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...
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...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team, ensuring alignment with business goals and market demands. - Lead initiatives in business development and client relations, fostering strong and sustainable relationships with executive-level clients. - Oversee...
Title: Trial Attorney Job Responsibilities: - Demonstrate requisite trial advocacy skills independently as lead counsel or as part of a team. - Exhibit productivity, proactive case management, work ethic, and work product quality to effectively handle all matters according to Nationwide Trial Division...
Tax Senior Manager, Private Client Group Department: Private Client Group Supervises: Tax Managers Role Type: Full-time Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Company is a Certified Public Accounting and Consulting firm with a presence...
Title: Asset & Wealth Management Tax Director Job Responsibilities: - Define strategic direction for the Default team, ensuring alignment with the overarching goals of the department. - Lead initiatives in business development and client relations, focusing on fostering long-term partnerships and expanding the...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Estate Planning Strategist - Executive Director Job Responsibilities: - Collaborate with teams of investment professionals to provide clients and prospects with objective information and analyses focusing on estate, gift, and income tax planning, including executive compensation and pre-liquidity planning. - Work closely...
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: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: 1. Advisory: ... Lead the delivery of fiduciary advice as part of... client servicing and execution of the client experience. - Develop a strong understanding of family relationships and the needs of current clients...
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: Sr. Trial Attorney Job Responsibilities: - Demonstrate trial advocacy skills independently as lead counsel or as part of a team, ensuring efficiency, proactive case management, and high-quality work product. - Handle all matters in accordance with company Trial Division standard methodology guidelines,...