- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Consultant is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant must verify policy coverage, conduct investigations, develop...
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...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define the strategic direction for the Default team, leading them as technology-enabled tax advisors who offer benefits through digitization, automation, and increased efficiencies. - Lead business development initiatives and client...
Title: Trust Administrator VP, Wealth Management Solutions, Trust & Estates Job Responsibilities: Technical and Risk Management: - Collaborate with the Account Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules,...
and adherence to company policies. Experience with Fiduciary claims is a plus. -... Attend mediations and monitor trials as necessary to ensure favorable outcomes. - Draft coverage correspondence on primary claims, negotiate complex coverage issues, and recommend outside coverage counsel when warrant...
Directors and Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims that range from... moderate to high complexity with limited supervision. Key responsibilities include: - Reviewing complaints, legal pleadings, discovery, and arbitration demands. - Conducting coverage analysis and determining ex...
of low to high exposure claims in Public D&O, Fiduciary, and Transactional Liability. Key... responsibilities include: - Coordinating the work activities of the team and ensuring their performance, development, and coaching. - Acting as a technical resource for the team, providing gui...
and State Individual and Fiduciary tax returns. - Oversee and... manage the entire tax return process, including the identification and resolution of tax issues. - Apply experience with corporation and partnership accounting and tax concepts. - Mentor, train, and manage staff accountants to...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services... crucial role within the Fiduciary/Trust & Estate Accounting Services... complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions when necessary. - Researching state-specific principal and income acts as...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert...
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...
Title: Managing Director, Tax - Private Client Job Responsibilities: The Managing Director, Tax - Private Client at Company is responsible for providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other entities. This role involves serving as...
Title: GPB Wealth Management Investment Solutions Attorney - Vice President, Assistant General Counsel Job Responsibilities: - Provide legal advice and support to the investment solutions business team, with a primary focus on managed investment solutions. - Address SEC regulatory and bank regulatory issues...