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...
Title: Wealth Strategist Job Responsibilities: The Wealth Strategist is a crucial member of the Strategic Wealth Advisory Group, focusing on ultra-high net worth (UHNW) individuals and families. The primary responsibility is to provide objective insights that align financial and estate strategies with...
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...
for individuals, fiduciaries, partnerships, closely-held corporations, estates, and gift work papers... and tax returns. You will prepare and lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions for clients....