VP, Assistant General Counsel - Wealth Management Insurance
Responsibilities: Providing advice and counsel on complex legal matters while focusing on building and maintaining strong relationships with business leaders and colleagues across the Legal Department. Advising on a wide range of legal issues with a primary focus on annuity and life insurance products and distribution. Leading insurance regulatory initiatives including supporting the business and Compliance on imp... read more
Senior Legal Counsel, Products & Services
Responsibilities: Support product development, readiness, and releases by reviewing product release checklists for issues related to intellectual property, open-source, data privacy & security, marketing, competition, payment, and other legal and regulatory issues. Build a trusted advisor relationship with senior managers. Engage with product team members, including product managers, field strategists, software engineers, data scie... read more
Settlement Officer II – Trust
The candidate will oversee the settlement process for irrevocable terminating trusts of varying complexity levels in a fast-paced, high-volume environment. Minimize risk to the Bank by the timely and accurate interpretation and implementation of provisions in trust instruments. Conduct strategy meetings and coordinate communications among internal partners (trust officers, tax officers, special asset managers, operations teams, portfolio man... read more
Subrogation Attorney
The candidate will handle a Subrogation case load throughout Texas. Will manage the subrogation case docket and practice. Specific Subrogation duties will include investigating, negotiating and litigating subrogation claims for the firm's Recovery Unit in State and Federal Courts in Texas and possibly surrounding states. Specific duties includes trial work, conducting and prosecuting depositions and engaging in other pre-trial discovery, drafting plead...
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Private Client Services Manager
The candidate will be responsible for the following job duties which are focused around two core concepts: your technical and quality expertise and delivering excellent client service. Work with the tax team to do tax technical review of tax returns (Individuals (1040), Trusts (1041 and 5227), Partnerships (1065), S and C-corps (1120), Gift (709) Charitable Organizations (990-PF)). Provide timely, high quality client service that meets or ex...
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Associate – Tax Services
The candidate will serve as a member of various client service teams. In addition to the preparation of tax returns, will participate in the tax planning and consultation process for clients. Research tax laws, rules, and regulations and analyze their application to specific situations resulting in drafting memorandums to defend decisions and/or outlining solutions to those issues. Participate in select phases of tax compliance engagements. Proac...
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Unclaimed Property Staff Consultant
The candidate will be client data organization and document management. Reviewing client records (e.g., accounting documents, procedures, etc.) to identify areas of potential unclaimed property noncompliance. Conducting interviews of client’s accounting and departmental personnel. Identifying client’s potential unclaimed property exposure. Developing strategic plans to limit client’s potential exposure. Presenting suggestions to cl...
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Legal, Transaction Banking Attorney, Vice President
The candidate's responsibilities includes: Will advise Bank on business build-out. Engage directly with product personnel. Identify all relevant issues and work to resolve legal and regulatory matters. Liaise with other attorneys across the Legal Department and other control and support functions on legal, regulatory, risk, compliance, privacy and vendor management matters. Prepare and negotiate vendor and client contract...
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Senior Legal Counsel
The candidate will be involved in advising on various commercial matters, primarily involving IT services transactions with Financial Services clients in the insurance, banking and capital markets industries. Should have 3-7 years of information technology-related commercial law experience in a leading law firm or in-house legal department. Must have the ability to draft, negotiate and manage deals independently. Must have experience negotiating and dr...
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Commercial Transactions Corporate Counsel
Candidate will be focused on a wide range of technology related commercial transactions. Will be responsible for the full range of legal responsibilities associated with commercial transactions including: Negotiating commercial contracts with our customers, many of which are represented by top law firms; addressing legal queries from business teams across various aspects of the law, the contract, and the customer relationship, incl...
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2022 - Winter - Tax Intern - International
The intern will be providing clients with strategic, integrated tax solutions focused on outbound and inbound structuring. Will be demonstrating a general knowledge of foreign tax credits. Completing tax planning and research. Developing an understanding of worldwide tax minimization, transfer pricing, and accounting for income taxes. Assisting with IFRS/GAAP convergence and foreign assignment planning. Working with businesses aro...
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Manager Core Tax Services
The candidate will be responsible for utilizing basic research skills and applying educational background to identify different methods of complying with tax regulations with a focus on private equity, venture capital and alternative investments clients. This role will be exposed to marketing, networking and business development within their area of experience and specialization and developing and maintaining key client relationships. Additionally...
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Commercial Transactions Corporate Counsel
The candidate will be negotiating commercial contracts with customers, many of which are represented by top law firms. Will be addressing legal queries from business teams across various aspects of the law, the contract, and the customer relationship, including compliance, intellectual property, privacy, litigation, and employment. Collaborating with fellow attorneys to develop and maintain templates, playbooks, contracting policie...
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Settlement Officer II – Trust
The candidate will oversee the settlement process for irrevocable terminating trusts of varying complexity levels in a fast-paced, high-volume environment. Minimize risk to the Bank by the timely and accurate interpretation and implementation of provisions in trust instruments. Conduct strategy meetings and coordinate communications among internal partners (trust officers, tax officers, special asset managers, operations teams, portfolio man... read more
Title Insurance Agency and Operations Counsel - Remote
Duties: Research regulatory standards and compliance. Ensure company and agent compliance with all local, state, and Federal regulations and laws. Process licensing applications and filings. Assist with state required filings. Analyze regulatory impact and provide creative solutions when necessary. Communicate policy changes to agents and employees. Maintain information database or repository of state and national requ... read more
Legal Counsel
Duties: Analyze legal, policy and administrative issues relating to information technology, including data privacy, protecting intellectual property, nondisclosure agreements, software and hardware agreements, development agreements and business strategy planning. Prepare and negotiate complex Bank agreements involving all legal aspects, including licenses, insurance (including workers compensation), construction, software and hardware agreements, various ven... read more
