to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and their beneficiaries. As part of the Family Wealth relationship management team, the advisor collaborates... with team members to develop insights and solutions aimed at...
investments and secondary transactions in private equity, venture capital, and real asset investment funds. The role also... offers the opportunity to work on fund formation and transactional matters. Key responsibilities include: - Reviewing and negotiating investor agreements, such as limited part...
Job Title: Paralegal, Investment Legal Job Responsibilities: As a Paralegal... in the Investment Legal team, you will... to investments in private investment funds and portfolio companies.... Your key responsibilities include: - Coordination, preparation, and drafting of legal documents, fund information, and closing documentation...
Title: **Members Only** Health Tier 1 Deal Strategy Manager Job Responsibilities: - Provide deal strategy, structuring, review, and **Members Only** business policy advice to sales within a broadly assigned territory to maximize current and future revenue while maintaining an acceptable risk profile for **Members Only**...
Title: Call Center Agent Job Responsibilities: 1. Bilingual Communication: The Bilingual Call Center Agent serves as a primary contact for Spanish-speaking property owners regarding the collection of delinquent municipal taxes and fees. Proficiency in Spanish and English, both written and verbal, is...
Title: Manager/Director – Partnership Capital Consulting Job Responsibilities: In the role of Manager/Director – Partnership Capital Consulting, the candidate will be responsible for a variety of functions within the Partnership Capital Consulting practice. The primary duties include working in a...
Title: Part-Time Staff Attorney Job Responsibilities: The Part-Time Staff Attorney at the law firm is primarily responsible for handling a significant volume of files to ensure compliance with notice and validation requirements, as specified by relevant federal and state laws. The attorney...
Title: Entry-Level Legal Assistant Job Responsibilities: - Monitor and review files to determine the appropriate course of action. - Prepare pleadings for attorney review and signature; conduct electronic and/or traditional filing. - Prepare correspondence to property owners and/or third parties as assigned. - Research property...
Title: Tax Senior Manager - Non-Profit Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in and have experience with...
Title: Entry-Level Office Assistant Job Responsibilities: As an Entry-Level Office Assistant at the law firm, you will engage with team members across all levels within the organization. Your primary responsibilities include ensuring a productive work environment by managing the distribution and processing...
Title: Tax Senior - Partnership Tax Consulting Job Responsibilities: - Serve as a member of the Partnership Tax Consulting team within the company. - Participate in collaborative team projects involving partnership transactions, including preparing IRC Section 704(b) and inside tax capital accounts, as...
Sr. Counsel - Fund Management Job Responsibilities: In the role of... Sr. Counsel - Fund Management, the successful candidate will... advisory businesses. The position involves providing highly specialized legal counsel to Senior Management for the company's SEC-registered... investment adviser, which is responsi......
Title: AVP, Securities Law & Corporate Governance Attorney Job Responsibilities: As an AVP, Securities & Corporate Governance Attorney, you will engage in legal work across a broad spectrum of . securities and corporate law matters. Your primary focus will be on tasks...
Seeking Midlevel Associate for Investment Management Practice Group ... associate to join our investment management practice group. The... ideal candidate will have experience representing institutional investors in private funds, with a focus on private equity, private credit, real estate, and...
2026 Entry-Level Associate - Investment Management Job Responsibilities: The entry-level... associate in the Investment Management department will be... responsible for advising both registered and private funds, as well as institutional investors, on various aspects such as fund formation, governance, regulatory compliance,...
Job Responsibilities: - Support investment transactions, including negotiation and... review of investment agreements, subscription documents, side... letters, and related contracts. - Assist in legal due diligence for prospective investments, including the review of fund structures, offering materials, governance documents, and...
Title: Associate General Counsel, Commercial & Fund Secondaries Job Responsibilities: - Draft and negotiate complex commercial agreements, including technology contracts and fund-related transactions. - Partner with business leaders across regions to structure transactions, manage legal risk, and support product innovation. -...
Private Equity M&A (Asset Management) - Mid/Senior Associate Job Responsibilities: -... strong experience in asset management mergers and acquisitions (M&A),... with a particular focus on general partner (GP) stakes transactions. - Handle a broad range of corporate and transactional matters, including mergers and...
Title: Of Counsel - Investment Management - Financial Institutions Job... Counsel position within the Investment Management - Financial Institutions... Provide expert legal counsel on investment adviser regulatory matters, leveraging... over seven years of experience in the field. - Advise top-tier investment manageme...
Job Title: Investment Management Practice Manager Job Responsibilities: 1.... Timekeeper Productivity and Staffing Efficiency - Support the Associate Counsel Development Committee in managing the billable work assignment process for partnership-track associates and counsel to ensure equitable distribution and optimal resource utilization. -...
Manager - Legal Entity Management Job Responsibilities: As a Legal Business... in the Legal Entity Management team within the Tax... Services department, you will be responsible for several key functions. Your primary focus will be on enabling clients' annual governance processes with...
