planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
Job Title: Sr Fiduciary Strategist Job Responsibilities: The Sr... Fiduciary Strategist is accountable for... delivering fiduciary responsibilities on behalf of... several key responsibilities: - Leading the delivery of fiduciary advice and client servicing... to enhance the client experience. - Developing a comprehensive u...
Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... Employment Practice Liability (EPL), Private Directors and Officers (D&O), and Fiduciary claims. The role involves... handling claims with large exposures that require specialized technical expertise and coordination. Key responsibilities include: -...
Manager III Seattle Full time posted on Posted 30+ Days Ago job requisition id 24036732 Job Description: Job Description: At Bank of America, we are guided by a common purpose to help make...
planning and compliance matters involving estate and gift tax, generation-skipping transfer tax, fiduciary income tax, and international... transfer and trust tax. Support the firm's Private Enterprise and Family Office Practice, working with owners of privately held businesses and family of...
managing a portfolio of fiduciary and investment management accounts... for high-net-worth clients and beneficiaries, particularly those involving multi-generational families. Key responsibilities include: - Overseeing the administration and business development of complex investment management and trust accounts. - Collaborating with team members to...
Title: Employee Benefits Counsel Job Responsibilities: The Employee Benefits Counsel is a position within the Technical Services team of the Research and Innovation Center (RIC) at the company. This team provides centralized support to . and Canadian associates on legal, regulatory, and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the candidate will be responsible for performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers...
tax research of individual, fiduciary, partnership, closely-held corporations, estate,... and gift work papers and tax returns, as well prepare for and assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team. - Lead initiatives in business development and client relations. - Oversee multiple projects ensuring exceptional delivery. - Build and maintain executive-level client relationships. - Mentor and guide the next...
and servicing of assigned fiduciary and investment management accounts.... The role may involve Relationship Management responsibilities and requires product specialty knowledge and expertise, such as IRAs, Charitable/Philanthropic Accounts, ILITs, Estates, etc. The officer will likely work as part of a...