Tax Director/Partner, International Tax Department: International Tax Group Supervises: Senior Managers and below Staff Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public... Accounting and Consulting firm with a...
and Networking at the company is tasked with providing... and energy transactions with data center providers. The role involves working closely with company executives to finalize agreements... with providers and coordinating various internal organizations to ensure compliance with company policies....
strategic support for the company's . employee benefit plans... and other internal teams on the design, administration, and compliance of the company's . employee benefit plans,... including 401(k) plans, health and welfare plans, fringe benefit programs, nonqualified deferred compensation...
Investment Funds Associate Job Title: Investment Funds... Associate Job Responsibilities: The Investment Funds Associate will be... the Private Equity and Investment Funds team. The responsibilities... include: - Structuring and formation of private equity and venture capital funds. - Drafting fund and sponsor documents. - Representing institutional investors...
Title: Tax Manager, Alternative Investments Job Responsibilities: The Tax Manager, Alternative Investments is responsible for providing tax compliance and consulting services to clients in the Venture Capital, Private Equity, Hedge Fund, and Real Estate sectors. Key responsibilities include: - Ensuring clients’ compliance with...
burdens. - Comply with company policies, standards, and the... Tax Quality Manual (TQM). - Conduct top-level review of tax returns and resolve tax issues with clients. - Communicate any issues identified in tax accrual reviews with clients and Assurance teams....
Title: Tax Manager, Private Client Services Job Responsibilities: - Manages tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities. - Works directly with clients and their advisors to gather necessary information for tax return preparation. - Reviews individual, trust,...
projects for multi-state alternative investment clients, including hedge funds,... Work as part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge and experience.... - Review tax calculations and information presented on state income tax re...
Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: As a Senior Manager in the Asset & Wealth Management sector with a focus on Renewable Energy Tax, you will be part of a team dedicated to solving complex...
operational efficiency and to free up time that can be spent focusing on business strategy. Focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and... other lifestyle investments planning to establish a foundation for financial longev...
opportunity to help the company in all aspects of... its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement...
opportunity to help the company in all aspects of... its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing financial transactions, paying and receiving invoices, maintaining financial statement...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Sr. Director,... (LRSC) Team at the company, specifically supporting the company’s... real estate investment funds. The role involves: -... Advising on a wide range of legal and regulatory matters related to private funds, including...
Title: Junior to Mid-level Investment Funds Associate Job Responsibilities:... The Junior to Mid-level Investment Funds Associate will be... key member of the Investment Funds team at the... law firm. Responsibilities include: - Representing fund managers and their funds across various...
Director, Corporate Counsel - Investment Fund Job Responsibilities: The Senior... (LRSC) Team at the company, serving as the in-house... counsel for the company's real estate investment funds.... The primary responsibilities... include: - Advising on a wide array of legal and regulatory matters...
Paralegal (Associate) at the company will be part of... responsibilities that include: - Drafting, reviewing, and maintaining investment fund distribution agreements, placement... agreements, and selling agreements for company private fund and evergreen... products. - Managing the execution, filing, and recordkeeping of d...
mutual funds and exchange-traded funds. - Advise on regulatory developments and their implementation. - Provide legal support to the company Funds’ Boards of Trustees.... - Collaborate with internal teams on new business initiatives. - Negotiate and document contracts for in...
Firm is seeking an Investment Funds Regulatory Associate to... experience to join its Investment Funds Regulatory Practice. The... and compliance advice to investment advisers, family offices, and... other financial institutions around t...
Associate – Investment Funds Regulatory – Law... have strong knowledge of Investment Advisers Act of 1940... and Investment Company Act of 1940... - Private equity and hedge fund formation experience is and compliance advice to investment advisers, family offices, and......
firms, asset managers, and investment funds, with a client... base ranging from small start-ups and boutique operations to some of the world's largest financial institutions. The associate will work within one of the largest and most innovative practices in the...
successful candidate may be asked to perform other duties as necessary. Salary Information The salary for this position will be competitive and commensurate with experience. The firm also offers a comprehensive benefits package including medical, dental, vision, and...
for Real Estate Private Investment Funds Position in New... York Job Title: Real Estate PIF - Mid-Level Associate Location: New York, NY Department: Real Estate Industry Experience: Class of 2023 to join our Private Investment Funds practice in New......
