Title Family Wealth Sr. Fiduciary Advisor Job Responsibilities The... Sr. Fiduciary Advisor is tasked with... delivering fiduciary client advisory services to... Ultra High Net Worth (UHNW) clients who possess a net worth exceeding $25 million, along with their beneficiaries. As...
Title: Director, **Members Only** Law Staffing Job Responsibilities: - Embrace a client-facing role, working with both US and Global teams to drive opportunities and efficiencies, continuously improving engagement delivery. - Develop and maintain relationships with external clients, vendors, **Members Only** tax and advisory professionals, **Members Only**...
Title: Manager, Law Staffing Job Responsibilities: - Lead the delivery of large-scale multidisciplinary and multijurisdictional projects. Support the development of adjacent service offerings to existing tax and advisory practices. - Collaborate with both US and Global teams to drive opportunities and...
Title: Senior Associate, Law Staffing Job Responsibilities: - Play a pivotal role in delivering large-scale multidisciplinary and multijurisdictional projects that focus on high-quality legal services to clients efficiently, emphasizing technology. - Embrace learning about adjacent service offerings to existing tax and advisory practices...
Title: Securities Services Attorney - Executive Director Job Responsibilities: - Provide legal advice and support on complex transactional matters, including negotiating agreements for agency securities finance, custody, and fund services with institutional clients. - Collaborate with stakeholders across Securities Services product areas, including...
Title: Employee Benefits Counsel Job Responsibilities: The Employee Benefits Counsel will serve as an attorney supporting the Health, Wealth & Career segment in the ., primarily focusing on health and welfare plans. The responsibilities include: - Preparing Legislative & Regulatory Updates and intellectual...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice is tasked with a multitude of responsibilities aimed at addressing the complex needs of affluent families and their family offices. The primary...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates on delivering comprehensive...
Title: Director, Counsel - Cash Management Job Responsibilities: The Director, Counsel role at the company is positioned within the Legal Department and is focused on supporting the Cash Management System business. The key responsibilities of this position include providing legal advice and...
National Estate Settlement Services Job Title: Manager National Estate Settlement Services Job Responsibilities: The Manager National Estate Settlement Services is responsible for supervising estate settlement officers and support staff across the country. The role involves overseeing the administration and distribution of estate/trust assets...
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...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, Electing Small Business Trusts (ESBTs), and Qualified Subchapter S Trusts (QSSTs). - Prepare federal and state gift tax returns. - Prepare federal...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, Electing Small Business Trusts (ESBTs), and Qualified Subchapter S Trusts (QSSTs). - Preparing federal and state gift tax returns. - Preparing fed...