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...
Title: Legal Claims Professional - Public D&O Job Responsibilities: The Legal Claims Professional will be responsible for handling public company Director’s and Officer’s (D&O) claims of moderate to high value and complexity under limited supervision. Key responsibilities include: - Reviewing complaints,...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services... Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services... (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate calculations and reconstruction...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work...
- Business Tax Services Fiduciary/Trust Estate Advisory Services Job Responsibilities: The... the Business Tax Services Fiduciary/Trust & Estate Tax Administration... managing various aspects of fiduciary and estate tax services.... Key responsibilities include: - Conducting technical preparation and review of complex trust and estate...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Senior Analyst in the Fiduciary/Trust & Estate Accounting Services... Key responsibilities include: - Preparation of complex trust and estate fiduciary accountings. - Performing complex calculations... and reconstruction when required. - Conducting research on state-s...
a current or future fiduciary capacity. - Serve as a... resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning. - Assist Bankers and other team members in their new business efforts. - Cultivate relationship...
Counsel - Company Role Overview Purpose of Job The Company is dedicated to serving high-net-worth clients both domestically and internationally by providing flexible, cost-effective, and service-oriented trust administration. Operating in the top-rated domestic trust jurisdiction, the company's primary focus is on meeting individual...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary... Advisor is responsible for... fulfilling the fiduciary responsibilities of Company by... providing advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and their...
Manager - FSO - Fiduciary/Trust Estate Advisory Services Job Responsibilities: -... Conduct technical reviews of complex trust and estate accountings. - Manage teams to ensure the accuracy and timely delivery of work products to clients. - Oversee client relationships and actively engage in business...
strategies while ensuring adherence to company policies. - Develop knowledge and expertise in Fiduciary Claims, with experience in... this area being a plus. - Attend mediations and monitor trials as necessary to ensure successful claim resolution. - Draft coverage correspondence on primary clai...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... to Private Directors and Officers (D&O), Fiduciary, and Employment Practice Liability... (EPL) claims. These claims typically involve large exposures that require specialized technical expertise and coordination. Key responsibilities include: - Managing clai...
Senior Manager, Private Client Group at Anchin (View all jobs) New York, NY / Palm Beach Gardens, FL / Boca Raton, FL Title: Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers...
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...
Information: The salary for this position ranges from $100,000 to $150,000, depending on experience and qualifications. Job Title: Manager of Tax Services Experience Information: 5+ years of experience in trust and estate taxation, preferably in...
Title: Legal, Title I ERISA Attorney, Vice President Job Responsibilities: - Business Transactions: Advise on ERISA Title I and Internal Revenue Code considerations across various lines of business. Provide guidance on existing and new services and product offerings across institutional and retail...
Title: Technical Claim Manager/Attorney - Directors & Officers/Employment Practices Liability Job Responsibilities: - Handle claims proactively to achieve optimum payout results by resolving claims fairly, expeditiously, and economically. - Assess coverage issues on claims and issue appropriate coverage letters/documentation within the required timeframe. -...
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: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner in the Global Family Office Enterprise at the company is responsible for leading and growing tax engagements while advising on tax matters. This role requires collaboration across...
be responsible for handling Private/Non-Profit Directors & Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity, working under limited supervision. Key responsibilities include: - Analyzing coverage, liability, damages, and exposure. - Participating in mediations and settlement negotiati...
Title: Tax Senior Associate - Private Client Services Job Responsibilities: As a Senior Associate in Private Client Services, you will play a crucial role in tax compliance and consulting across a variety of complex engagements. This position demands growing technical expertise and...
excess policy management liability claims, including Directors & Officers (D&O), Employment Practices Liability (EPL), and Fiduciary Liability. - Analyze coverage under... primary and excess management liability insurance policies, make coverage determinations, draft routine and complex coverage correspondence, and effectively communicate covera...
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...
Title Wealth Management Tax Services Manager Job Responsibilities As a Wealth Management Tax Services Manager, you will be part of a team that leads the way as technology-enabled tax advisors, providing benefits through digitization, automation, and increased efficiencies. Your primary...
Title: Manager, Retirement Plans & Benefits Job Responsibilities: - Provide consulting expertise to clients in areas such as plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, addressing issues related to complex...
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: Asset & Wealth Management Tax Director Job Responsibilities: - Define the strategic direction for the Default team within the Tax Services department. - Lead initiatives in business development and client relations to drive business growth and shape client engagements. - Oversee multiple projects...
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: 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 tax planning and...
Title: Executive Director, Assistant General Counsel - Asset Management Job Responsibilities: The Executive Director, Assistant General Counsel - Asset Management at the company is tasked with providing comprehensive legal coverage and oversight for the company's affiliated . investment adviser. This leadership role...
including succession planning, wealth transfer planning, and tax compliance. Manage and oversee the engagement team focused on entity, individual, fiduciary, and gift/estate taxation and... provide consistency in tax preparation due to the complexities of fund reporting. This includes the plan...
Title: Claims Consultant - Management Specialty Lines Job Responsibilities: As a Claims Consultant at the company, you will be responsible for investigating, evaluating, and negotiating claims to successful resolution. This role specifically supports management liability and specialty lines of business, including errors...
Title Wealth Management Tax Services Manager Job Responsibilities As a Wealth Management Tax Services Manager, you will be a key player in leading and managing the delivery of tax services to clients. Your primary responsibilities include: - Managing client service...
& Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity with limited supervision. Key responsibilities include: - Reviewing complaints, legal pleadings, discovery, and arbitration demands. - Conducting coverage analysis, determining exposure, and setting appropriate reserves...
including Employment Practices Liability, Directors and Officers Liability, Fiduciary Liability, and Crime claims.... - Analyze, investigate, negotiate, and resolve claims of varying severity within authority limits, following Claim Guidelines. - Select, direct, and manage defense counsel, including approval of budgets...
Title: Trial Attorney Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company, focusing on protecting people, businesses, and futures with extraordinary care. - Represent clients under both commercial and personal lines insurance policies as lead...
business. - Offer legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading,... best execution, trade allocation, operational issues, principal trading rules, investment allocations, client fee structures, conflicts of interest, and cash solicitat...
focusing on growth, profit management, and risk management. - Engage stakeholders and internal partners associated with the function to ensure seamless operations. - Assign accounts and ensure relationships are managed according to fiduciary policies and procedures, ensuring... satisfactory audits and service standar...
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...
Private/Non-Profit Directors and Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity with limited supervision. Key responsibilities include: - Reviewing complaints, legal pleadings, discovery, and arbitration demands. - Conducting coverage analysis, determining exposure, and setting appropriate reserves....
Title: Legal Claims Professional - Public D&O Job Responsibilities: The Legal Claims Professional will handle public company Director’s and Officer’s (D&O) claims of moderate to high value and complexity, under limited supervision. The responsibilities include: - Reviewing complaints and other...
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...
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,...
Title: Asset & Wealth Management Tax Director Job Responsibilities: As an Asset & Wealth Management Tax Director at Company, you will play a pivotal role within the Financial Services Tax practice, part of Corporate Tax services. Your responsibilities will encompass the following...