General Counsel Job Title Assistant General Counsel Job Responsibilities - Acts as a subject matter expert providing legal advice to business leaders on issues impacting the company's non-depositary limited purpose trust company. - Ensures compliance of business activities, policies, practices,...
and investment products. - Prepare resolutions and participate in major legal actions. - Liaise with the business on strategic issues and regulatory matters. - Advise on the distribution of registered funds, collective investment trusts, and other asset management... vehicles within the retirement market....
Title: Sr. Director, Head of Innovative and Biosimilar Patents Job Responsibilities: Strategic IP Leadership: - Develop and implement global intellectual property strategies for innovative and biosimilar products. - Advise senior research and development (R&D) and commercial leadership on intellectual property (IP) risks, opportunities, and...
Title: Seasonal Tax Expert - Local Job Responsibilities: - Provide Tax Expertise: Offer hands-on tax advice and preparation services for TurboTax clients, handling simple to complex tax situations, including personal and business income, deductions optimization, amendments, and future tax planning advice. Utilize...
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...
satisfaction. - Oversee and review the preparation of complex federal, state, and local tax returns for individuals, S-Corporations, partnerships and other flow-through entities, and trusts and estates. - Provide advanced... tax planning and consulting services for high-net-worth individuals, business owners, and partners...
Title: AVP, Sr. Counsel - Fund Management Job Responsibilities: In the role of AVP, Sr. Counsel - Fund Management, the successful candidate will be responsible for providing leadership, direction, and subject matter expertise on complex projects and initiatives related to the company's...
Title: AVP, Securities Law & Corporate Governance Attorney Job Responsibilities: As an AVP, Securities & Corporate Governance Attorney, you will engage in legal work across a broad spectrum of . securities and corporate law matters. Your primary focus will be on tasks...
Live - Seasonal Local Service Expert The candidate will serve as a trusted advisor, empowering customers to achieve positive financial outcomes. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Assist with simple...
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: Family Wealth Sr. Fiduciary Advisor Job Responsibilities: The Family Wealth Sr. Fiduciary Advisor is primarily tasked with fulfilling the fiduciary responsibilities of the company by providing client advisory services to Ultra High Net Worth (UHNW) clients with a net worth greater...
- Deputy General Counsel Job Responsibilities The VP - Deputy General Counsel, Chief Compliance Officer & Assistant Secretary (DGC) is a pivotal member of the company's management team. This role involves leading the company’s contracts, compliance, corporate transactions, and corporate governance functions...
Title: **Members Only** Health Tier 1 Deal Strategy Manager Job Responsibilities: - Provide deal strategy, structuring, review, and **Members Only** business policy advice to sales within a broadly assigned territory to maximize current and future revenue while maintaining an acceptable risk profile for **Members Only**...
Title: International Tax Senior Manager Job Responsibilities: - Lead and manage a comprehensive range of international tax services for multiple clients, which includes planning, consulting, and compliance. - Advise multinational companies regarding the tax implications of their global operations, ensuring coordination between ....
including testamentary and intervivos trusts, Charitable Trusts, Conservatorships, Guardianships,... Life Insurance Trusts, Private Family Foundations, Special... Needs Trusts, and other Agency accounts. -... Perform initial legal and trust administration review of all potential new trust or investment business. - Partner with Business...
Job Title: Wealth Management Trusts & Estates Tax Operations,... transfer tax, fiduciary income tax, international transfer tax implications, and foreign tax reporting. - Prepare and present substantive tax training to the Trusts and Estates practice. - Partner... with team members to r...
Title Summer Associate Job Responsibilities - Attend orientation to learn about the company's culture, benefits, and responsibilities. - Participate in training programs designed to ensure success in the role. - Engage in day-to-day activities and work on real responsibilities alongside...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for achieving a revenue goal through acquiring new clients from both internal and external sources, and retaining and expanding a book of business. - Consult and coordinate the delivery of solutions for a comprehensive wealth...
Title: Senior Wealth Advisor Job Responsibilities: - Accountable for meeting revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding a book of business. - Consults and coordinates in delivering solutions for a comprehensive wealth...
Title: Wealth Advisor Job Responsibilities: - Accountable for achieving revenue goals through acquiring new clients from both internal and external sources, as well as retaining and expanding an existing book of business. - Consult and coordinate the delivery of comprehensive wealth management strategies...
Title: GCM Transaction Manager III Job Responsibilities: - Negotiate and close transactions where the company serves in a Trustee capacity, as well as other complementary roles and products. - Act as a client-facing centralized deal manager for transactions, coordinating with...
Title: Tax Manager, Private Wealth Job Responsibilities: - Assist in providing compliance and consulting services to high-net-worth individuals, multi-generational affluent families, family offices, and their private businesses and/or investment entities. - Perform complex individual, partnership, S-corp, trust, estate, gift, and state tax returns. -...
Development Analyst III The candidate will create member contract documents, including Evidence of Coverage (EOC) and related documents, for commercial products for high risk states. Independently perform regulatory and operational research related to EOC and benefit development. Conduct risk assessments,...
Title: Assistant General Counsel - Commercial Lending Job Responsibilities: - Address legal and related risk issues in commercial lending transactions, including advising bank officers across various functions. - Draft, review, negotiate, and revise commercial loan documents. - Maintain and enhance template commercial lending agreements...
Title: Tax Credits & Incentives Advisory Senior Manager - Cost Segregation Job Responsibilities: As a Tax Senior Manager in the Tax Credits & Incentives Advisory (TCIA) Practice, the candidate will be a part of a distinguished team comprising CPAs, engineers, and tax...