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...
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. -...
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...