Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. This typically includes multi-generational trusts, closely held business entities, corporate executives, and...
Title Wealth Strategist Sr - **Members Only** Private Bank Job Responsibilities - Develops, consults on, and implements tax, estate, and financial plans for clients, including those of the greatest complexity. - Collaborates with other planning resources on specific subject matters of greatest...
Title: Paralegal - REMOTE Job Responsibilities: The Paralegal position is responsible for providing timely and effective legal support to attorneys, internal clients, and other members of the Real Estate, Treasury, and Corporate Governance & Securities teams. Key responsibilities include: - Supporting internal clients...
Title: AVP, Sr. Counsel - Fund Mgmt Job Responsibilities: In this role, you will be responsible for providing leadership, direction, and subject matter expertise on complex projects and initiatives concerning the company's funds and advisory businesses. Your role involves serving as a...
Title: Legal Counsel - Privacy Job Responsibilities: - Act as a subject matter expert, providing advice, counsel, and judgment on federal and state privacy laws, including CCPA/CPRA, HIPAA, and GLBA. - Research and analyze emerging privacy laws and regulations at both federal and...
Title: Legal Counsel - Group Benefits Job Responsibilities: In this role, the Legal Counsel - Group Benefits will provide legal advice and support related to the sale and administration of the company's insured and self-insured products and services. The responsibilities include: - Advising...
Title: Legal Counsel - Privacy Job Responsibilities: - Serve as a subject matter expert on federal and state privacy laws, including CCPA/CPRA, HIPAA, and GLBA, providing advice, counsel, and judgment. - Research, analyze, and advise on emerging privacy laws and regulations at both...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Lead the Financial Services Tax team, focusing on providing tax advisory services related to real estate. - Set the strategic direction for tax services, ensuring alignment with the overall goals and objectives...
Title: Tax Principal - Financial Services Job Responsibilities: - Lead a team of tax and industry professionals to deliver comprehensive tax compliance and consulting services. - Mentor team members to develop a deep understanding of client businesses and ensure delivery of...
Title: Tax Director - Personal Financial Services Job Responsibilities: - Work as part of a team of problem solvers to address complex business issues from strategy to execution. - Support the team in disrupting, improving, and evolving ways of working when necessary. - Arrange...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will be part of a team that provides a range of business advisory needs to private companies. Your...
Title: Tax Manager/Director - Financial Services Job Responsibilities: - 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....
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: - Conduct tax research and provide guidance and consultation to clients. - Identify and implement tax planning and tax savings strategies. - Collaborate and engage in large projects. - Manage and foster existing client tax...
Title: Senior Tax Manager, Financial Services (Capital Markets/Partnerships) Job Responsibilities: - Conduct tax research and provide guidance and consultation to clients. - Identify and implement tax planning and tax savings strategies. - Collaborate and engage in large projects within the department. - Manage and foster...
Title: Senior Associate, Income Franchise Tax - Financial Services (Remote Option) Job Responsibilities: - Assist multi-state companies with state and local tax issues including compliance, advising, planning, controversies, and technical research. - Review information presented on state income tax returns and schedule K-1...
Experience Information 6+ years of experience in Private Banking or Financial Services ... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain l...
Job Title: Banking & Capital Markets Tax... Director Job Responsibilities: As a Banking & Capital Markets Tax... Director at the company, you will play a pivotal role in driving business growth and shaping the direction of client engagements. Your responsibilities...
Title: Asset & Wealth Management Tax Manager Job Responsibilities: The Asset & Wealth Management Tax Manager at the company is responsible for providing comprehensive tax services to clients within the financial services sector. Key responsibilities include: - Supervising and developing team members to...
Title: Asset & Wealth Management - Renewable Energy Tax Senior Manager Job Responsibilities: As an Asset & Wealth Management - Renewable Energy Tax Senior Manager at the company, you will be a crucial part of the Financial Services Tax practice within Corporate...
Title: Lexis Associate Job Responsibilities: The Lexis Associate position is a student representative role requiring current enrollment in law school. The primary responsibilities include: - Representing the company within the academic environment. - Collaborating with peers and faculty to promote...
Title: Employee Relations Partner - REMOTE Job Responsibilities: The Employee Relations Partner plays a crucial role in supporting employees across Canada and the United States, with a strong emphasis on understanding Canadian employment laws. The primary responsibilities include providing tactical Employee Relations...
Title Senior Bank Counsel-Lending and Special Assets Job Responsibilities The Senior Bank Counsel-Lending and Special Assets is tasked with providing comprehensive legal support to the Bank's Commercial, Community, and Consumer lending lines, as well as the Special Assets department. The attorney is expected...
Title: Senior Bank Counsel-Lending and Special Assets Job Responsibilities: The Senior Bank Counsel-Lending and Special Assets is responsible for providing comprehensive legal advice and support to the Commercial, Community, and Consumer lending lines of business, as well as the Special...
Title: Attorney Job Responsibilities: - Handle litigation and other legal assignments in accordance with guidelines established by the department. - Prepare and summarize reports for proceedings. - Develop trial strategy and manage case development. - Attend litigation events including trials, mediations, depositions, and hearings. - Engage...