Job Title: VP, Fiduciary Tax Manager Job Responsibilities:... - Trust & Fiduciary Tax Oversight: -... Manage fiduciary tax return preparation, including... Forms 1041, 1099, and K-1, as trustee and taxpayer. - Oversee third-party tax reporting to clients and...
Title: Assistant General Counsel - Trust Services Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that significantly impact the Company's operations, strategies, or profitability. - Provide...
Title: Assistant General Counsel - Trust Services Job Responsibilities: In this role, the Assistant General Counsel will undertake several critical responsibilities to support the Trust Services business within the Wealth and Investment Management sector. These responsibilities include: - Leading complex...
Job Title: VP, Fiduciary Tax Manager Job Responsibilities: Trust &... Fiduciary Tax Oversight - Manage fiduciary... tax return preparation including... Forms 1041, 1099, and K-1. - Oversee third-party tax reporting to clients and beneficiaries, including federal and state withholding and other regulatory reporting. - Monitor...
- EPL, Private D&O, Fiduciary Job Responsibilities: - Manage a portfolio... of highly complex Financial Lines claims with significant exposures, requiring specialized technical expertise and coordination. - Verify policy coverage, conduct thorough investigations, and develop resolution strategies in accordance with company protocols. - Authorize...
- EPL, Private D&O, Fiduciary The candidate works with... insureds, attorneys and brokers regarding the handling and/or disposition of mid to high severity claims. Investigates claims, coordinates discovery, and teams with defense counsel on litigation strategy. Utilizes claims policies and...
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: Assistant General Counsel Job Responsibilities: - Act as a subject matter expert to provide business leaders with legal advice on issues affecting the company's non-depositary limited purpose trust company, which offers trust administration, corporate trustee, and investment management services to ultra-high...
Title . Private Bank - Wealth Advisor - Executive Director Job Responsibilities - Serve as an advisor to clients on personal planning matters. - Identify opportunities for the company to serve a current or future fiduciary capacity. - Act as......
Title: Wealth Management Tax Services Manager Job Responsibilities: - Manage client service accounts and lead engagement workstreams with a focus on technology-enabled tax advisory services. - Supervise, develop, and coach teams to ensure delivery of exceptional outcomes. - Independently tackle and resolve complex problems...
Title: PWM Wealth Strategist Job Responsibilities: The Wealth Planning and Insurance Strategist (WPIS) is tasked with collaborating with the Wealth Management Advisor to initiate and develop new client relationships with individuals possessing a net worth of $3MM or more, integrating them...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Lead the Default team as technology-enabled tax advisors, emphasizing benefits through digitization, automation, and increased efficiencies. - Set the strategic direction for the Default team and lead business development efforts, making impactful decisions...