Directors and Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims that range from... moderate to high complexity with limited supervision. Key responsibilities include: - Reviewing complaints, legal pleadings, discovery, and arbitration demands. - Conducting coverage analysis and determining ex...
of low to high exposure claims in Public D&O, Fiduciary, and Transactional Liability. Key... responsibilities include: - Coordinating the work activities of the team and ensuring their performance, development, and coaching. - Acting as a technical resource for the team, providing gui...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, Electing Small Business Trusts (ESBTs), and Qualified Subchapter S Trusts (QSSTs). - Prepare federal and state gift tax returns. - Prepare federal...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define the strategic direction for the Default team, leading them as technology-enabled tax advisors who offer benefits through digitization, automation, and increased efficiencies. - Lead business development initiatives and client...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims... Consultant is responsible for managing an inventory of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise. The consultant must verify policy coverage, conduct investigations, develop...
Title: Trust Administrator VP, Wealth Management Solutions, Trust & Estates Job Responsibilities: Technical and Risk Management: - Collaborate with the Account Opening Group to establish trust accounts. - Interpret governing instruments and applicable laws to ensure accurate account record setup, including payments, fee schedules,...
and adherence to company policies. Experience with Fiduciary claims is a plus. -... Attend mediations and monitor trials as necessary to ensure favorable outcomes. - Draft coverage correspondence on primary claims, negotiate complex coverage issues, and recommend outside coverage counsel when warrant...