Title: Corporate Counsel – Global Fund Services Job Responsibilities: - Provide legal advice and interpretation for . Bank’s Global Fund Services (GFS) business, including fund administration, accounting, transfer agency, and custody. - Prepare, review, and negotiate customer contracts and other legal documents with...
Wealth Advisor Duties: Serve as primary resource for clients with complex needs around financial planning, investments, insurance, tax management, executive compensation, retirement analysis, estate planning, philanthropy and business succession planning. Think both strategically and tactically, identify solutions appropriate for each...
to Real Estate Investment Trusts, Real Estate Private Equity... Funds, and real estate joint ventures and operating partnerships. - Work directly with clients, manage tax engagement teams, and have access to specialists when needed. - Utilize state-of-the-art technology and maintain strong support...
Title Financial Services Tax - Real Estate Director Job Responsibilities A career in the Financial Services Tax practice within Corporate Tax services at the company provides the opportunity to assist clients in meeting their tax obligations while managing the impact...
WNT Estates, Gifts & Trusts The candidate will work... closely with professionals from the offices around the country as well as international member firms to advise clients on planning and compliance matters involving estate and gift tax, generation-skipping transfer tax,...
Services Tax - Real Estate Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Services Tax - Real Estate Senior Manager The candidate will get the opportunity to help clients meet their tax obligations while managing the impact tax has on their business. Advise clients on their local and overseas tax affairs, while acting...
Title: Tax Manager - Estate, Gift & Trust Job Responsibilities: The Tax Manager for Estate, Gift & Trust at the company will play a pivotal role in advising ultra-high-net-worth clients on complex tax planning and compliance matters. The key responsibilities include: - Delivering...
Title: Senior Business Accountability Specialist - Banking, Lending and Trust Job Responsibilities: The Senior Business Accountability Specialist at the company plays a pivotal role within the Fiduciary Oversight team under the Wealth & Investment Management (WIM) division, specifically within the Banking, Lending,...
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....
role in growing the company's private client tax practice, focusing on ultra-high net-worth individuals, trusts, and estate clients. - Review... and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and Family Offices. - S...
Title: Tax Senior Manager - Personal Financial Services Job Responsibilities: A career with the Personal Financial Service practice at the company provides the opportunity for working with private companies in business advisory capacities, including audit, tax compliance, and planning to enhance operational...
in growing the company's private client tax practice. This practice focuses on ultra-high net-worth individuals, trusts, and estate clients. -... Review and provide analyses of complex individual income tax, gift, estate, and trust returns for ultra-high net-worth individuals and f...
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. Managers are... expected to engage in various business dev...
Title: Senior Associate, Business Tax Services - Private Clients Job Responsibilities: - Provide tax compliance and advisory services to owners and senior executives of the company's private client base, focusing on ultra-high net worth individuals, trust, and estate clients. - Prepare complex individual...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in Private Client Services is responsible for leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Leading...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company is tasked with leading tax and consulting engagements, guiding their team in identifying and addressing client needs, and uncovering tax...
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: . 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: Private Banker - 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 business results and acquire...
Title: Tax Managing Director, Private Client Services Job Responsibilities: A Tax Managing Director in the Private Client Services (PCS) at the company is tasked with utilizing their educational background and professional experience to provide tax compliance and consulting services to high net-worth...
Title: Tax Manager - High-net-worth Job Responsibilities: - Client Relationship Management: The Tax Manager is responsible for developing and maintaining strong relationships with clients. This involves providing personalized tax planning and compliance services aimed at building long-term wealth, ensuring high levels of...
Title: Tax Managing Director - Premier Wealth Job Responsibilities: - Design and implement the overall strategy for the premier wealth tax practice, including service offerings, pricing models, and growth targets. - Build and lead a dedicated team of tax professionals, focusing on strategies...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides an opportunity to assist private companies with various business advisory needs, including audit, tax compliance, and planning, to enhance...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is tasked with leveraging their educational background and professional experience to provide tax compliance and consulting services to high net-worth clients. The job entails managing tax...
Title: Senior Tax Manager Job Responsibilities: - Serve as a valued business advisor delivering industry-focused tax advisory and compliance services to middle market clients. - Work closely with firm leadership to serve clients and contribute to the business's growth, directly impacting the firm's...
Title: Tax Manager Job Responsibilities: - Be a trusted member of the team providing various tax services to middle market clients. - Oversee and provide services pertaining to accounting, tax, and prepared or compiled financials. - Review and analyze accounting records and/or reporting with...
Title: Federal Tax Senior Associate, Lead Tax Services Job Responsibilities: As a Federal Tax Senior Associate for the Lead Tax Services practice at the company, the candidate will be expected to: - Assist on large projects, demonstrating strong technical skills which are vital...
Title: Assistant General Counsel 2 - Consumer Lending Originations & Marketing Job Responsibilities: The Assistant General Counsel 2 will play a critical role in maintaining strong, productive relationships with key internal clients and serve as a trusted legal advisor, legal...