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...
Title: Director of Learning and Development Job Responsibilities: The Director of Learning and Development is tasked with implementing highly effective training programs across all offices of the law firm in the United States. This role is crucial for promoting a culture of...
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...
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,...
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...
Title: Estate Planning Paralegal (Hybrid – Miami, FL) Job Responsibilities: - Supporting Attorneys in Estate Planning: Draft and review wills, trusts, powers of attorney, and healthcare directives to ensure documents are accurate, thorough, and aligned with client needs. - Managing Probate & Guardianship...
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...