Job Title: Investment Funds, Regulatory Associate Job Responsibilities: -... governing documents. - Advise clients on compliance with applicable rules and regulations. - Prepare SEC filings and respond to examinations. Education and Experience Information: - 1-3 years of investment funds-related regulatory experience at... a global law f...
part of the Private Investment Funds practice at the... Working collaboratively within teams to manage and execute substantial components of fund formation transactions. - Handling transactions with private investment funds, particularly in sectors... such as private equity, real estate, and techn...
issues under federal securities laws. Key responsibilities include: - Addressing Investment Company Act status issues... and providing opinions. - Handling broker-dealer and investment adviser status issues. -... Providing counsel regarding broker-dealer and investment adviser registration and compliance.... - Setting u...
Asset Management Legal. This position is integral to supporting the Columbia Threadneedle Investments, focusing on registered investment companies such as mutual... funds, ETFs, closed-end funds, and Columbia collective investment trusts (CITs). The primary... responsibilities include: - Performing ongoing legal and re...
Job Title: Senior Level Investment Management Associate Job Responsibilities: The position... candidate to engage in investment management transactional work, specifically... Advisers Act and the Investment Company Act. Responsibilities include... conducting thorough research, drafting documents, and providing analytic insights. The role demands independence,...
Title: Fund Services Senior Counsel Job Responsibilities: The Fund Services Senior Counsel will join a collaborative and client-focused fund services team at a law firm, representing leading venture capital and growth equity firms in the . and internationally. The role...
Associate - Corporate - Investment Funds Regulatory Job Responsibilities... in the Corporate - Investment Funds Regulatory practice involves... responsibilities include: - Advising investment advisers, family offices, and... other financial institutions on legal, regulatory, and compliance matters. - Operating and ma...
Job Title: Investment Funds Associate Job Responsibilities: - Work... institutional investors in their fund investments. - Draft and review documents related to secondary transactions. - Advise clients on compliance with . and . securities laws, including the Securities Act, the Investment Company Act, and...
contracts related to the company's ETF and mutual fund... distribution business. - Research and provide legal advice to business regarding FINRA regulatory and broker dealer compliance issues. - Manage communication and interaction with clients, service providers, and others regarding contract terms and...
Title: Senior Legal Counsel Job Responsibilities: - Analyze new and existing products and services to identify risks and ensure compliance with applicable regulations, particularly focusing on the Investment Advisers Act. - Identify and... mitigate risk implications while providing legal advice in connection with...
Law Firm Seeking Investment Funds Associate in New... qualifications. Job Title: Investment Funds Associate Experience:... options available) Department: Investment Funds H1: Join... Our Dynamic Investment Funds Team at Law... H2: Opportunity for Experienced Investment Funds Ass...
Title: Associate - Corporate (Investment Management - Private Equity... sponsors and investors. Key responsibilities include: - Structuring, formation, and operation of private investment funds. - Addressing legal, regulatory,... and compliance matters faced by fund sponsors. - Maintaining immediate partner and client contact, requiring...
Senior Asset Management and Investment Funds Associate Job Responsibilities: The Senior... Asset Management and Investment Funds Associate at the... law firm is expected to have extensive experience in dealing with established and emerging sponsors of private funds, focusing on private fund formation...
a variety of duties that involve the structuring and forming of private investment funds. Key responsibilities include: -... Structuring and forming private investment funds. - Negotiating with fund... investors. - Handling fund operational issues. - Working directly with senior leadership at fund manager c...
Title: Fund Formation Attorney Job Responsibilities: - Represent sponsors and investors in private investment funds. - Complete fund formation... transactions. - Handle sponsor-level transactions, including those general partner and management company entities. - Conduct secondary transactions... limited partner and/or portfolio company interests. Education and Experience Information: -......
negotiate contracts for a variety of advisory, brokerage, technology, and operational services within Pershing. - Provide general legal support to broker-dealer, registered investment adviser, and technology affiliate... as needed. - Advise on new product development and regulatory risk management decisions. - Provide busin...
including drafting and negotiating term sheets and definitive documents. - Drive the company's global business expansion efforts,... including scoping out new jurisdictions, advising on jurisdictional risks and nuances, and leading the formation of new subsidiaries or branch offices outside the U...
firm is responsible for a variety of tasks within the Corporate and Investment Management sectors. The primary... duties include: - Performing corporate-related tasks such as entity formations, amendments, dissolutions, drafting initial governance documents, obtaining EINs, and tracking subscription agreements as needed. -...
drafting partnership, limited liability company, and other governing agreements,... negotiating with investors, and drafting side letters. - Counseling fund managers on matters related to securities laws, fund structures, tax, and other regulatory issues. - Advising clients on general fund operations, including handl...
advice and guidance to clients on matters pertaining to registered investment companies, including mutual funds,... exchange-traded funds (ETFs), closed-end funds, interval funds, tender offer funds, and business development companies, as well as their advisers and directors. This role involves collaborating...