Investment Attorney Jobs in Winston Salem

Corporate Financial Analyst Level III - Tax The candidate will serve as subject matter expert for and acts as the key contact for Medical Center sales tax compliance process and procedures, ..

GDS TAX Rotators The candidate will spend a large portion of your time directly engaged in complex compliance projects for our clients. This will be balanced with research, planning, and meetings ..

Branch Examiner The candidate will review and research branch office activities to identify red flag issues and determine compliance with firm and regulatory rules and procedures. Will communicate with branch managers ..

Closely Held Asset Manager - Lead Fiduciary Specialty Asset Manager The candidate will lead complex initiatives regarding portfolio of closely held business interests, including stock and other ownership interests, held in ..

Lead Trust Officer (Lead Fiduciary Specialist) - Family Office The candidate will read, interpret and apply complex trust document language to specific situations; making frequent distributions of cash or assets. Conduct ..

Tax Senior Associate The candidate will work closely with others to plan for the future and help companies and their owners avoid surprises, coordinate tax strategies, and grow. Provide authentic support ..

Senior Fiduciary Specialist - Estate Services The candidate will prepare Legal Memoranda regarding a variety of estate issues, interpreting the transfer tax effects of the estate documents. Prepare and review federal ..

Senior Counsel - Corporate Finance The candidate will be providing legal support for a wide variety of corporate finance transactions (e.g. syndicated lending, ABL lending, commercial real estate lending and bi-lateral ..

Senior Trust Officer (Senior Fiduciary Specialist) - Personal Trust Market Service Team The candidate will read, interpret and apply complex trust document language to specific situations, making frequent distributions of cash ..

Financial Advisor The candidate will analyze financial information obtained from clients to determine strategies, products, and services to help clients meet their financial objectives to create a personalized Financial Plan. Provide ..

Tax Manager The candidate will lead and develop a team while providing ultra-responsive customer service to the clients. Manage tax advisory services, tax compliance, and tax provision to pass-through and C-corporation ..

Fiduciary Specialist - Client Sentiment Team The candidate will focus on root cause analysis of client complaints for clients who utilize Trust Services product and services. Work with Trust Services leadership ..

Investment Management and Broker-Dealer Associate The candidate should have 2+ years of experience. Should preferably have experience in one or more of the Investment Advisers Act, the Investment Company Act or ..

Mid-level Associate The candidate should have a J.D. degree from an ABA-accredited law school with excellent academic credentials. Should preferably have 3-6 years of experience with derivatives products including interest rate ..

Residential Real Estate Acquisitions Agent Responsibilities: Sourcing, underwriting and assisting in acquiring a portfolio of single-family rental homes in the individuals’ local market via establishing new connections while utilizing an established ..

Senior Fiduciary Specialist Duties: Review complex Estate plans and a variety of Trust documents and assets. Act as subject matter expert in various phases of Estate settlement. Proactively complete Estate settlement ..

Real Estate Investment and Development Associate The candidate should have strong academic credentials. Must have 3+ years of experience in property acquisition, divestiture, development, and leasing. Joint venture formation and land ..

Senior Trust Officer (Senior Fiduciary Specialist) - Personal Trust Market Service Team The candidate will read, interpret and apply complex trust document language to specific situations, making frequent distributions of cash ..