for various tasks, focusing on complex tax issues related to ultra-high net worth individuals and their estates. Key responsibilities include: - Reviewing... ultra-high net worth 1041s and addressing technical questions related to multi-state filings, complex pass-through entity analysis, hedge funds, part...
state-level estate tax returns. - Collaborate with staff to ensure estate and GST tax returns are completed accurately and punctually, adhering to company processes. - Interpret and review legal documents such as Wills, Trusts, and other instruments concerning... estate and business suc...
Title: Estate Planning Strategist, Vice President Job Responsibilities: - Work collaboratively with senior estate planning strategists and investment teams to offer clients and prospective clients objective information and analyses on estate, gift, and income tax planning. - Build and manage...
Title: Corporate Counsel Job Responsibilities: - Draft and negotiate contractual agreements, including assistance with real estate leases. - Conduct expert contract reviews to identify issues and risks. - Oversee compliance matters outside of healthcare. - Manage intellectual property and copyrights. - Handle risk management and insurance,...
Title: Corporate Counsel (Remote) Job Responsibilities: - Partner with the Loan Production Team to ensure loans are properly perfected across multiple jurisdictions while delivering a first-class client experience. - Review, distribute, and occasionally prepare complex loan documents, including Loan Agreements, Mortgages, Deeds of...
Job Title: General Counsel - Design &... Construction Job Responsibilities: The General Counsel serves as the... chief legal advisor at the company, providing strategic and practical legal guidance to support the business operations, growth initiatives, and enterprise risk management of a national,...
Job Title: General Counsel - Design &... Construction Job Responsibilities: The General Counsel serves as the... chief legal advisor for the company, providing strategic and practical legal guidance that supports the company’s business operations, growth initiatives, and enterprise risk management across a...
Job Title: General Counsel - Design &... Construction Job Responsibilities: The General Counsel serves as the... This role requires close collaboration with executive leadership and the Board of Directors to navigate complex legal, regulatory, and governance matters. The General Counsel is responsi...
Job Title: General Counsel - Design &... Construction Job Responsibilities: The General Counsel at the company... serves as the chief legal advisor, providing strategic and practical legal guidance that supports the company's business operations, growth initiatives, and enterprise risk management across a...
Title: Lead Counsel 2 - Regulatory Requirements & Obligations Program (Hybrid) Job Responsibilities: The Lead Counsel 2 position within the company's Regulatory Requirements and Obligation Program is a hybrid role that requires a minimum of three days per week in the...
Job Title: Associate General Counsel - Impact Finance Job... Responsibilities: The Associate General Counsel for Impact Finance... at the company is a senior legal position responsible for leading legal support for the company's Impact Finance division. The role involves aligning resources and...
Job Title: Associate General Counsel - Impact Finance Job... Responsibilities: The Associate General Counsel for Impact Finance... at the company is responsible for leading legal support for the Impact Finance (IF) division. The role requires aligning resources and competencies to optimize efficiency...
Job Title: Associate General Counsel - Impact Finance... Job Responsibilities: The Associate General Counsel for Impact Finance... at the company is tasked with leading legal support for the Impact Finance (IF) division. This role involves aligning resources and competencies to...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager within the Tax Credits & Incentives Advisory (TCIA) Practice at the company, you will collaborate with a proficient team comprising CPAs, engineers, and tax...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager within the Tax Credits & Incentives Advisory (TCIA) Practice at the company, you will be responsible for working with a team of...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the candidate will be a part of a distinguished team comprising CPAs, engineers, and tax...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the primary responsibility is to work with a team of CPAs, engineers, and...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the candidate will collaborate with a team of CPAs, engineers, and tax law experts...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Credits & Incentives Advisory Senior Manager specializing in Cost Segregation, you will work within the Tax Credits & Incentives Advisory (TCIA) Practice. Your primary...
Job Title: Assistant General Counsel - Trust Services... Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large-scale planning. - Handle matters with significant impact on the Company's operations, strategies, or profitability. -...
Job Title: Assistant General Counsel - Trust Services... Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that significantly impact the Company's operations, strategies, or profitability. -...
Job Title: Assistant General Counsel - Trust Services Job... this role, the Assistant General Counsel will be responsible... for leading complex initiatives that have a broad impact on the Company's operations, strategies, or profitability. Key duties include: - Acting as a key...
Job Title: Assistant General Counsel - Trust Services Job... this role, the Assistant General Counsel will be responsible... for: - Leading complex initiatives with broad impact and acting as a key participant in large-scale planning. - Handling matters that significantly impact the Company's...
Job Title: Assistant General Counsel - Trust Services... Job Responsibilities: - Lead complex initiatives with broad impact and act as a key participant in large scale planning. - Handle matters that have a significant impact on the Company's operations, strategies,...
Job Title: Assistant General Counsel - Trust Services... this role, the Assistant General Counsel will be responsible... candidate will focus on general fiduciary activities, investment management,... philanthropic trusts, and dispute resolution. Key... responsibilities include: - Leading complex initiatives with broad...
custody and support, spousal support/alimony, property division, and domestic violence/Protection from Abuse (PFA) proceedings. - Prepare and negotiate marital settlement agreements, parenting plans, and related court documents. - Advise clients and draft legal instruments in estate planning such as wills, trusts (revocabl...
Title: Attorney Job Responsibilities: Client Consultation and Advisory: - Perform consultations to provide clients with information regarding legal business issues. - Offer tailored legal advice on estate plans and strategies. - Engage in special projects related to asset protection and business planning. Document Drafting and Review: -...
