Federal Tax - Asset Management (Remote Option) Job Responsibilities: -... Manage a diverse portfolio of clients of various sizes and scopes, acting as the primary point of contact for both internal and external clients. - Direct teams of tax professionals and...
Partners in the day-to-day management of client portfolio -... job administration - Keep management informed on the progress... of important engagement and client relationship issues - Audit basic-to-complex tax provisions; perform thorough review of working papers to help ensure conclusions...
role in guiding the organization through complex legal matters with integrity and confidence. The primary responsibilities include: - Drafting, reviewing, and negotiating agreements related to the clearing and custody business, particularly with broker-dealers, registered investment advisors, and other securities... industry counterparts....
responsibilities will include: - Drafting, reviewing, and negotiating agreements related to the clearing and custody business. This includes agreements with broker-dealers, registered investment advisors, and other securities... industry counterparties. - Developing and maintaining standardized agreements, forms, and disclosures for various securities industr...
and advisory services to investment management clients. Your role... will involve utilizing your prior experience to assist clients with effective analysis, solution development, and implementation of their tax objectives. Key responsibilities include: - Performing high-level reviews of tax research, partnership work...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the candidate will be responsible for various high-level tasks and projects. Key responsibilities include: - Performing high-level reviews of tax research concerning individual, fiduciary, partnership,...
pivotal role in providing tax compliance and advisory services specifically tailored for investment management clients. The responsibilities... include: - Performing detailed-level reviews of tax research, partnership work papers, allocations, and tax filings. - Coordinating and communicating with client contacts t...
Title: Regulatory Research Analyst Job Responsibilities: - Experience in collecting, organizing, synthesizing, and analyzing data. - Utilize Microsoft Excel or similar programs to create pivot tables, charts, and detailed reports sourced from multiple data locations to be shared with managers and peers across...
Title: Sr. Claims Examiner - General Liability Job Responsibilities: The Sr. Claims Examiner - General Liability is responsible for managing the resolution of claims that are of moderate to high complexity and exposure. These claims may involve disputes that require mediation or...
Title: Tax Senior - Sustainability, Climate & Equity - Renewable Energy Job Responsibilities: As a Tax Senior in the Sustainability, Climate and Equity: Renewable Energy practice, you will have a variety of responsibilities aimed at advising clients on tax issues related...
Title: Senior Manager, Construction Claims Job Responsibilities: The Senior Manager, Construction Claims is responsible for managing a team of Executive Claims Examiners who handle high exposure construction claims, including bodily injury, property damage, and construction defects. The role involves reporting to a...
Title: Senior Claims Specialist - Construction Bodily Injury Job Responsibilities: This position is responsible for resolving claims of moderate to high complexity and exposure, which may be subject to disputes resolved through mediation or litigation. Key responsibilities include: - Confirming coverage of...
Title: Executive Claim Examiner Job Responsibilities: - Confirm coverage of claims by reviewing policies and documents submitted in support of claims. - Analyze coverage and communicate coverage positions. - Conduct, coordinate, and direct investigations into loss facts and extent of damages. - Direct and monitor...
Title: Construction Claims Manager Job Responsibilities: - Manage a team of claims examiners with varying experience levels. - Oversee the resolution of claims ranging from low to high complexity. - Provide direction, coaching, and training to the team. - Report to the Director or Senior...
Title: Claims Manager, Construction Job Responsibilities: - Manage a team of Senior Claims Examiners and Claims Examiners II, focusing on a variety of low to moderately high exposure construction defect and construction property damage liability primary and excess claims. - Report to the...
Title: Sales Operations Analyst 5 Job Responsibilities: The Sales Operations Analyst 5 at the company is tasked with negotiating and managing complex, high-value contracts for professional services and managed application services. This role demands a blend of legal expertise, business insight, and...
Title: Sales Operations Analyst 5 Job Responsibilities: The primary responsibility of the Sales Operations Analyst 5 is to act as a Complex Contract Negotiator. This involves negotiating and managing intricate, high-value professional services and managed applications services contracts. The role requires legal...
Title: AVP, Legal Counsel Job Responsibilities: The AVP, Legal Counsel is tasked with providing high-level legal administration services to satisfy the requirements of multiple clients. This role encompasses a range of specific tasks and responsibilities: - Supervising or directly preparing client registration statement...
Hiring Rate Max Hiring Rate Position Summary The Paralegal I is responsible for providing legal administration services for Ultimus Fund Solutions’ mutual fund clients. This includes preparing board materials and regulatory filings, managing...