Title: Corporate Counsel – Global Fund Services Job Responsibilities: The Corporate Counsel for Global Fund Services at the company will be responsible for providing legal advice and interpretation across all areas of the Global Fund Services (GFS) business. Key responsibilities include: - Preparing,...
Title: Counsel Associate - WIM Banking, Lending & Trust Job Responsibilities: The Counsel Associate in the Banking, Lending & Trust (BL&T) section of the Wealth & Investment Management (WIM) division will be responsible for: - Providing routine legal guidance on well-defined...
Title: Senior Lead Trust Advisor - Special Needs Trust Job Responsibilities: The Senior Lead Trust Advisor - Special Needs Trust at Company is tasked with providing personalized advice and wealth management services specifically related to Special Needs Trusts for high net worth...
Title: Senior Lead Trust Advisor - Special Needs Trust Job Responsibilities: The Senior Lead Trust Advisor is tasked with providing personalized advice and wealth management services specifically related to Special Needs Trusts for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Key responsibilities...
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: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team within the department, focusing on innovative solutions and business growth. - Lead initiatives in business development and client relations, ensuring the delivery of exceptional services and...
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...