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...
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...
- 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...
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...
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...
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...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, Electing Small Business Trusts (ESBTs), and Qualified Subchapter S Trusts (QSSTs). - Preparing federal and state gift tax returns. - Preparing fed...
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 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,...
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: 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...
complex federal and state fiduciary income tax returns, extensions,... and quarterly projections for various trusts, including split-interest trusts, Electing Small Business Trusts (ESBTs), and Qualified Subchapter S Trusts (QSSTs). - Prepare federal and state gift tax returns. - Prepare federal...
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...