Assistant Job Title: Legal Assistant Job Responsibilities: The Legal Assistant is expected to manage a variety of responsibilities that support attorneys and enhance the efficiency of legal operations. Key duties include: - Managing multiple attorney calendars using Outlook, coordinating meetings and appointments, and corresponding with...
Job Title: Wealth Management Attorney - Vice... contact supporting . Morgan Wealth Management’s broker-dealer and investment... projects and initiatives that will help define the retail Wealth Management businesses. - Provide timely,... strategic legal counsel by leveraging legal experience and a de...
Job Title: GPB Wealth Management Investment Solutions Attorney... - Vice President, Assistant General Counsel Job Responsibilities: - Provide legal advice and support to the investment solutions business team, with a primary focus on managed investment solutions. - Address SEC regulatory and bank regulatory...
Job Title: Asset & Wealth Management - Tax Senior... in the Asset & Wealth Management Tax team, the... candidate will be expected to: - Lead and manage large-scale projects to ensure successful outcomes. - Innovate and streamline processes to enhance efficiency and...
Job Title: Asset & Wealth Management Tax Director Job... Responsibilities: - Define the strategic direction for the Default team, leading them as technology-enabled tax advisors who offer benefits through digitization, automation, and increased efficiencies. - Lead business development initiatives and...
Title: Paralegal Job Responsibilities: The part-time Paralegal position at a law firm involves several key responsibilities integral to the smooth operation of the firm's front-end processes. The paralegal will be required to work three full days on-site each week in a pleasant...
Title: Paralegal Job Responsibilities: The paralegal position at the law firm in Hackensack, NJ, involves handling files from inception to completion under the supervision of an attorney. The candidate will be responsible for a variety of tasks that include, but are not...
Job Title: Wealth Strategist Senior - Private... Bank Job Responsibilities: - Develop, consult on, and implement complex tax, estate, and financial plans for clients. - Collaborate with other planning resources on complex subject matters and partner in acquiring new clients. - Retain, expand, and...
Analyst Program: Opportunities in Wealth Management and Financial Planning... at Goldman Sachs H1 Heading: Summer Analyst Program at Goldman Sachs: A Experience H2 Heading: Wealth Management and Financial Planning:... Summer Analyst Program in Wealth Management and Financial Planning......
Title: Trust Administrator VP, Wealth Management Solutions, Trust &... Estates Job Responsibilities: Technical and Risk Management: - Collaborate with the Account... Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules,...
Job Title: Asset & Wealth Management - Renewable Energy... Tax Senior Manager Job Responsibilities: As a Senior Manager in the Financial Services Tax practice within the Corporate Tax services, the primary responsibilities include helping clients meet their tax obligations while...
Job Title: Asset & Wealth Management Tax Manager Job Responsibilities: -... Provide advice and guidance to clients on tax planning, compliance, and strategy. - Assist businesses in navigating complex tax regulations and optimizing their tax positions. - Focus on validating clients' compliance with tax...
Title: VP Associate General Counsel Job Responsibilities: - Provide legal support across the company with a primary focus on commercial contracts, litigation and risk support, and general corporate law. - Negotiate, draft, and finalize commercial, SaaS subscription, and related agreements for the sale...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Perform case investigations and assess potential AML and sanctions risks during these investigations. - Make recommended decisions regarding case dispositions. - Utilize feedback and input to enhance case investigations as required. - Communicate regularly with Engagement...
Title: AML Project Delivery Senior Analyst Job Responsibilities: As an AML Project Delivery Senior Analyst under the Project Delivery Talent Model, you will work in a collaborative environment to support client service delivery without the extensive demands of travel. Your responsibilities include: -...
Title: AML Project Delivery Senior Analyst Job Responsibilities: - Work collaboratively within a team environment to support client service delivery, particularly with the AML and sanctions team. - Perform case investigations and assess potential AML and sanctions risks during these investigations. - Make recommended...
Title: Japanese Business Network - Private Tax Manager Job Responsibilities: A career within the private sector at the company will provide the opportunity to assist private companies with various business advisory needs, such as audit, tax compliance, and planning. The...
of a team of problem solvers to address complex business issues from strategy to execution. The role involves providing advisory services to high net worth individuals and private wealth management structures, focusing on... audit, tax compliance, and planning to enhance...
