Title: Tax Senior Manager, Asset Management Job Responsibilities: - Manage a portfolio of clients of various size and scope and act as the point of contact for internal and external clients - Direct teams of tax professionals/assistants working on client...
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 key responsibilities include: - Advising clients on local and overseas tax affairs and acting as...
involves a variety of tasks and responsibilities, including: - Reviewing ultra-high net worth 1041s and addressing technical firmwide 1041 questions, which may include multi-state filings and complex analysis of pass-through entities, hedge funds, partnerships, and S corporation... implications for Form...
collaboration with compliance teams worldwide. - Provide expert guidance on regulatory compliance for the company's separate accounts and alternatives/private funds businesses, including ERISA plan... compliance. - Manage and lead the team responsible for core investment adviser compliance functions such as ERISA compl...
Title: Estate Planning Attorney Job Responsibilities: - Conduct client consultations and listening-focused meetings to understand their estate planning needs. - Translate complex legal concepts into clear, client-friendly explanations to ensure clients understand their estate plans. - Review trusts, wills, powers of attorney, and related...