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. -...
Title: Senior Wealth Strategist Job Responsibilities: The Senior Wealth Strategist serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships involving complex financial issues and strategies. These typically include multi-generational trusts, closely held business entities,...
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...
Title: Paralegal - REMOTE Job Responsibilities: The Paralegal position is responsible for providing timely and effective legal support to attorneys, internal clients, and members of the Real Estate, Treasury, and Corporate Governance & Securities teams. Key responsibilities include: - Supporting internal...
Title: Tax Manager - Real Estate Job Responsibilities: - Serve as an advisor, mentor, or coach to one or more employees, providing honest and timely performance feedback, dedicating approximately 10-20% of your time to this responsibility. - Train and develop staff members, spending...
Title: PWM Wealth Strategist Job Responsibilities: The PWM Wealth Strategist is responsible for collaborating with the Wealth Management Advisor to cultivate and establish new client relationships with individuals possessing a net worth of $3MM or more, integrating them into Private Wealth Management....
Title: Tax Senior Manager, Private Client Services Job Responsibilities: The Tax Senior Manager in Private Client Services is responsible for providing comprehensive tax compliance and consulting services to high net worth clients. This role requires significant expertise in personal income taxation, estate...
Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job Responsibilities: The Tax Senior Analyst within the Fiduciary/Trust & Estate Accounting Services (FTEAS) department plays a crucial role in ensuring the success and growth of the business. Key...
Title: Tax Senior Manager - Real Estate Job Responsibilities: - Develop and maintain excellent customer relationships with top real estate companies in the market. - Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers...
Environment The noise level in the work environment is usually quiet to moderate. The work may be stressful at times due to the nature of the work and the deadlines. **Members Only** is an equal opportunity employer. All qualified applicants...
Title: Tax Senior Manager - Real Estate Job Responsibilities: The Tax Senior Manager in the Real Estate Practice is responsible for consulting on complex tax matters and overseeing the tax compliance process for real estate-related businesses, ensuring compliance with state...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Financial Services Tax - Real Estate Director, you will join the Financial Services Tax practice within Corporate Tax services. You will play a crucial role in helping clients manage their...
Environment The noise level in the work environment is usually quiet to moderate. Salary Information: The salary for this position will be competitive based on qualifications and experience. In addition, we offer a comprehensive benefits package that includes...
Environment This job operates in an office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and ,000, based...
Title: Tax Senior Manager - Real Estate Job Responsibilities: - Develop and maintain excellent relationships with top real estate companies in the market. - Collaborate cross-functionally within the company to grow existing business and offer a variety of business solutions to customers and...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and 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...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and 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...
Environment This job operates in an office setting, with a professional, fast-paced, team-oriented environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines. The noise level in the work environment is usually moderate....
Title: Right of Way Title and Closing Agent - (185999) Job Responsibilities: The Title Agent II will be responsible for a variety of tasks centered around the reading, interpreting, and managing of legal descriptions and documents related to real estate. Specific responsibilities...
Title: Right of Way Agent Job Responsibilities: - Perform the basic principles involved in reading, writing, retracing, and interpreting legal descriptions, which include parent parcels, metes and bounds, and subdivisions. - Review and identify title defects and curative requirements, and bring these matters...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention of...
Title: Right of Way Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, such as parent parcel; metes and bounds; and subdivision. - Review and identify title defects and curative requirements, bringing these matters to the attention...
Title: Right of Way Title and Closing Agent - (185999) Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, bringing these...
Title: Right of Way Title and Closing Agent Job Responsibilities: - Perform basic principles in reading, writing, retracing, and interpreting legal descriptions, including parent parcel, metes and bounds, and subdivision. - Review and identify title defects and curative requirements, and bring these matters...
Title: Senior Manager, Staff Counsel - TN (HYBRID) Job Responsibilities: The Senior Manager, Staff Counsel at the company is responsible for managing multiple Staff Counsel office activities in Tennessee, focusing on the defense of lawsuits against insured individuals in liability...
to individuals, partnerships, trusts, estates, and private foundations. - Develop,... build, and manage client relationships during the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding of a client's business or family...
range of responsibilities centered around providing tax-related services to a diverse clientele, including individuals, partnerships, trusts, estates, and private foundations. Key... responsibilities include: - Delivering tax compliance and advisory services tailored to ultra-high net worth clients, focusing on personal, partnership,...
