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United States
Posted On Sep 28, 26
Full-time 1 views
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Title: Tax Senior, Core Tax Services - Corporate/ASC 740 Focus Job Responsibilities: The Tax Senior, Core Tax Services is responsible for utilizing research skills and applying foundational tax knowledge to identify potential tax issues. This includes gathering client information necessary...

Posted On Sep 28, 26
Full-time 1 views Experience : Min 3 yrs required
Job Tags:
finance Software Taxation
Job Tags:
finance Software Taxation

Title: Tax Experienced Senior, Core Tax Services - Passthrough Focus Job Responsibilities: Tax Compliance - Ensure clients comply with applicable authorities while minimizing tax and reporting burdens. - Comply with all company policies, standards, and the Tax Quality Manual (TQM). - Manage projects by planning...

Posted On Sep 28, 26
Full-time 1 views
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation
Job Tags:
Corporate Taxation finance gift tax Partnership private client Software Taxation

Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager, Private Client Services is responsible for providing tax compliance and consulting services to high net worth clients. This role requires a significant understanding of taxation related to personal income,...

Posted On Jul 06, 26
Full-time 2 views Experience : Min 10 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements conflict resolution criminal FINRA indemnity Partnership Profit Sharing Registered Investment Advisor Securities
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation Corporate - General Finance - General
Job Tags:
agreements conflict resolution criminal FINRA indemnity Partnership Profit Sharing Registered Investment Advisor Securities

Title: Associate General Counsel III, Investment Advisory Attorney Job Responsibilities: - Provide legal, strategic, and tactical support to the company's investment advisory programs. - Interpret applicable federal laws and regulations that govern investment advisory programs and maintain and enhance the contractual agreements and...

Posted On Jul 26, 26
Full-time Experience : 3-10 yrs required
Job Tags:
banking Estate Planning fiduciary Insurance investment management marketing Registered Investment Advisor regulatory compliance Retirement Planning Securities spectrum
Job Tags:
banking Estate Planning fiduciary Insurance investment management marketing Registered Investment Advisor regulatory compliance Retirement Planning Securities spectrum

frequent communication with the Partner regarding team and client issues. - Lead client meetings to understand financial goals, needs, and risk tolerance through comprehensive consultations and assessments. - Prepare and/or review financial action plans and projections compiled by... team members. - Facilitate se...

Posted On Jul 30, 26
Full-time 3 views Experience : 10-15 yrs required
Practice Area:
Finance - Banking Finance - Structured Finance Finance - General
Job Tags:
agreements AML Bank Secrecy Act banking Capital Markets derivatives equity Ethics family FCPA FINRA Foreign Exchange Insurance ISDA leasing OFAC pension purchase and sale agreements stage swaps
Practice Area:
Finance - Banking Finance - Structured Finance Finance - General
Job Tags:
agreements AML Bank Secrecy Act banking Capital Markets derivatives equity Ethics family FCPA FINRA Foreign Exchange Insurance ISDA leasing OFAC pension purchase and sale agreements stage swaps

Title: Associate General Counsel - Commodities Business Job Responsibilities: - Advise business units and support partners on commodity derivatives, swap dealer and banking regulations, and related risks in a fast-paced environment. - Support non-derivative traded products, including physically-settled commodity spot...

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