Title: AVP, North American Claims Group Job Responsibilities: - Manage the investigation, evaluation, and resolution of claims related to the Company’s Environmental policies. - Oversee and manage the environmental claims staff and claims pending. - Engage in collaborative projects in support...
Title: Transactional Paralegal Job Responsibilities: Document Management and Preparation - Draft, review,... and prepare transactional documents including purchase agreements, contracts, corporate resolutions, credit agreements, security documents, and closing documents. - Coordinate document execution and manage signature processes, including electronic signature platforms. - Maintain comprehensive transaction...
expanding an existing book of business. - Consult and coordinate the delivery of comprehensive wealth management strategies for individuals, business... owners, and/or families. - Lead the client relationship team, ensuring clients have access to all resources and solutions offered b...
Title: Fiduciary Tax Accountant Job Responsibilities: - Identify, collect, analyze, abstract, organize, and maintain facts and documents in accordance with the appropriate legal practice and procedure. - Identify, collect, analyze, abstract, organize, and maintain financial statements and spreadsheets related to client investments. - Develop...
Job Title: Private Investment Fund / Investment Management... partnership agreements, subscription agreements, and side letters. - Possess a basic knowledge of fund terms and issues impacting private investment fund sponsors and investors. -... Understand relevant securities rules and regulations. - Experience in reviewing...
Job Title: Private Investment Fund / Investment Management... agreements, subscription agreements, and side letters. - Providing guidance on fund terms and issues impacting private investment fund sponsors and investors. -... Ensuring compliance with relevant securities rules and regulations. - Reviewing fund and c...
Prepare advice for high-net-worth individuals, families, and fiduciaries on estate planning, tax-efficient wealth transfers, and business succession planning. - Educate clients on the implications of high-end planning strategies. - Assist in the administration of sophisticated trust and investment structures. - Create tax-efficient ......
Title: Trusts Admin Paralegal Job Responsibilities: - Assist with preparation of estate planning and business succession documents, including wills, trusts, powers of attorney, and related agreements. - Support attorneys with estate and trust administration, including probate filings, asset collection, and beneficiary distributions. - Draft...
company's funds and advisory businesses. - Serve as a subject matter expert and provide highly specialized legal counsel to Senior Management for the company's SEC-registered... investment adviser responsible for providing... investment management services to proprietary... funds... and separate accounts. - Offer...
ASSOCIATE - LAW FIRM POSITION Salary: Competitive, based on experience Experience: 4-8 years of corporate and transactional experience in a law firm setting **Members Only** is currently seeking a highly qualified associate to join our corporate and...
Title: Asset & Wealth Management - Renewable Energy Tax... Senior Manager Job Responsibilities: The role of a Senior Manager in the Asset & Wealth Management - Renewable Energy Tax... division involves a combination of tax compliance and consulting services tailored to the...
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...
Tax Preparation Advisor Manager The candidate will get the opportunity to help the company in all aspects of its Finance internal function including financial planning and reporting, data analysis, and assisting leadership with overall strategy. Focus on recording and analysing...
tax consulting and compliance services to a diverse client base within the investment management industry. Your responsibilities... will include: - Performing detailed technical reviews of partnership and corporate state and local tax returns and work papers, focusing on multistate tax issues. -...
compliance and consulting services to Investment Management clients. Your key... responsibilities will include: - Managing accounts and delivering tax consulting services to clients. - Conducting high-level tax research and working on regulated investment company (RIC) tax work... papers. - Preparing financial statement p...
and consulting services to Investment Management clients. Your responsibilities... include: - Identifying complex tax issues and providing tax analyses for various entities and their affiliates. - Performing detailed reviews of tax research, regulated investment company (RIC) tax work... papers, financial...
high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents... local delivery for clients with specific revenue and advisory needs, collaborating with team members to attract, retain, and grow client relationships. Key responsibilities include: - Lea...
Title: Manager, Transfer Pricing Job Responsibilities: As a Manager in Transfer Pricing, you will be responsible for providing clients with critical knowledge to effectively manage intercompany pricing issues. You will work within a multidisciplinary group that includes professionals with backgrounds in tax,...
Title: Property Tax Senior - Multistate Job Responsibilities: As a Property Tax Senior Consultant within the Multistate Tax Services group, the candidate will be expected to engage in various responsibilities, including: - Providing state and local property tax planning, consulting, and compliance services...
Title: Fiduciary/Trust & Estate Administration Services Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. -...
Title: Director of Financial Planning and Analysis Job Responsibilities: The Director of Financial Planning & Analysis (FP&A) at the law firm is a senior finance leader tasked with providing forward-looking financial insights to support the firm's strategy, operational decision-making, and sustainable growth....
Associate with expertise in Investment Management and Funds to... 3-5 years of experience in investment management and corporate transactions,... with a focus on private funds and regulatory sophisticated investment management and fund-related ... investment managers on regulatory compliance... obliga...