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United States
Posted On Sep 28, 26
Full-time 1 views Experience : Min 6 yrs required
Job Tags:
directors family finance marketing
Job Tags:
directors family finance marketing

Title: Manager/Director - Accounting Methods Job Responsibilities: - Consult on accounting methods-related issues including automatic and non-automatic accounting methods changes, covering overall methods, revenue & expense recognition, inventory, capitalization, cost recovery, and accounting periods. - Display solid verbal and written communication skills with...

Posted On Sep 28, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
family finance Software
Job Tags:
family finance Software

Title: Manager/Director - National Accounting for Income Taxes Job Responsibilities: - Serve clients in a high impact manner, demonstrating command of a major area of specialization. - Demonstrate deep technical skills and - Excel at engagement management and operational excellence. -......

Posted On Jul 14, 26
Full-time 1 views Experience : 3-5 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management
Practice Area:
Finance - Financial Services Regulation Finance - Banking Finance - General
Job Tags:
agreements criminal domestic partner Domestic Violence due diligence ERISA family fiduciary FINRA Investment Advisers Act of 1940 investment management Paternity regulatory compliance Securities Securities Act of 1933 Securities Exchange Act of 1934 securities laws wealth management

legal support to the wealth management, trust, fiduciary, investment... businesses within the company. Key responsibilities include: - Offering legal advice on a wide range of matters impacting trust, fiduciary, brokerage, and investment management services. - Ensuring regulatory compliance... with OCC fiduciary regu...

Posted On Sep 01, 26
Full-time 2 views Experience : Min 6 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
agreements artificial intelligence civil litigation due diligence equity FINRA health benefits hedge funds Investment Advisers Act of 1940 marketing private equity regulatory compliance Securities securities laws stock options wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - Securities and Capital Markets Corporate - General
Job Tags:
agreements artificial intelligence civil litigation due diligence equity FINRA health benefits hedge funds Investment Advisers Act of 1940 marketing private equity regulatory compliance Securities securities laws stock options wealth management

Job Title: VP, Wealth Management Alternative Investments Attorney... Job Responsibilities: - Provide day-to-day legal support for the company's alternative investments platform, ensuring compliance with applicable rules, regulations, and assessing legal risks related to the brokerage and investment advisory business. -...

Posted On Sep 07, 26
Full-time 56 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

SEO friendly job title: Wealth Management Summer Analyst at... H1: Goldman Sachs Wealth Management Summer Analyst Program... in Boston, Massachusetts H2: About the Program and Division Bold Headlines: - Nine to Ten Week Summer Internship at Goldman Sachs...

Posted On Sep 07, 26
Full-time 42 views
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management
Job Tags:
banking child family finance higher education investment management lending mother spectrum wealth management

Job Title: Wealth Management Summer Analyst in... H1: Join Our Wealth Management Summer Analyst Program... in Boston, Massachusetts H2: Gain Experience and Training in the Financial Industry Our Firm's Summer Analyst Program in Boston, Massachusetts offers students pursuing...

Posted On Aug 27, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
Code of Conduct family finance guardian H-1B wealth management
Job Tags:
Code of Conduct family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities: -... initiatives for asset and wealth management clients. - Oversee the... preparation and filing of tax returns, ensuring adherence to regulatory requirements. - Analyze financial data to identify tax optimization opportunities and mitigate compliance...

Posted On Sep 22, 26
Full-time 2 views Experience : Min 4 yrs required
Job Tags:
family finance H-1B regulatory compliance wealth management
Job Tags:
family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Manager Job... As an Asset & Wealth Management Tax Manager, you... will be integral in guiding clients through the complexities of tax regulations, helping them optimize their tax positions while ensuring compliance. In...

Posted On Aug 31, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management
Job Tags:
Ethics family finance Fixed Asset H-1B Partnership Profit Sharing wealth management

Asset and Wealth Management - Renewable Energy... Tax Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs,...

Posted On Sep 02, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management
Job Tags:
Code of Conduct family finance H-1B Partnership partnerships wealth management

Asset and Wealth Management Tax Manager Duties:... The candidate will focus on validating clients' compliance with tax laws and regulations. Review and analyse financial data, prepare and file tax returns, and assist businesses in meeting their tax obligations while minimising...

Posted On Sep 16, 26
Full-time 2 views Experience : Min 6 yrs required
Job Tags:
asset management family finance H-1B regulatory compliance wealth management
Job Tags:
asset management family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management Tax Senior Manager Job... initiatives for asset and wealth management clients, ensuring adherence... to complex tax regulations. - Reviewing and analyzing financial data to prepare and file accurate tax returns. - Validating clients' compliance with tax laws...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 2 yrs required
Job Tags:
family finance H-1B wealth management
Job Tags:
family finance H-1B wealth management

Job Title Asset & Wealth Management - Renewable Energy... Tax Senior Associate Job Responsibilities - Navigating complex tax regulations to optimize client tax positions - Reviewing and analyzing financial data to prepare and file tax returns - Validating compliance with...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 4 yrs required
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management
Job Tags:
Code of Conduct family finance H-1B regulatory compliance wealth management

Job Title: Asset & Wealth Management - Renewable Energy... Tax Manager Job Responsibilities: - Lead tax compliance workstreams and manage client expectations effectively. - Guide teams in the preparation and filing of tax returns to meet regulatory requirements. - Utilize analytical thinking to review...