Title: **Members Only** - Tax Senior Associate Job Responsibilities: As a Tax Senior Associate within the Company Private, you will be part of a team dedicated to providing a comprehensive range of business advisory services to private companies. Your role will involve helping...
Title: AML Consultant Job Responsibilities: The AML Consultant is responsible for supporting client service delivery within the Anti-Money Laundering (AML) and sanctions team. The consultant will participate in Lookback engagements and manage a small team of investigators. Key responsibilities include performing case...
Title: AML Consultant Job Responsibilities: In the role of an AML Consultant, you will work within the Regulatory, Risk & Forensic department at the company, focusing on financial crime compliance. You will engage in managing and supporting client service delivery in collaboration...
Title: AML Consultant Job Responsibilities: As an AML Consultant within the Regulatory, Risk & Forensic Operate department, you will have a diverse range of responsibilities focused on supporting client service delivery in anti-money laundering (AML) and sanctions activities. Key responsibilities include: - Managing...
Senior, Private Client Services Philadelphia, PA, United States and 3 more Job Description Job Summary: Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high...
Title: Tax Manager, Alternative Investments Job Responsibilities: The Tax Manager, Alternative Investments is primarily responsible for providing tax compliance and consulting services to clients in sectors such as Venture Capital, Private Equity, Hedge Funds, and Real Estate. The role includes: Tax Compliance:...
- Lead the Client Management Process and partner across... the enterprise to deliver a Branded Client Experience. - Provide access to the full array of Private Bank capabilities and services to meet specific client needs. - Ensure retention of clients....
goals. - Lead the Client Management Process and collaborate across... the enterprise to deliver a Branded Client Experience. - Provide clients access to the full array of services offered by the Private Bank and the bank to meet specific client needs. - Ensure...
providing tax compliance and consulting services to high net-worth clients. The role requires utilizing educational background and professional experience, along with communication, time management, leadership, technical, business development,... and people skills. The primary duties include managing tax and consulting engagements...
Title: . Private Bank – Private Banker – Vice President 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...
Title: . Private Bank – Private Banker – Vice President or Executive Director 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. -...
Title: Tax Senior Manager - Financial Services Organization - Private Client Services Job Responsibilities: The primary responsibilities of the Tax Senior Manager in the Financial Services Organization's Private Client Services include: - Reviewing complex individual tax returns and providing income tax planning and advice...
a Senior in the Wealth & Asset Management practice,... the primary responsibility is to manage tax compliance and advisory work for clients. This involves collaboration with Managers through Partners on key client issues involving domestic federal, international, and state and...
Tax Senior in the Wealth & Asset Management practice,... the key responsibilities include: - Handling tax compliance and advisory work for clients, specifically focusing on hedge funds, mutual funds, and private equity funds. - Working collaboratively with Managers through Partners on significant...
healthcare directives. - Conduct thorough legal research across areas including estate planning, UCC law, tribal law & regulations, and other relevant legal fields to support case development. - Manage and organize client files using document management systems like iManage and... PCLaw, ensuring...
Title: AML Project Delivery Specialist Job Responsibilities: In the role of an AML Project Delivery Specialist, the candidate will engage in a collaborative environment with the opportunity to work on various projects. The primary responsibilities include: - Managing a small team of investigators...
Title: AML Project Delivery Specialist Job Responsibilities: In this role, the AML Project Delivery Specialist will work closely with the AML and sanctions team to support client service delivery. The responsibilities include managing a small team of investigators, performing case investigations, and...
Title: AML Project Delivery Specialist Job Responsibilities: In the role of an AML Project Delivery Specialist, you will work closely with the AML and sanctions team to deliver client services effectively. Your responsibilities will include: - Managing a small team of investigators. - Conducting...
Title: Legal Assistant – Estate Planning Job Responsibilities: The Legal Assistant will play a crucial role in supporting attorneys at the law firm, specifically in the estate planning department. The responsibilities include: - Assisting attorneys during client consultations, review meetings, and signing appointments...
Title: Paralegal Job Responsibilities: The responsibilities of the Paralegal in the Business Department at the law firm include: - Collecting and organizing legal documents for attorney review. - Coordinating and maintaining transaction checklists. - Preparing legal documents under the supervision...
OverviewA law firm seeks a Trusts & Estates Litigation Attorney in Pennington, New Jersey, with four years of experience representing plaintiffs in fiduciary disputes and estate-related litigation. This role is ideal for an attorney with a solid background in contested...