Consultant- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... is responsible for managing a portfolio of highly complex Financial Lines claims, which involve large exposures and require specialized technical expertise and coordination. Key responsibilities include: - Verifying policy coverage, conducting investigations,...
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: Managing Advisor, Wealth Advisory Job Responsibilities: - Serve as a member of a team of Wealth Management professionals dedicated to high-net-worth clients. - Assist clients in developing, implementing, and overseeing comprehensive wealth management strategies. This includes: - Financial Planning - Retirement Planning...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will be responsible for a wide array of tasks that leverage your expertise in taxation. Your main duties include: - Conducting...
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...