Title: Trust Officer VP, Wealth Management Solutions, Trust & Estates Job Responsibilities: - Analyze trust documents for legal, tax, administrative, and investment issues, ensuring the effective delivery of services. - Make recommendations regarding the exercise of discretionary powers by the Bank in its...
play a pivotal role in the Global Trusts & Estates Practice. Your... responsibilities will include: - Overseeing the administration of trusts and analyzing trust documents... to identify legal, tax, administrative, and investment issues. - Making recommendations on how the company should ex...
Title Wealth Management Solutions, Trust & Estates, Trust Officer - VP Job Responsibilities - Analyze trust documents for legal, tax, administrative, and investment issues, coordinating the delivery of services. - Make recommendations regarding the exercise of discretionary powers by the...
gift tax, generation-skipping 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. - Collaborate... with team members to review and support the preparation of var...
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: 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. -...
Title: Fiduciary Director Job Responsibilities: - Manage and develop trust centers, associated support, and specialty teams within Information, Management, and Technology, focusing on delivering moderate complexity and risk. - Engage and influence stakeholders, internal partners, and peers associated with Information, Management, and Technology...
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...
Live - Seasonal Local Service Expert The candidate will work on-site from a TurboTax location, serving customers both in-person and virtually using **Members Only** TurboTax products. Leverage tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product...