Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary... Advisor is tasked with... fulfilling the fiduciary responsibilities of Company by... providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate comprehensive wealth management...
Title: Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team, ensuring productivity, proactive case management, work ethic, and work product quality in accordance with **Members Only** Trial Division (NTD) standard methodology guidelines, as...
variety of tasks that support the preparation and management of tax-related documents and interactions. Key responsibilities include: - Preparing complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various types of trusts, including split-interest trusts, Electing Sm...
Title: Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team, ensuring productivity, proactive case management, strong work ethic, and high-quality work product to effectively handle all matters in accordance with Nationwide Trial...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, ESBTs, and QSSTs. - Prepare federal and state gift tax returns. - Prepare federal and state estate tax returns. - Review and...