service and innovative support to various departments within the company, such as business development, finance, and talent management. Key... responsibilities include: - Supporting the National Markets & Sales Team (NMST) in drafting contracts and negotiations, including Master Services Agreements (MSA), P...
contracts for a variety of advisory, brokerage, technology, and operational services. - Provide general legal support... to the broker-dealer, registered investment adviser, and technology affiliates as needed. - Advise on new product development and regulatory risk management decisions. - Provide business leaders an...
investigations and decisions regarding disciplinary actions against individuals and organizations within the financial industry. This entry-level position... provides substantive hands-on legal experience and specialized knowledge of the financial sector. Honors Associates operate... under the supervision of senior attorneys, investigators, Directo...
Corporate Counsel Job Title Associate Corporate Counsel Job Responsibilities - Provide legal counsel and support to more senior counsel on investment management matters for various product offerings including Mutual Funds, ETFs, Collective Funds, Private Funds, Separately Managed Accounts, Institutional Separate Accounts, and Local Government...
for the company’s Pershing/Wealth Services and serve as a... of advisory, custody, 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 manageme...
Title: Associate – Ultra High Net Worth Practice Job Responsibilities: - Advise ultra-high net worth (UHNW) individuals, families, and family offices on estate, gift, and generation-skipping transfer tax matters. - Draft and review sophisticated estate planning documents, including Grantor Retained Annuity Trusts (GRATs),...
for supporting retirement plan services and products with a... focus on the FuturePlan business. This involves providing legal counsel to executives and associates, and collaborating with Risk, Compliance, Privacy, and Information Security to identify and mitigate risks while ensuring alignment...
Title: Tax Senior Manager, Nonprofit Job Responsibilities: 1. Tax Compliance: - Ensure that clients comply with all applicable tax authorities while minimizing tax and reporting burdens. - Ensure compliance with company policies, standards, and the BDO Tax Quality Manual (TQM). - Conduct...
Title: BDC (Business Development Company) Compliance Officer Job Responsibilities: - Participate in mock regulatory examinations and compliance program reviews. - Assist with policy and procedure reviews, drafting reports, and creating manuals to ensure compliance with regulatory requirements. - Provide compliance assistance and advice to...
in Special Needs Trust Services, promoting growth, profit management,... and risk management. - Engage stakeholders and internal partners associated with the function. - Assign accounts and ensure relationships are managed according to fiduciary policies and procedures to ensure satisfactory audits and service...
Title: Associate General Counsel (Expertise in healthcare, Medicare & Medicaid laws) Job Responsibilities: - Monitor and advise the company on healthcare requirements, focusing on federal and state Medicare and Medicaid statutes, regulations, and policies, as well as related developments, including litigation that...
Title: Partner Tax Preparation Advisor Senior Associate Job Responsibilities: - Manage individual tax compliance and planning for executives, ensuring all tax-related responsibilities are handled efficiently. - Handle partnership K-1 income, state tax credits, and composite returns, demonstrating a strong understanding of these complex...
Title: Counsel-Commercial Insurance Job Responsibilities: As a Counsel-Commercial Insurance, the primary responsibility is to provide expert legal guidance to the Middle Market business, focusing on insurance and contractual matters. Key responsibilities include: - Providing counsel to the Commercial Insurance Middle Market business on...
Title: 2026 Entry-Level Associate - Investment Management Job Responsibilities: The entry-level associate in the investment management practice will be responsible for advising both registered and private funds, as well as institutional investors. Key duties include: - Fund formation and governance: Assisting in the...
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 strengths...
Title: Wealth Management Tax Services Manager Job Responsibilities: - Manage client... service accounts and lead engagement workstreams, ensuring quality and adherence to project timelines. - Supervise, develop, and coach teams to produce exceptional outcomes, leveraging team capabilities to meet client needs. - Independently tackle...
Title: Assoc General Counsel (Corporate Transactions) Job Responsibilities: The Assoc General Counsel (Corporate Transactions) position involves providing comprehensive legal support and guidance with a focus on corporate transactional work. Key responsibilities include: - Drafting and negotiating commercial agreements and government contracts. -...
