Job Title: Senior Trust Officer Job Responsibilities:... Administer and manage complex trust relationships within client portfolios,... contact for clients on trust account relationships, maintaining regular... overseeing all aspects of trust administration for complex relationships.... - Assess and manage risk,...
Job Title: Trust and Estate Tax Manager Job Responsibilities: As a... Trust and Estate Tax Manager at the... will include: - Reviewing individual, trust, partnership, and corporate tax... returns prepared by tax staff and/or seniors to ensure accuracy. - Researching and drafting memorandums involving...
Title: Tax Manager - Corporate Job Responsibilities: The Tax Manager will be responsible for leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies. Duties include presenting federal and state income tax returns and strategizing...
Title Tax Senior Manager - Corporate Job Responsibilities Responsibilities include but are not limited to: - Leading and managing multiple tax engagements that integrate tax efficiency with long-term tax planning strategies - Presenting federal and state income tax returns and strategizing for clients -...
planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Counsel - Commercial Real Estate - Agency Finance (Hybrid) Job... Counsel in Commercial Real Estate - Agency Finance is... to the Commercial Real Estate (CRE) segment within the... Commercial Bank of the Company. This role entails serving as a trusted advisor...
Counsel - Commercial Real Estate (Hybrid) Job Responsibilities: The Sr. Manager/Sr.... Counsel - Commercial Real Estate at the company is... Bank's burgeoning Commercial Real Estate (CRE) sector. This position... involves advising the CRE finance businesses on a myriad of matters and providing...
net-worth clients. This role involves managing tax and consulting engagements, working directly with clients and their advisors, and reviewing various tax returns including individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns. The Tax Manager is expected to i...
Title: Tax Manager – Private Tax, International Private Client Job Responsibilities: - Apply tax knowledge across a wide range of tax topics and processes to address complex challenges. - Act as a key point of contact for clients and colleagues in a globally...
Title: Tax Associate - Winter 2027 Job Responsibilities: As a Tax Associate at the company, your primary responsibilities will involve tax consulting and tax return preparation duties. These duties include: - Conducting tax research and planning. - Preparing supporting digital work papers for various...
Title: Senior Director and Associate General Counsel Job Responsibilities: The Senior Director and Associate General Counsel is responsible for providing comprehensive legal support and strategic counsel to the company, focusing on a wide range of business matters. This role includes managing complex...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: -... controversy support for complex estate, gift, and trust matters... affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while maintaining a focus on exceptional client service and...
planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Title Associate Counsel Job Responsibilities - Draft and review a wide variety of client contracts, including management agreements, leases, and Requests for Proposals (RFPs), as well as ancillary contracts such as vendor contracts, license agreements, work orders, Master Service Agreements...
WIM Banking, Lending & Trust Job Responsibilities: - Provide... routine legal guidance on well-defined issues or claims against the company, working under the direction of more senior counsel. - Conduct research on various legal matters, in support of more senior...
Services Tax - Real Estate Director Job Responsibilities: The role of... Services Tax - Real Estate Director involves leading a... team within the Financial Services Tax practice to assist clients with their tax obligations. This includes advising on local and international tax...
Services Tax - Real Estate Senior Manager The candidate... will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Job Title: Senior Trust Officer Job Responsibilities: - Administer and... manage complex trust relationships within client relationships,... utilizing deep experience and technical understanding. - Act contact for clients concerning trust account relationships, ensuring regular... overall management of complex trust relationships. - Assess and manage......
Title: Wealth Strategist - Executive Director Job Responsibilities: - Provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding. - Work with advisors to develop business opportunities with new and existing clients. - Collaborate on the...
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 delivering proactive tax planning and strategic consulting including federal estate, gift, cha...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Senior Associate in the Personal Financial Services practice within the department, you will work as part of a team of problem solvers, addressing complex business issues from strategy to...
Title: Tax Senior Manager – Private Tax - International Private Client Job Responsibilities: As a Tax Senior Manager focusing on cross-border tax needs for high net worth individuals and their affiliated entities, the candidate will apply tax knowledge to various complex...
with clients by earning trust, thoroughly understanding client needs,... providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and acquire new assets, both from existing client base and new client acquisition. - Advise...
Title: Federal Tax Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate in the Lead Tax Services practice, the primary responsibilities include assisting on large projects that require strong technical skills. The role involves tax consulting, which includes...
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, charitable...
planning and compliance matters involving estate and gift tax, generation-skipping... transfer tax, fiduciary income tax, and international transfer and trust tax. Support the firm's... Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...