Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... related to Private Directors and Officers (D&O), Fiduciary, and Employment Practice Liability... (EPL). These claims typically involve large exposures and require specialized technical expertise for resolution. The consultant's primary duties encompa...
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...
and sound judgment in fiduciary discretion. - Serve as the... primary point of contact for clients on trust account relationships, regularly communicating with them on all trust matters and managing overall trust administration for complex relationships. - and manage risk, exercise fiduciary...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team, setting the course for tax advisory services in asset and wealth management. - Lead initiatives in business development and client relations, identifying opportunities to create value...
Title Senior Regulatory Support Consultant Job Responsibilities - Ensure compliance with statutory and regulatory guidelines for ERISA, Internal Revenue Code, and other guidance requirements for qualified plans, Section 403(b) plans, 457 plans, multiple employer plans, corporate non-qualified plans, IRAs, Section 72...