Title Senior Wealth Strategy Associate Job Responsibilities - Assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals. - Develop customized asset allocation strategies and investment solutions for clients. - Provide support for client relationship...
Title: Employment Law Partner / Unit Lead Job Responsibilities: 1. Legal Practice & Case Management: - Lead a caseload of complex employment law matters, including issues such as discrimination, harassment, retaliation, wage and hour claims, FMLA, and compliance disputes. - Represent employers...
Tax Services Group at Company, the primary responsibilities include: -... Serving as the primary subject matter expert with a focus on Subchapter C taxation and tax provision matters, ensuring accurate and compliant reporting. - Providing expertise in M&A transactions, including due diligence,...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: 1. Tax Specialization: - Develops an in-depth understanding of technical and practical issues and opportunities related to partnership taxation. - Assists in advising clients on tax implications of business objectives and partnership-specific items,...
Title: National Sales Leader, Government Advisory Services (State, Local, Education) Job Responsibilities: - Develop and execute a national go-to-market sales strategy for the State, Local, and Education (SLED) government sector, focusing on new business development and expanding services within existing client accounts. -...
Title: Director, Product Management – Credit Products (Latin America & Caribbean) Job Responsibilities: The Director of Product Management for Credit Products in Latin America and the Caribbean (LAC) is a crucial leadership role responsible for overseeing the entire lifecycle of credit products...
Facilities Job Responsibilities: Strategic Planning & Portfolio Leadership - Develop and execute... a real estate strategy for the LAC region that aligns with the company's global and regional business... priorities. - Apply strategic thinking to assess portfolio performance, identify opportunities, and... recommend actions that...
Advisor III - Miami Location Miami, Florida, USA 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 Now button at the top or bottom...
management. - Coach and develop a highly trained team while focusing on quality and commercial value. - Identify and answer complex domestic and international tax issues. - Provide technical tax advice and planning services to a portfolio of projects. - Build long-lasting... relationships wit...
Title: Manager/Senior Manager - Tax, Integrated Partnership Solutions Job Responsibilities: - Provide tax compliance and consulting services to partnerships for a diverse range of clients, including Fortune 100 companies and mid-market businesses. - Consult on transaction calculations, partner economics, tax distributions, and other...
Title: . Private Bank - Private Banker - Associate Job Responsibilities: - Provide support to a Senior Banker in managing their books of business. - Assist in new client acquisition and retention through knowledge of investments, banking, trust services, and financial planning. - Enhance...
relationships while overseeing a portfolio of large clients, serving... as the primary point of contact for both internal and external clients. - Manage senior-level relationships with large clients, providing advice on tactical issues, ensuring high responsibility for service delivery, and leading...
Senior Manager at the company is responsible for a... range of duties that involve managing complex tax-related projects and providing strategic advisory services. The role involves: - Managing various responsibilities, from technical planning and advising to global project management. - Coaching and...
Title: Technical Product Owner, Manager - Tax Transformation Job Responsibilities: As a Technical Product Owner in the Tax Transformation team, you will be responsible for managing vendor teams to build and deliver platform features according to prioritization. Key responsibilities include,...
of a multi-disciplinary team helping to provide industry knowledge and experiences. Oversee a portfolio of clients of varying... size and scope and act as the point of contact for internal and external clients. Manage teams of tax professionals and assis...
Federal Tax - Asset Management The candidate will oversee client portfolios of various size and 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...
Local Government (SLG) domain to provide administrative oversight for a contract portfolio. Responsibilities include review, negotiation,... correspondence, documentation, and strategic go-to-market activities between the company and clients. Act as... lead for both internal/external data calls and strategic initiatives. - Support Reques...
Title: Wealth Strategist (Financial Planner) Job Responsibilities: - Collaborate with Senior Wealth Strategists and Wealth Strategists to analyze clients' financial situations, identify planning strategies, and educate clients through the Comprehensive Wealth Assessment. - Support the Wealth Strategy team by participating in external meetings,...
Title: Leveraged Finance/Private Credit Senior Associate Job Responsibilities: - Represent financial institutions, private credit funds, BDCs, and non-bank lenders in complex, sponsor-backed transactions, including multi-lender/syndicated facilities and unitranche/first-out–last-out structures. - Manage sponsor-backed acquisition financings across various sectors, including cross-border and multi-currency deals. - Handle...
Applications and Data Architect is tasked with several critical functions aimed at maintaining and enhancing the architecture components within the application portfolio. Key responsibilities include: - Assisting... in the creation of roadmaps for the application and data portfolio, developing transition pla...
contracts, transactions, and strategies are in compliance with applicable laws and regulations, while also protecting the interests of the company. The Sales Attorney collaborates... closely with sales, finance, and business teams to facilitate deal negotiations, manage risk, and support r...
other strategic transactions. - Conduct health care regulatory due diligence and advise on compliance matters. - Support private equity sponsors, portfolio companies, and health care... services entities in transactional and corporate matters. - Advise founders, executives, and management teams on sale transactions a...
supporting the law firm's portfolio of financial applications. This... includes gaining an in-depth understanding of the overall architecture of these applications, as well as the supporting infrastructure such as servers, Citrix, mobile functions, security, and databases. The role encompasses all...
Title: IT Program Manager Job Responsibilities: - Define and implement initiatives, projects, and programs that align with the firm's business objectives, strategies, and goals. - Manage multiple projects and initiatives concurrently, ensuring program vision and goals are achieved. - Collaborate with the Change Management...
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Title: Client Communication Attorney Job Responsibilities: As a Client Communication Attorney at the law firm, you will play a crucial role in maintaining the integrity and effectiveness of client interactions. Your responsibilities include: - Providing timely responses to team inquiries concerning legal matters...