Grant Thornton (US)

Paralegal

• Provide litigation support, including collection, review and preparation of documents for discovery;
• Conduct legal research and provide analysis on labor and employment laws, regulations and case law & provide updates and recommendations for compliance;
• Collaborate with HR and other internal teams to ensure compliance with employment-related laws and regulations;
• Assist with review of employment and benefits related vendor contracts;
• Manage and maintain legal documents and files related to labor and employment matters; provide regular analysis and reporting on metrics and trends;
• Monitor case deadlines and maintain accurate calendar tracking for cases;
• Support employee-related investigations, including attending witness interviews and preparing notes or summaries;
• Support drafting and review of employee handbook policies and procedures to ensure compliance with relevant laws;
• Assist in the preparation and review of cease & desist letters, employment-related contracts and agreements;
• Communicate with external parties, such as government agencies and outside counsel, as needed;
• Participate in the development and implementation of training programs for employees on various labor and employment topics;
• Assist with additional administrative tasks, including creating presentations, scheduling meetings, managing calendars, and organizing documents;
• Maintain confidentiality, privilege and handle sensitive information with the highest discretion;
• Collaborate with other paralegals and legal assistants to ensure efficient and effective workflow, including supporting work across other legal areas, as needed; and
• Other duties as assigned.

Employment Paralegal Associate

Financial Planning and Analysis

• Perform in buy-side and sell-side transaction advisory engagements, providing carve-outs and similar services to clients, private equity investors, and asset-based lenders.
• Help organizations realize the potential of mergers, acquisitions, and divestitures as well as various transactions within the capital markets.
• Perform financial due diligence on key areas of the Income Statement and Balance Sheet.
• Formulate questions and propose basic adjustments based on the identification of key risks and business drivers.
• Lead analysis on key operational data, net working capital, debt, and debt-like items.
• Lead initial drafts of reports (including Quality of Earnings reports) for clients that highlight the key financial findings of potential investments as well as the drivers behind sustainable profits and cash flows.
• Create and design tailored transaction advisory reports specific to key issues.

Senior Financial Due Diligence Associate

• Manage multiple senior level client (internal/external) relationships by consulting with internal and external stakeholders to address issues or complete complex work including conducting primary and secondary reviews of complex tax returns and provide tax consulting.
• Make recommendations on return preparation and tax savings opportunities, focusing on accuracy, quality and client service.
• Evaluate the tax aspects of partnership agreements and manage the client's Internal Revenue Code (IRC) 704b accounts.
• Provide innovative tax planning, consulting, and compliance expertise to clients.
• Research and consult on various tax matters, primarily in Sub-chapter K-Partnership taxation; utilize tax-related software to prepare and process returns and research tax matters.
• Respond to inquiries from the IRS and other tax authorities.
• Maintain active communication with clients to manage expectations, ensure deadlines are met and enhance client relationships.
• Market, sell, design, and implement tax-planning strategies for clients and manage budget.
• Oversee multiple engagements/projects or processes by coordinating and executing work plans; managing the work of the team; managing risk; identifying and securing resources to resolve complex issues; collaborating with other service lines/functions, the shared service center, and/or external vendors; and monitoring quality of deliverables/work products.
• Proactively develop, implement, manage, or assist with budgets, billing activities, balance sheets, and/or ongoing staffing requirements for engagements/projects; and identify and communicating engagement/project variances (e.g., progress, overruns, and expansion of scope) to leadership and/or stakeholders in a timely manner.
• Participate in or lead the development of proposals and presentations, and track and articulate return on investment or benefit realization for work or proposed solutions.
• Establish a presence in the market or community by actively participating in or taking leadership roles in professional, industry, trade association, or community organization, or contributing to thought leadership (e.g., articles, speaking engagements).
• Develop and retain talent by training, coaching, and mentoring others.
• Supervises 2 subordinates – Associates and Senior Associates.

Senior Manager, Partnership Taxation

Operations

• Aid cross-functional teams in the delivery of major transformation initiatives within the realms of operational efficiency programs, digital and AI enabled operations management solutions, product and operations modernization programs incorporating business opportunity assessment, solution strategy, design, program management, implementation of enabling technologies, and organizational change
• Design and execute enterprise cost reduction programs for corporate clients and private equity sponsored portfolio companies.
• Perform engagement management responsibilities that could also include performance reviews, task delegation, project financials, deliverable quality review, and client management across industries
• Assist with the development of solution content, whitepapers, and/or other thought leadership material
• Maintain a good working relationship with clients and work effectively with client management and staff at all levels to manage expectations, ensure satisfaction, and become a trusted business advisor
• Communicate (verbally and in writing) externally with clients and internally with all levels of the organization to successfully accomplish objectives while portraying knowledge and confidence
• Manage and minimize engagement delivery risk by proactively identifying issues and recommended courses of remediation to engagement teams
• Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
• Employ change and transformation methods, data, analytics, operations design and fintech to improve operations performance
• Lead and support business development activities, such as identification, proposal development and other pursuit activities at clients
• Create, interpret, and transform data and analytics into actionable performance insights
• Meet or exceed targeted utilization
• Other duties as assigned

Transformation Operations Director

Risk

• Review operational, financial, and technology processes to provide clients with an assessment of business risk, internal control, and the overall effectiveness and efficiency of the processes
• Manage the development and execution of enterprise risk management, operational risk compliance and/or internal control programs for not-for-profit and higher education clients
• Manage the development and execution of internal audit outsourcing and co-sourcing engagements for clients
• Manage the risk identification process and evaluation and testing of business processes and related controls
• Manage the development of leading practices-based recommendations for improvement that are ‘right-sized’ and appropriate for the not-for-profit and higher education industries, as well as the specific needs and circumstances of clients
• Work closely with clients and staff to develop client and project risk assessments, identify opportunities for improvement and leading practices-based recommendations regarding process optimization, revenue enhancement, cost reduction, fraud prevention, internal control, and compliance
• Leverage analytics automation and artificial intelligence solutions to deliver client services efficiently and effectively
• Maintain a good working relationship with clients and work effectively with client management and staff at all levels
• Perform engagement management responsibilities, including performance reviews, task delegation, project scheduling, project financials, quality review and client management
• Actively participate in business development activities, such as developing new business relationships, contributing to / leading proposals, participating on client account teams, developing whitepapers and/or other thought leadership material, and attending conferences
• Understand and manage firm risk on proposals and client engagements
• Manage, develop, train, coach and mentor staff on projects and assess performance for engagement and year-end reviews
• Other duties as assigned

Employment Paralegal Associate

Senior Financial Due Diligence Associate

Senior Manager, Partnership Taxation

Transformation Operations Director

Risk Advisory Manager – Not-for-Profit, Higher Education