Chief Compliance Officer - Investment Management Chief Compliance... Officer Opening in Calfee's Cleveland, Columbus, or Cincinnati Office Opportunity Compliance Officer in the Investment Management group in our... the Chair of our Investment Management practice group. ......
Title: Asset & Wealth Management - Renewable Energy Tax... impact of taxes on their business. The role includes advising clients on local and international tax matters and acting as a strategic consultant in business analysis, working capital management, and profi...
Title: Tax Manager, Registered Investment Companies (RICs) Job Responsibilities:... Manager on the Registered Investment Company (RIC) Tax team... conducting technical tax research, and managing expectations of tax partners. The role also involves handling billing and work-in-progress (WIP) management, reviewing...
Title Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities As a Senior Manager in the Asset & Wealth Management - Renewable Energy Tax... practice, you will work within the Financial Services Tax practice of the company,...
Federal Tax - Asset Management The candidate will oversee... scope within the alternative investment fund industry (private equity,... real estate and/or hedge funds). Act as the first point of contact for internal and external clients. Manage teams of tax professionals/assistants...
businesses for over a century. The firm has been consistently recognized as one of the top law firms in Ohio and the country by various publications and organizations. **Members Only**'s Investment Management group is a... highly regarded practice that advises c...
Title: Intellectual Property Transactions Associate Location: Cincinnati, OH; Cleveland, OH; Chicago, IL; Louisville, KY; Detroit, MI; Pittsburgh, PA Salary: Competitive, based on experience Experience: 3-5 years in technology transactions, intellectual property, and technology licensing **Members Only**, a nationally recognized law firm with over 750 attorneys...
Provide assistance with the management of internal records. - Assist... the legal team in preparing portfolio company investment documents. - Assist with the... organization and management of various types of... transactions, including financings and acquisitions. - Facilitate clear and co...
Tax Preparation Advisor Manager The candidate will get the 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...
Tax Preparation Advisor Manager The candidate will get the 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...
state tax consulting and compliance services to a diverse client base within the investment management industry. Your responsibilities... will include: - Performing detailed technical reviews of partnership and corporate state and local tax returns/work papers, focusing on multistate tax issu...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the primary responsibilities include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,...
on private equity and investment management practice areas. - Split... evenly between private equity/investment management and other transactional sectors... such as real estate, corporate and M&A, and finance. - Deliver practical guidance legal products across targeted markets in collaboration with a m...
Title: Tax Partner or Partner & Associate Job Responsibilities: - Lead and advise clients on a variety of business tax matters, including opportunity zone deals, tax credit deals, M&A transactions, real estate development transactions, and general corporate and partnership tax advice. - Structure...
with leveraging their educational background and professional experience, combined with their communication, time management, leadership, technical, business development,... and people skills, to provide tax compliance and consulting services to high net-worth clients. The responsibilities include: - Managing tax and consulti...
Title: Chief Marketing Officer Job Responsibilities: 1. Marketing Strategy & Leadership - Develop and execute a comprehensive marketing strategy that aligns with the law firm's business objectives and target client base. - Position the firm as a thought leader in key practice...
Title: Associate - Debt Finance Job Responsibilities: The Debt Finance Associate will be responsible for a variety of tasks within the Debt Finance practice. The primary responsibilities include representing arrangers, agents, lenders, and borrowers in syndicated or bilateral credit facilities. The associate...
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...
Title: Business Development Manager Job Responsibilities: The Business Development Manager at the law firm is responsible for collaborating with the firm's Marketing & Business Development Department to identify opportunities and manage projects from inception to completion. Key duties include: - Managing the preparation...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in Personal Financial Services at Company involves assisting private companies with a range of business advisory needs, such as audit, tax compliance, and planning. This role focuses on improving...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice, the candidate will be responsible for advising clients on tax issues related to renewable energy projects. The primary duties include: - Supporting renewable...
Title Key Family Wealth Strategist Job Responsibilities - Serve as a senior advisor exclusively for ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family...
programs focused on AI legal and regulatory readiness, compliance, and risk mitigation. Translate regulatory developments and legal strategies into structured, actionable projects with clear outcomes, success measures, and reporting mechanisms. - Program & Stakeholder Management: Collaborate closely with senior... legal, compliance...
focusing on the private equity and investment management practice area as... well as other transactional areas such as real estate, corporate and M&A, and finance. - Work collaboratively with a multi-disciplined team including content developers, product planners, external consultants, IT specialist...
of assigned Wealth & Investment accounts of moderate to... high complexity, including trusts, estates, and agencies. - Provides operating instructions and procedures to Trust support staff to ensure appropriate handling of account relationships. - Coordinates administrative functions with internal and...
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...