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: 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...
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...
OverviewA law firm seeks an Estate Planning Attorney in Anaheim, CA. This full-time role involves working directly with clients to prepare and review estate planning documents, guiding families through planning and trust administration processes. The ideal candidate values teamwork, structure,...