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. - Work on multiple engagements that deliver proactive tax planning and strategic consulting, including federal estate,...
Title: Business Controls Manager Job Responsibilities: - Develop and recommend risk metrics to manage and mitigate risks associated with Commercial Front Line Units. - Serve as a risk and control resource supporting Lines of Business (LOBs) and second and third lines of defense...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates in delivering solutions for a comprehensive wealth...
Title: Wealth Advisor Job Responsibilities: - Accountable for achieving revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate the delivery of comprehensive wealth management strategies...
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...
Life Insurance Trusts, Private Family Foundations, 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...
Title: Counsel, Claim Job Responsibilities: - Handle a caseload of predominantly low to moderate complexity claims. - Develop and apply litigation skills and techniques to try cases to verdict or negotiate resolution. - Conduct legal research and demonstrate strong and persuasive legal writing and...
Counsel Job Title: Senior Counsel Job Responsibilities: As a Senior Counsel, you will be responsible for high-quality, proactive case handling, independently managing a caseload of higher exposure cases and more complex litigation matters. Your duties will include litigating cases to verdict using strong trial...
Portfolio Management Counsel Responsibilities: Review invention disclosures, make filing decisions and manage the work of internal and external prosecution counsel to best achieve the desired portfolio strategy within budget. Attain in-depth knowledge of select patent families and propose claim sets,...
Title: Employee Relations Partner - REMOTE Job Responsibilities: The Employee Relations Partner is tasked with delivering consistent and tactical Employee Relations consultation to both Managers and Employees across Canada and the US. The role involves resolving employee issues and advising on employee...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult and coordinate the delivery of solutions for a comprehensive wealth...