related to derivatives transactions and repurchase agreements for registered investment company clients (including mutual... funds, ETFs and closed-end funds). Strong academic credentials are required. Must have 3+ years of direct experience. Ideal candidate will have demonstrated project management and leaders...
Senior, International Tax (Investment Management) - $73,500 to... of private equity and investment management industries - Providing... analyzing complex issues - Career opportunity in **Members Only**'s International Private Equity and Investment Management practice What... You'll Do: - Work withi...
Position: Manager, International Tax (Investment Management) Salary Range: $107,100... Stamford, Tampa) Position Summary: - Seeking a strategic thinker with knowledge of private equity and investment management industries - Involves... providing tax consulting and compliance services to and...
Title: Tax Senior - Investment Management - Private Wealth... (East Coast) H1: Join **Members Only**'s Growing Private Wealth Practice as a Tax Senior H2: Deliver Compliance and Consulting Services to High Net Worth Clients Bold Headlines: -...
Title: Tax Manager - Investment Management - Private Wealth... least 3 years in investment management) Salary Range: $84,980... to $193,440 (may vary based on factors such as skills, experience, and location) Position Summary: - Leader and strategic thinker with...
Tax Manager - Investment Management - Private Equity... and advisory services to investment management clients. Assisting clients... with effective analysis, solution development, and implementation of the clients' tax objectives. Managing the client relationship by delivering tax advisory services to the...
Title: Senior, International Tax (Investment Management) Job Responsibilities: As a Tax... Senior Consultant, the primary duties involve working within an engagement team to provide tax consulting and compliance services. The role specifically focuses on the tax implications of inbound and outbound structures...
Title: Manager, International Tax (Investment Management) Job Responsibilities: As a Manager... Tax sector, especially within Investment Management, you will be... an integral part of an engagement team, leveraging your expertise in accounting and taxation to deliver tax consulting and compliance services. Your...
- Private Wealth - Investment Management (Locations throughout the... individual clients and their trusts, estates, family offices, investment vehicles, and closely-held businesses... - Must possess extensive knowledge of AGI & DNI - Join **Members Only**'s growing Private Wealth practice...
Job Title: Wealth Management Advisor II Job Responsibilities: - Serve... provide wealth planning, investments, private banking, risk management, and trust services. - Ensure... delivery and execution of the Private Bank experience and client service standards. - Be responsible and accountable for risk management b...
is very brisk at this large, international full-service law firm that is one of the oldest and most prestigious firms in the Pacific Northwest. Their practice includes corporate, litigation, real estate, intellectual property, legislative, and other types of law. It's...
Senior, Tax Analysis & Debt Investments-TARDI Tax Business Tax Services Back to search results Apply now Share this job: Share Tax Senior, Tax Analysis & Debt Investments-TARDI with Facebook Share Tax Senior, Tax Analysis & Debt Investments-TARDI with Facebook...
Manager, Tax Analysis & Debt Investments-TARDI Tax Business Tax Services Same job available in 6 locations Back to search results Apply now Share this job: Share Tax Manager, Tax Analysis & Debt Investments-TARDI with Facebook Share Tax Manager, Tax...
Federal Tax - Asset Management (Remote Option) **Job Responsibilities:** - Manage... a portfolio of clients of varying sizes and scopes, serving as the primary point of contact for both internal and external clients. - Direct and oversee teams of tax professionals and assistants...
with managing relationships and ensuring timely reporting of milestone and dependency status. Your responsibilities will include monitoring risks and issues to escalate and executing day-to-day management activities. You will oversee... asset-level diligence and analysis on debt investments, preparation and/or revie...
tasks that involve managing relationships and ensuring the timely reporting of milestone and dependency status. Your duties will include monitoring risks and issues to escalate and executing day-to-day management activities. You will oversee... asset-level diligence and analysis on debt i...
Tax Preparation Advisor Manager Apply Job Category Finance Level Manager Specialty/Competency IFS - Finance Time Type Full time Travel Requirements Up to 20% Job ID 597739WD A career in Finance, within Internal Firm Services, will provide you...
Tax Senior Manager - Partnership Tax Apply Job Category Tax Services Level Senior Manager Specialty/Competency IFS - Finance Time Type Full time Travel Requirements Up to 20% Job ID 598092WD A career in Finance, within Internal Firm Services, will...
and advisory services to investment management clients. You will... leverage your prior experience to assist clients in analyzing, developing, and implementing tax objectives. Key responsibilities include: - Performing high-level reviews of tax research, partnership work papers, allocations, and tax filings. - Prepari...
analytical skills with the ability to analyze complex financial information and develop recommendations for clients Ability to work effectively in a team environment and collaborate with colleagues from different backgrounds and functions Salary Information...
Information This position is for an Executive Director or Vice President within the . Private Bank at . Morgan, located in Nashville, TN. The salary range for this position is $150,000-$250,000, depending on experience and qualifications. Additional benefits, such...
a Tax Senior for Investment Management Clients Job... - Seeking a Tax Senior with a passion for financial products and experience in regulated investment companies, Subchapter M, and... tax compliance. - Responsible for providing tax compliance and consulti...
Managing Director, Core Tax Services Nashville, TN, United States Job Description Job Summary: The Tax Managing Director is responsible for applying industry specific knowledge to advice clients on the tax implications of their business objections, evaluating and selecting...
