help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach,... CA. We are referring legal needs out to attorneys concerning trust estates...
Job Title: Trust and Estate Tax Manager Job Responsibilities: -... involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving... tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engagements...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors to ensure accuracy. - Research and draft memoranda involving complex Identify and implement tax planning opportunities. - Handle and resolve......
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Reviewing... involving complex tax matters. - Identifying and implementing tax planning opportunities. - Handling and resolving... tax controversies. - Overseeing complete tax research projects for a variety of clients and diverse industries. - Managing multiple engage...
Title: Tax Manager, Real Estate Job Responsibilities: As a Tax... the construction and real estate industries. Your role will... and working with clients on tax matters. - Implementing special tax projects. - Identifying and implementing tax planning strategies. - Preparing tax calculations... and...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... tax matters. - Identify and implement tax planning opportunities. - Handle and resolve... tax controversies. - Oversee comprehensive tax research projects for a variety of clients and diverse industries. - Manage multiple engagements concurrently...
Job Title: Trust and Estate Tax Manager Job Responsibilities: - Review... Identify and implement tax planning opportunities. - Handle and resolve... tax controversies. - Oversee complete tax research projects for a variety of clients and diverse industries. - Manage multiple engagements concurrently with various t...
Title: Immigration Attorney Job Responsibilities: - Advise clients on various immigration options, which include but are not limited to visas, green cards, asylum, and deportation defense. - Prepare and review legal documents such as petitions, applications, affidavits, and supporting evidence with precision and...
Title: Senior Privacy Counsel Job Responsibilities: - Act as the primary privacy legal advisor for the Engineering and Product Management teams, providing proactive, risk-based counsel throughout the development lifecycle of new services and features. - Provide specialized legal advice on privacy implications of...
Title: Tax Manager - High Net Worth Tax Job Responsibilities: - Prepare and review highly complex tax returns, including individual, fiduciary, corporate, partnership, and non-profit tax returns, ensuring completion by required deadlines. - Analyze the tax situation of individuals, their trusts, and estates...
a specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage... overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Serve as a segment or industry specialist, actin...
specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage... overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - Act as a segment or industry specialist to prov...
Title: Legal Ops Associate Job Responsibilities: - Provide frontline support for requests from the company to the legal department. - Prepare and maintain records and documentation, including contracts, leases, letters of intent, waivers, and notices. - Draft, review, and redline various contracts such as...
Title: Legal Ops Associate Job Responsibilities: - Triage and provide frontline support for requests from the company to the legal department. - Prepare and maintain records and documentation, including contracts, leases, letters of intent, waivers, and notices. - Draft, review, and redline contracts such...
Job Title: Estate Planning Strategist, Vice President... Work collaboratively with senior estate planning strategists and investment... information and analyses on estate, gift, and income tax... planning. clients in relation to estate and tax planning. -... critique existing and proposed estate pl...
Private Family Office Financial Planning Advisor, Vice President Job... The Family Office Financial Planning Advisor at the Vice... and analysts. The role involves providing high-quality, personalized financial planning and implementation across various... areas, including: - Advisory, Coordinate and Administration: Advis...
Title: Virtual Paralegal Job Responsibilities: - Provide comprehensive paralegal support tailored to the unique needs of attorneys across various legal disciplines. - Operate independently while managing tasks such as drafting legal documents, organizing case files, and monitoring deadlines. - Maintain proactive and professional communication...
Title: Wealth Transition Services Tax Senior Manager - 1041 Expert - Remote Eligible Job Responsibilities: A Wealth Transition Services Tax Senior Manager is responsible for various tasks, focusing on complex tax issues related to ultra-high net worth individuals and their estates. Key...
ultra-high net worth organizations, individuals, or families within a specific market or region. The advisor collaborates closely with other senior members of the relationship team to fulfill clients' philanthropic planning, wealth planning, estate planning, and wealth transfer... needs. Key resp...
individuals, and families, within a specified market or region. The advisor works in close collaboration with senior members of the relationship team to address all client needs related to philanthropic planning, wealth planning, estate planning, and wealth transfer.... Key res...
specific market. - Provide integrated financial services advice including banking, credit, asset management, trust and estate planning, and brokerage. - Manage... overall relationship profitability and portfolio risk, ensuring the profitable growth of the portfolio. - Serve as a segment or industry specialist ac...
with income, trust and estate, and tax planning, with... a specialization in the administration and restructuring of trusts. - Interpret and understand trust and related documents, utilizing senior staff and internal and external counsel as necessary. - Act as the main point...
a focus on strategic planning and mentoring junior staff. -... Oversee project success and maintain elevated standards of quality. - Motivate, develop, and inspire team members to deliver quality work. - Leverage team strengths to meet and exceed client expectations. - Identify opportunities that...
