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Valuation Services Senior Manager
Responsibilities: Complete valuations of closely-held companies for purposes of mergers and acquisitions, buy-sell agreements, accounting issues including SFAF 141/142, S Corporation election, marital dissolutions, gift AND estate tax returns, and shareholder disputes. Provide support in testifying as an expert as needed. Provide timely and high-quality services and work products that exceed client expectation. Lead the engagement team in... read more
Managing Director, Wealth Strategy
The candidate will work with families as a subject area expert in estate planning, multi-generational planning, family governance, and trust and fiduciary advice. Should have J.D., LL.M., CPA (at least J.D. or CPA) degree. Must have 7+ years of experience with wealth planning/strategy with HNW/UHNW family clients and estate/multi-generational planning. Trust/Fiduciary knowledge/experience within context of HNW/UHNW is required. Should hav... read more
Senior Manager, Individual Income Tax Focus
The candidate will join Business Tax Services practice. Provide tax compliance and advisory services to owners and senior executives of company’s private company client base. Work as part of a multi-disciplinary team helping to provide industry knowledge and experience. Manage a portfolio of clients of varying size and scope and act as the point of contact for internal and external clients. Build and manage client relationships...
Trust and Probate Manager - The Private Client Reserve
The candidate will oversee a team of seven direct reports. Will review and interpret trust agreements, wills and other estate planning documents where the bank is acting as trustee, executor, administrator, conservator, guardian, depositor, or agent. Coordinate information between clients, external attorneys and internal specialists to ensure accurate, timely and efficient estate settlement. Administer accounts in a ma...
Head of Trust Tax
The candidate will be responsible for guiding trust policy and ensuring compliance with highly complex IRS and States' tax authority regulation and reporting procedures. Will be responsible for managing a 3rd party vendor contract of approximately $5MM/year in direct expense in addition to an operating expense of $4.5MM, accounting for services provided to over 80,000 clients (Ascent, PCR, Community Wealth, PCG, IT&C) and over $13MM of annualized client t...
Wealth Mgmt Trust Review Specialist
The candidate will be responsible for performing trust account reviews in a timely and comprehensive manner through the use of technology, analysis, and account due diligence. Responsible for the identification of administrative issues through knowledge and understanding of the trust document, governing laws, USB policies and procedures, and administrative best practices. Work in collaboration with client professionals, and assign client...