Title: Tax Manager - Wealth Management Job Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals. - Manage and review tax returns for individual or trust tax clients, including federal, foreign, state,...
Title: Tax Manager- Wealth Management Job Responsibilities: - Proactively manage the tax planning process with clients and advisory teams to optimize wealth management goals for clients and families. - Manage and review tax returns for individual or trust tax clients including federal, foreign,...
Title: Tax Manager - Core Job Responsibilities: The Tax Manager is responsible for a wide variety of tasks that extend beyond traditional number-crunching, involving direct interaction with clients and contributing to the firm's growth. The specific responsibilities include: - Reviewing partnership, corporate,...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits at the company is responsible for providing legal guidance and strategic support concerning the . employee benefit plans and programs. Key responsibilities include advising on the design, administration,...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits is responsible for providing legal guidance and strategic support concerning the company's . employee benefit plans and programs. This role is crucial in ensuring compliance with applicable laws...
Title: Senior Legal Counsel Job Responsibilities: - Advise the Workplace Investing (WI) legal team on defined contribution plan recordkeeping, administration, trust, and institutional business matters, including product and service development, ongoing plan administration, reporting and disclosure, document and contract support, client escalation,...
Title: Senior Corporate Counsel - Benefits Job Responsibilities: The Senior Corporate Counsel - Benefits at the Company is tasked with providing legal guidance and strategic support concerning the Company's . employee benefit plans and programs. Key responsibilities include: - Advising the Benefits and...