Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the candidate will be a part of a distinguished team comprising CPAs, engineers, and tax...
Title Wealth Management Solutions, Trust & Estates, Trust Officer... - VP Job Responsibilities - Analyze trust documents for legal, tax,... administrative, and decisions, ensuring that the trust's investment objectives align with... the needs of the trust and applicable fiduciary law,......
Title: Wealth Management Solutions, Trust & Estates, Trust Officer... - VP Job Responsibilities: As a Trust Officer VP in the... Wealth Management Solutions, Trust & Estates department, you... of trusts and analyzing trust documents to identify legal,... tax, administrative, and investment issues. -...
Job Title: Director, Senior Trust Officer Job Responsibilities: - Serve as... largest and most sophisticated trust relationships within the company. -... Manage all facets of trust administration and relationship management... for assigned clients, supported by a dedicated Trust Administrator. - Handle client relationships... to...
Job Title: Trust Officer VP, Wealth Management... Solutions, Trust & Estates Job Responsibilities: - Analyze... trust documents for legal, tax,... capacity as trustee. - Oversee investment decisions, collaborating with investors to ensure the trust's investment objectives align with... fiduciary law and investment gu...
Trust Officer Job Responsibilities: - Administer estate and personal trust accounts,... 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...
tax matters. - Support global trust teams on all tax... matters including estate and 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...
tax matters. - Support global trust teams on tax matters... including estate and 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. -...
multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax... returns. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate, gift...