Posted On Sep 16, 26
Full-time 1 views Experience : Min 8 yrs required
Job Tags:
family finance guardian H-1B wealth management
Job Tags:
family finance guardian H-1B wealth management

Job Title: Asset & Wealth Management Tax Director Job Responsibilities:... initiatives for asset and wealth management clients - Overseeing... the preparation and filing of complex tax returns, confirming adherence to regulatory requirements - Analyzing financial data to identify tax optimization opportunities...

Posted On Jul 07, 26
Full-time 10 views Experience : 3-5 yrs required
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General Finance - General
Job Tags:
agreements due diligence fiduciary FINRA Securities Act of 1933 Securities Exchange Act of 1934 securities laws trusts wealth management
Practice Area:
Corporate - Asset/Investment Management Finance - Financial Services Regulation ERISA/Executive Compensation Transactions & Compliance ERISA - General Corporate - General Finance - General
Job Tags:
agreements due diligence fiduciary FINRA Securities Act of 1933 Securities Exchange Act of 1934 securities laws trusts wealth management

Job Title: Counsel - Wealth Management Job Responsibilities: - Provide legal... support to wealth management, trust, fiduciary, investment... advisory, and brokerage business units. - Interpret and apply fiduciary principles and duties to ensure compliance with relevant laws and regulations. - Offer advice on advisory...

Posted On Jul 13, 26
Full-time 2 views Experience : Min 4 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
1940 Act agreements asset management contracts employee benefits ERISA ETFs FINRA Investment Advisers Act of 1940 investment management marketing Securities Securities Act of 1933 swaps wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
1940 Act agreements asset management contracts employee benefits ERISA ETFs FINRA Investment Advisers Act of 1940 investment management marketing Securities Securities Act of 1933 swaps wealth management

Job Title Investment Management Attorney Job Responsibilities As... an Investment Management Attorney, you will be... part of the legal team in the department, reporting to the Head of Solutions and Multi-Assets Legal and working under the supervision of senior attorneys....

Posted On Jul 15, 26
Full-time 4 views Experience : Min 6 yrs required
Practice Area:
Corporate - M&A Corporate - Technology Transactions Corporate - Venture Capital/Emerging Companies Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
acquisitions artificial intelligence Business Law Commercial Contracts corporate governance Corporate Law corporate transactions emerging technologies finance M&A marketing mergers Privacy wealth management
Practice Area:
Corporate - M&A Corporate - Technology Transactions Corporate - Venture Capital/Emerging Companies Corporate - Asset/Investment Management Corporate - Private Equity Corporate - General
Job Tags:
acquisitions artificial intelligence Business Law Commercial Contracts corporate governance Corporate Law corporate transactions emerging technologies finance M&A marketing mergers Privacy wealth management

Title: Corporate Attorney – M&A, AI & Emerging Technology Job Responsibilities: - Advise clients on mergers and acquisitions, business formations, corporate governance, and commercial transactions. - Draft and negotiate purchase, operating, and shareholder agreements, as well as other business contracts. - Counsel AI startups,...

Posted On Jul 28, 26
Full-time 3 views Experience : Min 6 yrs required
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
agreements EEOC Employment Law employment litigation Financial Institutions health benefits NASDAQ stock options wealth management
Practice Area:
Employment Law - Management (Compliance & Counseling) Employment Law - Litigation Employer Defense Employment Law - General
Job Tags:
agreements EEOC Employment Law employment litigation Financial Institutions health benefits NASDAQ stock options wealth management

Title: VP, Assistant General Counsel Job Responsibilities: - Provide day-to-day counseling on employment matters to Human Resources partners. - Advise Human Resources and business partners on employee relations matters such as terminations, restructurings, lay-offs, discipline, leaves of absence, and accommodations, as well as...

Posted On Aug 19, 26
Full-time 4 views Experience : Min 10 yrs required
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements brokers Commercial Contracts contracts fiduciary FINRA partnerships regulatory compliance wealth management
Practice Area:
Corporate - Asset/Investment Management Corporate - General
Job Tags:
agreements brokers Commercial Contracts contracts fiduciary FINRA partnerships regulatory compliance wealth management

Senior Counsel, VP – Wealth Services Legal Job Responsibilities:... support for the company's Wealth businesses focusing on retail... brokerage elements within the Wealth initiatives. - Advise on... SEC, CFTC, applicable bank brokerage functions in a wealth environment. - Oversee the......

Posted On Jun 26, 26
Full-time 7 views Experience : Min 4 yrs required
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa
Practice Area:
Finance - Financial Services Regulation Finance - General
Job Tags:
advertising agreements alcohol bylaws children contracts Disability Benefits ETFs FINRA health benefits Insurance investment management marketing Mutual Funds registered investment companies regulatory compliance Securities Act of 1933 Securities Exchange Act of 1934 Visa

& Private Fund Distribution (Wealth & Investment Management) Job Responsibilities: The... companies and private investment funds within the Wealth and Investment Management division.... Key responsibilities include: - Advising on the distribution of mutual funds, ETFs, and other registered products, ensuring compliance with the...

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