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...
Title: Tax Manager, State & Local Income Tax - (Remote Option) Job Responsibilities: - Participate in compliance and consulting projects for multi-state alternative investment clients, including hedge funds, funds of funds, private equity, and real estate. -... Work as part of a multi-disciplinary...
Job Title: Private Client Advisor II Job Responsibilities: -... clients and deepen existing client relationships to meet business... development goals. - Lead the Client Management Process and collaborate... to deliver a Branded Client Experience. - Provide clients access... services offered by the Private Bank and the bank... client...
management, and high-quality work product. - Handle all matters in accordance with company Trial Division standard methodology guidelines, as well as claims and client expectations, with minimal oversight. -... Utilize technology effectively and work collaboratively with support staff for efficient case...
Title: Tax Manager, Specialized Tax Services Partnerships Job Responsibilities: As a Tax Manager, Partnerships, the candidate will be responsible for advising clients on the tax implications of their business objectives and specific partnership items, including section 704(b) and taxable income allocations, capital account...
Wealth Strategist Senior - Private Bank Job Responsibilities: - Develop, consult... new clients. - Retain, expand, and deepen existing client relationships. - Conduct and review... research to develop tax, estate, and financial analyses and plans. - Make generally accepted recommendations to the team and...
Title: Senior Tax Associate, Mergers & Acquisitions Job Responsibilities: - Participate in advising and consulting clients on tax efficiency, benefits, and risks of potential transitions and issues related to corporate and partnership transactions. - Responsible for preparing and reviewing analyses to assess the...
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...
Title: Alternative Investment & Private Markets Attorney Job Responsibilities: The... Alternative Investment & Private Markets Attorney will join... the Alternative Investments and Private Markets businesses, focusing on... alternative investment funds and private securities transactions. The attorney... will analyze, review, negotiate, s...
Title Senior Counsel - Blockchain & Digital Currencies Job Responsibilities As a Senior Counsel at the company, the primary responsibilities include: - Providing legal support for the strategic development and daily operations of the company's global Blockchain and Digital Currencies teams' products...
Title: Senior Tax Associate, Mergers & Acquisitions Job Responsibilities: - Participate in advising and consulting clients on issues related to tax efficiency, benefits and risks of potential transitions, and issues related to corporate and partnership transactions. - Responsible for the preparation...
Job Title: Private Client Advisor II Job Responsibilities:... Acquire new clients, deepen client relationships, and build both... goals. - Lead the Client Management Process, ensuring a... Branded Client Experience by providing access... the full array of Private Bank and bank capabilities... client...
Senior Tax Manager - Private Client Services (Hybrid) Job... Senior Managers in the Private Client Services (PCS) practice... at the company are responsible for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients may include...
Title . Private Bank - Private Banker... of work experience in Private Banking or Financial Services... Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses...
Job Title: . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... assets, both from existing client base and new client... acquisition. - Advise clients on... their...
Job Title . Private Bank - Wealth Strategist... advocate for the use of the Wealth Strategy Engagement Model and all available Advice capabilities within the Private Bank. - Provide unbiased, customized... wealth planning guidance based on deep client discovery and u...
Title Private Banker - Executive Director Job Responsibilities - Manage and earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business results... both from the existing client base and through new... client acquisition. - Advise clients on......
Job Title . Private Bank - Private Banker... earning trust, thoroughly understanding client needs, providing targeted advice,... and delivering an exceptional client experience. - Generate business... assets, both from existing client base and new client... acquisition. - Advise clients... on...
those of the Office of Foreign Assets Control (OFAC). The role involves familiarity with other sanctions regimes, including those of the EU and UK. Key responsibilities include: - Assessing both direct and indirect sanctions risks associated with transactions, deals, client onboarding/p...