Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... Directors & Officers (D&O), Fiduciary, and Employment Practice Liability... (EPL) claims. The role involves handling claims with large exposures that require specialized technical expertise and coordination. The consultant is expected to: -...
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: Sr. Trial Attorney (Commercial Insurance Defense) Job Responsibilities: The Sr. Trial Attorney will be responsible for delivering top-quality legal services within a Fortune 100 insurance company, focusing on protecting people, businesses, and futures with extraordinary care. The role involves representing clients...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define the strategic direction for the Default team, focusing on technology-enabled tax advisory benefits through digitization, automation, and increased efficiencies. - Lead initiatives in business development and client relations, making impactful decisions that...
Title: Sr. Trial Attorney (Commercial Insurance Defense) Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team. - Handle defense civil litigation in Georgia counties for both state and federal courts. - Manage all aspects of cases,...
services, including structuring and modeling, succession planning, wealth transfer planning, and tax compliance. - Lead engagement teams focused on entity, individual, fiduciary, and gift/estate taxation. This... involves planning and executing client tax engagements to exceed client expectations and meet company profitabilit...
the registered investment adviser (RIA) and related financial services entities of the company. Key responsibilities include: - Drafting, reviewing, and maintaining advisory client agreements, disclosures, and regulatory documents for RIA services. - Providing legal counsel on the Advisers Act, including fiduciary dut...