Job Title: Assistant General Counsel - Trust Services... this role, the Assistant General Counsel will undertake several... critical responsibilities to support the Trust Services business within the Wealth and Investment Management sector. These responsibilities include: - Leading complex initiatives with...
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: Assistant Corporate Counsel - Real Estate Job Responsibilities: - Identify and evaluate legal issues and risks, providing legal and business recommendations to team members regarding the company's real estate business. - Analyze and advise on legal issues and risks associated with the...
types of wealth trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. The advisor is responsible for managing a portfolio consisting of accounts with varying levels of complexity and asset size. Key responsibilities include: - Understan...
Job Title: General Manager, Strategic Energy Partnerships Job... Responsibilities: - Develop and maintain trusted commercial relationships with external suppliers and partners, including policy-makers, electric utilities, independent power producers (IPPs), energy technology OEMs, and third-party engineering diligence firms. - Lead the development and execution...
Title: Insurance Regulatory Attorney Job Responsibilities: - Serve as a point of contact on legal, regulatory, and other issues related to risk products and insurance operations. - Provide business areas with timely and high-quality advice on law, regulation, industry standards, and best practices...
Title: Collections and Litigation Paralegal Job Responsibilities: The Collections and Litigation Paralegal is responsible for supporting the Legal Counsel at the company, primarily focusing on collections litigation, which includes lawsuits for money judgments and repossession of collateral. The role involves providing high-level,...
Title: Senior Lead Fiduciary Strategist (LO) Job Responsibilities: In the role of Senior Lead Fiduciary Strategist (LO) at the company, the candidate will be expected to: - Lead complex initiatives in trust and estate matters, investment management, wealth transition, and financial planning. -...
Title: Wealth Strategist Job Responsibilities: - Develop wealth transfer strategies for ultra-high net worth (UHNW) individuals and families with a net worth of $50 million or more. This aims to enhance client relationships and acquire new clients, although this role does not...
Real Estate Acquisitions Job Responsibilities - Deal Execution: Lead legal workstreams for acquisitions, dispositions, developments, and recapitalizations, including JV equity, preferred equity, construction, and debt. Draft and negotiate Purchase and Sale Agreements (PSAs) and Joint Venture (JV) or operating agreements. - Tax Structuring:...
Position Overview: The General Counsel at Company will... business. This role involves close collaboration with executive leadership to proactively identify and manage legal risks, minimize exposure, control legal spending, and support profitable growth. As a trusted advisor, the General Couns...
Title: Senior Counsel--Corporate and Commercial Banking Job Responsibilities: The Senior Counsel will be responsible for providing comprehensive legal guidance and support within the Corporate and Commercial Banking Group, a unit within the Business & Finance Legal Group. Key duties include: - Offering legal...
Title: Field Services Unit Paralegal Job Responsibilities: The Field Services Unit (FSU) Paralegal position is a critical role within the Field Advisory Group of the Wealth Management Legal Department. The primary responsibilities include: - Acting as a consolidated point of legal contact for...
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is accountable for delivering fiduciary responsibilities on behalf of the company, specifically focusing on high-net-worth clients and their beneficiaries. This role is a crucial part of the relationship management team and...
Title: Sr Fiduciary Strategist Job Responsibilities: The Sr Fiduciary Strategist is tasked with fulfilling fiduciary responsibilities by providing advisory services to high-net-worth clients and their beneficiaries. As part of the relationship management team, the strategist represents local delivery for clients with specific...
Title: Senior Wealth Strategist Job Responsibilities: - Serve as the primary Wealth Planning expert for high net worth prospects and client relationships, handling complex financial issues and strategies. - Provide professional consulting and advisory services to clients by developing, delivering, and implementing customized...
for high-net-worth individuals and their families. - Offer practical and commercially sensible legal advice and solutions, fostering an environment of effective risk mitigation. - Deliver proactive legal, regulatory, and general risk management advice and... support. - Spot and address issues early and effectively. Educati...
Title: Senior Associate, Family Office Tax Practice Job Responsibilities: - Provide comprehensive tax compliance and consulting services for family office structures, privately held businesses, their owners, and families. - Perform detailed reviews of individual, fiduciary, partnership, closely held corporations, estate,...
guardianship, and special needs trusts. - Ensure correctness and... clarity on Medicaid eligibility and Supplemental Security Income (SSI) application processes. - Provide expert feedback to improve dataset quality. - Collaborate asynchronously and meet all deadlines. Educa...
Title: Wealth Management Advisory Attorney Job Responsibilities: - Advise business management on legal issues pertaining to client accounts, including deceased account owner issues, beneficiary disputes, guardianship matters, and powers of attorneys. - Analyze company and client documents associated with client accounts. - Coordinate with...
Senior Director and Associate General Counsel Job Responsibilities: The Senior Director... and Associate General Counsel will offer comprehensive... legal support and strategic counsel to the company, focusing on a wide range of business matters. The role involves managing complex legal issues, mitigating...
Job Title: Associate General Counsel Job Responsibilities: Legal Strategy &... Counsel - Serve as a trusted legal and strategic advisor to senior leadership, aligning legal strategy with organizational objectives while balancing risk and business opportunity. - Anticipate emerging legal, regulatory, and compliance issues affecting...
Title: Legal Counsel Job Responsibilities: - Serve as a trusted adviser to executives, in-house attorneys, and business partners by providing practical, business-focused legal guidance on corporate, transactional, litigation, and regulatory matters. - Draft, review, negotiate, and interpret a wide range of contracts and...