key participant in large-scale planning. - Handle matters with... significant impact on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor to the...
participant in large scale planning. - Handle matters that... have a significant impact on the Company's operations, strategies, or profitability. - Provide legal advice on matters for management of the Corporation and its subsidiaries. - Serve as a legal advisor...
participant in large scale planning. - Handle matters that... significantly impact the Company's operations, strategies, or profitability. - Provide legal advice for the management of the Corporation and its subsidiaries. - Serve as a legal advisor to various businesses within...
the Company's operations, strategies, or profitability. Key duties include: - Acting as a key participant in large-scale planning - Providing legal advice on... matters for the management of the Corporation and its subsidiaries - Serving as a legal advisor to the businesses with...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will be responsible for supporting the Trust Services business within the Wealth and Investment Management (WIM) division of the company. The successful candidate will...
and acting as a key participant in large-scale planning. - Handling matters that significantly... impact the Company's operations, strategies, or profitability. - Providing legal advice on matters for management of the Corporation and its subsidiaries. - Serving as a legal advisor to t...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities:... Tax Manager focused on Estate, Gift & Trust at... the opportunity to deliver tax and business advisory services... and tax compliance to small business... the team providing various tax, accounting, and advisory services......
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Job Title: Estate Planning Strategist, Vice President Job... Responsibilities: The Estate Planning Strategist, Vice President... for collaborating with senior estate planning strategists and teams... and analyses focusing on estate, gift, and income tax... planning. The specific responsibilities... include: - Building and maintaining relationships...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: 1. Tax Planning... and Compliance: - Perform tax planning, preparation, and research... for pass-through entities such as S-corporations, comply with all applicable tax authorities while minimizing their... tax and reporting burdens. -......
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... delivering comprehensive tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and Partnerships,...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is responsible for... providing tax and consulting services to... job duties include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corps, LLCs, Partnerships, and for...
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing comprehensive tax and consulting services primarily... owners. Key responsibilities include: - Tax Planning, Preparation, and Research:... - Perform tax planning, preparation, and research... for...
Tax Manager Job Responsibilities Client Engagement &... for clients. - Provide proactive tax planning and advisory support... pass-through entity owners. - Build and maintain strong client relationships, ensuring a high level of service and responsiveness. - Identify tax-saving opportunities and strategic planning... initiatives across...
Title: Vice President, Advanced Planning Job Responsibilities: - Serve... as a financial planning and estate planning subject... matter authority... advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements. - Support... advanced... planning client engagements throughout a......
Title: Vice President, Advanced Planning Job Responsibilities: The Vice President, Advanced... Planning is responsible for serving... a financial planning and estate planning expert for high-net-worth... The role involves delivering estate planning guidance and education... leading comprehensive financial and estate planning engagements based on......
Title: Vice President, Advanced Planning Job Responsibilities: - Serve as a... financial planning and estate planning subject... matter authority... their advisors. - Deliver point-in-time estate planning guidance and education... or... lead comprehensive financial and estate planning engagements, depending on... client... needs. - Support advanced planning client engagements throughout a... Planning...
with divisional and wealth planning & advice leadership to... in areas of tax and trust & estate planning strategies, concentrated position... management,... corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and practice management to integrate estate an...
Job Title: Tax Manager - CRE [Commercial... Real Estate] Job Responsibilities: The Tax Manager... for the Commercial... Real Estate team will be responsible... role requires researching complex tax topics and communicating with... tax authorities as needed. The... Tax Manager will also mentor......
Job Title: Tax Manager - T&E [Trust... & Estate] Job Responsibilities: The Tax Manager... for Trust &... Estate (T&E) within the National... Tax practice is responsible for... that require expertise in tax management, particularly in the... responsibilities include: - Reviewing gift, estate, and fiduciary income tax......
Job Title: Tax Manager - CRE [Commercial... Real Estate] Job Responsibilities: The Tax... Manager will support the... Real Estate Industry Group, specifically the... Commercial Real Estate team. Responsibilities include: -... Managing topics and communicating with tax authorities as needed -......
Job Title: Tax Senior Manager - CTP Job... The role of a Tax Senior Manager involves a... of responsibilities centered around tax compliance for both business... aspects of the annual tax compliance process. This encompasses... planning, preparing extensions, responding to tax notices, conducting research, drafting......
Job Title: Tax Senior Manager, Core Tax... Services Job Responsibilities: The Senior Tax... Manager is tasked with... providing tax and consulting services to... Key responsibilities include: - Performing tax planning, preparation, and research... for pass-through entities such as S-corporations, LLCs, and Partnerships, as...
as a resource for the field in both simple and sophisticated tax and trust & estate planning strategies, and in... areas such as concentrated position management, corporate executive services, and pre-liquidity transaction planning. - Partner with field leadership... and Practice Managem...
Job Title: Tax Senior Associate (High-net-worth) Job Responsibilities: -... Client relationship management: Responsible for building and retention through personalized tax planning and compliance services... long-term wealth for clients. - Tax compliance oversight: Oversee the... and review of complex tax returns for individuals, trusts,......
