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Strategic Insight Group (SIG) is a private intelligence agency providing advanced non-financial due diligence services, analytical services, and fraud prevention services to an international client base of investors and professional firms.
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The Mergers and Acquisitions (M&A) Tax group, part of the Transaction Advisory Services (TAS) practice services include deal structuring, due diligence, post-deal integration, tax attribute management, and opinions and ruling requests.
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Will have an ongoing responsibility for maintaining the client relationship and servicing the customer's needs throughout the entire due diligence process, through closing. We work in the areas of land development, commerical real estate due diligence, construction services, zoning, environmental assessments, renewable energy and much more.
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An expert level of knowledge in all full lifecycle recruiting components including, but not limited to, sourcing, qualifying, networking, assessing , job analysis, relationship management, and due diligence.
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Your key activities will include performing complex diligence at the inception of a client relationship, managing ongoing engagement with clients to address identified transactional anomalies and other actionable events, reviewing the client portfolio to identify key changes in risk profiles, as well as managing other effective controls to mitigate financial crime and compliance risk.
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Require thorough knowledge of a variety of state and local sales and use tax laws, regulations, policies and procedures, as well as tax planning, restructuring, due diligence, audit defense, reverse audits and state controversy work.
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Coordinate and perform business due diligence and execute debt advisory and restructuring transactions, including direct client interaction and communication. This combination of industry and product groups enables the firm to deliver advice, strategies and capital with a universal banking approach to our targeted client - high growth, entrepreneurial, middle market companies.
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Significant experience performing and leading transactional due diligence services related to mergers, acquisitions & divestments for the industrial, financial, legal and real estate sectors.
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Experience in Big 4/public accounting performing audits and related services for a diverse client base, and at least 7-8+ years of transaction services / due diligence experience. Dependent on ongoing client requirements, employees may also be asked to submit to a drug screening and background check throughout employment.
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End-to-end responsibility for process execution/facilitation from BCI and change form intake through due diligence, risk assessment, contracting an ongoing monitoring incl. - Maintain effective relationships with BLs, Product Service Owners (PSO) to partner prior to selection of Third Parties (Planning phase) through appropriate due diligence and risk assessment aligned with Regulatory expectations.
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Manager-level responsibilities include: conducting operational due diligence, providing service excellence by identifying key client business issues, determining client needs by supplementing the standard assessment techniques and tools with innovative approaches, evaluating and validating analysis and developing recommendations for the client in the context of the overall engagement.
$190,000 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Work on new advisor transition as directed by the Advisor Transition Specialist, SR., participate on due diligence calls to discuss the transition process – Protocol and Non-Protocol. Work closely with Advisory Services Group (ASG) and Insurance team and participate on due diligence calls with the new Advisor.
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In this role, the successful candidate will focus on ESG and EHS due diligence and delivery of portfolio due diligence and ESG advisory projects for clients in a variety of sectors, including O&G, infrastructure, manufacturing, private equity and finance sector.
$104,666 a yearFull-timeExpandApply NowActive JobUpdated 16 days ago - UpvoteDownvoteShare Job
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Initiate and coordinate the technical review process among internal specialists including civil and electrical engineering, energy assessment, technology, and permitting teams, and synthesizing and writing due diligence reports.
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Demonstrates extensive-level knowledge success with managing the identification and addressing of client needs in the following areas: - Mergers and acquisition practices, including corporate mergers and acquisitions, private equity, post deal integration, bankruptcy and corporate insolvency; and, - Tax consulting and planning, transaction structuring for tax issues, restructuring, due diligence, strategy formulation and financial modeling.
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client due diligence jobs in Dallas, WY, Canada
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