Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... complex trust and estate fiduciary accountings. - Perform complex calculations... and reconstruction as required. - Research state-specific principal and income acts when needed. - Manage client relationships and retain client goodwill. - Participate in business...
Title: Wealth Management Advisory Attorney Job Responsibilities: The Wealth Management Advisory Attorney will serve as a primary legal contact for a wide range of legal matters within the Wealth Management business. This includes providing legal support to broker/dealer field personnel, which encompasses...
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 Wealth Management Solutions, Trusts & Estates – Oil & Gas Regional Property Manager, Executive Director Job Responsibilities The Oil & Gas Regional Property Manager, Executive Director, will play a pivotal role in overseeing the management of mineral assets within...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: The Tax Partner in the Family Office Enterprise practice at the company is responsible for leading and growing tax engagements. This includes advising on tax matters and collaborating across service lines and lines...
General Counsel Job Responsibilities The Assistant General Counsel acts as a subject matter expert and provides business leaders with legal advice on issues impacting the company’s non-depositary limited purpose trust company. This role involves ensuring that business activities, policies, practices, and transactions...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: - Lead and grow tax engagements, providing strategic guidance on tax matters to affluent families and their family offices. - Collaborate across service lines and lines of business to deliver innovative solutions that...
Title: Intern – Tax Services – Spring 2027 – (Hybrid) Job Responsibilities: Tax Services Interns at the company play a crucial role as members of client service teams. Interns are actively involved in engagements, similar to an Associate, and receive both formal...
Title: Intern – Tax Services – Summer 2027 – (Hybrid) Job Responsibilities: Tax Services Interns are integral members of client service teams, functioning similarly to Associates and engaging in formal and on-the-job training to develop their technical skills. Interns will: - Assist with...
Title: Intern – Tax Services – Spring 2026 – (Hybrid) Job Responsibilities: Tax Services Interns at the company are integral members of client service teams. They are staffed on engagements akin to an Associate and receive both formal and on-the-job training to...
Title: Senior Manager, Tax - Private Client Job Responsibilities: The Senior Manager, Tax - Private Client at the company is tasked with providing sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and other clients. This role involves partnering...
clients on various matters including plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, addressing issues related to complex controlled groups with multiple qualified plans. - Identify compliance issues in quali...
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, tax and advisory professionals, foreign law...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define and set the strategic direction for the Default team within the department. - Lead business development efforts and foster strong client relations. - Oversee multiple projects to ensure exceptional delivery standards are met. -...
Title: Manager, Law Staffing Job Responsibilities: - Lead the delivery of large-scale multidisciplinary and multijurisdictional projects, supporting the development of adjacent service offerings to existing tax and advisory practices. - Collaborate with both US and global teams to drive opportunities...
Title: Senior Associate, Law Staffing Job Responsibilities: - Play a pivotal role in delivering large-scale multidisciplinary and multijurisdictional projects, focusing on providing high-quality legal services efficiently and with a technological emphasis. - Embrace learning about adjacent service offerings to existing...
company will have a diverse set of responsibilities, including but not limited to: - Reviewing complex gift, estate, and fiduciary income tax returns. - Reviewing... fiduciary accountings for trusts and... estates. - Providing tax planning and consulting services to high net worth clients...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Performing high-level reviews of tax research for 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...
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...
Private/Non-Profit Directors & Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity under limited supervision. Key responsibilities include: - Reviewing complaints and other legal pleadings, discovery, and arbitration demands. - Conducting coverage analysis, determining exposure, and...
- EPL, Private D&O, Fiduciary Job Responsibilities The Complex... Claims Consultant at the company is responsible for managing a portfolio of highly complex Financial Lines claims. These claims often have large exposures and require specialized technical expertise and coordination. Key...