Title: Trust Officer VP, Wealth Management Solutions, Trust & Estates Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues, ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its...
gift tax, generation-skipping transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Collaborate with team members to review and support the preparation... of var...
Title: Wealth Management Trusts & Estates Tax Operations, Vice President Job Responsibilities: - Serve as a subject matter expert for fiduciary tax matters. - Support global trust teams on all tax matters including estate and gift tax, generation-skipping transfer tax, fiduciary income tax,...
Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new... trust or investment business. - Partner with Business Development colleagues (Banker, Financial Advisor, Por...
Special Access Services. Collaborate with all support and operational groups to create document standards suitable to the... company. - Represent the company in the market by attending conferences, assisting sales with client meetings, and facilitating calls and presentations with rating agen...
Title: Business Controls Manager Job Responsibilities: - Develop and recommend risk metrics to manage and mitigate risks associated with Commercial Front Line Units. - Serve as a risk and control resource supporting Lines of Business (LOBs) and second and third lines of defense...
Title: Paralegal Job Responsibilities: The Paralegal will play a pivotal role in supporting the Managing Counsel at the Company’s Delaware Valley Refining Complex. Key responsibilities include: - Conducting independent legal research and writing. - Providing litigation support to attorneys and outside counsel by drafting...
information: The salary for this position is competitive and will be based on experience and qualifications. Job title: Paralegal Experience information: 2+ years of experience in a corporate legal department is required for this position....
General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
Title: Assistant General Counsel Job Responsibilities: - Acts as a subject matter expert and provides business leaders with legal advice on issues impacting the company's discretionary and non-discretionary registered investment advisory offerings. - Ensures that business activities, policies, practices, and transactions comply with...
Title: Associate Counsel – Third Party Distribution Job Responsibilities: - Provide legal advice and representation on matters related to the company's business activities and investment products. - Prepare resolutions and participate in major legal actions. - Liaise with the business on strategic issues and...
Title: AI Associate Counsel Job Responsibilities: Regulatory & Compliance Oversight - Interpret and synthesize cross-jurisdictional legal advice regarding AI laws and regulations and their impact on the company's business activities and operations, including relevant acts such as the EU AI Act and the...
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,...
Estate Paralegal - Experienced and Supportive Role at **Members Only** H1: Join Our Team as a Real Estate Paralegal at **Members Only** H2: Job Responsibilities: - Preparation and filing of applications, complaints, notices of appeal, and supporting addenda for...
client satisfaction. - Oversee and review the preparation of complex... federal, state, and local tax returns for individuals, S-Corporations, partnerships and other flow-through entities, and trusts and estates. - Provide advanced tax planning and consulting services for high-net-worth individuals, business owners, and...