Portfolio Companies Jobs in Windermere

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United States
Full-time 2 views Experience : Min 12 yrs required

Title General Counsel Job Responsibilities - Legal Program Development: Develop and implement a comprehensive legal program, including policies, processes, training, and compliance frameworks to support the organization. - Risk Assessment & Enterprise Risk Management: Identify and manage legal and regulatory risks,...

Posted On Sep 22, 26
Full-time 2 views

Title: USA - Tax - Indirect Tax - Sales and Use Tax - Intern - Summer 2027 Job Responsibilities: As a Sales and Use Tax Intern at the company, you will be part of a dynamic team that helps navigate...

Posted On Sep 29, 26
Full-time 1 views Experience : 1-8 yrs required

relationships while overseeing a portfolio of large clients and... serving as the primary contact for both internal and external clients. - Manage relationships at a senior level with large clients, provide tactical advice, and hold significant responsibility for service delivery, including...

Posted On Sep 10, 26
Full-time 7 views Experience : 8-8 yrs required

relationships while overseeing a portfolio of large clients, acting... as the primary contact for both internal and external clients. - Manage senior-level relationships with large clients, providing tactical advice and ensuring high responsibility for service delivery. - Lead teams of tax professionals...

Posted On Sep 21, 26
Full-time 4 views Experience : 5-10 yrs required

special needs trusts, investment management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying... levels of complexity and asset size. - Understand and interpret financial and estate planning strategies, legal, and fiduciary documents to deliver fiduciary advice to cl...

Posted On Sep 10, 26
Full-time 1 views Experience : Min 5 yrs required

5500s for a diverse portfolio of employee benefit plans... and direct filing entities. Oversee the gathering, analysis, and interpretation of financial and participant data, ensuring accuracy and compliance with federal regulations, including ERISA and the Internal Revenue Code. Deliver on...

Posted On Sep 10, 26
Full-time 2 views Experience : 5-8 yrs required

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 assistants w...

Posted On Sep 15, 26
Full-time 3 views Experience : 8-8 yrs required

accounting for income taxes, including ASC 740. - Work as part of a multi-disciplinary team to provide industry knowledge and experience. - Manage a portfolio of clients of varying... size and scope and act as the first point of cont...

Posted On Sep 22, 26
Full-time 2 views Experience : Min 5 yrs required

relationship contact for a portfolio of high-volume personal injury... law firms. Develop a deep understanding of each firm's needs and build trusted relationships with attorneys, legal professionals, and firm leadership. - Lead Client Meetings & Communication: Facilitate monthly and quarterly client...

Full-time Experience : Min 5 yrs required

relationship contact for a portfolio of high-volume personal injury... law firms, developing a deep understanding of each firm's needs and building trusted relationships with attorneys, legal professionals, and firm leadership. - Facilitate monthly and quarterly client meetings, discussing service performance and...

Full-time 1 views Experience : 2-5 yrs required

Title: Corporate, M&A and Securities Mid-Level Associate Job Responsibilities: The Corporate, M&A and Securities Mid-Level Associate will be a key member of the dynamic Corporate M&A and Securities Practice at the law firm. The primary responsibilities include: - Engaging in M&A and private...

Full-time 1 views Experience : Min 3 yrs required

equity sponsors and their portfolio companies in a wide... variety of transactional matters. - Handle platform acquisitions, add-on investments, dispositions, joint ventures, and minority investments. - Manage multiple aspects of complex transactions, including structuring deals, conducting due diligence, drafting and negotiating purchase...

Full-time 1 views Experience : 5-7 yrs required

M&A and Securities Senior Associate Job Title: Corporate, M&A and Securities Senior Associate Job Responsibilities: The Corporate, M&A and Securities Senior Associate will be responsible for participating in and managing various aspects of M&A and private equity transactions. The key responsibilities include: - Possessing a...

Posted On Sep 13, 26
Full-time 4 views Experience : Min 7 yrs required

Title: Strategic Pricing Manager Job Responsibilities: Pricing Strategy & Financial Modeling - Apply market insight, historical data, and financial analysis to support pricing decisions that balance competitiveness and profitability. - Partner with the Director of Pricing & LPM to evaluate margin performance and identify...

Posted On Sep 11, 26
Full-time 3 views Experience : Min 5 yrs required

account payment and billing matters. - Manage a portfolio of client accounts, including... monitoring outstanding invoices, credit balances, and work-in-progress to support timely revenue realization. - Partner with clients and internal stakeholders to facilitate the resolution of outstanding account balances and payment...

Full-time 1 views Experience : 5-10 yrs required

of contact for a portfolio of Integrated Clients, which... are high-volume personal injury (PI) law firms. - Facilitate monthly and quarterly meetings, providing insights on trends, concerns, and opportunities. - Proactively manage escalations, feedback loops, and cross-functional coordination to enhance...

Posted On Jul 30, 26
Full-time 3 views Experience : 2-15 yrs required

5 to 8 years of experience in M&A and private equity transactions, with a focus on representing control-oriented private equity sponsors and their portfolio multiple aspects of... complex transactions, including structuring and due and negotiate purchase and investmen...

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