Title: Contract Specialist Job Responsibilities: - GS-09 Level: Perform and coordinate procurement actions, assist with simplified procurement actions, maintain accurate records, business practices, and market conditions to identify potential contractors. - GS-11 Level: Review purchase requests, statements of work, or specifications for completeness...
Title: Contract Specialist Department: Department of Defense, Defense Logistics Agency Summary: This standing register is used to fill positions at the GS-09, GS-11, and GS-12 levels within the Defense Logistics Agency. Positions may vary in terms of promotion potential depending on the specific...
Title: Manager, Federal Tax - Asset Management Job Responsibilities: - Oversee client portfolios of various sizes and scopes within the alternative investment fund industry, including private equity, real estate, and hedge funds. - Act as the first point of contact for internal and...
Title: Tax Senior Manager, State and Local Tax Job Responsibilities: A Tax Senior Manager in the State and Local Tax (SALT) division is responsible for advising clients on tax implications related to their business objectives and recommending alternative courses of action to...
Title: Senior Claim Handler Job Responsibilities: The Senior Claim Handler at the company is tasked with managing a comprehensive book of complex claims, specifically focusing on asbestos, long-term exposure, and environmental claims. These responsibilities encompass all aspects of claim management...
Title: Senior Claim Handler Job Responsibilities: - Analyze contracts, policies, applicable law, and facts/circumstances surrounding claims to determine appropriate coverage position and resolve claims on reasonable terms and at an appropriate value. - Conduct/manage factual claims investigation, including communications with policyholders, remediation experts,...
- Investment Management - Financial Institutions Job Responsibilities: The Of Counsel... the Investment Management - Financial Institutions practice group at... the law firm involves a variety of sophisticated legal and regulatory responsibilities. The successful candidate will: - Provide expert legal counsel on investment...
Title: Paralegal Job Responsibilities: - Draft, review, and organize business contracts, including non-disclosure agreements, vendor agreements, and service contracts. - Assist in the formation, dissolution, and maintenance of corporations, LLCs, and other business entities. - Prepare and file annual reports, statements of information, and...
Title: Billing Manager Job Responsibilities: - Manage the Billing Department and oversee the coordination of staff responsibilities. Allocate and monitor work assignments to the team and facilitate the annual review process for the department. - Manage, train, and inspire the Billing team in...
Claims Consultant - Aging Services/Medical Malpractice Job Responsibilities The Complex... and management of Aging Services claims across various states.... The role requires the individual to be recognized as a technical expert in interpreting complex or unusual policy coverages. Under general management...
Complex Claims Consultant - Financial Lines/Public D&O Job Responsibilities: The Complex... policies issued to Public Companies and Financial Institutions such as large... depository institutions, insurance companies, and investment advisors. The consultant is responsible for investigating and maintaining complex professional liability claims, wo...
Title: Technology Transactions, Outsourcing & Commercial Contracts Midlevel Associate Job Responsibilities: The primary responsibilities for the Technology Transactions, Outsourcing & Commercial Contracts Midlevel Associate include engaging in complex technology and commercial transactions. This role involves drafting and negotiating various agreements pertinent to...
Title: Counsel - Client Engagement Terms Job Responsibilities: The role of Counsel - Client Engagement Terms involves a comprehensive range of responsibilities centered around the review, revision, and negotiation of client engagement terms. The primary duties include: - Reviewing, analyzing, and revising various...
Title: Associate General Attorney Job Responsibilities: The Associate General Counsel at the company is an influential business partner who reports directly to the General Counsel. The role involves a spectrum of responsibilities aimed at advancing the company's success by providing strategic oversight...
Title: Experienced Tax Manager, Non Profit Job Responsibilities: 1. **Tax Compliance:** - Ensure clients comply with applicable authorities while minimizing tax and reporting burdens. - Ensure compliance with company policies, standards, and the BDO Tax Quality Manual. - Conduct reviews of tax...
on a variety of responsibilities aimed at providing comprehensive legal services in the areas of... estate planning, probate, trusts, and estates. The role involves: - Drafting legal documents such as wills, trusts, and powers of attorney to meet clients' estate planni...
inventory of highly complex Financial Lines claims, characterized by... large exposures and requiring specialized technical expertise. This involves verifying policy coverage, conducting investigations, developing and employing resolution strategies, and authorizing disbursements within authority limits, in accordance with company protocols. -...
