Here’s a preview of jobs we found from direct employer sources. To protect confidentiality and prevent scraping, full results require an email + account access.
issues related to plan fiduciary duties, prohibited transactions, plan... governance, and dispute resolution. - Stay current on developments in employee benefits law, including legislative and regulatory changes, and interpret their impact on clients and internal policie...
Title:** Senior Counsel - Trusts and Estates **Job Responsibilities:** - Perform significant and complex legal work while regularly interacting with management. - Oversee legal research, analysis, consultation, and documentation within a framework of legal compliance and risk...
merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, including issues related to complex controlled groups with multiple qualified plans. - Assist in identifying compliance issues in qualified retirement plans, calculate corrections, and...
Title: Associate General Counsel, Corporate Job Responsibilities: - Serve as a core thought partner to the General Counsel and CFO on M&A strategy, financing, risk allocation, and Board engagement. - Structure, negotiate, and close complex transactions, including conducting and managing...
Title: Senior Counsel, Asset Management Job Responsibilities: The Senior Counsel in the Asset Management division at the company is tasked with a variety of complex legal duties. The role involves substantial experience in contract drafting and negotiation, including agreements with mutual funds,...
wealth transfer, charitable and retirement planning, and tax compliance. - Manage and oversee the engagement team focused on individual, fiduciary, gift, generation-skipping, and estate... taxation, including planning and execution of client tax engagements. - Collaborate with specialists regarding state and local taxation...
Title: Senior Counsel - Financial Transactions and Corporate Affairs Job Responsibilities: The Senior Counsel provides strategic, practical, and business-oriented legal advice to the company, its subsidiaries, affiliates, and shared services entities. This role encompasses a wide range of transactional, commercial, corporate, governance,...
Title: Counsel / Senior Counsel - Financial Transactions and Corporate Affairs Job Responsibilities: - Serve as the primary legal advisor to the Capital Markets function, focusing on debt facilities, bond issuances, guarantees, risk-sharing arrangements, impact investment structures, equity and quasi-equity investments, and...
services including wealth transfer, charitable and retirement planning, and tax compliance. - Lead the engagement team focusing on individual, fiduciary, gift, generation-skipping, and estate... taxation. This includes planning and executing client tax engagements that exceed client expectations and profitability thresholds. - Anticipa...
- Run the legal entity management program, supervising two employees responsible for subsidiary governance. - Advise on Directors' fiduciary duties under Delaware law.... - Oversee the work of certain Boards or Committees. - Draft materials for Boards and Committees...
Senior Vice President, General Counsel Job Responsibilities: Revenue & Sales Enablement: - Act as a commercial catalyst by partnering with Sales and Product teams to streamline the "Lead-to-Cash" process. - Lead negotiations for high-stakes SaaS contracts, IP licensing, and technology transactions. - Establish standardized contract...
tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...
Title: Senior Counsel Private Bank Internal Revenue Code and Employee Retirement Income Security Act Job Responsibilities: - Provide substantial expertise with Individual Retirement Accounts (IRAs), acting as the primary resource on this subject. - Advise operations and sales personnel on laws, including the...
tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...
wealth transfer planning, and tax compliance. - Manage and oversee the engagement team focused on Partnership, S Corporation or C Corporation as well as Individual and Fiduciary taxation, which includes planning... and executing client tax engagements. - Collaborate with specialists regarding Es...
tax returns across individual, fiduciary, partnership, closely held corporation,... estate, and gift engagements. Prepare for and lead client meetings related to compliance and consulting projects, helping clients identify tax planning opportunities and understand the implications of important transactions. Take on...
Title: Principal Vice President, Legal and Compliance Job Responsibilities: - Serve as In-House Counsel, providing legal advice related to the credit union’s ordinary course activities, including lending, operations, vendor and member-facing contracts, governance, employment-related matters, and regulatory issues. - Review, draft, and negotiate...
Title: Wealth Advisor III Job Responsibilities: - Serve as the primary relationship advisor for high net worth and ultra-high net worth wealth clients. - Develop and deepen client relationships through needs-based, high-level client service and delivery of the full suite of wealth solutions. -...
integrate tax efficiency with long-term tax planning strategies. Key responsibilities include: - Presenting federal and state income tax returns and strategizing for clients. - Working with various business entities such as corporations, partnerships, trusts, estates, fiduciary, and foundations. - Identifying industry/client... tax pla...