Title: Manager, Tax Job Responsibilities: - Manage tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities, focusing on sectors such as manufacturing and distribution, construction and real estate, professional services, technology, and financial institutions. - Develop, build, and manage...
Title: Manager, Tax Job Responsibilities: - Managing tax advisory services, tax compliance, and tax provision for pass-through and C-corporation entities, focusing on sectors such as manufacturing and distribution, construction and real estate, professional services, technology, and financial institutions. - Developing, building, and managing...
Title: Wealth Management Advisor II Job Responsibilities: The Wealth Management Advisor II serves as a trusted advisor and team coordinator for Private Bank clients, helping them articulate and achieve their wealth goals. The primary responsibilities include: - Developing streams of highly credentialed specialists...
Title: Senior Tax Manager - High Net Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning and compliance services to individuals and related trusts. - Continuously expand knowledge in individual, gift, trust, and estate tax planning and consulting, alongside overall professional development. -...
Title: Senior Tax Manager - High Net Worth/FWS Job Responsibilities: - Provide tax, gift, and estate planning and compliance services for individuals and related trusts. - Continuously expand knowledge in individual, gift, trust, and estate tax planning and consulting, as well as overall...
Title Tax Senior Associate - Personal Financial Services Job Responsibilities - Work as part of a team of problem solvers, assisting in solving complex business issues from strategy to execution. - Use feedback and reflection to develop self-awareness, personal strengths,...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Prepare project reports and review title document packages. - Review complex encumbrances and provide clearance recommendations according to client standards. - Review Right-Of-Way centerline surveys prepared on properties, if applicable. - Serve as a strategic expert with...
Title: Senior Right-of-Way Title Agent Job Responsibilities: - Preparation of project reports and review of title document packages - Review complex encumbrances and provide clearance recommendations according to client standards - Review Right-Of-Way centerline surveys prepared on properties, if...
Title: Consultant, Personal Property Tax Job Responsibilities: The Consultant, Personal Property Tax is responsible for ensuring compliance with jurisdictional requirements for personal property tax. This role involves working with clients and internal teams to manage personal property tax compliance. Key responsibilities include: -...
analytical skills with the ability to analyze complex financial information and develop recommendations for clients Ability to work effectively in a team environment and collaborate with colleagues from different backgrounds and functions Salary Information...
Title: Tax Manager, State & Local Income Tax - (Remote Option) Job Responsibilities: - Participate in compliance and consulting projects for multi-state alternative investment clients, including hedge funds, funds of funds, private equity, and real estate. - Work as part...
Title: Tax Manager, State & Local Income Tax - (Remote Option) Job Responsibilities: - Participate in compliance and consulting projects specifically tailored for multi-state alternative investment clients, which include hedge funds, funds of funds, private equity, and real estate sectors. - Collaborate as...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the primary responsibilities include: - Conducting high-level reviews of tax research concerning individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the individual will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title: Senior Wealth Strategist - **Members Only** Job Responsibilities: - Develop, consult on, and implement tax, estate, and financial plans for clients, including those with the greatest complexity. - Collaborate with other planning resources on specific complex subject matters and partner in acquiring new...
Oakmead Dr, Perrysburg, OH, 43551, US Bullet Points: - Tax Senior Manager, Private Client Services position - Assists in providing tax compliance and consulting services to high net worth clients - Significant knowledge of personal income, estate and gift...
Title: Senior Associate General Counsel - Development Job Responsibilities: - Oversee and execute all legal components of the Company's development pipeline, primarily involving joint ventures with tax-exempt healthcare systems. - Provide strategic and practical counsel to support the Company's development projects, including negotiating...
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, the individual will be expected to: - Review individual, trust, partnership, and corporate tax returns prepared by tax staff and/or seniors for accuracy. - Conduct research...