Responsibilities: Review signed documents for accurate information and compliance with policies and procedures. Phone verify equipment satisfaction with lessees and answers any questions during the call. Input data accurately and process transaction into billing system to commence customer invoicing. Communicate via phone and/or email with vendors to resolve documentation issues on transaction files. Accurately prepare and submit UCCs to secure a purc... read more
Responsibilities: Analyze sophisticated corporate entity structures and relationships in order to make appropriate legal recommendations regarding the same. Learn, understand and advise on current sophisticated legal entity structure. Learn and/or keep current with developments in the field of specialty to ensure compliance. Draft, review, and provide advice regarding a wide range of legal entity documentation for corporations and LLCs. Draft, negotiate, rev... read more
The candidate reviews incoming customer requests for proposals, identifies proposal requirements, reviews terms and conditions for acceptability and compliance with company policies and procedures, assists in proposal development as required and participates in securing required management approval for submittal of proposals to customers. Participates in proposal reviews and approvals. Briefs management on Terms and Conditions. Perform contract/subcontra... read more
2021 - Fall - Tax Associate - Private Client Services
Duties: Preparation 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 exceeds reviewer’s and client’s expectations. Recognize and inform senior management of opportunities to increase level and types of services to clients. Ensure professional development throu...
New Associate Program
The candidate will develop product-specific and function-specific skills and interact closely with senior professionals and clients. Should have 2-5 years of work experience and an advanced degree such as an MBA, J.D., MD, or LL.M.
Start Date: Summer 2021
Application Deadline: November 20, 2020.
Tax Director - Industry Professional
The candidate will consult with clients on business processes such as succession and tax planning. Lead, schedule, supervise, and review tax engagements. Develop and train team members to help them build inspired careers. Foster and build opportunities for our clients, communities, and people. Become an industry professional and attend industry-leading events and trainings. Perform a range of tax procedures in accordance with the size a...
Duties: Prepare seller and buyer documents. Work with customers to clear various title issues. Obtain payoffs for seller’s existing loans. Sign documents with seller and/or buyers. Interact with sellers, buyers, realtors and lenders throughout the closing process.
Contracts Manager Intern (summer 2021)
The intern's duties will include: Contract terms review; Interface with program management; Documentation of contract requirements; Contract preparation. Must have a High School Diploma or equivalent and student must be pursuing a Bachelor's or advanced degree in an applicable discipline. Must be a U.S. Citizen. Preferred: Students planning to attend or attending law school.
Testimonial of the Week
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Duties: Assist with corporate transactions and records for multiple limited liability companies and corporations. Work on inter-company service agreements. Assist in M & A due diligence activities. Work on various asset sale and transfer agreements. Draft internal board policy documentation. Work on Independent Contractor Producer Agreements. Assist with the review and negotiation of a wide range of contracts including: NDAs, client service agreements, master ...
Duties: Assist with the preparation of business organization documents (i.e., articles of incorporation, bylaws, operating agreements). Help with the coordination of insurance carrier/market agreements, as well as vendor contracts and leases. Assist with M & A related transition tasks, including commission payment corrections. Provide litigation support to legal staff as needed. Complete carrier/market appointment paperwork. Responsible for general file ma...
The candidate will be responsible for retention and development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of profit for the Bank and quality service to the customers. The primary focus of this position is to administer trusts and estates for customers and their families, with the expectation of supporting other Trust and Wealth Management Officers with trust...
Private Client Services Tax Manager
The candidate will be a part of Private Client Services practice team focused on Individual/Personal, Partnership, Trust & Estate/Gift, and Corporate Taxation. Will mainly service the high net worth and family office clients. 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,...
Duties: Plays a crucial role in achieving our purpose of creating lasting value to those we serve by controlling credit exposure, receiving timely customer account payments, minimizing risk of customer disputes, and assisting in the management of key commercial real estate assets (owned real estate facilities and leased facilities). Will include analyzing financial information related to customer accounts, conducting collection calls, managing the daily... read more