help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
help from an attorney. Your fees are paid by the family trust. Contact us ASAP..." We are Commercial Loan Corp, licensed California trust and estate lenders in Newport Beach, CA. We are referring legal needs out to attorneys concerning trust estates...
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...
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: -...
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: **Members Only** Wealth Planner Job Responsibilities: The **Members Only** Wealth Planner collaborates closely with Private Bankers and other team members within the Private Client Product Services group to develop, deliver, and implement customized wealth structuring services. These services include proactive estate...
This role may involve relationship management responsibilities as well as specialized product knowledge and expertise, including but not limited to IRAs, Charitable/Philanthropic Accounts, ILITs, and Estates. The Trust Officer will... likely work as part of a team of experts adminis...
oversight for various types of Wealth trust accounts. These accounts include personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. The advisor manages a portfolio of accounts that vary in complexity and asset size. Key responsibilities include: - Understanding...
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...
trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset size. - Understand and converse with financial and estate planning strategies, interpret legal and fiduciary...
trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manages a portfolio of accounts with varying complexity and asset sizes. - Understands and interprets financial and estate planning strategies, as well as legal and fiduciary documents,...
trust accounts, including personal trusts, special needs trusts, investment... management, custodial, and guardianship accounts. - Manage a portfolio of accounts with varying levels of complexity and asset sizes. - Understand and interpret financial and estate planning strategies, as well as...
Title: Trust Advisor II Job Responsibilities: - Provide expertise and thought leadership in fiduciary advice and solutions to high net worth clients. - Participate as part of the broader client-facing wealth team to expand existing relationships and capture new opportunities from both internal...
Title: Trust Advisor II Job Responsibilities: The Trust Advisor II role involves providing expertise and thought leadership regarding fiduciary advice and solutions to high-net-worth clients. The advisor participates as part of a broader client-facing wealth team to expand existing relationships and capture...
Title: Trust Advisor II Job Responsibilities: The Trust Advisor II is responsible for providing expertise and thought leadership regarding fiduciary advice and solutions to high net worth clients. The role involves participating as part of a broader client-facing wealth team to expand...
with a specialization in the administration and restructuring of trusts. - Interpret and understand trust... and related documents, utilizing senior staff and internal and external counsel as necessary. - Act as the main point of contact and dedicated manager providing oversight for...
Title: Wealth Strategist, Vice President Job Responsibilities: - Serve as a senior subject matter expert in assisting high net worth clients from an income, trust and estate, and tax planning perspective. - Advise individuals and families on all aspects of wealth transmission, including...
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...
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 competencies...
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 and...
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 enhance...
Title Financial Markets & Real Estate - Transactions, CLO Manager Job Responsibilities - Assist clients with understanding complex financial structures. - Verify that disclosures align with the underwriter's intent of the security structure. - Lead and manage client accounts with...
Title: Tax Liaison Senior – Fiduciary and Estate – Remote Job Responsibilities: - Serve as a Senior Tax Liaison within the company's Trust Tax Compliance organization, working within the Fiduciary Liaison team (trust tax) and the Estate Liaison team (estate settlement). - Coordinate...
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...
Title: Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid) Job Responsibilities: The role of Sr. Manager/Sr. Counsel in Commercial Real Estate - Agency Finance involves a variety of key responsibilities aimed at providing legal support and strategic partnership to...
Title: Vice President, Complex Estate Planner Job Responsibilities: - Contribute significantly within a dedicated team to deliver cutting-edge estate plan reviews and optimizations. Utilize advanced technology, innovative visualizations, and sophisticated projections to unlock generational wealth opportunities for ultra-high net worth (UHNW) clients. -...
Title: Tax Senior Manager, Core Tax Services Job Responsibilities: The Senior Tax Manager is tasked with providing comprehensive tax and consulting services specifically tailored for business clients that operate through pass-through entities, as well as servicing the individual financial needs of their...
serves as trustee, guardian, or agent. - Administer the most complex fiduciary accounts and sensitive high-profile relationships. Ensure compliance with all legal and fiduciary regulations, policies, and procedures. - Possess an in-depth understanding of how types of trusts operate individua...
for overseeing multiple engagement teams working with a diverse array of sophisticated clients. These clients may include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. Key responsibilit......
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and company team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize and have...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services promptly and effectively. - Specialize and have experience in both individual...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and company team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in individual...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in both individual...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and company team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize and have...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and company team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize and have...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialization and experience in...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize in and have...
Title: Tax Senior Manager - Healthcare Solutions Group Job Responsibilities: - Interact closely with clients and team members to provide innovative and proactive individual and business tax planning, consulting, and compliance services in a timely and effective manner. - Specialize and have experience...
Title: . Private Bank - Private Banker - Associate Job Responsibilities: As a Private Banker Associate in the . Private Bank, you will be responsible for providing support to a Senior Banker in managing their book of business. Your role is pivotal...
teams handling a diverse array of sophisticated clients. These clients may include some of the wealthiest families in the United States, family offices, owner-operated business entities, principals of alternative investment funds, trusts, and estates. The responsibilities... of the role includ...
on multiple engagements for a diverse range of sophisticated clients. These clients include some of the wealthiest families in the US, family offices, owner-operated business entities, alternative investment fund principals, trusts, and estates. The key... responsibilities of a Senior Associa...
their team across multiple engagements. These engagements cater to a diverse array of sophisticated clients, including some of the wealthiest families in the United States, family offices, owner-operated business entities, alternative investment fund principals, and trusts and estates. The re......
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is tasked with a variety of responsibilities that leverage their educational background and professional experience. Key duties include: - Managing tax and consulting engagements,...
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. -...
services to individuals, partnerships, trusts, estates, and private foundations. -... Develop, build, and manage client relationships, especially during the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding of a client's business...
Title: US Seasonal Tax-Financial Services Organization- Private Tax-Senior Manager Job Responsibilities: The Senior Manager in the Financial Services Organization (FSO) will be responsible for reviewing complex individual tax returns, income tax planning, and advising high net-worth individuals and families. This role requires...
Title: Lead Counsel 2 - Regulatory Requirements & Obligations Program (Hybrid) Job Responsibilities: - Review, assess, and interpret Laws, Rules, and Regulations (LRRs) applicable to the company both as a financial services provider with a global network of offices (Financial...
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...
Title: Tax Manager or Senior Manager, Family Office Job Responsibilities: - Serve as a trusted advisor to family offices on strategic, operational, and financial matters. - Direct tax compliance and consulting services for multi-generational family and private-equity backed businesses, owner-managed, and fast-growing start-ups. -...