Job Title: Tax Senior Manager - Commercial Job... The role of the Tax Senior Manager in the... of responsibilities focused on tax compliance and client interaction.... all aspects of annual tax compliance for business and... planning, projections, extensions, responding to tax notices, conducting research, drafting......
trust documents for legal, tax, administrative, and investment issues,... coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank as trustee. - Oversee investment decisions, ensuring that the trust's investment objectives align with...
play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities will include: - Overseeing the administration of trusts and analyzing trust documents to identify legal, tax, administrative, and investment issues. -... Making recommendations on how the company should ex...
. Private Bank - Tax Strategist - Vice President/Executive... prospects who have complex tax and wealth structuring situations,... working alongside their primary private banking coverage team and external advisors to develop bespoke solutions tailored to their needs. - Author or contribute...
. Private Bank - Estate Planning Innovation Lead -... comprehensive understanding of existing estate disposition analysis capabilities within... digital transformation of the estate disposition offering. - Collaborate... closely with Product and Technology teams to ensure the successful design, development, and...
Job Title: Tax Senior Manager - Construction... & Real Estate Job Responsibilities: - Manage all aspects... of annual tax compliance for business and... planning, projections, extensions, responses to tax notices, research, drafting client... billing. - Review and sign tax returns for S-corporations, C-corporations,... Ensure accuracy and identify tax-saving...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth Sr. Fiduciary Advisor is primarily tasked with fulfilling the fiduciary responsibilities of the company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is accountable for delivering fiduciary responsibilities on behalf of the company, specifically focusing on high-net-worth clients and their beneficiaries. This role is a crucial part of the relationship management team and...
a strong understanding of family relationships and the needs of current clients as well as beneficiaries. - Review and monitor estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine dut...
experience. - Develop a strong understanding of family relationships and the needs of current clients and beneficiaries. - Periodically review and monitor all estate planning documents to ensure... they fit individual client’s current circumstances. - Analyze and interpret legal instruments to determine d...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary Advisor is tasked with fulfilling the fiduciary responsibilities of the company by offering client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million...
Title Family Wealth Sr. Fiduciary Advisor Job Responsibilities The Sr. Fiduciary Advisor is tasked with delivering fiduciary client advisory services to Ultra High Net Worth (UHNW) clients who possess a net worth exceeding $25 million, along with their beneficiaries. As...
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is tasked with fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents local delivery for clients with specific...
Title: Director, Senior Trust Officer Job Responsibilities: - Serve as the primary fiduciary contact for some of the largest and most sophisticated trust relationships within the company. - Manage all facets of trust administration and relationship management for assigned clients, supported by a...
worth of $50 million and above, in discussions about advanced wealth transfer and philanthropic strategies, integrating these strategies with their investment portfolios. - Prepare comprehensive analyses and reviews of clients' estate and wealth transfer planning,... educate clients on additional... planning opportun...
Senior Associate, Family Office Tax Practice Job Responsibilities: -... Provide comprehensive tax compliance and consulting services... partnership, closely held corporations, estate, and gift workpapers and... tax returns. - Research tax... planning opportunities to help... clients retain and/or grow wealth, enabling...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Director, Real Estate Acquisitions Job Responsibilities - Deal Execution:... and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring: Design and implement... tax-efficient structures in collaboration with... advisors on complex federal, state, and local tax issues....
Job Title: Sr. Tax Planner Job Responsibilities: - Review clients’... past tax returns during the financial... planning process to identify incremental... recommendations. - Ensure that all tax-related research and data gathering... and clients. - Research ad-hoc tax planning questions to support... advisors... and their...
Job Title: Sr. Tax Planner Job Responsibilities: The Sr. Tax... Planner will be a... the entrepreneurial and fast-paced Planning Services team, which focuses... planning include: - Creating financial and tax plans to be delivered... of individual and business tax returns, as well as... analyzing end-client tax situat...
Job Title: Sr. Tax Planner Job Responsibilities: - Review clients’... past tax returns during the financial... planning on short and long-term tax strategies such as investments,... and deductions. - Ensure all tax-related research and data gathering... the form of a "Tax Plan," and present these......
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is situated... within the Tax, Reinsurance and Financial Counseling... state, and local corporate tax matters. - Advising on insurance-related... tax and general corporate tax... issues. - Focusing on tax... and ERISA issues concerning......
Job Title: Corporate Tax Counsel Job Responsibilities: The Corporate Tax... Counsel position is situated... within the Tax, Reinsurance, and Financial Counseling... for advising on various tax-related matters, including insurance-related tax... issues, general corporate tax... issues, tax and ERISA... issues concerning the company's...
Job Title: Tax Research Attorney Job Responsibilities: - Interact... and analysis on various tax matters, including estate, gift,... and income tax... issues. - Assist the company... and counseling on complex tax problems. - Conduct project-related tax... research and analysis based... on Federal and State tax laws. - Advise the company......
Overview: The General Counsel at Company will serve as the company’s chief legal officer and primary legal advisor, offering strategic and practical legal guidance across all aspects of a residential homebuilding and land development business. This role involves close collaboration...