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...
- 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...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Conduct technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction as required. - Research state-specific principal and income acts when necessary. - Manage client relationships and work...
Job Title: Fiduciary/Trust & Estate Administration Services... Manager Job Responsibilities: - Technical preparation and review of complex trust and estate accountings. - Perform complex calculations and reconstruction when required. - Research state-specific principal and income acts as needed. - Manage client relationships and work to...
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...
Title: Senior Claims Specialist - EPL/Fiduciary Job Responsibilities: - Handle and manage complex Employment Practices Liability Claims, determining appropriate valuation, settlement strategies, and ensuring adherence to company policies. - Attend mediations and monitor trials as necessary. - Draft coverage correspondence on primary claims, negotiate...
Title: Asset & Wealth Management Tax Director Job Responsibilities: As an Asset & Wealth Management Tax Director at Company, you will play a pivotal role within the Financial Services Tax practice, part of Corporate Tax services. Your responsibilities will encompass the following...
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,...
Private/Non-Profit Directors and Officers (D&O), Employment Practices Liability (EPL), and Fiduciary claims of moderate to... high complexity with limited supervision. Key responsibilities include: - Reviewing complaints, legal pleadings, discovery, and arbitration demands. - Conducting coverage analysis, determining exposure, and setting appropriate reserves....
Title: Legal Claims Professional - Public D&O Job Responsibilities: The Legal Claims Professional will handle public company Director’s and Officer’s (D&O) claims of moderate to high value and complexity, under limited supervision. The responsibilities include: - Reviewing complaints and other...
including Employment Practices Liability, Directors and Officers Liability, Fiduciary Liability, and Crime claims.... - Analyze, investigate, negotiate, and resolve claims of varying severity within authority limits, following Claim Guidelines. - Select, direct, and manage defense counsel, including approval of budgets...
and State Individual and Fiduciary tax returns. - Oversee and... manage the entire tax return process, including the identification and resolution of tax issues. - Apply experience with corporation and partnership accounting and tax concepts. - Mentor, train, and manage staff accountants to...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert...
Title: Trust & Estate Tax Senior Manager - Private Client Services (PCS) Job Responsibilities: - Oversee tax planning and compliance functions for individuals, trusts, estates, and related entities, ensuring accuracy and compliance with tax laws and regulations. - Provide expert tax planning and...
may involve mediation or litigation, from coverage inquiry through legal liability assessment and quantum analysis, ensuring timely and accurate resolution. - Investigate, negotiate, and settle complex primary and excess policy management liability claims, including D&O, EPL, and Fiduciary Liability. - Analyze cover...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services... crucial role within the Fiduciary/Trust & Estate Accounting Services... complex trust and estate fiduciary accountings. - Performing complex... calculations and reconstructions when necessary. - Researching state-specific principal and income acts as...
Analyst - FSO - Fiduciary/Trust & Estate Accounting Services... Job Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services... (FTEAS) is responsible for the preparation of complex trust and estate accountings and performing intricate calculations and reconstruction...