Senior - Financial Services - Hedge Fund (East Coast City locations) Tax Business Tax Services Same job available in 22 locations Atlanta, Georgia, United States Baltimore, Maryland, United States Birmingham, Alabama, United States Boston, Massachusetts,...
excellent communication and interpersonal skills, with the ability to build and maintain strong relationships with clients and internal partners Salary Information The salary range for this position is $150,000 to $200,000 per year, with...
the United States, we have offices in New York, Chicago, Nashville, Los Angeles, and many other cities. As an employer, we offer a diverse and inclusive workplace that values teamwork, integrity, and professional development. Salary Information: • The...
in Fiduciary Services/Private Wealth/Institutional Investment Management industry and 5+... years in Trust Administration Department: Wealth, Brokerage and Premier Banking Location: Remote (preferably within the geography of Truist) Job Type: Regular, Full-time Language Fluency: English (required) Work Shift: 1st...
Join the **Members Only** Compliance Team as a Swap Dealer Regulatory Governance Officer H2: Key Responsibilities and Salary Information The **Members Only** Swap Dealer Regulatory Governance Team is seeking an experienced compliance professional to join their team in various locations across...
Title: Tax Manager - Private Wealth Job Responsibilities: - Perform high-level reviews of tax research for individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax returns. - Prepare and lead client meetings on compliance and consulting projects related to tax...
Title . Private Bank - 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...
taxation to deliver tax compliance and consulting services to Investment Management clients. A Tax... Manager is responsible for: - Managing day-to-day account operations by providing tax consulting services and engaging specialists when necessary. - Conducting high-level tax research and working on regula...
Title: Tax Senior, Private Equity Job Responsibilities: As a Tax Senior in the Private Equity sector, you will be responsible for providing comprehensive tax compliance and advisory services to investment management clients. Your primary... duties will include: - Performing detailed reviews of tax...
and consulting services to Investment Management clients. Identify complex... for a variety of entities and their affiliates; and perform detail-level reviews of tax research, regulated investment company (RIC) tax work... papers, financial statement provisions and related tax disclosures and fed...
Title: Executive Director, TMT Sponsor Coverage Job Responsibilities: - Coverage of private equity firms and alternative asset managers that invest in the TMT sector. - Focus on driving deep connectivity and relationships with key decision-makers to lead to M&A advisory, leveraged finance, and...
including personal trusts, special needs trusts, investment management, custodial, and guardianship... accounts. - Manage a portfolio of accounts varying in complexity and asset size. - Understand and interpret financial and estate planning strategies and legal fiduciary documents to deliver fiduciary advice d...
Title: . Private Bank - 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...
and consulting services to investment management clients. The responsibilities... include: - Performing high-level reviews of tax research, partnership work papers, allocations, and tax returns. - Preparing and leading client meetings on compliance and consulting projects related to tax planning opportunities...
H1: Join **Members Only**'s Global Investment & Innovation Incentives Team... in Credits & Incentives - Join a Highly-Experienced Team and Work on Complex Engagements for Top Companies - Be a Part of **Members Only**'s Global Investment & Innovation Incentives Practice... - Make...
SAP Global Trade Services Senior Manager Duties: The candidate will have the opportunity to help clients get the most from their SAP investments-and help position businesses for the evolving digital economy. Deliver complex projects in a fast-paced, team environment. Lead...
SAP Global Trade Services Manager The candidate will have the opportunity to help clients get the most from their SAP investments and help position businesses for the evolving digital economy. Deliver complex projects in a fast-paced, team environment. Lead and...
Manager, SALT - Income Franchise (Corp) Atlanta, GA; Birmingham, AL; Jacksonville, FL; Knoxville, TN; Miami, FL; Nashville, TN; Orlando, FL; Tampa, FL 122808 Share Career Level Requirement Experienced At **Members Only**, you can become an integral...
Development in Global Wealth Management H2: Job Summary, Salary... Information, Job Responsibilities, Required Expertise, About **Members Only**, Join Us, Disclaimer/Policy Statements The Family Office Design & Governance Strategist is responsible for setting the strategic direction of Family Office Solutions at...
Title: Regulatory Research Analyst Job Responsibilities: - Collect, organize, synthesize, and analyze 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 the company. -...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: A career in the Financial Services Tax practice within the Corporate Tax services at the company provides the opportunity to assist clients in meeting their tax obligations while managing the impact tax...
Title: Financial Services Tax - Real Estate Senior Manager Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services provides the opportunity to assist clients in meeting their tax obligations while managing the impact tax has on their...
Title: Tax Senior - Sustainability, Climate & Equity - Renewable Energy Job Responsibilities: As a Tax Senior within the Sustainability, Climate, and Equity: Renewable Energy practice, the primary responsibilities include advising clients on tax issues related to renewable energy clients and...
Title: Financial Services Tax - Real Estate Manager Job Responsibilities: - Provide strategic consulting related to business analysis, managing working capital, and profit sharing for partners. - Advise clients on local and overseas tax affairs, including tax implications of deals and pricing implications...
issues to escalate and execute day-to-day management activities. - Oversee asset-level diligence... and analysis on debt investments. - Prepare and/or review debt taxable income calculations and reports. - Communicate with clients, their servicers, and/or administrators and lead client resources. - Calculate and/or review taxable...
Title: Business Development Coordinator Job Responsibilities: The Business Development Coordinator at the law firm is integral to the business development team, playing a key role in driving revenue growth and enhancing the client experience. This position involves executing marketing and business development...
law firm seeks a Senior Associate Attorney to join its Employee Benefits team in Nashville, TN. The ideal candidate will have at least seven years of experience in employee benefits law, specifically related to ERISA and qualified retirement plans, including defined benefit and 401(k) plans....