Tax - SALT Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms, including hedge funds,... to provide subject matter/alternative investment industry knowledge and experience.... - Review information presented on state income tax returns before, during, and after prepar...
Federal Tax - Asset Management Job Responsibilities: - Oversee... scopes within the alternative investment fund industry, including private... equity, real estate, and hedge funds. - Act as the first point of contact for both internal and external clients. - Manage...
Title: Private Banker - Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new...
Title: Private Banker - Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both...
Responsibilities Client Engagement & Relationship Management - Serve as the primary... point of contact for clients. - Provide proactive tax planning and advisory support tailored to S-Corp, high net worth individuals, trusts & estates, partnerships, and pass-through entity owners. - Build and maintain strong...
Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...
and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and return on investment. - Create financial dashboards and... reporting systems to provide leadership with full visibility into performance across departments. - Guide decision-making through analytics...
Title: Director of Business Development for HK Deal Flow (Hybrid) Job Responsibilities: The Director of Business Development for HK Deal Flow at the law firm is tasked with building and managing a team responsible for deal sourcing. The role entails setting and...
Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies, such as multi-generational trusts, closely held business entities, corporate executives, and private...
flow, and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and return on investment. - Create financial dashboards... and reporting systems to provide leadership with full visibility into departmental performance. - Utiliz...
Title: Trust Advisor II Job Responsibilities: The Trust Advisor II is responsible for providing expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. The role involves participating as part of a broader client-facing wealth team to expand...
Information Officer Job Responsibilities The Chief Information Officer (CIO) at the law firm is a pivotal role that involves acting as a key advisor to executive leadership and shareholders on various technological aspects. The responsibilities include: - Translating the firm's strategy into a...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
in private equity and investment management. - Allocate 50%... schedule to the private equity and investment management practice area, with... the remaining time dedicated to other transactional sectors such as real estate, corporate and M&A, and finance. - Deliver practical guida...
- Job Title: Wealth Advisor III - Palm Beach / Boca Raton - Available in 2 locations - Category: Wealth, Brokerage and Premier Banking - Posted Date: 08/28/2024 - Language Fluency: English (Required) - Work Shift: 1st shift (United...
Advisor III - Palm Beach / Boca Raton This job is available in 2 locations Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply...
the Wealth & Asset Management practice, the primary responsibilities... advisory work for clients, particularly in the asset management industry. - Collaborating with Managers... through Partners on key client issues in domestic federal, international, and state and local taxation. - Focusing on implementing...
Title: Vice President, Diversified, Carrying and Clearing Examinations Firm Group Lead Job Responsibilities: - Lead the strategic direction and execution of the Examinations Program for the Firm Group, ensuring effectiveness, efficiency, and alignment with Member Supervision goals and vision. - Set multi-year strategic...
Title: Vice President, Capital Markets, Fixed Income, and Compliance Testing Job Responsibilities: - Lead operations and execution for Capital Markets, Fixed Income Specialist, and Compliance teams, comprising over 120 examiners and managers. - Set multi-year strategic plans aligning with Member Supervision goals and...
Title: Tax Senior - Sustainability - Renewable Energy Job Responsibilities: As a Senior within the Sustainability: Renewable Energy practice at the company, the candidate will be responsible for advising clients on tax issues related to renewable energy projects. Key responsibilities...
Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. - Provide professional consulting and advisory services to clients through the development, delivery,...
trusted advisor to Sales Management. - Collaborate closely with Sales... to structure transactions and guide them through each step of the internal deal process until closure. - Approve transactions on behalf of **Members Only** Health Senior Sales Management based on strategic direction. -... Provid...
profitability, cash flow, and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and return on investment. - Create comprehensive financial... dashboards and reporting systems to provide leadership with performance visibility across departments...
profitability, cash flow, and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and return on investment. - Create comprehensive financial... dashboards and reporting systems for leadership visibility into performance across departments. -...
cash flow, and operational efficiency. - Build and manage firmwide key performance indicators (KPIs) for revenue, expenses, case value, and return on investment. - Create financial dashboards... and reporting systems to provide leadership with comprehensive visibility into performance across departm...
