Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team - Lead initiatives in business development and client relations - Oversee multiple projects maintaining exceptional delivery - Build and maintain executive-level client relationships - Mentor and guide the next...
Title: Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team, ensuring productivity, proactive case management, work ethic, and work product quality in accordance with **Members Only** Trial Division (NTD) standard methodology guidelines, as...
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...
Title: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Sr. Fiduciary... Advisor is tasked with... fulfilling the fiduciary responsibilities of Company by... providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater than $25 million and...
business. - Offer legal analysis and advice regarding applicable rules, regulations, and legal risks related to fiduciary standards of care, trading,... best execution, trade allocation, operational issues, principal trading rules, investment allocations, client fee structures, conflicts of interest, and cash solicitat...
variety of tasks that support the preparation and management of tax-related documents and interactions. Key responsibilities include: - Preparing complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various types of trusts, including split-interest trusts, Electing Sm...
Title: Trial Attorney Job Responsibilities: - Deliver top-quality legal services to support the mission of a Fortune 100 insurance company, focusing on protecting people, businesses, and futures with extraordinary care. - Represent clients under both commercial and personal lines insurance policies as lead...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate comprehensive wealth management...
Title: Senior Associate, Tax - Private Client Job Responsibilities: The Senior Associate, Tax - Private Client at Company is responsible for providing sophisticated tax compliance, consulting, and planning services to a wide range of clients, including individuals, multi-generational families, fiduciaries, and charitable...
- EPL, Private D&O, Fiduciary Job Responsibilities: The Complex Claims Consultant... at the company is tasked with managing an inventory of highly complex Financial Lines claims, which come with large exposures requiring specialized technical expertise and coordination. The responsibilities include verifying policy...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team, setting the course for technology-enabled tax advisory services. - Lead initiatives in business development and client relations, focusing on impactful decisions that drive business growth. - Oversee...
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...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, ESBTs, and QSSTs. - Prepare federal and state gift tax returns. - Prepare federal and state estate tax returns. - Review and...
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...