Title: Tax Services Manager – Financial Services Office – Customer Tax Operations and Reporting Services (CTORS) Job Responsibilities: - Work in a group environment on challenging information reporting and withholding engagements across all financial services sectors. - Specialize in assisting clients with mission-critical...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: - Preparation of complex trust and estate fiduciary accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: - Advise Benefits and other internal teams on the design, administration, and compliance of the company's . employee benefit plans, including 401(k) plan, health & welfare plans, fringe benefit programs, nonqualified deferred compensation plan,...
Title: Private Client Advisor II Job Responsibilities: - Lead the client management process (CMP) to identify new business development opportunities and deepen client relationships. - Source new clients in alignment with the company's established risk appetite. - Deliver meaningful interactions and a branded client...
Insurance Optimization Services Job Responsibilities: - Act as a respected leader... and trusted advisor to clients within the insurance industry. - Leverage experience to transform and optimize insurance products for clients to drive growth and profitability through continuous innovation. - Provide support to a...
Compliance and Reporting Job Responsibilities: - Act as a key point... of contact for clients and colleagues within a growing global team. - Prepare and review basis, depreciation, and other fixed asset-related computations. - Support client engagements by preparing and reviewing work products, coordinating...
Title: Benefits Lawyer, Executive Director Job Responsibilities: - Review, analyze, and draft decision letters concerning 401(k), pension, and health and welfare plan claims and appeals. - Provide strategic, legal, and technical advice on the design, administration, and compliance of qualified pension, profit-sharing, 401(k),...