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...
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...
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...
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...
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...
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....
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...
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...