& Officers (D&O), Fiduciary, and Employment Practice Liability (EPL) Claims. The key responsibilities include: - Managing an inventory of highly complex Financial Lines claims with significant... exposures requiring specialized technical expertise and coordination. This involves verifying policy coverage, conducting investigatio...
inventory of highly complex Financial Lines claims with large... exposures, requiring specialized technical expertise and coordination. This includes verifying policy coverage, conducting investigations, developing resolution strategies, and authorizing disbursements within authority limits. - Ensure exceptional customer service by managing all aspects...
Law Attorney Job Responsibilities - Manage a full caseload of family law matters, which includes handling cases related to divorce, custody, support, and equitable distribution. The attorney will be responsible for managing these cases from the initial client intake through to the...
to deliver top-quality tax services. - Manage client service accounts... and engagement workstreams. - Solve complex problems and develop innovative solutions. - Leverage technical knowledge and industry insights. - Drive digitization, automation, and increased efficiencies. - Foster a culture of continuous improvement. - Maintain deliverables that...
Title Corporate 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 elevated standards of operational excellence in activities. - Interact with clients...
Title: President, Pine Street Land Job Responsibilities: - Provide leadership and strategic direction for all title and closing operations, including title searches, examinations, underwriting, and settlement coordination. - Oversee and develop a team of title professionals, fostering a culture of accuracy, accountability, and...
Title: President, Pine Street Land Job Responsibilities: As the President of Pine Street Land, a strategic and hands-on role is expected to guide the vision, operations, and growth of this expanding title and settlement company. The key responsibilities of this position include: -...
Title: President, Pine Street Land Job Responsibilities: - Provide leadership and strategic direction for all title and closing operations, including title searches, examinations, underwriting, and settlement coordination. - Oversee and develop a team of title professionals, fostering a culture of accuracy, accountability, and...
Title: President, Pine Street Land Job Responsibilities: - Provide leadership and strategic direction for all title and closing operations, including title searches, examinations, underwriting, and settlement coordination. - Oversee and develop a team of title professionals, fostering a culture of accuracy, accountability, and...
Title: President, Pine Street Land Job Responsibilities: - Provide leadership and strategic direction for all title and closing operations, including title searches, examinations, underwriting, and settlement coordination. - Oversee and develop a team of title professionals, fostering a culture of accuracy, accountability, and...
Title: Senior Securities Counsel Job Responsibilities: - Draft, review, and negotiate contracts related to the company's ETF and mutual fund distribution business. - Research and provide legal advice to the company’s business concerning FINRA regulatory and broker-dealer compliance issues....
Title: Associate Counsel – Third Party Distribution Job Responsibilities: - Provide legal advice and representation on matters related to the company's business activities and investment products. - Prepare resolutions and participate in major legal actions. - Liaise with the business on strategic issues and...
State and Local Tax Financial Services Senior Manager Job Responsibilities: As... State and Local Tax Financial Services team at the... company, you will have a pivotal role in assisting clients with complex business issues related to state and local taxes. Your responsibilities...
State and Local Tax Financial Services Senior Manager Job... Responsibilities - Lead significant projects and drive process innovation - Achieve operational excellence in tasks - Interact with clients at senior levels to achieve project success - Develop and sustain client...
Income Franchise Tax - Financial Services (Remote Option) Job Responsibilities:... - Assist multi-state companies with state and local tax issues, including compliance, advising, planning, controversies, and technical research. - Review information presented on state income tax returns and schedule K-1 before,...
Income Franchise Tax - Financial Services (Remote Option) Job... Responsibilities: - Assist multi-state companies with state and local tax issues including compliance, advising, planning, controversies, and technical research - Review information presented on state income tax returns and schedule K-1...