Title: Tax Senior Analyst - FSO - Fiduciary/Trust & Estate Accounting Services Job... Responsibilities: The Tax Senior Analyst in the Fiduciary/Trust & Estate Accounting Services... (FTEAS) department plays a crucial role in complex trust and estate fiduciary accountings. - Managing client......
Title: Senior Legal Counsel, Fiduciary Litigation Job Responsibilities: The Senior Legal... Counsel, Fiduciary Litigation role involves managing... supporting all aspects of fiduciary litigation and disputes related... to trust or estate-related matters. This includes developing case strategies in consultation with senior internal counsel...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... related to Private Directors & Officers (D&O), Fiduciary, and Employment Practice Liability... (EPL). The role involves handling claims with large exposures that require specialized technical expertise and coordination. Key responsibilities include:...
Title: Senior Claims Specialist - EPL/Fiduciary Job Responsibilities: - Manage and handle complex Employment Practices Liability Claims to determine appropriate valuation, settlement strategies, and ensure adherence to company policies. - Attend mediations and monitor trials as necessary to resolve disputes effectively. - Draft coverage...
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: Technical Claim Manager/Attorney-Directors & Officers/Employment Practices Liability Job Responsibilities: - Handle claims proactively to achieve optimum payout results by resolving claims fairly, expeditiously, and economically. - Assess coverage issues on claims and issue appropriate coverage letters/documentation within the required timeframe. - Complete a...
Title: Tax Partner - Family Office Enterprise Job Responsibilities: As a Tax Partner in the Family Office Enterprise practice at the company, you will play a crucial role in providing strategic guidance and customized advisory services to affluent families and their family...
Title: Tax Partner - Global Family Office Enterprise Job Responsibilities: The Tax Partner is responsible for leading and growing tax engagements, advising on tax matters, and collaborating across various service lines and business areas to develop innovative solutions that meet...
excess policy management liability claims including Directors & Officers (D&O), Employment Practices Liability (EPL), and Fiduciary Liability. - Investigate and analyze... coverage under primary and excess management liability insurance policies; make coverage determinations; draft routine and complex coverage correspondence; effectively communi...
Title: Asset & Wealth Management Tax Director Job Responsibilities: As an Asset & Wealth Management Tax Director, the individual will be part of a team in the Financial Services Tax practice, providing clients with strategies to meet their tax obligations while managing...
such as plan design, merger and acquisition activity, fiduciary responsibility, and operational compliance. -... Conduct complex nondiscrimination testing for qualified retirement plans, particularly involving complex controlled groups with multiple qualified plans. - Assist in identifying compliance issues in qualified retirement plans, calcul...
Title: Director, **Members Only** Law Staffing Job Responsibilities: - Embrace a client-facing role, collaborating with both US and Global teams to drive opportunities, improve engagement delivery, and develop relationships with external clients, vendors, **Members Only** tax and advisory professionals, **Members Only** foreign law...
Title: Manager, **Members Only** Job Responsibilities: - Lead the delivery of large scale multidisciplinary and multijurisdictional projects and support the development of adjacent service offerings to existing company tax and advisory practices. - Collaborate with US and Global teams to drive opportunities and efficiencies...
Title: Senior Associate, Law Staffing Job Responsibilities: - Play a pivotal role in the delivery of large-scale multidisciplinary and multijurisdictional projects focused on providing high-quality legal services to clients efficiently at scale and with a focus on technology. - Embrace learning about adjacent...
practice is responsible for a range of duties aimed at providing high-quality tax-related services to clients. Key responsibilities include: - Reviewing complex gift, estate, and fiduciary income tax returns. - Reviewing... fiduciary accountings for trusts and... estates. - Providing tax planning and consulting...
Title: Trust Administrator Associate Job Responsibilities: - Collaborate with the Account Opening Group to initiate estate or trust accounts. - Interpret governing instruments and applicable law to ensure accurate account record setup, including payments, fee schedules, and tax records. - Communicate administrative procedures to...
Title: Trust Administrator Associate Job Responsibilities: - Collaborate with the Account Opening Group to establish estate or trust accounts. - Interpret governing instruments and applicable law to ensure accurate account records setup, including payments, fee schedules, and tax records. - Communicate administrative procedures to...
Title: Securities Services Attorney - Executive Director Job Responsibilities: - Provide legal advice and support on complex transactional matters, including negotiating agreements for agency securities finance, custody, and fund services with institutional clients. - Collaborate with stakeholders across Securities Services product areas, including...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, you will have a range of responsibilities centered around delivering compliance and consulting services to individual clients. These clients may include...
subject matter expert for fiduciary tax matters. - Support... tax, generation-skipping transfer tax, fiduciary income tax, international transfer... tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with...
Title: Associate Senior Counsel-Employment, Benefits and Compensation Law Job Responsibilities: The Associate Senior Counsel will be responsible for providing legal support and counsel related to employment, benefits, and compensation law. The role involves advising HR and business leaders on complex...
trusts, including revocable, irrevocable, grantor, charitable, and life insurance trusts. - Understand fiduciary accounting and a trust... accounting system. - Facilitate the account opening/closing process. - Perform and monitor most aspects of daily trust administration for the Trust Officer’s book of business. -...
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...
subject matter expert for fiduciary tax matters. - Support global... tax, generation-skipping transfer tax, fiduciary income tax, international transfer... tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner with team members...
high complexity and exposure, which may involve disputes requiring mediation or litigation. Key responsibilities include: - Investigating, negotiating, and settling complex primary and excess policy management liability claims, including Directors & Officers (D&O), Employment Practices Liability (EPL), and Fiduciary Liab...
- EPL, Private D&O, Fiduciary Job Responsibilities: - Manage an inventory... of highly complex Financial Lines claims, focusing on large exposures necessitating specialized technical expertise and coordination. This involves verifying policy coverage, conducting investigations, developing resolution strategies, and authorizing disbursements within authority...
all lines of Management Liability Claims under the company's Management Liability policies. This involves handling claims related to Employment Practices Liability, Directors and Officers Liability, Fiduciary Liability, as well as... Crime claims on a national basis. Key responsibilities include: - Han...