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...
Management Solutions, Trust & Estates, Trust Officer - VP Job... Management Solutions, Trust & Estates department, you will play... a pivotal role in the Global Trusts & Estates Practice. Your responsibilities will... include: - Overseeing the administration of trusts and analyzing trust...
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 capacity as trustee. - Oversee investment...
Management Solutions, Trust & Estates, Trust Officer - VP... Job Responsibilities - Analyze 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...
Title: Commercial Underwriting Counsel – Hybrid Orlando or Remote Job Responsibilities: - Provide underwriting support, counsel, and authorization to company personnel and customers related to the issuance of title insurance commitments and policies. - Apply underwriting standards and guidelines within delegated authority limits. -...
Wealth Management Trusts & Estates Tax Operations, Vice President Job... 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. - Partner with team... members to r...
Title: Trust Officer Job Responsibilities: - Administer estate and personal trust accounts, including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs Trusts, and other Agency accounts. - Perform initial legal and trust administration review of...
Title: Wealth Strategist Senior - **Members Only** Job Responsibilities: - Develop, consult on, and implement comprehensive tax, estate, and financial plans for clients, including those of the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring new...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, 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. -...
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: Paralegal - REMOTE Job Responsibilities: The Paralegal position is designed to provide timely and effective legal support to attorneys, internal clients, and other members of the Real Estate, Treasury, and Corporate Governance & Securities teams. The role involves managing requests for...