Title: Senior Trust Officer Job Responsibilities: - Administer and manage complex trust relationships within client portfolios, demonstrating expertise and sound judgment in fiduciary discretion. - Act as the primary contact for clients on trust account relationships, maintaining regular communication...
with long-term tax planning strategies. Duties include presenting federal and state income tax returns and strategizing for clients, working with all types of business entities such as corporations, partnerships, trusts, estates, fiduciary, and foundations.... The Tax Manager will identify industry/client...
engagements that integrate tax efficiency with long-term tax planning strategies - Presenting federal and state income tax returns and strategizing for clients - Working with all types of business entities including corporations, partnerships, trusts, estates, fiduciary, and foundations -... Identifying industry/client tax planning...
Title: Financial Services Tax - Real Estate Director Job Responsibilities: - Set the strategic direction for the Financial Services Tax team. - Lead business development initiatives to drive growth. - Oversee multiple projects to achieve top-quality delivery. - Maintain executive-level client relationships. - Provide technical proficiency...
Title: Senior Real Estate Title Agent Job Responsibilities: - Preparation of project reports and review of title document packages - Review complex encumbrances and provide clearance recommendations according to client standards - Review Right-Of-Way centerline surveys prepared on properties, if applicable...
Title: Sr. Manager/Sr. Counsel - Commercial Real Estate - Agency Finance (Hybrid) Job Responsibilities: The Sr. Manager/Sr. Counsel in Commercial Real Estate - Agency Finance is responsible for providing comprehensive legal support to the Commercial Real Estate (CRE) segment within the Commercial...
Title: Sr. Manager/Sr. Counsel - Commercial Real Estate (Hybrid) Job Responsibilities: The Sr. Manager/Sr. Counsel - Commercial Real Estate at the company is a pivotal role within the Legal Department, tasked with supporting the Commercial Bank's burgeoning Commercial Real Estate (CRE) sector....
duties. These duties include: - Conducting tax research and planning. - Preparing supporting digital work papers for various tax returns and tax-related projects. - Working with a diverse range of entities such as corporations, partnerships, estates, trusts, and non-profits. - Exposure to... a variet...
Title: Assistant General Counsel 2 - Consumer Lending Originations & Marketing Job Responsibilities: The Assistant General Counsel 2 will maintain strong and productive relationships with key internal clients while serving as a trusted legal advisor, legal risk manager, and business partner. The...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is tasked with providing tax compliance and consulting services to high net-worth clients, which include individuals, families, family offices, C-Suite executives, athletes, and entertainers. The role...
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 deliver tax compliance and consulting services to high net-worth clients. Key responsibilities include: - Managing tax...
Title: Tax Senior Associate - Personal Financial Services Job Responsibilities: A career in the Personal Financial Service practice within the company provides the opportunity to assist private companies with a range of business advisory needs, including audit, tax compliance, and...
services to individuals, partnerships, trusts, estates, and private foundations. -... Developing, building, and managing client relationships as part of the proposal process. - Participating in networking activities to further expand business opportunities and client relationships. - Maintaining functional expertise and understanding of a...
services to individuals, partnerships, trusts, estates, and private foundations. -... Develop, build, and manage client relationships as part of the proposal process. - Participate in networking activities to expand business opportunities and client relationships. - Maintain functional expertise and understanding of a client's...
Title: Tax Manager, Private Client Services Job Responsibilities: A Tax Manager in the Private Client Services is responsible for providing tax compliance and consulting services to high net-worth clients. This role involves managing tax and consulting engagements, working directly with clients and...
Title: Tax Manager – Private Tax, International Private Client Job Responsibilities: - Apply tax knowledge across a wide range of tax topics and processes to address complex challenges. - Act as a key point of contact for clients and colleagues in a globally...
Title: Tax Managing Director, Private Client Services Job Responsibilities: - Lead tax and consulting engagements while teaching the team the necessary skills to identify and address client needs, tax planning, and consulting opportunities. - Act as the primary client contact for preparation and...
Title: Trust and Estate Tax Manager Job Responsibilities: As a Trust and Estate Tax Manager at the company, you will play a crucial role in managing tax engagements and providing exceptional service to clients. Your responsibilities will include: - Reviewing individual, trust, partnership,...