Title: Wealth Management Solutions, Trust & Estates, Trust Officer - VP Job Responsibilities: As a Trust Officer VP in the Wealth Management Solutions, Trust & Estates department, you will play a pivotal role in the Global Trusts & Estates Practice. Your responsibilities...
the utmost complexity. - Collaborate with other planning resources on complex subject matters and assist in acquiring new clients. - Retain, expand, and deepen existing client relationships by conducting thorough... research and developing detailed tax, estate, and financial analyses and plans. - Pr...
Job Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in... family offices, and their private businesses and/or investment entities. -... Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. - Work on multiple engagements that deliver proactive tax planning and...
Title: Legal Counsel, **Members Only** Contracting Job Responsibilities: The Legal Counsel for **Members Only** Contracting is tasked with providing legal advice and recommendations for projects and initiatives that align with the overarching objectives and needs of clients. This role is particularly focused on large-scale...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: The Tax Manager, Partnerships plays a crucial role in advising clients on the tax implications of their business objectives, focusing on partnership-specific items such as section 704(b) and taxable income allocations, capital account...
optimizing their federal tax accounting methods, including IRC 263(A) capitalization, depreciation accounting methods, expense acceleration, and revenue deferral. This role involves identifying federal tax benefits and correcting federal tax exposures for both public and private companies across various industries... s...
Trusts, Conservatorships, Guardianships, Life Insurance Trusts, Private Family Foundations, Special Needs... Trusts, and other Agency accounts. - Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business Development colleagues (Banker, Financial Advisor, Por...
Title Summer Associate Job Responsibilities - Attend orientation to learn about the company's culture, benefits, and responsibilities. - Participate in training programs designed to ensure success in the role. - Engage in day-to-day activities and work on real responsibilities alongside...