi-state companies with...
Manager, SALT Income Franchise Asset Management - Consulting Job Responsibilities: -... Work as part of a national multi-disciplinary state income tax consulting team to assist clients with complex state tax issues, including optimizing organizational structures, identifying refund opportunities, developing and delivering technology...
& Local Tax - Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms, including hedge funds, fund of funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. -...
Manager, Tax - SALT Asset Management Job Responsibilities: -... Participate in multi-state alternative investment firms (hedge fund, fund to funds, private equity, real estate) with state and local tax compliance. - Work as part of a multi-disciplinary team helping to...
Business Tax Services - Asset Management Job Responsibilities - Oversee client... portfolios of various sizes and scopes within the alternative investment fund industry, including private equity, real estate, and/or hedge funds. - Act as the first point of contact for internal and external...
Tax Senior Associate - Asset Management Job Responsibilities: As an Income... Franchise Tax Senior Associate, the primary responsibilities encompass delivering comprehensive tax planning, consulting, and compliance services to multiple clients. The role involves collaborating with the Income/Franchise Tax team and closely working...
is very brisk at this large, international full-service law firm that is one of the oldest and most prestigious firms in the Pacific Northwest. Their practice includes corporate, litigation, real estate, intellectual property, legislative, and other types of law. It's...
Manager, International Tax (Financial Services) - **Members Only** Location: Chicago, IL; New York, NY; Short Hills, NJ; Stamford, CT Salary Range: Based on relevant factors such as skills, job responsibilities, prior experience, and market considerations Job Type: Full-time...
Title: Senior Bank Counsel - Lending and Special Assets Job Responsibilities: The Senior Bank Counsel - Lending and Special Assets is a key role within the legal department of the company, primarily responsible for providing legal advice and support to the bank's...
Title: Corporate Finance and Lending Associate (Midlevel) Job Responsibilities: The role of a Corporate Finance and Lending Associate at the law firm involves a comprehensive range of responsibilities related to financial transactions. The associate will be engaged in: - Representing...
title: Summer Analyst in Asset Management at Chicago, Illinois,... Summer Analyst Program in Asset Management at Chicago H2: About... the Program - 9-10 week summer internship for students pursuing a bachelor's/graduate degree - Fully immersed in day-to-day activities - Orientation to learn about culture,...
with at least 3 years of relevant asset management regulatory experience for... its Investment Funds Regulatory Practice. The successful candidate will possess strong working knowledge of the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Priva...
Title: Associate — Corporate — Investment Funds Regulatory H1: Join Our Team at a Leading Corporate Law Firm as an Associate in Investment Funds Regulatory Practice H2: Seeking Experienced Associate in Investment Funds Regulatory Practice The Law...
business planning and performance management platform that helps businesses... make better-informed decisions. We offer a range of benefits that help you balance your career with your personal life. Competitive salary and benefits Comprehensive medical, dental, and vision...
Strategist - Private Wealth Management Los Angeles, CA, United... within our Private Wealth Management group who is a... self-starter with strong presentation, organizational and analytical skills. The Private Wealth Strategist will support advisory teams located in New York, Chicago, Miami...
Title: Legal Practice Specialist - Private Client Job Responsibilities: The Legal Practice Specialist plays a crucial role in supporting the Private Client Practice Group at the law firm. This position involves providing high-level service and support to assigned attorneys...
Title: Estate and Trust, Probate and Guardianship Paralegal Job Responsibilities: The Estate and Trust, Probate and Guardianship Paralegal is tasked with providing paralegal support to attorneys, specifically in the areas of estate and trust planning and administration, probate, and guardianship....
Title: Sr. Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director, Corporate Counsel will be a key member of the company's global Legal Risk Sustainability Compliance (LRSC) Team, serving as in-house counsel focused on the company's real estate investment funds....
in the Fidelity Digital Asset Management business group, Asset... Management Legal team, and... across the larger Fidelity Legal Group. - Work with other business units and control function business partners to structure and develop innovative cryptocurrency and blockchain-enabled products and ideas. -...
Funds team, which represents fund managers and their funds across various asset classes and strategies, including... real estate, private equity, private credit, venture capital, and infrastructure. The associate will work closely with significant institutional investors on structuring, fundraising, and oper...
Title: Associate - Corporate - Investment Funds (Liquidity Solutions) Job Responsibilities: The Associate in the Investment Funds Practice will play a crucial role in advising fund sponsors globally, with a focus on liquidity transactions, secondaries markets, and related fund operational matters. The...
and regulatory matters concerning the formation, structuring, distribution/marketing, and operation of private funds. This includes preparing and negotiating private placement memoranda, partnership agreements, term sheets, side letters, placement agreements, investment management agreements, and other fund-related... documents. - Support the company’s investm...
work schedule. Parental leave. Generous PTO and holiday schedule. Professional development and training opportunities. Responsibilities Provide sophisticated estate planning, wealth transfer and tax advice to high-net worth individuals and families. Develop and maintain...
or in-house. The candidate will manage and lead all aspects of corporate transactions, including venture and seed financings, founder and employee equity issuances, corporate formations, corporate governance, venture debt facilities, and daily outside GC management of startup clients. Will... draf...