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...
Title: General Counsel Company: Company Department: Officer Reports To: Chief Executive Officer Wage Category: Exempt Job Responsibilities: The General Counsel will join the company's Legal team, a crucial part of the organization, which collaborates closely with key teams and stakeholders to ensure the company's future success....
Title: KPB Trust Officer Job Responsibilities: The KPB Trust Officer is responsible for executing fiduciary responsibilities on behalf of the company as a corporate fiduciary. This involves the administration and post-death settlement of fiduciary accounts, providing expert trust and estate administration, and...
Title: **Members Only** Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with ultra-high-net-worth (UHNW) families with a net worth greater than $25 million. - Act as the primary point of contact for internal and external referrals for Family Wealth (FW) prospects. -...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director in the Financial Services Tax team within the Corporate Tax services at the company, you will be entrusted with a variety of responsibilities that focus on providing strategic consultancy...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: As a Director in the Financial Services Tax practice, your role involves leading a team of problem solvers to address complex business issues from strategy to execution. Your key responsibilities include: - Setting...
Title Financial Services Tax - Real Estate Director Job Responsibilities - Set the strategic direction for the Financial Services Tax team, ensuring alignment with the company’s broader goals and objectives. - Lead business development initiatives to drive growth within the...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: A career in the Financial Services Tax practice within Corporate Tax services provides an opportunity to assist clients in meeting their tax obligations while effectively managing the impact tax has on their...
Title: Senior Tax Associate, Real Estate and Construction Job Responsibilities: As a Senior Tax Associate within the construction and real estate industries, your primary responsibilities will include identifying and implementing tax planning and consulting opportunities for a diverse client base. You will...
Title: Tax Manager, Real Estate and Construction Job Responsibilities: As a Tax Manager at Company, you will be responsible for providing tax consulting and compliance services to clients in the construction and real estate industries. Your role will involve performing tax research,...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: - Technical Expertise: Deliver high-level tax consulting, compliance, and controversy support for complex estate, gift, and trust matters affecting ultra-high-net-worth clients. - Engagement Leadership: Manage multiple projects in a fast-paced, collaborative environment while...
to support a business unit focused on deposit, lending, and investment products targeting affluent individual and business customers. - Provide strategic and practical legal advice to operational areas handling complex account changes, including issues related to powers of attorney, trusts...
consulting and tax return preparation duties, including tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates,...
return preparation duties, including tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax related projects. You will work with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits...
preparation duties, which encompass tax research, tax planning, and the preparation of supporting digital work papers for various tax returns and tax-related projects. - Working with a variety of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to... diver...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager within the Private Client Services (PCS) is tasked with leveraging their educational background and professional experience, combined with their communication, time management, leadership, technical, business development, and...
Title Key Family Wealth Strategist Job Responsibilities - Serve as a senior advisor exclusively for ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family...
Title: Key Family Wealth Strategist Job Responsibilities: - Serve as a senior advisor exclusively working with ultra-high-net-worth (UHNW) families with a net worth exceeding $25 million. - Act as the primary point of contact for internal and external referrals for Family Wealth (FW)...
Title: Wealth Management Advisor II Job Responsibilities: - Serve as a trusted advisor and team coordinator for Private Bank clients, assisting them in articulating and achieving their wealth goals. - Develop and lead a team of highly credentialed specialists to provide wealth planning,...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: A Tax Senior Manager in the Private Client Services (PCS) is tasked with leveraging their educational and professional background, along with their communication, leadership, and technical skills, to deliver tax compliance and consulting...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in the Personal Financial Services practice, you will work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution....
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in Personal Financial Services at Company involves assisting private companies with a range of business advisory needs, such as audit, tax compliance, and planning. This role focuses on improving...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: As a Tax Senior Associate in Personal Financial Services, you will engage in a variety of tasks to support private companies and high net worth individuals with their financial advisory...
Information The salary for this position is competitive and commensurate with experience. Job Title: . Private Bank - Private Banker - Vice President or Executive Director Experience: Minimum of 6 years in Private...
Title: . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate...
Title . Private Bank – Private Banker – Vice President or Executive Director Job Responsibilities - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...
Title: . Private Bank – Private Banker – Vice President Job Responsibilities: - Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience. - Generate business results and...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the candidate will be expected to: - Perform high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice at the company, the primary responsibilities include: - Performing high-level reviews of tax research related to individual, fiduciary, partnership, closely-held corporations, estate,...
Title: Tax Manager - Private Wealth Job Responsibilities: As a Tax Manager in the Private Wealth Tax practice, the primary responsibilities include: - Performing high-level reviews of tax research pertaining to individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax...
Title: Tax Senior, Private Client Services Job Responsibilities: A Tax Senior in the Private Client Services practice is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. The role involves a...
Title: Tax Senior, Private Client Services Job Responsibilities: The Tax Senior in Private Client Services at the company plays a crucial role in providing tax compliance and consulting services to high net-worth clients. This position involves a variety of responsibilities, including: - Participating...
Title: Tax Senior Manager, Private Client Services Job Responsibilities: - Manage tax and consulting engagements, identifying and addressing client needs, tax planning, and consulting opportunities. - Serve as the primary client contact for preparation and presentation of issues and resolution to clients, demonstrating...