Title: Corporate Finance and Lending Associate (Midlevel) Job Responsibilities: The Corporate Finance and Lending Associate will be involved in a diverse range of complex financing transactions. The key responsibilities include: - Representing both borrowers and lenders, including banks, direct lenders, private credit funds,...
Title: Securities Attorney Job Responsibilities: - Serve as lead counsel on private placement offerings, ensuring compliance with relevant securities laws and regulations. - Handle private securities offerings, fund work, and joint ventures, with a focus on “506(b)” offerings. - Provide legal advice and guidance...
Title: Senior Associate/Partner - Miami Job Responsibilities: - Engage in legal practice in the areas of mergers and acquisitions, ensuring compliance with relevant legal frameworks and facilitating transactions. - Participate in the formation and documentation of joint ventures, providing legal advice and drafting...
Local Tax - Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms, including hedge funds,... fund to funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. - Engage...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice within Corporate Tax services, the candidate will be responsible for helping clients meet their tax obligations while managing the...
Tax - SALT Asset Management Job Responsibilities: The primary responsibilities... Tax - SALT Asset Management include: - Participating in multi-state... alternative investment firms (such as hedge... Collaborating as part of a multi-disciplinary team to provide subject matter and alternative investment industry knowl...
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...
- Focus on fund formation and investment management for private equity,... venture capital, and hedge fund managers - Responsible for forming and structuring GP and management company entities - Manage... fundraising processes and assist with ongoing regulatory requirements - Oppo...
state tax consulting and compliance services to a diverse client base within the investment management industry. The responsibilities... include: - Performing detailed technical reviews of partnership and corporate state and local tax returns, with a focus on multistate tax issues. - Coordin...
taxation to deliver tax compliance and consulting services to clients within the Investment Management industry. Key responsibilities... include: - Managing accounts by delivering tax consulting services and involving specialists as needed. - Conducting high-level tax research and working on regulat...
and consulting services to Investment Management clients, specifically focusing... funds. Your responsibilities will include: - Identifying complex tax issues and providing tax analyses for a variety of entities and their affiliates. - Performing detailed-level reviews of tax research, regulated investment company (...
is currently seeking a Senior Manager for their International Tax practice. This is a great opportunity for experienced professionals to join a dynamic team at one of the world's top tax firms, with locations across the United States. The successful...
Advisor III - Miami Location Miami, Florida, USA Category Wealth, Brokerage and Premier Banking Posted Date 08/28/2024 Brand img The position is described below. If you want to apply, click the Apply Now button at the top or bottom...
the Wealth & Asset Management practice, the primary responsibilities... services for clients, particularly in the asset management industry. - Collaborating with Managers... through Partners to address key client issues in domestic federal, international, and state and local taxation, focusing on im...
Title Tax LLM Associate - Summer / Fall 2026 Job Responsibilities As a Tax LLM Associate, you will engage in a variety of tax compliance and consulting projects to provide valuable insights and support to clients in navigating complex tax regulations. You will...
Title: Tax LLM Associate - Summer / Fall 2026 Job Responsibilities: - Support client engagements by assisting in tax compliance and planning activities. - Prepare and draft tax documents, including income tax returns and informational returns. - Conduct tax research to provide accurate and...
client acquisition and retention through knowledge of investments, banking, trust services, and financial planning. - Enhance client experience and assist in delivering a comprehensive wealth management solution. - Provide leverage to... the Senior Banker on daily client priorities. - Support the Senior Banker...
a team that helps private companies with business advisory needs, focusing on improving operational efficiency and strategic planning. Your responsibilities include: - Analyzing tax efficiencies related to income tax, investment, insurance, risk, and lifestyle... investments to establish a foundation for...
Title: Sr. Manager Digital Campaigns - Disputes Job Responsibilities: As the Senior Manager Digital Campaigns - Disputes, you will be responsible for leading the design, planning, execution, and measurement of integrated, multi-channel digital marketing campaigns specifically for practice groups within...
law firm located in Boca Raton is seeking a Patent Attorney with 3-5 years of experience in drafting patent applications. The ideal candidate must be eligible to be registered to practice before the . Patent and Trademark Office (USPTO). Bilingual...