Title Senior Relationship Manager Job Responsibilities - Acts as the primary client advisor by recommending banking, borrowing, and investment solutions to help clients... achieve their financial goals. - Leads, coordinates, and advisory team, including trust, investment, and planning strategists, based......
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services primarily to business clients with pass-through entities and their business owners. Key responsibilities include: - Tax Planning, Preparation, and Research:...
and compliance costs. - Act as the primary client... contact for complex tax issues, applying knowledge to understand potential tax issues, communicate potential risks, and recognize changes in tax policy. - Make top-level decisions regarding filing, preparation, and resolution of...
and governance within the company, providing legal support and... related to artificial intelligence and advanced technologies. - Act as legal counsel on... firmwide regulatory implementation programs and advise on emerging laws and regulations concerning artificial intelligence. - Structure, draft, and negotiate agree...
greater than $25 million. - Act as the primary point... of contact for internal and external referrals for Family Wealth (FW) prospects. - Command the Family Wealth value proposition and family office capabilities. - Responsible for revenue growth on the relationship. - Develop, document,...
creation and management of 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 investme...
Job Title: Senior Investment Counsel Job Responsibilities: The Senior Investment... Counsel will provide expert... insurance and financial services company. The primary responsibilities include: -... specialized privacy, real estate, investment, or capital markets-related matters... and transactions. - Advising, counseling, developing conclusions and recommendations, negotiating on...
Paralegal Specialist at the company, you will be entrusted... with delivering top-quality legal assistance and support to the legal staff. Your core responsibilities will include: - Providing legal research, drafting communications, and preparing legal documents with minimal supervision. - Conducting sophisticated legal...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services practice is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. The role involves a...
to achieve business development goals. Key responsibilities include leading the Client Management Process and collaborating across the enterprise to provide a Branded Client Experience. This involves delivering a comprehensive range of Private Bank and company capabilities and services to... m...
and Energy at the company is tasked with providing... for complex transactions related to data center power and energy. This role involves working closely with company executives to complete agreements... with providers. The responsibilities include coordinating efforts across various interna...
legal team at the company is responsible for providing... energy transactions with data center providers. The role involves working closely with company executives to complete agreements... between the company and its providers. The... Managing Counsel will coordinate the efforts...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
Title: Real Estate Finance Counsel Job Responsibilities: - Provide legal advice and strategic guidance on various real estate transactions, including financing, workouts, dispositions, leasing, and development. - Structure and negotiate complex debt and equity arrangements, including commercial mortgage loans, construction loans, mezzanine financings,...
Energy is responsible for providing legal support for complex data center power and energy transactions with data center providers. Key responsibilities include: - Collaborating with company executives to finalize agreements... between the company and its providers. - Coordinating... the efforts of var...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel will be part of a collaborative legal team focused on supporting Oracle's Data Center and Networking segment, with a particular emphasis on power and energy...
Title: Managing Counsel – Data Center and Networking (Power and Energy Focus) Job Responsibilities: The Managing Counsel for Data Center and Networking with a focus on Power and Energy at **Members Only** is a key position within the legal department. The role involves...
nonprofit tax issues. Key duties include: - Tax Compliance: - Ensuring clients comply with applicable tax authorities while minimizing tax and reporting burdens. - Ensuring compliance with company policies, standards, and the... **Members Only** Tax Quality Manual. - Conducting reviews of...
part of a team dedicated to assisting clients in meeting their tax obligations while managing the impact tax has on their businesses. The candidate will act as a strategic consultant,... advising on local and overseas tax affairs, business analysis, working...
work within the Financial Services Tax practice of the company, primarily focusing on helping... clients manage their tax obligations while minimizing the impact on their business operations. Your responsibilities will include advising clients on their local and international tax affairs,...
Title Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities - Work as part of a team to solve complex business issues from strategy to execution. - Encourage team participation and invite opinions from all members, ensuring...
Tax services at the company involves assisting clients with... their tax obligations while managing the impact of tax on their business. The role entails advising clients on local and overseas tax affairs, acting as a strategic consultant related to business...
Title: Manager, International Tax Job Responsibilities: - Direct multinational enterprises on various business decisions, including location, operation, choice of entity, optimization of supply chains, and capital mobilization for global operations. This requires consideration of a multinational's tax risk profile, global...
projects for multi-state alternative investment clients, including hedge funds,... part of a multi-disciplinary team to provide subject matter expertise and alternative investment industry knowledge. - Review tax... calculations and information presented on state income tax returns. - Build and manage client rel...
to support a business unit focused on deposit, lending, and investment products targeting affluent individual... and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including issues related to powers of attorney, trusts...
Title: Senior Manager, Mutual Fund Tax Job Responsibilities: - Build and manage client relationships while overseeing a portfolio of large clients, acting as the primary point of contact for both internal and external clients. - Manage senior-level relationships with large clients, provide tactical...
investments staff at the company, with a particular emphasis... Draft, review, and negotiate investment contracts and other legal... the interests of the company. - Assist the Deputy... General Counsel, Investments, and Associate General Counsel, Investments, in overseeing and providing assistance...
- Benefits at the company will play a crucial... strategic support regarding the company's . employee benefit plans... internal teams on the design, administration, and compliance of the company's . employee benefit plans,... including the 401(k) plan, health & we...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits is tasked with providing legal guidance and strategic support for the company’s . employee benefit plans and programs. Key responsibilities include: - Advising Benefits and other internal teams on...
strategic support for the company's . employee benefit plans... and programs, ensuring compliance with applicable laws and regulations. - Advise Benefits and other internal teams on the design, administration, and compliance of . employee benefit plans, including 401(k) plans, health &...
strategic support for the company's . employee benefit plans... and programs, ensuring compliance with applicable laws and regulations. - Advise internal teams on the design, administration, and compliance of employee benefit plans, including 401(k) plans, health & welfare plans, fringe benefit...
- Benefits at the company is tasked with providing... strategic support concerning the company's . employee benefit plans... teams on the design, administration, and compliance of the company's . employee benefit plans,... including 401(k) plan, health & welfare plans, frin...
Job Title: Investment Management Associate Job Responsibilities: - Represent... registered investment advisers, registered funds, ETFs,... and private funds in various securities and governance matters, including fund formation. - Engage in transactional work, including merging funds and advisor acquisitions. - Maintain frequent direct interactions with...
law firm located in Cleveland, OH seeks a seasoned compliance leader or senior-level legal advisor to support its Investment Management division. This strategic... position involves guiding sophisticated financial services clients-primarily registered investment advisers and broker-dealers-through the... evolving landscape of regu...