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 play a pivotal role in managing and executing cost segregation, fixed asset...
Title: Senior Associate – Private Client Services Job Responsibilities: Senior Associates in the Private Client Services practice are responsible for managing and supporting their team on multiple engagements for a diverse range of sophisticated clients. These clients include some of the wealthiest...
integral to the tax planning, consulting, and compliance processes... for complex clients such as hedge funds, private equity, real estate, fund of funds, and... venture capital. The specific responsibilities include: - Reviewing and preparing tax returns. - Building...
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...
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...
Legal Counsel Director, Real Estate Development and Data Centers Job... Responsibilities: Real Estate Development & Acquisitions: - Negotiate... negotiate, and execute real estate transaction agreements from inception... to closing. This includes site selection, letters of intent (LOIs), purchase and sale agreements (PSAs), options,...
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...
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...
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...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities:... Tax Manager focused on Estate, Gift & Trust at... Company, you will have the opportunity to deliver tax and business advisory services and tax compliance to small business clients. Your key...
Title: International Private Bank- Private Banker- Managing Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results...
Title: . Private Bank - Private Banker - Vice President OR Executive Director Job Responsibilities: As a Private Banker within the . Private Bank, the candidate is responsible for advising families on building, preserving, and managing their wealth. The responsibilities include: -...
Director, Real Estate Acquisitions Job Responsibilities - Deal Execution:... Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax...
Tax Senior Associate, Real Estate Deals & Transactions Job... corporate, partnership, and real estate tax services, including planning,... research, and mergers and... acquisitions activities. - Collaborate as part of a multi-disciplinary team to deliver due diligence and tax structuring services,...
Tax Senior Associate, Real Estate Deals & Transactions Job... corporate, partnership, and real estate tax services, including planning,... research, and other mergers... and acquisitions activities. - Collaborate as part of a multi-disciplinary team that focuses on delivering due diligence and...
returns during the financial planning process to identify incremental... opportunities. - Collect and analyze data, providing recommendations on short and long-term tax strategies such as investments, retirement plan savings, business structure, and deductions. - Ensure all tax-related research and data gathering is...
or Senior Manager, Real Estate Deals & Transactions Job Responsibilities: -... global private equity real estate investments, including strategic mergers,... acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs). - Draft tax opinions, memos, structure decks, and Excel models illustrating tax benefits of...
or Senior Manager, Real Estate Deals & Transactions Job... Senior Manager in Real Estate Deals & Transactions will... global private equity real estate investments, which encompasses strategic... mergers, acquisitions, joint ventures, dispositions, and Initial Public Offerings (IPOs). This includes drafting...
leveraging their educational background and professional experience to deliver tax compliance and consulting services to high net-worth clients. This role emphasizes managing tax and consulting engagements, demonstrating skills in identifying and addressing client needs, tax planning, and exploring consulting opportuniti......
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services is responsible for leveraging their educational background and professional experience, alongside their communication, time management, leadership, technical, business development, and people skills to deliver...
addressing client needs, tax planning, and consulting opportunities. - Works... directly with clients and their advisors to gather information necessary for preparing tax returns. - Develops an understanding of complex individual, trust, estate, S-Corp, foundation, partnership, and... gift tax returns across both...
market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Ensure... relationship profitability and portfolio risk management, focusing on profitable portfolio growth. - Serve as a segment or industry specialist, acting as a...
specific market. - Provide integrated financial services advice, including banking, credit, asset management, trust and estate planning, and brokerage. - Manage... overall relationship profitability and portfolio risk, ensuring profitable growth of the portfolio. - May act as a segment or industry specialist, se...
and compliance quality control. - Work directly with clients on international matters, providing them with expertise and guidance. - Perform international tax research and planning for clients, ensuring compliance... with relevant laws and regulations. - Gain exposure to various international tax specialties, in...
clients on international matters. - Perform international tax research and planning for clients of the... company. - Gain exposure to various international specialties in the industry, such as: - Foreign businesses expanding to the . - . bu...