Title: Tax Manager, Registered Investment Companies (RICs) Job Responsibilities: -... and compliance for Registered Investment Companies (RICs). - Guide clients... through complex transactions and lead teams to success. - Calculate tax effects of transactions, billing and work-in-progress (WIP) management. - Review tax returns and......
Tax Associate – Alternative Investment Funds Job Responsibilities: - Review and... of funds, and venture capital. - Build technical knowledge of tax planning, consulting, and compliance for national and foreign entities through formal and on-the-job training. - Work with management to identify and resear......
Local Tax - Asset Management Job Responsibilities: - Participate in... multi-state alternative investment firms, including hedge funds,... fund of funds, private equity, and real estate, addressing state and local tax issues such as compliance, advising, planning, and controversies. - Engage in multi-state...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy Tax... Senior Manager at the company, the primary responsibilities include working as part of a team of problem solvers to...
Tax - SALT Asset Management Job Responsibilities: - Participate in multi-state... alternative investment firms (hedge fund, fund... team helping to provide subject matter/alternative investment industry knowledge and experience. -... Review information presented on state income tax returns before, during, and after preparation. - Bui...
Federal Tax - Asset Management Job Responsibilities: - Oversee client portfolios... scopes within the alternative investment fund industry, including private... equity, real estate, and hedge funds. - Act as the first point of contact for internal and external clients. - Manage teams of tax...
Local Tax - Asset Management Job Responsibilities: - Participate... in multi-state alternative investment firms (hedge fund, fund... to funds, private equity, real estate) with state and local tax issues including compliance, advising, planning, and controversies. - Engage in multi-state companies...
services to a diverse client base in the investment management industry. The key... responsibilities include: - Performing detailed technical reviews of partnership and corporate state and local tax returns/work papers with a focus on multistate tax issues. - Coordinating wit...
and consulting services to Investment Management clients. The role... involves the day-to-day management of accounts by delivering... and involving specialists when necessary. The Tax Manager will perform high-level tax research and work on regulated investment company (RIC) tax work... pa...
compliance and consulting services to Investment Management clients. Responsibilities include: -... Identifying complex tax issues and providing tax analyses for various entities and their affiliates. - Performing detail-level reviews of tax research, regulated investment company (RIC) tax work... papers, financial statement provisions,...
associates to explore different legal fields and carve their own professional paths. The position is designed for students interested in corporate, litigation, and investment management sectors. Summer Associates... are expected to engage in legal research, writing, and analysis, and participa...
provides the flexibility for associates to explore their interests in corporate, litigation, and investment management. The position is... designed to allow Summer Associates to carve their own paths while gaining a comprehensive understanding of different legal fields. The responsibilities i...
Title: 2027 2L Summer Associate - Philadelphia Job Responsibilities: The 2L Summer Associate at the law firm in Philadelphia will be immersed in a 10-week program designed to provide firsthand experience in high-stakes law practice. The program is structured to allow associates...
Title: . Private Bank - AWM Program Associate Job Responsibilities: - Manage and maintain relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire...
targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from the existing client base and new client acquisition. - Advise clients on their overall balance sheet, including asset allocation, investment...
Title . Private Bank – Private Banker – Associate Job Responsibilities As a Banker Associate, the primary responsibility is to provide comprehensive support to a Senior Banker in all aspects of managing their book of business. The role involves assisting in new client...
Firm Seeking Experienced Workers’ Compensation Legal Secretary in Philadelphia **Members Only**, a top workers’ compensation and Social Security disability law firm in the Philadelphia area, is currently seeking an experienced Workers’ Compensation Legal Secretary to join our successful team. With...
Title: Trust & Estates Paralegal at **Members Only** Experience: - Minimum of 5 years of experience in PA and NJ estate administration - Experience with Lackner is helpful - Substantial PA estate administration experience required, NJ and NY experience is...
Associate, SALT Income Franchise - Consulting 119930 Share Career Level Requirement Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward...
SALT Income Franchise - Consulting 119929 Share Career Level Requirement Experienced At **Members Only**, you can become an integral part of a dynamic team at one of the world's top tax firms. Enjoy a collaborative, future-forward culture...
be accountable for the management and delivery of .... international tax services for clients spanning various industries and market segments. Your role involves collaborating closely with partners, managing directors, managers, associates, and other global teammates to help clients address and...
projects for multi-state alternative investment clients, including hedge funds,... fund of funds, private equity, and real estate. - Work as part of a multi-disciplinary team providing subject matter expertise and industry knowledge in alternative investments. - Review tax calculations and information presented...
Title: Tax LLM Associate - Summer / Fall 2026 Job Responsibilities: - Supporting client engagements by assisting in tax compliance and planning activities. - Preparing and drafting tax documents, including income tax returns and informational returns. - Conducting tax research to provide accurate and...
Overview: A law firm is seeking a detail-oriented and proactive Attorney to join its King of Prussia, PA office. The ideal candidate will handle a variety of municipal collections cases, including unpaid real estate taxes and municipal utility fees. This...