as the primary Wealth Planning expert and resource for... high net worth prospects and client relationships involving complex financial issues and strategies. This typically includes multi-generational trusts, closely held business entities, corporate executives, and private foundations. - Provide professional consulting and...
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. The individual in this role will ensure...
- Financial Planning - Retirement Planning - Investment Management ... - Education Planning - Estate & Legacy... Planning - Trust Administration -... Survivor Assistance - Develop and maintain...
Title: Tax Manager, Core Tax Services Job Responsibilities: The Tax Manager, Core Tax Services is responsible for advising clients on the tax implications of their business objectives and helping them find alternative actions to minimize tax burden and compliance costs. The manager...
as well as to their business owners. This role involves: - Performing tax planning, preparation, and research for... pass-through entities such as S-corporations, LLCs, and partnerships, along with the individual returns of business owners, which may include estates, trusts, and char...
Title: Attorney Job Responsibilities: - Handle litigation and other legal assignments in accordance with guidelines established by the department. - Prepare and summarize reports for proceedings. - Develop trial strategy and manage case development. - Attend litigation events including trials, mediations, depositions, and hearings. - Engage...